Our Team
Multiple Generations, One Unified Vision
Klaine Doucette
Co-Founder & Vice President
With a rich background in retail management, Klaine Doucette brings a unique perspective to the financial services industry. His journey began with mastering the art of communication and understanding the profound impact of helping others. Klaine's transition to financial services was driven by a realization: while many work tirelessly for their earnings, few are equipped with the discipline to manage their finances effectively. This insight fueled Klaine’s commitment to educating hard-working families and small business owners, guiding them towards financial stewardship.
Klaine, together with his wife Ann, has been a pillar in the local community for over three decades, dedicating time to volunteering and serving at their church. A proud father, he cherishes investing time in his son Karter's career and personal growth, celebrating each milestone with pride and joy.
Korey Doucette
Co-Founder & Vice President
A Northern Arizona University alumnus with a degree in Business Administration, Korey Doucette embarked on his financial services journey in 1993. With over 30 years of experience, Korey has been a guiding light to thousands, offering bespoke insurance and investment solutions to families and business owners. His deep-seated passion for financial education enables his clients to grasp complex concepts and products, empowering them to realize their financial aspirations.
Korey's commitment extends beyond his professional role to his community involvement. He has spent numerous years as a youth sports coach and a volunteer, contributing positively to community development. Looking ahead, Korey is enthusiastic about continuing to make a significant impact in the lives of those around him.
Karter Doucette
Wealth Management Advisor & Business Development
Karter Doucette, a native of Gilbert, Arizona, proudly graduated from Gilbert High School in 2021. His journey into the financial industry began early, sparked by his father's seasoned expertise and the family's emphasis on financial education. Motivated by this background, Karter pursued industry licensing, honing his skills with determination and diligence. Today, he leads a dynamic team of professionals, drawing strength from his family's support and guidance as he navigates the complexities of finance. With a passion for excellence and a commitment to lifelong learning, Karter continues to carve his path, driven by a vision of financial empowerment for all.
Tristen Aragon
Wealth Management Advisor
Starting her financial career in 2017, Tristen is a native of Winslow, Arizona, with a strong desire to empower families towards a brighter financial future. Her passion lies in simplifying complex financial concepts and translating them into actionable strategies for individuals, families, and businesses. Tristen's dedication to education ensures her clients gain a clear understanding of the financial products and services available to them, enabling them to make informed choices with confidence.
Donna Jennifer O'Neil
Wealth Management Advisor
Leveraging her background in human resources and counseling, Jennifer has been in financial services since 2011. Witnessing firsthand the impact finances have on individuals, she passionately guides families and individuals in creating personalized plans to achieve their financial goals. Jennifer enjoys educating her clients about the various financial products and services available, empowering them to make informed decisions and build a secure financial future.
Patrick Stickler
Wealth Management Advisor
As a business owner himself, Patrick understands the intricacies of financial planning for both individuals and businesses. With over 17 years of experience in the financial industry (since 2007), he enjoys partnering with small business owners to map out their path to financial success. Patrick thrives on navigating the complexities of diverse financial options and utilizing them to create effective business plans and succession strategies. When he's not working, Patrick remains actively involved in his community, dedicating his time to coaching youth sports.
Bonnie Rogers
Financial Representative
A financial services industry veteran since 1997, Bonnie brings a wealth of experience and enthusiasm to her role. She is dedicated to finding customized solutions that meet the unique financial goals of each family she serves. Bonnie thrives on the challenge of connecting clients with the most appropriate financial options, ensuring their path towards financial security is well-defined and achievable.
Michael Flores
Financial Representative
Michael grew up near Cincinnati, Ohio but has called the metro Phoenix area his home since 1995. He Served 4 years in the U.S. Army and since then he has worked in various sales and service capacities. Michael started in the financial services industry in 2000 and is passionate about helping people understand financial principles to achieve their goals. Michael is committed to developing trust and confidence with his clients by focusing his efforts on providing exceptional service, value and education with Integrity.
Hector Barragan
Financial Representative
Hector has been in the Financial Industry for over 15 years. He has a passion for educating families and small business owners, to help equip them to reach their goals and secure a better future for their families. Hector is a man of High integrity and character; he is a real asset to the TerraWealth team.
Jacob Hunt
Wealth Management Advisor
Jake grew up in the Gilbert area and went to high school at Campo Verde High School. He went on to ASU and achieved a Bachelors in Finance in 2022. Jake was interested in the financial industry because of the impact his parents’ financial advisor had on them. He wanted to make a difference in the same way by educating young families on the importance of becoming financially independent.
He has been an asset to the TerraWealth team and his goal is to continue finding those families who are ready to change their lives now for a better future tomorrow.
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