Teresa K. Shawver FPQP™, CPFA®

Teresa K. Shawver, FPQP™, CPFA®

Manager of Advisory Service Standards

As manager of Advisory Service Standards, Teresa is responsible for the development, implementation and oversight of standard practices of client care across all regional offices. She also plays an integral co-leadership role with our advisory team, contributing to workshops, offering one-on-one coaching and collaborating with regional directors and service line managers to ensure exceptional client service.

Licensing and Education

FINRA Series 65
Financial Paraplanner Qualified Professional (FPQP™)
Cybersecurity for Financial Planners Certificate
Certified Plan Fiduciary Advisor (CPFA®)

Accomplishments and Honors

Teresa has attended various professional development programs, including the Global Leadership Summit, the Magellan Master Executive Program, the Canon Financial Institute, Northwestern Trust School and the American Institute of Banking. She successfully completed the Cybersecurity for Financial Planners certificate program offered by the Financial Planning Association® (FPA®) in March 2021. In 2022, she earned the Certified Plan Fiduciary Advisor (CPFA®) designation demonstrating her knowledge, expertise, and commitment to working with retirement plans as a plan fiduciary.

Community Involvement

Teresa and her daughter are very active in their church and take pride in leading various stewardship and volunteer activities that benefit the local community.

Teresa’s Articles

Advisory Services

Fall Into Philanthropy

Fall always feels like a season of giving. What better time to be intentional about conversations with family to come up with ways to give back, pay forward, however you want to label it?

Be creative. Involve the littles, the tweens, the teens, your college students, and your adult children. Make it a fun and meaningful conversation about how blessed you are, and learn how each would give back if there were no limits. Remember, the most valuable contributions are often not monetary. Think outside the box to build your family philanthropy plan.

Wealth Management

Educate Your Family to be Good Stewards

Did you know nearly 90% of affluent wealth is lost by third generation? Sound multi-generational planning and education is key to increasing the likelihood that your family will be part of the 10% that “get it right.” We are proud of the work we do to help our clients be good stewards of their family wealth to grow for future generations. Learn more.

Retirement Plans

DOL Cybersecurity Tips

In April 2021, the Department of Labor issued its first guidance on cybersecurity for plan sponsors, service providers, and participants. It did so at the behest of the Government Office of Accountability (GAO). That agency has been pushing the Department to identify minimum standards for mitigating cybersecurity risks in benefit plans. Learn more about the minimum standards for plan fiduciaries and service providers in mitigating cyber threats.

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A women smiling in an office, meeting with a client.

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