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Photo of 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.

Licensing and Education

  • 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, serves as an extraordinary minister at her church, is a member of the Women’s Giving Circle in Wheeling, as well as serves as a member of the West Virginia University Financial Planning Advisory Board.

Selected Resources

Teresa’s Articles
Succession Planning Blog Pic

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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It's a Beautiful Day in the Economy

It's the longest economic expansion in history, but the media warns a recession is imminent. We say don't let the news headlines play with your emotions.

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West Virginia's Natural Gas Boon: What Landowners Need to Know

West Virginia's renewed surge in energy production is good news for the state's landowners. But are they prepared to capitalize on the impending growth? Find out how to anticipate future cash flow from your royalty checks and how your well's depletion rate affects your financial situation.

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