This past June marked Terri Lanser’s tenth anniversary as an essential member of the Keystone Financial Planning Client Service Team. Her duties have grown over those years—one of the main being the paperwork preparation for opening/updating client accounts. Her role also includes helping clients create their Schwab Alliance accounts, preparing KFP Payroll, handling State filings for the OH Bureau of Workers’ Comp and Use Tax, assisting clients with difficult to find but necessary tax paperwork for their accountants, compiling Beneficiary Designation reviews, and gathering Compliance Disaster Recovery information for the SEC. She loves the daily challenges and variety–no two days at KFP are the same!
Terri and Bob married on June 1, 2024, enjoying a small, intimate wedding ceremony and reception with immediate family members and close friends. Their honeymoon took them to the tropical island of St. Vincent & the Grenadines, located in the southeastern Caribbean Sea. Upcoming trips center around her youngest granddaughter, Grace, who made a national Lacrosse travel team. This will take Terri across the country to enjoy family time supporting Grace at her various Lacrosse events.
Most recently, Terri and Bob completed a large addition that offers a new home office for Terri, and a rear property makeover that Bob likes to call their “Backyard Oasis!” Great times have been had with family and friends coming together to enjoy the additional space and amenities it offers. Next up—Bob will be adding an outdoor kitchen for their grilling, steaming, and griddle needs!