Administrator
Teresa joined Capstone Wealth Advisors in 2008 after a successful career in sales and marketing at ALOCOA 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.
Since 2004, Teresa has developed and taught children’s courses in cooking and manners. Teresa also enjoys teaching Sunday school, running, reading, skiing, and other activities with her family. She resides in Carmel, IN, with her husband Matt and are blessed with three wonderful children, their spouses, and three grandchildren.