Teresa L. Barthuly

Administrator/Financial Advisor

Teresa joined Capstone Wealth Advisors in 2008 after a successful career in sales and marketing at ALCOA and General Medical Corporation. In her role as our administrator, she is responsible for managing the group’s day-to-day operations, including vital activities such as marketing and client relations, overseeing compliance and custodian relationships, managing accounts and investment transactions for our clients, and ensuring timely client communication via our quarterly newsletter and other vehicles. Teresa is also a registered Investment Advisor Representative and enjoys assisting clients in planning and investing to meet their goals.

In her spare time Teresa is involved in and enjoys teaching Sunday school, tutoring, mentoring, reading, boating, hiking and other activities with her family and friends. She and her husband, Matt, reside in Carmel, IN and have three married children and two grandchildren.


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