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Teresa has worked in the financial services industry since 1980. Education is her hallmark and she has obtained the industry designations encompassing financial planning (CFP, R.F.P.), insurance and risk management (CLU), and investment management (FMA, CIM). 

“We have found Teresa to be an excellent financial advisor who keeps a close eye on our holdings. She makes suggestions for change but always leaves final decisions to us. We have developed a most trusting and comfortable client-advisor relationship.”

Gwen and Wally K.