Our Team
Our priority and our motivation is our clients. We approach each new interaction with a spirit of curiousity and understanding, to listen to our clients' needs and meet them where they are. We are confident that, with our understanding of personal finance and our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a passion for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a strong commitment to our community.
Melody Terrell
Financial Advisor
mterrell@tremontfirstfinancial.com
As a Financial Advisor for Tremont First Financial Services, Melody Terrell works one-on-one with her clients to create and enact a holistic financial plan for their individual, family, and business needs. She loves sitting down with...
Morgan Hauser
Client Relations Specialist
mhauser@tremontfirstfinancial.com