Theresa is the backbone of operations and client services at Capstone Wealth Management Group, LLC. She started at Capstone in April of 2005 and is currently FINRA securities licensed Series 6 & 63, held with LPL Financial, and she is also insurance licensed. Theresa has been working in the financial services industry since 1993 providing administrative support to individual clients, families, foundations, business owners, and institutions. Theresa has a vast level of experience working with third-party investment companies and retirement plan sponsors, assisting with the administration and reporting for profit-sharing, 401(K), and all other qualified retirement plans.
Theresa and her husband, John, recently moved to Phoenix, Arizona to be near their daughter Theresa, son-in-law Bryan and grandson Everett James. Theresa enjoys spending time with family and friends, playing golf, fishing, boating, gardening and especially helping our clients.