Client Services Manager
Born, reared and still living in Irving, TX with her husband, John, also a native of Irving. Teresa has one adult stepdaughter. John and Teresa enjoy their 4-legged family and riding the Harley-Davidson on the weekends.
Teresa began her career with LPL Financial in January of 2005 as an administrative assistant. She obtained her securities license in October of 2007. She began her affiliation with 360 Wealth Management in 2012 and is currently supporting advisors with a combined $100 million of assets under management. Teresa enjoys her role as Client Services Manager because the interaction with clients on a daily basis in helping them pursue their retirement goals is very fulfilling.
Teresa is also currently pursuing her Bachelor’s degree in Finance through Southern New Hampshire University’s online program and has plans to continue her education by pursuing her CFP designation. Teresa holds the FINRA licenses Series 7 and 63, through LPL Financial as well as the Texas Insurance License for Life/Health and Disability.