Theresa was born into a military family in Boston, MA. Due to her father’s service in the US Navy, she lived in ten different states throughout her childhood.
Theresa has more than 25 years of experience working in the financial industry, having spent 22 years with a regional firm, Southwest Securities, Inc., 4 years with Bernstein Global Wealth Management, and most recently, 9 years with Solomon Associates an oil and gas firm. Her extensive knowledge in the financial service sector is applied daily when communicating directly with our clients and helping meet their needs.
When not working, she enjoys spending time with her 7 grandchildren, crafting, and attending live country music shows—most notably George Strait, whom she has watched perform over 24 times!