Financial Advisor, Owner
Theresa started her career as a financial advisor with Thrivent Financial in 2007 as a captive agent. Theresa holds her series 7, series 63, and series 65 licenses. She also holds her life and health licenses and is licensed to work in various states. She holds a Certification in Long-term Care (CLTC).
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Osaic is one of the nation’s largest providers of wealth management solutions and home to a diverse, service-driven community of professionals who believe that planning for the future should be transformative, not transactional.
For more information, please visit: Transformative Wealth Management | Osaic
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Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Advisory services offered through Osaic Wealth, Inc. Elevation Captial and Retirement Strategies, and Osaic Wealth, Inc. are separate entities.
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