Teresa was inspired at an early age by the resilient and financially independent women in her family. From small business owners to a Navy Veteran, Teresa comes from a long line of matriarchs. Teresa obtained her bachelor’s degree from the University of California, San Diego. She also attended the Complutense University of Madrid in Madrid, Spain. Teresa started her career in financial services at a boutique investment firm in Beverly Hills, California. She brought her skills to Boise, Idaho in 2006 and has gradually added to her financial tool belt over the last 20 years. She has spent time at various prestigious investment firms gaining the knowledge and experience to help clients with their goals to build, protect, and transfer generational wealth. As a Chartered Financial Consultant, Teresa has completed advanced training in comprehensive financial planning. The ChFC® designation reflects expertise in helping individuals and families navigate investment management, tax strategies, retirement, risk management, and estate planning through personalized, goal-focused advice.
Teresa is delighted to be working alongside her son, Diego, as they collaborate and bring a connected approach to building a financial planning practice. Outside of work, Teresa loves spending time outdoors at local sporting events and concerts with her family and friends.