As a Vice-President, Teresa’s goals are simple: to know her clients well, to treat them with respect, and to measure her success by their success. To meet those goals, she develops financial plans tailored specifically to the individual needs of each of her clients. She believes that personalized service is essential when matching clients with the right financial products and services. She values long-lasting client relationships and advises her clients through every stage of their financial journey. She believes that together we are better!
Teresa earned a Bachelor of Science from Howard University and a Master of Health Services Administration from The George Washington University School of Business. She holds the Series 7, Series 66, and Life, Health, and Annuity licenses.