Client Service Associate
“I have always loved working with people and one of my favorite aspects of finance is we are given the opportunity to not only uplift a family’s financial security but potentially even the next generation.”
Background & Role:
Teresa started her career as a Social Worker in Minnesota with a focus in mental health. In 2014 she moved to New York City and pivoted to a career in Finance after securing a role at Guggenheim Partners.
Using her background in Social Work and Finance, Teresa approaches wealth management from a holistic approach by recognizing that financial security and stability affect all facets of a person’s life, not just their bank accounts.
Teresa currently lives in Milwaukee and enjoys the outdoors, theater, socializing with friends and learning to cook through trial and error
B.S. Social Work, Winona State University