Terri Updegraff

Terri Updegraff is a Retirement Plan Consultant with New Aspect Financial Services, where she partners with employers to design, manage, and optimize retirement plans that help organizations and their employees achieve long-term financial success. She supports a portfolio of retirement plan clients, providing fiduciary guidance, strategic plan consulting, participant education, and customized solutions that strengthen plan outcomes.

With more than 15 years of experience spanning retirement plan consulting, business development, client relationship management, leadership consulting, and marketing, Terri brings a unique combination of strategic insight and personalized service to every client relationship. Prior to her current role, she held leadership positions in client services, business development, and marketing, consistently driving revenue growth, building high-performing partnerships, and helping organizations achieve their goals.

Terri holds a Master of Arts in Organization Development from Sonoma State University and a Bachelor of Science in Business Administration from California State University, Sacramento. She is a Certified Plan Fiduciary Advisor (CPFA) and holds the Series 65 license.

Known for her collaborative approach, Terri is passionate about simplifying retirement planning, empowering participants through financial education, and helping employers fulfill their fiduciary responsibilities with confidence.

Outside of work, Terri is active in her community. She enjoys playing bocce, exploring the wine country, trying new recipes, and enjoying them with family and friends.