A New Perspective

For many years I have wanted to support both the financial services industry and specifically women in this industry.  There are three stages that we need to accomplish to get and keep women in our industry:  get them in, get them to stay and help them transition to new roles within the industry.   Contact Theresa to engage her to speak/consult on any of the following topics:

  • Technical topics relating to qualified retirement plans

  • Business & Life Coaching (certified in both)

  • Keynote – “The ONLY woman in the room”

  • Building your Personal Brand

  • Thought Leadership