Theresa is a CERTIFIED FINANCIAL PLANNER™ professional and Managing Director at Baird. Throughout her career, she has successfully helped individuals, families, and businesses navigate financial challenges while achieving their financial objectives. Regardless of your current financial needs, Theresa and her dedicated team are committed to helping you build a financial plan that specifically fits you.
Theresa received her B.S. Degree in Finance from Siena College, and her M.S. Degree in Business from SUNY IT. She is Series 7, 63 & 65 registered and licensed for Life, Health, and Long-Term Care. Her customized, client-specific, and dedicated approach to all aspects of financial planning promotes long-standing relationships.
As a Mohawk Valley native, Theresa firmly believes in giving back to her community. Most recently, she was a member of the AHA Utica Advisory Board and was their Director of Registration for America’s Greatest Heart Run & Walk for many years. She served on several boards including Stevens-Swan Humane Society and the Utica Curling Club. Her community sponsorships include Go Red for Women, MVHS Prohibition Night, AHA Executive Challenge, CycleNation, the Monopoly® City of Utica Game for the Abraham House, as well as several events for the Neighborhood Center and Utica Zoo.
She ceaselessly strives to live by the words her parents taught: “treat people with integrity, honesty and respect” … and provide exceptional service while working with you through life’s financial journey!
Theresa was named to Forbes:
Best-In-State Women Wealth Advisors 2022
Best-In-State Wealth Advisors 2022, 2021 & 2020
America’s Top Women Wealth Advisors 2020 & 2021
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.