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.