Terri Josselyn

Terri Josselyn supports the Lumena team and clients with precision, professionalism, and a friendly approach.

Terri was born and raised in San Diego. In 2014, she began working as an Advisor Assistant, drawn to the financial planning, investments, and insurance industry as a way to expand her professional knowledge.

Throughout her career, she has demonstrated strong administrative skills along with her friendly, professional demeanor in several industries. She spent the majority of her career supporting attorneys at local firms, including trial lawyers, employment law specialists, and the legal department at a major company. That experience made her acutely aware of the need for confidentiality and accuracy while keeping up with the demands of a fast-paced environment. Eventually, she transitioned out of the legal field and joined a high-end local hotel as the Corporate Executive Assistant to the President and CEO, where she was able to take her knowledge to the next level by adding additional responsibilities in the areas of scheduling, research, and travel arrangements.

Always dedicated to excellence in her work, her responsibilities include greeting clients in person and on the phone, database management, and general support for the team. In preparation for each meeting, she reviews account details such as beneficiary designations and banking information to confirm they are current and accurate. When updates are needed, she prepares the documents and tracks the changes through completion.

Terri keeps the work moving and the details in order, ensuring every meeting is well-prepared and every client record is accurate.