Recruited into the financial industry by her former financial advisor, Teresa worked for a large wire house brokerage firm for five years before starting Moneta Financial Management in September of 2015. She felt her clients deserved additional account options, broader investment products and more robust software to plan and manage their accounts.
Teresa understands what her clients face since she also has experienced several life changes and raised her family. She anticipates clients’ next life change and prepares comprehensive financial plans that keep them on track toward their long-term goals. Clients appreciate her caring nature and the ease in which she explains investments. Her sense of humor makes appointments an enjoyable experience.
Teresa earned a Master of Business Administration from Northcentral University in Prescott, AZ, and a Bachelor of Science degree from Northwest Missouri State University in Maryville, MO.
She holds both a Series 7 and Series 66 Securities registrations, as well as an Arizona insurance license and long-term care certification
She is registered to sell securities in the states of AZ, CO, CA, FL, IA, IL, MN, MO, NE, OR, PA, UT, WA.
Education is important to her and she is constantly attending conferences, seminars and reading to stay up-to-date.