Teresa joined Concentric Wealth Partners in 2023, having spent the prior 10 years in client relations roles primarily in the mortgage industry. Teresa has developed a passion for building client and customer relationships throughout her career and enjoys delivering a highly responsive experience to our clients in her role as Operations Coordinator.

Teresa is an avid Peloton rider and sports enthusiast. Outside of work, you’ll find her spending time with her sons, Alex and Andrew, and very likely enjoying a sporting event, especially tennis, golf and football.

Licenses held:

Notary Public