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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. 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 BreakthroughT1D 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 St. Michael Parish Pastoral Council, the Women’s Giving Circle (Wheeling, WV), as well as serves as a board member of the YWCA (Wheeling, WV).

Selected Resources

Teresa’s Articles
Empty Nesters TEM

Good News for Moms: An Empty Nest Often Reveals Your Parenting Success

Being an empty nester can be an emotional rollercoaster. Early on, I found myself still wanting to support my kids both emotionally and financially. That’s our calling, right? But now, a few years removed from my youngest child going off on his own after grad school, I’m proud to say I’ve struck the right balance between supporting my kids in any way they need and sitting back to let them figure it out.

We all know parenting presents so many challenges and joys along the way. I have always appreciated that journey — watching them develop into the individuals they have become. I always thought becoming an empty nester would mean I would have a lesser role in their lives, but that’s not really the case. It’s just a different role. Learn more

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I Stock 471219895

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.

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Peanut Butter Jar

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.

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