Theresa’s passion is helping our clients and treating them like family. She manages day to day operations and compliance and is the first point of contact for our firm.
What is your professional and educational background?
I hold an AAS from Alfred State College where I studied computer science and accounting. I completed the H&R Block Income Tax Preparation Course. Prior to my role at Second Half Strategies, I was an Office Facilitator at a large financial firm where I received extensive training that I now apply at Second Half Strategies.
Who is your hero? And why?
My Aunt Arlene because she lived her life always doing for others. Even when she was sick, she helped other people, always with a smile on her face!
If you weren’t in the financial services industry, what other job would you have?
If I knew back then what I know now, I would have worked as an accountant. I enjoy numbers, and I believe the career would have been immensely rewarding.
What lesson from mom do you still live by today?
Always do your best, giving 100% effort in whatever you do.
When you are not working what do you love to do?
A perfect day for me is relaxing with a book during the day and square dancing with friends somewhere at night!
What would be impossible for you to give up?
Reading is one of my greatest joys in life. I can lose myself in a book and become someone else for a while as I enjoy their adventures.
What has been your greatest success in life?
My marriage and my children. Being a wife and mother has brought me so much happiness over the years, and I look forward to the many future experiences I hope to have with my husband and children as they marry and have children of their own.
What is your biggest goal for your second half?
In “my spare time,” I am a professional square dance caller. I hope to be able to travel while calling square dances around the world.