With more than 25 years of experience in the insurance and financial services industry, Teresa plays a central role in helping clients feel supported, organized, and confident at every stage of the planning process.

What Teresa enjoys most about her work is connecting with people. She takes pride in learning about clients’ families, interests, and goals—often checking in simply to make sure everything feels clear and on track. Whether she’s coordinating schedules, following up after meetings, or helping untangle complex situations that clients didn’t realize could be simplified, Teresa brings warmth, consistency, and care to every interaction.

Compassion guides how Teresa shows up professionally, paired with reliability and follow-through. Clients frequently remark on how reassuring it is to have someone who remembers the details, understands their situation, and helps make the process feel manageable. Internally, she’s the person who keeps everything moving smoothly—making sure nothing falls through the cracks.

Born in Hagerstown, Maryland and raised in Delaware, Teresa now lives in Hockessin with her partner, Dave, and her son, MJ. Outside of work, she enjoys spending time with family, traveling—especially to the Caribbean—playing golf, staying active, and cheering on the Phillies while working her way through Major League Baseball stadiums across the country.