Financial Planner
About Teresa:
- Native of Kentucky
- Began career as software analyst & project manager, then changed path to pursue true passion of financial planning
- Member of Financial Planning Association
- Chair and Treasurer for Cub Scout Pack
Credentials:
- Series 65 – Investment Advisor Representative licensee
- Provides education, guidance and support in order to lead clients to their financial objectives
- Master of Business Administration (MBA), University of South Alabama
- CERTIFIED FINANCIAL PLANNERTM Professional
- Formerly with Heritage Financial Services, LLC
- Bachelor of Arts in Psychology, University of South Alabama
Fun Facts:
- Enjoys sailing, baking, yoga and pilates
- Loves to travel with her family
- James Bond is her hero (she secretly wants to be a spy)
Email: talton@allgenfinancial.com