Teri Hirt

05/05/2026

🎉 ¡Feliz Cinco de Mayo! 🎉
We’re Teri Hirt and Ricardo Rivera, and we’re proud to serve our community as a bilingual financial advisory team—en inglés y en español. Today, we celebrate culture, connection, and the power of being understood while planning for your financial future. ¡Salud a nuevas oportunidades!

📞 Connect with us:
Teri Hirt
📱 901‑290‑7803
📧 [email protected]
🌐 https://www.shoemakerfinancial.com/teri-hirt-cfp-bio

Ricardo Rivera
📱 901‑250‑6949
📧 [email protected]

04/27/2026

That’s a wrap! ✅

I’m grateful to have participated as a panel speaker at the 11th Annual Invest in Women Conference, hosted by Financial Advisor Magazine, in Boston, MA.

The conversation focused on leadership in the era of the Great Wealth Transfer—an unprecedented shift that is reshaping how families, advisors, and future generations think about wealth, purpose, and legacy. As priorities continue to evolve beyond building wealth alone, intentional planning and thoughtful guidance have never been more important.

It was a privilege to join Moderator Anna Wright, CFP®, with the RVP Regional Growth Team at Avantax, alongside fellow panelists Jordan Badgett Perelle, CFP®, CRPC™, Partner and Senior Wealth Management Advisor at OpenArc Corporate Advisory, and Dayana Velasco, Chief Growth Officer at Aventura Private Wealth. Our discussion reinforced how critical it is for advisors to remain engaged, adaptable, and client‑focused as the landscape continues to change.

Thank you to Financial Advisor Magazine for creating space for such meaningful dialogue, and to everyone who contributed to the conversation. I look forward to continuing these discussions and sharing insights with clients and colleagues in the weeks ahead.

*Jordan Badgett Perelle and Dayana Velasco are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.

04/23/2026

Leadership in the Era of the Great Wealth Transfer 📊

We’re in the midst of one of the most historic shifts in the financial landscape, with an estimated $124 trillion transferring from one generation to the next.* For the first time in history, women are poised to control the majority of this wealth.* This moment represents far more than a transfer of assets—it’s a pivotal leadership opportunity for financial advisors to guide clients through increasingly complex transitions.

At Shoemaker Financial, we see this shift unfold every day as clients navigate inheritance, liquidity events, and longer life expectancies. As these transitions occur, priorities extend beyond simply building wealth. Today’s conversations focus on how to live with purpose, protect what matters most, and pass wealth on with intention. Longevity planning, values‑based decisions, and family dynamics are now central to the advisory relationship.

📍 I have the privilege of representing our firm as a panel speaker at the 11th Annual Invest in Women Conference, hosted by Financial Advisor Magazine, in Boston, MA. Our discussion, "The Great Wealth Transfer: Women, Wealth, and the Future of Financial Leadership", will explore how advisors can lead with intention during this pivotal moment.

I’ll be joined by Moderator Anna Wright, CFP®, with the RVP Regional Growth Team at Avantax, along with speakers Jordan Badgett Perelle, CFP®, CRPC™, Partner and Senior Wealth Management Advisor at OpenArc Corporate Advisory, and Dayana Velasco, Chief Growth Officer at Aventura Private Wealth.

✨ I look forward to a thoughtful and engaging discussion alongside these outstanding industry leaders.

*Cerulli Associates, “The Cerulli Report: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024,” December 5, 2024.
Jordan Badgett Perelle and Dayana Velasco are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.

04/22/2026

"The Earth is a fine place and worth fighting for."
-Ernest Hemingway

04/15/2026

Did you know that the origins of spring cleaning date from when fireplaces heated homes? It’s not just your house that might need a little straightening up. Give us a call if you’d like to schedule a time to get together and take a look at your full financial picture.

04/05/2026

Wishing you and your family a wonderful Easter! 🌸

He is Risen!

04/01/2026

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over the winter.

Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Reach out—I'm happy to help.


🔗 Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

01/27/2026

Host a potluck night where everyone makes and brings food to share. This can be a cost-effective way to spend time with people you love without spending a lot on expensive restaurants or food for a crowd. And for even more fun, add a theme to your potluck.

01/19/2026

01/13/2026

Museums are the busiest during the spring and summer, so winter is a great time to see local attractions without having to deal with crowds. You may find plenty of free or cost-effective options in your area that you haven't been able to experience before.