Terèse Chanel

Terèse Chanel joined the Insight Financial Advisors team in 2015. Before joining the team at Insight Financial Advisors, Ms. Chanel accrued over 20 years of experience in the insurance industry working with companies such as Merrill Lynch and Metlife. Along with meeting preparation and follow up, Ms. Chanel also assists with scheduling, paperwork preparation, paperwork processing, and office management.

Quick Facts!

– Office Administrator
– 23 years financial services and
insurance experience

Fun Facts!

– Self-taught photographer
– Wine connoisseur
– Cheese master
– Yoga novice
– Top Chef wannabe

Wanda Delgado, CFP®
Registered Principal

John Calmes, CFP®
Certified Financial Planner

 

Heather Calmes
Client Education Specialist

 

Terèse Chanel
Office Administrator