Theresa is our CMO. Throughout the past 12 years, Theresa has learned about all areas of the business and industry while obtaining her FINRA Series 6, 7, 63, and 66 securities registrations. She is passionate about helping people and cultivates deep relationships with clients to gain a thorough understanding of their needs and goals. As a trusted partner, Theresa supports our advisors so that they can devise strategies to help their clients achieve their most important financial goals.
Theresa and Matt reside in Sierra Madre with their two sons Henry (5) and Jack (1), as well as their dog Sweet Pea (12). Theresa is an avid football fan of the USC Trojans and Philadelphia Eagles, and she runs a family fantasy football league every year. Away from work, she enjoys traveling, staying fit, scuba diving, spoiling her 21 nieces and nephews, and spending time with family and friends.