Teresa joined our team in 2013. She has spent her early years here working closely with clients, providing assistance in research, planning, and implementation of plans for new clients and serving existing clients. Teresa has always had a desire to serve others and encourage them to reach their goals. As part of our team of advisors, she enjoys pursuing her passion of building relationships with people and helping them move toward their financial goals. Teresa believes the key to reaching your financial goals is to create a clear plan with an advisor who can provide the tools and encouragement you need to stay motivated and focused. No two investors are alike and Teresa understands that individualized attention is the key to helping her clients – that’s why she takes the time to meet with her clients to seek to understand their specific needs, concerns, and expectations.
Teresa lives locally with her husband, Joey, and six children, Kateleen, Lucas, Elayna, Isabella, Evanna and Amelia. Teresa loves having a large family, being a mom, and serving in her church. When she isn’t playing the role of mom, however, she can be found training to join our Director of Practice Management, Alisha, in the roller derby arena.