Teresa joined CFO4Life in 2012. As Director of Client Relations and Executive Assistant, she is instrumental in providing great customer service to our clients as well as administrative support for the management team. She assists with daily operational needs for the team as well as coordinates client meetings throughout the year. Teresa also plays a major role in all event planning at CFO4Life such as retirement seminars, Lone Star Park, and our annual Charity Golf Tournament benefitting Curing Kids Cancer.
In her free time, Teresa enjoys all water activities. She and her husband, Jeff share a love of boating and spend a great deal of the summer months on the lake with their children, Taylor and Jackson along with friends and family. Her daughter Taylor, a graduate of Stephen F. Austin University is a teacher in LISD. Her son, Jackson currently attends the University of North Texas. She is also an animal lover and has two dogs, Stella and Lola.