Teresa (Dolan) Michaels CFP®

Teresa (Dolan) Michaels, CFP®

Regional Manager and Financial Strategist

Teresa serves as a financial strategist, providing goal-focused, behavioral coaching for an intimate group of wealth management clients. She also manages the Wheeling advisory team, supporting them in their efforts to fulfill client commitments. Teresa is a member of McKinley Carter's Financial Autonomy Specialized Practice Group.

Licensing and Education

CERTIFIED FINANCIAL PLANNER™ Professional
FINRA Series 65, 7, 6, 63
Bachelor of Arts in Social Work West Virginia University
Certificate of Accountancy Robert Morris University

Accomplishments and Honors

Teresa graduated cum laude from West Virginia University

Community Involvement

Motivated by her oldest child’s challenges with Type 1 diabetes, Teresa has held various positions over the years on the Juvenile Diabetes Research Foundation Board of Directors, Pittsburgh chapter. She currently tutors reading at her grade school alma mater, Madison Elementary School. Teresa is a member of the West Virginia University John Chambers College of Business and Economics Finance Advisory Council, the Women’s Giving Circle and Rotary Club (Wheeling, WV), as well as serves as a board member of the YWCA (Wheeling, WV).

Selected Resources

Teresa’s Articles

Investing

Investing 101: It's Not Just a Man's World

As Socrates once said, “Awareness of ignorance is the beginning of wisdom.” If you recognize a lack of proficiency, don’t be afraid to educate yourself. Of course, we all know we can’t be experts on every topic, but gaining a basic understanding that will help you ask the right questions will benefit you in the long run.

Personal finance is no different. Dismiss the notion that "the world of finance is a guy’s thing” and become more proactive about learning the basics. It will truly benefit your personal financial freedom! Check out these basic Investing 101 terms.

Wealth Management

How Peanut Butter Tells My Personal Fiscalosophy Story

The collection of stories and experiences throughout each of our lives make up who we are today as well as help shape our decisions for the future. Very often, we don’t realize just how much a certain experience or encounter may have impacted us, until someone points to it or draws it out of us. As adults, the way we view the world and make decisions for ourselves and family members may originate from how we were raised, work or educational experiences, or social interactions with friends and neighbors.

Our experiences with finances are no different. Sometimes we are very cavalier about those unique lessons learned we have gained over the years in regards to money. Believe it or not, our past experiences with money, or the lack thereof, have likely shaped our beliefs and how we choose to handle our own money today and in the future...we call this our Fiscalosophy. Learn why understanding your own Fiscalosophy is so important to your financial future.

Wealth Management

Succession Planning is Critical for Every Small Business Owner

Small Business owners invest a great deal of time, energy and money into their business, and it can easily be the largest portion of their investment portfolio. All too commonly, business owners direct the lion’s share of their effort toward day-to-day activities of the business and fail to capitalize on the value that they have worked so hard to create in preparation of retirement. However, with a well-thought-out succession plan business owners have an increased level of control over their own future as well as the future of their business.

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