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. Additionally, she practices agility with her dog, Riley, pictured above.
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.
In February, we posted an article on how 529 College Savings Funds work and various aspects of making contributions. Now we’ll take a deeper dive into handling 529 withdrawals.
Like the seemingly endless summer road trip, the current decline in financial market prices feels like it is lasting forever. It isn’t hard to imagine ourselves in the back seat shouting at the...
