“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
Education:
B.S. Social Work, Winona State University