Teresa joined the Cassady Schiller team in 2022, bringing with her over 27 years of business and financial experience. She began as a small business owner for over 20 years and served in the finance department of a nonprofit parochial school for seven years. She has been a registered financial representative since 2008. Teresa has worked for a national financial services firm where she traded mutual funds, stocks, stock options, and company equity stock plans. She has also worked in the Cincinnati area for years in tandem with high-net-worth financial advisors, dealing with clients to help them achieve their financial goals.
Teresa graduated from Miami University in 1993 and received a Bachelor’s Degree in Business Administration, majoring in Management. She obtained her Certified Financial Planner (CFP®) and Certified Equity Professional (Level One) in 2013, as well as Certified Divorce Financial Analyst (CFDA®) in 2014.
Teresa resides in Aurora, IN, with her husband, William. She enjoys reading, being in nature, and doing half-marathons with her daughter. She brings to the firm a passion for helping clients achieve their financial dreams.