Theresa joined the firm in 2019 as Client Services Assistant and was promoted to Client Services Manager in 2021. As Client Services Manager, she provides operational support to the financial planners.
Theresa has a Bachelor of Arts degree from Cal State San Marcos. She is from San Diego and currently lives in Phoenix, AZ with her husband and her pet Corgi Layla. She enjoys going on cruises, trying new restaurants, going to dog parks and practicing Yin yoga.