Teresa joined Concentric Wealth Partners in 2024 after working in both the legal field and animal welfare management. Teresa was drawn to Concentric Wealth Partners for their holistic approach towards helping their clients achieve their goals. In her role as Operations Coordinator, Teresa supports our financial planning team in their administrative duties which works to maintain client accounts, promote an efficient workflow, and provide exceptional customer service.
Teresa grew up in Henrico County and is an avid swimmer, having competed nationally at several Synchronized Swimming Championships. She earned her bachelor’s degree in international relations from James Madison University and her master’s degree in Peace & Conflict Studies from the University of Ulster in Northern Ireland. While living abroad, she met her husband and enjoys traveling back to their former home in Derry, N. Ireland to visit their friends and family. When she isn’t helping our team and clients, she can be found volunteering with Hanover Humane Society and with Richmond’s many homeless community cats performing Trap-Neuter-Return, as well as fostering and adopting out kittens.
