Teri Windisch

Teri’s Role at Marshall Financial

Teri has spent over two decades in administrative and leadership roles in the higher education and early childhood fields, in organizations like The College of New Jersey and Children’s Village at Doylestown Hospital. Now she’s the voice on the phone, the face at the door, and the person who helps new clients get started with Marshall—a role that her previous experiences prepared her for well.

“I’ve always said that childcare isn’t about children; it’s about providing services to support families,” Teri says. “And that’s exactly what Marshall provides. Theres’s a tremendous philosophical overlap between my previous work and my role here.”

Teri strives to ensure Marshall clients have a smooth experience in working with their advisors—from scheduling meetings, to answering questions, to getting new clients up and running.

Get to Know Teri

Teri brings an organized approach, a positive energy, and a knack for problem solving to a role that’s critical to keeping everything running effectively at Marshall. She’s also a great listener—a skill that’s central to our philosophy.

“In my previous positions I learned that above all, people want to feel they are heard,” she says. “It’s not about having an answer right away; it’s about listening well.” In fact, Teri’s lifelong interest in building strong relationships is just one reason she was so drawn to the warm and welcoming Marshall culture.  

Teri is thrilled to be part of the Marshall family but acknowledges that the best job she’s ever had is serving as the mother of three children. “Watching my children grow and become young adults is a process and a privilege,” she says. “There is no better investment of my time and energy than supporting and developing them.” After spending the last few years commuting long hours to Philadelphia, Teri is happy to be back working in Doylestown, the town she’s called home for 20 years.

Experience

With Marshall Financial since 2022

In financial services since 2022

Education

BA, University of Delaware

M.Ed., University of Maryland