Theresa has worked in the financial services industry since 1992. Her focus is on investment, retirement, estate, and pension planning. Theresa’s practice has always focused on cultivating strong long-term relationships with families, corporations and their employees, endowments and non-profits. Her experience in investment management and commitment to client service have been focal points of her career.
Theresa resides in Groton with her partner, Paul. During her free time, she volunteers and serves on the Board of Directors for St. Vincent de Paul Place in Norwich.
Education and Certifications
University of Connecticut
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