Tax Time is Upon Us: Remind your employees to validate their address on the Client Portal.
Teresa Thomas
As a 25-year veteran of the financial services industry, Teresa has worn many hats including corporate communication, product and concept marketing, meeting and convention planning, training and mentoring. All while also balancing being a daughter, sister, mom, friend and colleague. It’s true, in her first semester of graduate school, she dropped out of her Secondary Education curriculum – recognizing that teachers have a magnificent gift (that she did not). So, she took her love of teaching in a different direction and thoroughly enjoys the opportunity she has to educate you on not just the importance of retirement savings, but also the many ways in which you can plan now to achieve your retirement success! A native of Philadelphia, she is learning to wear a new hat in “Cowboy Country” as a newly-minted resident of Dallas, TX where she spends most of her time corralling her two boys, two cats, a dog and several fish TC124597(1221)3