In 2022, Theresa became a certified life coach and business consultant – something she has always wanted to do. Upon selling her business in 2023 Theresa was already planning for her next chapter – and unsurprisingly that is not retirement. Theresa is continuing all of her retirement industry involvement – including speaking engagements, writing articles and being a very visible and active member of the industry. Now that she has run the full cycle of being an entrepreneur – from starting a business, to growing it to be very successful and then selling it – she can share that knowledge with others to help them start a business, grow their existing business or plan an exit strategy. In November of 2024 Theresa was named one of the Top 10 Social Media Influencers in the retirement plan Industry – showing her staunch dedication to the industry she loves.
In December of 2024 Theresa took on the role of being the Executive Director of The Cerrado Group, the organization she helped to found in 2019 but had to leave when she sold her business.