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™)

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.

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.