Designations and Licenses

Theresa holds health, life and variable annuity insurance licenses in Kansas and Missouri.

Experience and Education

Theresa is one of the original team members who started Mariner. She has more than 23 years of experience in the financial services industry and provides wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs. Theresa works to design, implement and monitor customized investment solutions with a focus on her clients’ long-term objectives. She also provides integrated planning and investment strategies for growing and protecting wealth. 

Personal Interests

Theresa founded the Mariner Foundation, the firm’s employee-led, charitable giving foundation with a focus on providing support to local nonprofits.