

“I thrive using my creativity to help clients solve problems. Like pieces of a puzzle, I’m intrigued by what makes each person and situation different. My approach is to build trusted relationships, uncover the real needs and develop a strategy that will meet-and-exceed expectations. “
Theresa: Content Marketing Strategist
As Content Marketing Strategist and Project Manager, Theresa’s role is guiding clients to grow their business and keep current customers happy. She creates partnerships based on clear communication and delivers strategies customized to each client’s unique needs. Being flexible and open to change is essential to surviving in the business world. As an agent of change, Theresa’s always looking to add new arrows to her quiver. You’ll find her strategies use the latest as well as traditional marketing tools.
With a B.S. degree in Marketing from Indiana University, an extensive background in social media and marketing in the financial services industry, as well as being a licensed financial advisor for 19 years, Theresa brings a unique perspective to her role. She has walked in her clients’ shoes and has an insightful understanding of their goals and concerns.
Theresa also likes to exercise her creative side by making fused glass jewelry and home accessories. The colors and unlimited design opportunities keep her in the studio for hours… because we all need a little sparkle in our lives.