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 to help them achieve their objectives. She also assists with opening, maintaining and reporting on client accounts.
Prior to joining Mariner Wealth Advisors, 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.