Terri E. Krueger, ChFC®
Dedicated to Serving Others
Terri E. Krueger has devoted her life to enhancing the well-being of others. In November 2018, she founded Krueger Advisors, LLC with this mission at the forefront. To honor her Irish heritage and celebrate the strength of women from all backgrounds, the firm was renamed Orla Wealth Management, LLC in 2025. With over 30 years of experience in the financial world, Terri's journey began at the young age of 19 when she was promoted to Head Teller at Key Bank. Her extensive background equips her to offer informed and strategic financial recommendations to her clients through LPL Financial and her firm as well as a strategic alliance with Main Street Wealth Management, LLC.
Volunteering and Community Involvement
In her free time, Terri passionately supports underserved children both locally and nationally. She serves as Vice Chair of the Town of Cicero Youth Board and continues her involvement with The Friends of the CanTeen board after their merger in January 2025. Terri was a board member of the North Syracuse Board of Education from 2018 to 2023 and held roles as Secretary and then Treasurer for The Kanikapila Project, a national music therapy foundation. Additionally, she has been a Court Appointed Special Advocate (CASA) for children in Onondaga County and has also served as Treasurer and Vice President of the Plank Road Chamber of Commerce. Her commitment to community extends to being a Road Captain and Secretary for the International Fire and Iron motorcycle club at Syracuse Station #99 and participating in several committees with The Rescue Mission Alliance of Syracuse.
Qualifications and Professional Achievements
Terri holds multiple securities licenses (Series 6, 7, and 63) through LPL Financial and has attained the Chartered Financial Consultant (ChFC) designation. Since 2012, she has been a qualifying member of the Million Dollar Round Table (MDRT), a premier association for financial professionals, achieving four Court of the Table qualifications and has maintained the prestigious Top of the Table qualification since 2022. Her contributions have led to grants for Syracuse totaling over $22,000, and she has received recognition for her philanthropic work, including features in Syracuse Women’s Magazine and a published article by MDRT in 2019.
Terri has actively participated in leadership roles within MDRT, including serving on the Business Development Task Force, the MDRT Foundation Grant Committee, and as Chair of the Business Development Committee in 2023 and Assistant Director of the Connexion Zon for the 2025 MDRT Annual meeting in Miami. Her expertise allows her to assist clients with estate, trust, and retirement planning, tax planning, life insurance and long-term care planning.
Website: Orla Wealth Management, LLC
You can book a meeting with Terri here: Schedule an Appointment
