Theresa has worked in the Financial Services Industry for 20+ years and brings expertise in relationship building and operations. She has her FINRA Series 7, 24, 63, and her NYS Insurance License including Variable Life and Variable Annuities. Her prior experience in the independent broker dealer and advisory space come from her role at Summit Financial Wealth Advisors, an OSJ of Cetera Financial Group. Theresa has managed large groups and has supported many advisors. As a growing firm, Theresa’s extensive expertise will help in supporting our advisors and providing a cutting-edge onboarding process.
In her spare time, you can find Theresa with her 6 grandchildren aged 5 months to 7 years. They light up her life and keep her busy. She also enjoys her Peloton, playing golf and tennis, biking, walking, reading, and spending time with good people.
Theresa’s Strengths are Relator, Responsibility, Arranger, Achiever and Restorative.