Simplified Financial Advice.

Meet Teresa


Teresa has excellent people skills – something that helps her shine in her role as our team’s Administrative Assistant. She has a knack for making clients feel comfortable and valued, and she listens carefully to their needs and puts a plan into action.

With several years of experience within the financial services and human resources industries, Teresa also has a degree in business management and is licensed for Life, Health and Accident or Sickness Insurance in Louisiana.

Outside of work, Teresa enjoys spending time with her husband and family, fishing, cooking, reading and helping others.


Favorite food:

Soul Food

Best piece of financial advice received:


Favorite quote:

Treat others like you want to be treated. (My mother told me that every day) Matthew 7:12

If you could meet anyone, past or present, it would be:

Past - Queen Elizabeth
Present - Dolly Parton

Hidden talent:

Nothing that I can think of

Favorite book:

All John Grisham, Twilight series

Favorite movie:

Too many to list (Pelican Brief, Erin Brockovich, Stepmom, The Passion of the Christ, Radio, Equalizer Series)

Favorite TV show:

The Waltons

What motivates you:

My family

Favorite holiday:


Something on your bucket list:

Ride in a hot air balloon

Place you'd most like to visit:


Biggest accomplishment:

Getting my college degree at 40

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.