Designations and Licenses

Teresa is a CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst® and Behavioral Financial Advisor.

Experience and Education

Teresa works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Teresa was a wealth advisor at Cassady Schiller Wealth Management. Before that, she was a financial planner at Faith 401k & Money Management and Premier Planning Group.

Teresa holds a bachelor’s degree in business management from Miami University.

Personal Interests

Away from the office, Teresa volunteers at the Hospice of Cincinnati and enjoys spending time in her woods and flower gardens.