Terri Duncan brings more than 24 years of mortgage industry experience and a passion for helping eligible homeowners explore ways home equity may provide additional financial flexibility in retirement. Her mission is to educate clients and help them evaluate how home equity may fit within their overall retirement planning objectives and financial circumstances.
Terri has earned the prestigious Certified Reverse Mortgage Professional (CRMP) designation from the National Reverse Mortgage Lenders Association (NRMLA), demonstrating her commitment to the highest standards of expertise and ethics in the reverse mortgage industry.
A dedicated educator and advocate, Terri regularly works with older homeowners, real estate professionals and financial advisors to increase understanding of reverse mortgage solutions and their potential role in retirement planning. She specializes in helping eligible homeowners evaluate how home equity may help preserve retirement assets, access available funds, address retirement planning needs, or support the purchase of a new primary residence.
Through education, personalized guidance and decades of experience, Terri helps clients make informed decisions that align with their retirement goals and lifestyle aspirations.