After a rewarding and successful career as a financial advisor with a large brokerage, Teresa founded Family Records Management after recognizing first-hand the need many people have for assistance with the day to day management of their lives. Over the past 20 years she has become an expert in the fields of daily money management and family records maintenance, working closely with individuals and small businesses to protect what they have worked hard to achieve.
Teresa is regularly called upon to speak to large groups on the subjects of getting organized before a crisis, budgeting, and money management. Her mentoring has helped many young people learn how to manage their money once they enter the work force.
She is actively involved in her community and many philanthropic organizations and is a member of the American Association of Daily Managers.