A native of Syracuse, NY, Theresa joined Atlanta Consulting Group in 2023. Prior to joining ACG, Theresa worked for Raymond James for 10 years and spent several years working as the manager of a data entry facility and an accountant for an elementary school. Theresa has a passion for customer service and will greet you with a warm smile when you visit our office. Theresa believes that meeting client’s wants, needs and wishes makes working in this industry less of a job but more of a way of life. Theresa holds the Series 7 and 63 securities licenses and graduated, Magna Cum Laude with a Bachelor of Science in Business Administration with an emphasis in Finance from Sullivan University in 2017. When not working, Theresa enjoys traveling with her partner Ken, gardening and spending time with her grandchildren.