Terri Walton Boyer is joining Discipline Wealth Solutions as Operations Manager, bringing nearly a decade of experience in the financial services industry. She holds a Management certification from Harvard Business School (online) and is a Villanova University graduate. Terri’s expertise lies in building and sustaining strong relationships, with a focus on delivering exceptional service to support the firm and clients in reaching peak performance. She and her family are from Philadelphia. Together, they enjoy spending quality time in Ocean City, New Jersey, with extended family.
