Teresa began her career after graduating the University of Nebraska in 1986 with a Business/Finance Major. After graduation she attained her Series 7 General Security License in 1987, and began her career with Douglas Bremman & Co. an Investment Banking Firm in Long Island New York. In the 90’s she returned to Nebraska to be close to family and begin to build her practice. She worked with individuals and small business’s setting up retirement plans, investment accounts, and insurance products matching their goals.
This 30 YEARS of experience has helped her team develop a process to assist her clients in building a secure future. As an Independent Advisor Teresa has the freedom to be an advocate for her clients, with access to a large variety of non-proprietary investment and insurance products. She and her team take care of each client building long-term relationships and working with multiple generations. Her motto is “PLAN FOR TOMORROW….LIVE FOR TODAY!
Teresa is married with 5 adult children who all live in the Omaha and Lincoln area. She enjoys Jazzercize, camping, discovering new restaurants, and gardening. Her parents were both lifelong teachers in Hastings, Nebraska, and were a big part in building Teresa’s mission to educate and serve her clients.