Teresa’s career started in 1997 in insurance that included Medicare Supplements, Long Term Care and Fixed Annuities. Jim joined her business in 2002 with wealth management and retirement planning. Teresa became a financial advisor earning her ChFC and CLTC and loves their focus on comprehensive retirement planning. It is important for Teresa to be an independent financial professional which allows her the freedom to find the best solution for clients.  

Teresa has many passions in her life. Working with the love of her life daily is the best! She loves her family and spending time with them, especially the one and only grandson. She loves to cook and entertain friends and family. SCUBA diving, biking and gardening is the way that she brings peace and mindfulness into her life. The world is much better 60 feet under the water.