Teresa’s career started in 1997 in insurance that included Medicare Supplements, Long Term Care and Fixed Annuities. Jim joined her business in 2002 with wealth management and retirement planning. Teresa became a financial advisor, additionally earning her ChFC and CLTC, and loves the focus on comprehensive retirement planning. It is important for Teresa to be an independent financial professional which allows her the freedom to find the best solution for clients. Teresa has many passions in her life. Working with the love of her life daily is the best!