Theresa joined the firm in 2019 as Client Services Assistant and was promoted to Client Services Manager in 2021.
As Client Services Manager, Theresa provides operational support to the financial planners. She supports the financial planners when they open new accounts, update beneficiaries, and make client distributions. She also assists with preparing documents for client financial portfolios. She can help you if you need distributions or have paperwork to turn in.
Theresa has a Bachelor of Arts degree from Cal State San Marcos. She is from San Diego and currently lives in Lakeside with her husband and her pet Corgi Layla. In her free time, she enjoys traveling, trying new restaurants, and practicing Yin yoga.