Throughout her career, Teresa has always enjoyed having conversations with clients about how they want their wealth to support their life goals. She works closely with clients to create a wealth management plan that considers their current financial situation, as well as their willingness, ability and need to take risk, to determine a path to follow toward their objectives. As an independent financial advisor, Teresa offers objective advice and a wide range of investment options for her clients.
Originally from Massachusetts, she graduated with a bachelor's degree in business management from the University of Massachusetts in Amherst and started her career in financial services right away. After several years, she decided to stay home with her four children, homeschool, manage a food co-op and run a home-based business. Teresa came back to financial services over nine years ago and has since been working with clients to help them pursue their financial goals.
Teresa gets excited about analyzing and finding investments that can support clients’ goals. As a former homeschooler, she believes in the importance of education, so she’s also passionate about helping clients understand the investments and strategies they’re using in their portfolio.
Teresa has earned the Accredited Asset Management Specialist™ designation from the College for Financial Planning. She is committed to professional development and continually pursues opportunities to deepen her skills and knowledge to better serve clients.
Having called Missouri home since 1998, Teresa appreciates the quality of life in the St. Peters area, which she says is a great place to raise children. She is active and supportive in her children’s education, music and sports. Outside of the office, Teresa enjoys exercising, chess, ping pong, pool, gardening, quilting and being involved in her church.