Attentive and caring, Teresa truly enjoys helping clients with their needs, requests and concerns. Her goal is that they feel comfortable with the financial matters in their life and the guidance our team provides. Teresa has more than 28 years of experience in the financial services industry. As a registered paraplanner and accredited asset management specialist, she is highly knowledgeable in investments, insurance, tax, retirement, and estate planning issues and devotes herself to continuing industry education. Teresa was one of the initial team members of Milestone Advisory Partners when it was established in September 2015. Earlier in her career, she served as a practice administration