Client Care Coordinator
Why did Teresa join SBK? She was attracted to the firm’s team of like-minded individuals intent upon delivering service customized to individual client needs. “I like working in an engaging environment with a lively team of colleagues,” she said. Teresa notes that everyone at SBK Financial is supportive of each other, which is reflected in how clients are treated.
The Richmond native has more than 25 years of experience in the financial services industry, working as an associate wealth management advisor, a compliance associate, and a loan officer. Teresa is a graduate of Virginia Tech with a degree in Communications Studies, where she also studied industrial/organizational psychology.
She lives with her husband and rescue cats in the country, where she enjoys gardening, traveling, photography and attending live concerts.