469-795-7934 | Kate.finley@raymondjames.com

Kate Finley is the Texas Division Director at Trinity Strategic Wealth™. A Certified Private Wealth Advisor®, and a Chartered Retirement Planning Counselor™, Kate works tirelessly to create solid financial plans by first understanding what is important to her clients and then building personalized strategies to help her clients pursue their financial goals.

Whether planning for your dream retirement, saving for college or just trying to preserve the financial future of the ones you care for the most, Kate believes everyone deserves the professionalism, knowledge and heart of a team who is with you every step of the way.

Kate entered the industry in 2014 and quickly rose through the leadership ranks at Edward Jones. After a corporate career in strategic development with RHW Metals, Kate led a consulting firm supporting several nonprofit organizations. Kate believes her high level of attention to detail, communication skills and her love of helping others has made her a top financial advisor.

Kate attained a Bachelor of Arts degree in biblical studies from Criswell College. She is married to Dr. David L. Allen, distinguished professor of practical theology at Mid America Baptist Theological Seminary and Founder and CEO of their ministry, PreachingCoach. Kate enjoys sharing in ministry with David, traveling together, cooking, and playing her baby-grand piano.

469-795-7934 | teri.dale@raymondjames.com

With over 30 years of comprehensive finance and accounting experience, Teri works collaboratively with Kate in delivering the highest standards of professionalism in client service and care.

Teri specializes in building relationships with clients and utilizing her exceptional organizational skills to support clients in organizing, growing, and preserving their wealth. Prior to joining Trinity Strategic Wealth, Teri served 20 years at Hudson Advisors in Treasury and in the Hudson Advisors Global Markets Division.

Teri has three children, and two grandchildren. She enjoys shopping, cooking, watching basketball, and attending her son’s wrestling tournaments. They attend The Village church.