Teresa has been dedicated to meeting the financial needs of professionals and business owners for over fifteen years. She is committed to building lasting relationships with her clients, taking the time to understand their goals and delivering tailored solutions across all aspects of wealth management. Known for her attention to detail, Teresa consistently strives to exceed client expectations.

Originally from both Boston and the Dominican Republic, Teresa is a proud graduate of Northeastern University, where she earned a degree in Finance and Marketing. She also holds the Accredited Asset Management Specialist^® (AAMS^®) designation from the College for Financial Planning. Her credentials include Series 7 and 66 securities licenses, as well as Life and Health Insurance licenses.

Outside of her professional life, Teresa is passionate about giving back to the Latino community, enjoys international travel, plays tennis, and cherishes time spent with her family and friends.