Theresa Lanser (Terri) is an Executive Assistant at Keystone Financial Planning, Inc. She joined KFP in 2014 after many years in the client service industry, including one of the largest local banks.
As an essential member of our Client Service Team, Terri prepares most of the paperwork clients’ are required to complete. She continues to learn and is enjoys the social interaction with coworkers, clients, vendors and other professionals.
Outside of the office, Terri is happiest when spending time with her fiancé, Bob, and their beautiful family of 4 children, 7 grandchildren and one great-grandchild. They both love traveling and try to take multiple trips a year. She enjoys flower gardening, walking, and card-making while listening to audiobooks or music.