Originally from Colby, WI she attended the University of Wisconsin – Madison and graduated in 2015 with a bachelor’s degree in Personal Finance. She continued her education and earned the Certified Financial Planner™ designation. As a CFP®, Theresa has met rigorous education and experience requirements in addition to passing the CFP® certification exam which covers the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. She is also held to the highest ethical and professional standards in the industry.
With today’s financial conditions, Theresa’s approach is holistic and looks at an individual’s entire financial picture.
She resides in Greenwood with her husband Greg. Together they have two beef farms and raise 80 Angus cows. In her free time, Theresa enjoys gardening and staying active.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY..