Teresa joined our firm in April 2011 as an Administrative Assistant, transitioning into the Client Services area as a New Business Coordinator, and currently is in the Operations Department as a Cashiering Associate. She adds value by providing exceptional customer service in handling client deposits, distributions, RMD’s, etc.
Teresa grew up in the Omaha area and her and her husband, Tom, have three children and two grandchildren.
One of their daughter’s husbands is a TIO (Tactical Information Operations) in the Navy and they have lived in Oahu, HI for the past three years and transferred to San Diego this Spring. What two wonderful locations to visit and vacation! She tries to visit them as often as she can and enjoys all the hiking, kayaking and swimming. Some of her favorite things to do outside of work are spending time with family and friends, watching Husker football and any activity outdoors.