Teressa has more than 12 years of experience in the investment industry. She provides comprehensive management and documentation to plan sponsors with qualified retirement plans.
She is a 1999 honors graduate of John Brown University, Siloam Springs, Arkansas, with a B.S. degree in organizational management. She holds a Chartered Retirement Plans SpecialistSM professional designation from the College for Financial Planning. Teressa also is the only Professional Plan Consultant™ in the state of Arkansas. The PPC™ designation was developed by Financial Service Standards, LLC and accredited by Robert Morris University in Pittsburgh, Pennsylvania.