Teresa has an extensive background in the financial services industry, having worked in various roles since graduating from the University of Connecticut. Throughout her career, Teresa has always prioritized meeting the needs of her clients. She firmly believes in the importance of asking questions to gain knowledge and insight, which has proven to be valuable in her current position as Senior Client Service Associate.
Teresa initially started her career in the independent insurance industry before transitioning to financial services. She began as an office assistant and has steadily gained experience and held numerous titles through her career. Some of her previous roles include Wire Operator, Cashier, Branch Operations Specialist, Branch Conversion Coordinator, Branch Training Liaison, and Branch Systems Administrator. With such a diverse range of experience in client service within the financial industry, Teresa brings a wealth of knowledge to the Clarity Wealth team.
Outside of work, Teresa is married to her husband, Mike, and they have a daughter named Jaden. In her leisure time, Teresa enjoys reading, knitting, riding her bike and having movie nights with her family.
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