Teresa joined AIS Planning in July 2021 to assist Cathy in providing personalized service to our retirement plan clientele. Through prior jobs, Teresa developed expertise working with IRAs, retirement plans, and commercial lending, and was naturally attracted to the financial planning industry as an outlet to express her enjoyment of helping people and working with numbers. Teresa is intentional toward personal and professional growth, signified by achieving her Series 65 designation and desire to continually learn and bring added depth of knowledge and service to our retirement plan participants.
Teresa relentlessly supports the retirement plan division with her skills in organizing, executing, and delivering dependable service to our trustees and retirement plan participants. Her natural ability to adapt also facilitates the efficient implementation of new ideas and growth within this division.
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.