Teresa helps her clients gain peace of mind in reducing their financial insecurities. She cares about her clients financial health, so helping them to understand what they should be doing and how they should be doing it is what she’s most passionate about. While the majority of her clients are families, helping women through transitions in their lives is one of her passions. That transition comes in many forms – divorce, widowhood, career change, remarriage, retirement and relocation; just to name a few. Teresa believes that no matter how the circumstance of transition comes about, you do have options to be prepared. Teresa uses her experience to focus on her client’s long-term goals.
Teresa joined Carson Wealth in April 2013. She began her career in the financial services industry with a small independent firm in Omaha. She holds her Series 7 registration through Cetera Advisor Network and Series 66 through CWM, LLC and holds life, health, LTC and disability licenses in AZ, CA, CO, IA, KS, MI, NE, OK, SD, TX and WA.
Teresa was born and raised in Southwest Iowa, and has been a lifelong resident of the area. She enjoys golf, tennis, riding bicycles, boating, snowboarding, sports of many kinds, gardening and spending time with her family and friends. Teresa was blessed with three children; Christopher, Sarah and Nicholas, and they have all graduated from Iowa State University. Teresa volunteers for the Boys & Girls Club of the Midlands.
GETTING TO KNOW TERESA
Favorite food: LOTS! Pizza, Mexican, popcorn, homemade ham and beans with cornbread and she LOVES sweets!
Best piece financial advice received: You need two things to retire: time and money. The more time you have, the less money it takes and vice versa.
Favorite quote: The golden rule…Treat others as you would want to be treated.
Hidden talent: Interior painting and decorating
Favorite author: Nicholas Sparks
Favorite movie: Grease and Silence of the Lambs
What motivates Teresa: My career! I love what I do and helping other accomplish their goals.
Favorite holiday: Christmas – I love getting together with family!
Something on Teresa’s bucket list: Travel internationally
Place Teresa would most like to visit: Beaches & mountains – her favorites!
Biggest accomplishment: Raising her three amazing children