As a Financial Advisor, Theresa’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. She is trained and licensed to provide financial solutions to her clients and prospects. Her goal is to become a lifelong resource to her clients, and she is dedicated to assisting them through the various stages of their financial lives. At Baystate, Theresa is able to utilize the team approach and draw upon the wealth of knowledge of her associates to create custom designed financial strategies for her clients.
Whether the goals include preparing for milestone life events like retirement or college, protecting family's future or simply looking for life, disability income or long-term care insurance protection, Theresa promises a new level of attention, insight and capability.
Theresa holds a Series 6 and Series 63 licenses, and is licensed to sell life, accident and health insurance and investment products. She is licensed in the states of Massachusetts, New Hampshire, South Carolina, Ohio, Florida and Kansas.
Born in Vietnam, Theresa came to the United States when she was five years old along with five of her siblings and parents. Today, she resides in Woburn with her husband, Joe, and son, A.J. and enjoys spending time with her family. She also enjoys cooking and watching cooking shows, socializing, meeting new people and reading, as learning new things/ideas is her favorite pastime.
Affiliations & Memberships
FINRA (Financial Industry Regulatory Authority, Inc.)
The Dwelling Place
Woburn Chamber of Commerce
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Strategies
- College Funding Strategies
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Theresa’s Licenses and Disclosures