In 1998, Theresa started Sunwest Pensions. While growing her own client base, initially she started by focusing on doing work for other third party administrators (TPAs). During her 25 years of owning Sunwest Pensions, she helped many clients with plan design and plan corrections. In addition, she started several subsidiaries including Sunwest Actuarial Services and 3(16) Retirement Solutions. In 2023, Sunwest Pensions was acquired by July Business Services to continue to service the clients and financial advisors that Theresa had built over the years.
