Teresa Bird, CFP^®, CPA

Designations and licenses

Teresa is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant.

Experience and education

Teresa provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Teresa held roles in both wealth management and tax advisory. She served as a wealth manager at PrairieView Partners, delivering comprehensive financial planning, implementing tax-efficient strategies and managing client relationships. Earlier in her career, she worked as a tax advisor and lead tax manager, with a focus on tax compliance, planning and projections, and offering clients technical tax expertise and strategic guidance.

Teresa holds a bachelor’s degree in accounting from the University of Wisconsin – River Falls.

Personal interests

Away from the office, Teresa enjoys reading, hiking, biking, kayaking and spending time with family and friends.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.