Phone: 800-888-5164 ext: 305
Investment Adviser Representative
Teresa’s mission is simple: To help women develop confidence in their financial knowledge while building a stronger financial future. Specifically, Teresa takes pride in seeing clients have the freedom to travel, save for their children’s education, participate in their passions, and retire with dignity.
With the financial services industry being male dominated for so long, Teresa wanted to give women the opportunity to work with other female professionals who have walked in their shoes, faced the challenges they face, and help them really understand the financial options that work for their situation.
From database and office management to appointment scheduling, compliance reporting and investment research, Teresa delivers exceptional client service and support with true compassion.
Teresa graduated from Texas Wesleyan University with a Master of Business Administration. She also earned a Master’s in Healthcare Administration and Bachelor’s in Management Information Systems at the University of Texas at Arlington.
Teresa is a member of the Daughters of the American Revolution (DAR) and the American College of Healthcare Executives (ACHE) where she achieved a Fellow ranking (FACHE). She also holds several certifications in Compliance.
When she is not in the office, Teresa loves spending time with family and friends. She is passionate about her outdoor time including hiking, camping and walking the dogs. She is an animal lover, water bug, music lover, and enjoys reading, genealogy and fitness.