Teresa attended The Ohio State University and has been in the financial services industry for more than 10 years.  An alumni member of Delta Delta Delta Sorority, Teresa resides in Powell with her husband and two children. She is involved with several charitable organizations, including the American Red Cross, and the Leukemia and Lymphoma Society. Teresa is a member of the National Association of Women Business Owners (NAWBO), as well as a member of the Business Advisory Council for Olentangy Local Schools. Teresa has also been selected as a Board Member for the Women's Small Business Accelerator.

Teresa brings an all inclusive perspective to working with her clients, helping both individuals and businesses to build their financial future.  Teresa can help members develop options for their current and future financial needs. From developing, executing and managing strategies to implementing plans, Teresa is here to help you address your financial goals.