Qualifications
Teresa has served in the financial industry for over 25 years with a focus on investment management and investment counseling. She holds a Bachelor of Science in Business, has passed the Series 7, 63 and 65 exams and also holds her state life insurance license. Additionally, Teresa participate in RBC Wealth Management’s Portfolio Focus Program, where only a select group of RBC Wealth Management Financial Advisors are eligible.
In addition, Teresa holds the professional designation of Accredited Wealth Manager (AWM) sponsored through RBC Wealth Management and Michigan State University. Accredited by the Estate and Wealth Strategies Institute at Michigan State University, the coursework was designed in conjunction with the Academy of Multidisciplinary Practice, Inc. The Academy was founded by Robert A. Esperti and Renno L. Peterson, nationally and internationally recognized authorities in the fields of wealth, estate, and charitable planning for the highly affluent.
Personal
Teresa is a strong supporter of community responsibility and tend to favor the arts and organizations that contribute to the education of future generations. Activities include serving last fifteen years on the Board of Directors for Women Employed, a Chicago-based women advocacy organization whose mission is to improve the economic status and opportunity for women and remove barriers to economic equality . Also previously, served on the Board of Directors for Rush Hour Concerts, which provides free weekly concerts through their Summer Concert Series at St. James Cathedral, Hosts of Make Music Chicago, as well as Community Engagement Residencies at two of Chicago communities. Other community activities include serving on the benefit committee for the Renaissance Society at the University of Chicago; and past board of directors for a former Chicago art magazine.
Teresa resides in Palos Heights and has three children. Besides volunteering and being involved in the community, she enjoys reading, walking, and Chicago’s many arts and theater venues.
