With over 25 years in the financial services industry, Therese focuses on assisting clients with financial planning and investment selection. Prior to moving the Meike Wealth Management Group to Raymond James in the fall of 2008, she was a financial consultant and vice president – investments with A.G. Edwards for 14 years and practiced as a Certified Public Accountant prior to that. As a CERTIFIED FINANCIAL PLANNER™ professional, she has professional credentials in the investment planning process and offers her clients comprehensive financial plans. Therese has an in-depth understanding of the financial planning needs of families, business owners, and executives.
Therese graduated Magna Cum Laude from Eastern Michigan University with a Bachelors degree in Business Administration, completed her CPA in 1990, and her CFP® certification in 1995. When not working with clients, she enjoys spending time with her husband, Bill, their children and their grandchildren. Therese also enjoys a wide range of hobbies: golf, tennis, photography, gardening, and traveling. She previously served on the Board of Directors of the Aurora Habitat for Humanity and on the Board of Directors for the Community Career Center in Naperville.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.