Financial Advice that Makes the Complex Simple.

About Teresa

Teresa helps her clients to better understand the issues at stake and the impact of decisions made today on their future. The big journey is made up of small steps, and Teresa tries to help her clients understand this.

She believes that having a caring trusted professional on your side who understands what you’re going through is invaluable. Receiving objective guidance to make rational decisions while you’re under emotional duress is crucial, and it can be just the encouragement you need.

Teresa’s journey developed and shaped a deeply instilled passion in her to help as many women as she can navigate life’s transitions. Her passion is to meet with clients at the crossroads of divorce, death of a spouse, remarriage, retirement, relocation, starting a new business, changing careers and other transitions.

She especially has a heart for helping women navigate divorce. She understands that no one gets married planning on a divorce – it’s stressful, emotional, and worst of all, unplanned. She helps her clients gain and sustain financial security by establishing a clear financial plan to keep them on track in the difficult post-divorce years.

Teresa’s passion led her to obtain additional knowledge in the area of divorce – the designation of Certified Divorce Financial Analyst (CDFA).

In addition to her CDFA experience, Teresa’s portfolio of clients ranges from young families building wealth, to households looking forward to retirement, to clients in the distribution phase of their financial journey.

Teresa’s biggest accomplishment in life has been the joy of raising her three kids: Chris, Sarah and Nicholas. When she’s not at the desk, she spends quality time visiting them because they all live in cities that are wonderful to visit.

Her hobbies include enjoying golf, tennis, bike riding, boating, snowboarding, gardening and spending time with family and friends.

Read Teresa’s latest blog post here

 

Teresa is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

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