FINANCIALWERX 
About Us

We are a dynamic and progressive company dedicated to providing the very best in financial advisory to our clients. Financialwerx works closely with independent advisors who see value in having access to a collaborative office environment in which to grow their practice. Financial Advisors with our firm work closely together, sharing ideas and solutions for clients based on a solid financial planning strategy. Our Gap Analysis process ensures each client is afforded the opportunity to have a full comprehensive financial plan prepared.

 

  Kermit Furlow
Chairman

As Chairman of Financialwerx, Kermit is responsible for the firm's business development and strategic direction. Kermit brings over ten years experience as a business executive to the Financialwerx team. Kermit is a seasoned management consultant with proven leadership skills, interpersonal skills, and extensive project management experience. Kermit works with business clients as a consultant and corporate strategist.

Terri Furlow
President

As President of Financialwerx, Terri is dedicated to ensuring the integrity of every client relationship with their Financial Advisor. Her commitment to quality customer service ensures that every client is treated with the highest regard. Terri earned a Bachelor of Arts degree from the University of Waterloo. She continued her academic pursuits through extensive education with the Canadian Securities Institute, most recently completing the Personal Financial Plannnig Course (PFPC). Terri has over eight years experience in the financial services industry, beginning her financial services career in banking and has spent the last three years as an independent financial advisor.

  Glenda Barrington
Operations Manager

As Operations Manager, Glenda brings an accumulation of skills, experience and a vibrant personality to the Financialwerx team. With a background in financial services, business development and customer service, she combines these skills to successfully build ongoing business relationships to further our company's development. Glenda brings excellent communication and interpersonal skills to the team as well as a strong commitment to our company and the business relationships that we build.