Wealth Manager
Certified Public Accountant
Certified Financial Planner®
Teresa loves reading and spending time with her family and friends. She enjoys outdoor activities including hiking, biking, and kayaking.
Teresa is Wealth Manager and Senior Tax Analyst for PrairieView Partners. She is a Certified Public Accountant who has provided tax-oriented advice to businesses and individuals, and also a Certified Financial Planner (CFP®). She brings experience assisting clients with their tax compliance and planning needs. Teresa thrives working at a firm that takes an integrated approach to clients’ financial plans that help them achieve their goals in life.
Teresa grew up in St. Anthony Village, Minnesota. She attended the University of Wisconsin-River Falls where she earned a Bachelor of Science degree in Accounting. After college, Teresa obtained her CPA license and worked in public accounting for several years, focusing primarily on tax compliance for corporate and individual clients. Teresa transitioned from public accounting and joined a wealth management firm as a tax advisor to high-net-worth individuals. Teresa is a member of the Minnesota Society of CPAs.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
Inflation is falling. The job market is growing. GDP growth is exceeding expectations. We’re actually earning interest on our cash and bonds. And corporate earnings growth is expected to accelerate...
I recently read an article in The Economist that discussed topics related to the current state of journalism. It contained a line that could also apply to market expectations – specifically when...
Interest rates on Treasury securities, money market funds, and savings accounts are at 15 to 20 year highs, hovering near 5%. With stocks now sitting 10% below their previous high from almost two...