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Home » Our Firm » Meagan Moe

Krystal Terry

Business Development Associate/Office Manager

Personal:  Krystal enjoys spending time with her two teenage daughters. A Texas native, she has lived in other states but always comes back to her home state. She is an artist, and particularly loves painting and creating new art. She also enjoys spending time at the beach and listening to live music.

Duties & Responsibilities at Teamwork:  Krystal assists with coordinating and marketing the firm’s seminars and events. She also makes sure new and existing clients are receiving the assistance they need.

Education:  Krystal studied graphic design at Lonestar College in Houston. She holds a Medical Associate certificate from PIMA Medical School in Medical Assistance and Healthcare Administration and has also attended real estate school. She is a notary public and has a real estate license.

Background:  Krystal joined the firm in 2021. She previously worked in the financial industry for several years, doing everything from creating mailers and managing accounts to helping advisors prepare for client meetings. She is passionate about helping others and learning as much as she can from clients’ stories and experiences. Krystal strives to build positive rapport with the clients and advisors at Teamwork Financial Group.

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"The Social Security Decisions”
Learn important variables to consider as you create a sound retirement income strategy for the days ahead.

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Since 1988, we have developed our practice by maintaining close, trusted relationships with each of our clients and their families. Our expertise is aligning and integrating legal, tax and financial plans to create a game plan for life!
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The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of investment and insurance products in the future.