Theresa has always felt that keeping up with the industry was important to herself and the others around her. In the early 2000’s she joined both ASPPA and NIPA. Within ASPPA she obtained her QKA (Qualified 401(k) Administrator) designation and in the year 2014, she also became a member of NAPA and NTSA. In 2019, she obtained her CPFA (Certified Plan Fiduciary Advisor) designation. Within NIPA, she obtained her APR (Accredited Pension Representative) designation. She also immersed herself with NIPA’s volunteer opportunities including the NAFE (annual conference) and was on the board of directors for 11 years (including 18 months as President). In 2011, Theresa worked with both ASPPA and NIPA on a joint task force with the IRS to develop the ERPA (Enrolled Retirement Plan Agent Program). Once she was off the rollout of the ERPA, she also then obtained her ERPA designation. NIPA awarded Theresa with a Lifetime Achievement Award in 2017. These days, she continues to speak on industry topics at both NIPA and ASPPA events. In 2019, Theresa helped to start the AZ Chapter of WIPN (We.Inspire.Promote.Network) and served in the chapter co-chair role for 3 years. In 2021 Theresa was one of the founding members of The Cerrado Group – a members only trade association made up of a group of the leading TPA business in the nation. She also served on the associations executive committee. In 2022, Theresa joined the WIPN Board of Directors working on Research and National Programming and continues in that role today. Theresa is also famously active online with constant retirement industry and business consulting blog posts which she shares with her more than 4000 followers on LinkedIn. Theresa is also known for contributing articles throughout the year in many of the retirement industry’s leading publications and newsletters.
