Teresa joined Tom in 2015, and in 2017 she became a licensed Advisor Associate after passing her Series 7, 63, and 65 exams. As of July 2021, she has moved into the role of a Financial Advisor. She received her B.S. in Science from Northern Illinois University in ’09 and Masters Health Services from Governors State University in ’13. She believes her educational and career background as a Chemical Dependence Counselor and Hospice Admissions Coordinator gives her a unique perspective to financial planning. Her lifelong empathetic and understanding personality for life’s complicated circumstances has made her a true professional of difficult conversations and individualized case development. She takes advantage of Tom’s mentor-ship, and shares his passion for client education and informed recommendations.
Teresa is married, and has three children (Twin boys Nate and Lucas, and daughter Ellie). She spends her free times with family and friends, or at her kid's weekend activities. On a really good day, she is found on the water or around a camp fire.
CRPC conferred by College for Financial Planning.