Teresa joined AIS Planning in July 2021 to assist Cathy and Sarah in providing personalized service to our retirement plan clientele. Teresa has experience working with IRAs, retirement plans, and commercial lending, and was naturally attracted to the financial planning industry to continue her enjoyment of helping people and working with numbers. Teresa is committed to her personal and professional growth, signified by achieving her Series 65 designation, to bring added depth of knowledge to our retirement plan participants.
Teresa can be counted on to support the retirement plan division with her relentless skill in organizing, executing, and following through on client service. We're grateful she can keep her head on a swivel as she consistently and swiftly adapts to new ideas and growth within this division. Teresa assists Sarah with participant planning meetings, and retirement plan or participant servicing needs.
When not in the office, she is busy spending time on motorcycle rides with her husband Dave, engaging with their children and grandchildren, experiencing adventures with friends or continuing her 35+ year “2nd career” in volleyball leagues.