Teresa Gerhardt, CTFA, CFP^®

Designations and licenses

Teresa is a Certified Trust and Financial Advisor and a CERTIFIED FINANCIAL PLANNING Professional™.

Experience and education

Teresa works with clients to provide personalized wealth management solutions, including investment strategies, risk management, tax and estate planning, to help them achieve their goals.

Prior to joining Mariner, she was a financial services associate at Retirement Income Solutions. Her past experience also includes serving as trust officer at Tri-Star Trust Bank.

Teresa has a bachelor’s degree in English and French from Saginaw Valley State University.

Teresa’s Office

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.