<strong>Meet Teresa</strong>

Meet Teresa

My first financial memory was when I was eleven years old, and my mother took me to see Handel’s Messiah. After the concert, even though it was late, she took me to Friendly’s Ice Cream to thank me for coming with her. The bill was a mere $1.72 for both of us. When we were almost home, Mom said, “I think I forgot to pay the bill,” and after some silent reflection, she turned the car around and drove the half hour back to Friendly’s to pay the bill. It was very late when we finally arrived home, but that memory has stuck with me throughout my life as an important lesson in the value of money and doing the right thing. 

Today, I respect the value of money my clients place on their savings and how their savings are going to help them with their retirement goals. Everyone’s retirement is something personally designed, with a plan or without, and a successful retirement is more than just the value of their money. I see myself as an advocate for them in developing a life map in which they can envision their retirement in broad strokes while creating flexibility for life changes. I help them consider where they will live, how they will live, and how they will spend their time in retirement. We then work in partnership to bring the plan together, revising it as needed.  

Once goals are developed, I use my skills to do the right thing in aligning their assets with strategies that support their plan, giving them the future income needed for a confident, successful retirement. I enjoy investment management, income management, tax mitigation strategies, appropriate long-term care discussions, and estate planning. I prefer to manage assets in a fiduciary capacity and am certified to counsel clients through the different and sometimes challenging retirement phases. I truly believe that when clients have confidence in their financial plan for their retirement goals, they have a better chance of a fulfilling life experience.

<strong>Professional Experience</strong>

Professional Experience

  • Education: University of Massachusetts, Amherst, MA, Bachelor’s Degree in Business Administration - Management
  • Years in Financial Services: 15 years total, 11 years as a financial advisor
  • Licenses: Series 7 and 66, both held with LPL Financial
  • Designations: Accredited Asset Manager Specialist® (AAMS®), Certified Retirement Counselor® (CRC®)
<strong>Immediate Family</strong>

Immediate Family

  • Four children: Kelsey (Ryan), Mitchell, Rebecca, and Timothy
  • Two grandchildren: Cecily and Ronan
  • Two house cats: Shadowfax (Rebecca’s) and Gloria (Timothy’s)
<strong>Hobbies</strong>

Hobbies

  • Advocating health and nutrition
  • Reading, mostly spiritual, classical, and financial
  • Watching football – Go Chiefs!
  • Quilting by hand
  • Playing pool!
  • Exercising
  • Playing Tetris
  • Gardening – flowers and herbs
  • Traveling when I can – my favorite vacation was to Lake Tahoe.
  • Visiting with my children and grandchildren
Accredited Asset Management Specialist&#174;

Accredited Asset Management Specialist®

What is AAMS®?
Certified Retirement Counselor<sup>&#174;</sup>

Certified Retirement Counselor®

Why Choose a CRC®?

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