Simplified Financial Advice.

Meet Teresa


Teresa has more than 25 years of experience in sales, marketing and executive management in the consumer products, telecommunications, and semiconductor industries. In 2007, she realized her business experience and training could help people focus on their personal financial goals.

Teresa’s primary objective as a Wealth Advisor is to help you have a more prosperous financial life. She is experienced in retirement planning, educating the next generation and estate planning. Her focus on building relationships and earning your trust enables her to create individualized programs that will suit your financial goals.

Teresa earned both her bachelor’s and Master of Business Administration at the University of Texas at Arlington. She is a CERTIFIED FINANCIAL PLANNER®, a Retirement Income Certified Professional® and has her variable life, health, and long-term care licenses.

When Teresa is not helping others pursue their financial goals, she enjoys playing golf, listening to jazz, cooking, and reading mystery novels.