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Teri LaMar

Client Advisor

I feel so fortunate to be able to work with my client families, helping them navigate the complexities that wealth brings. Whether it’s providing information to make informed financial decisions or helping the next generation learn how to manage their wealth, I am energized by the close relationships and trust built over time.

Teri LaMar brings nearly 30 years of experience working with high net worth families to her role as a relationship manager. She is a member of Filament and sits on the firm’s investment committee. Teri values the relationships she has with her clients, having worked with many families for over 20 years. She is now enjoying the process of educating the next generation as they learn the benefits and responsibilities of wealth. Although she enjoys working with couples, Teri has also developed an interest in helping women navigate their financial lives. She especially enjoys the process of teaching financial knowledge, leading to a sense of control, better decisions, and peace of mind.


Education

Teri received her Master of Science in Finance from Seattle University and her Bachelor of Arts (magna cum laude in Business Administration) from Seattle Pacific University.


Community Involvement

Teri serves on the Planned Giving Council for Swedish Hospital and is also a Board Member and Treasurer of Crime Stoppers of Puget Sound.