Chapel Hill, NC | 919-636-3634
Teresa is an Advisor in our Chapel Hill office where she serves clients in a wealth management and financial planning capacity. Her mission is to empower clients with personalized, objective advice. She begins by listening to the vision the client has for their family, finances, and future and then provides possible paths to lead them to their goals.
She enjoys working with clients in different life stages and through a variety of transitions that include divorce, retirement, senior housing options, and career changes.
BA – Psychology, University of South Alabama
MBA – University of South Alabama
CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner
FINRA Series 65
Financial Planning Association (FPA)
My family and I relocated to NC from Orlando in 2016. We enjoy the changing seasons along with all the food and culture that the area has to offer. I enjoy spending time with my husband, James, and two children, Logan and Emma, who keep us busy and entertained. If we are not on a ball field during the weekend, then we are likely hiking or biking at one of our beautiful parks.