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A wealth management firm only succeeds if the people running it do things for the right reasons. |
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Teresa Johnson
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Since 1992, Teresa has worked in the financial world, first for CPA firms and now in the income tax field. Teresa prides herself on bringing a personal interest to each one of her client’s situations and following through to fix any tax issue they may have. She holds her CTEC certification and is a registered tax professional with the IRS for compliance. Teresa is proficient in QuickBooks, Quicken and most accounting software.
Because of her strong work ethic and professional approach, Teresa has retained most of the same clients throughout her career. Some of the reasons her clients are loyal include her persistence in finding strategies that may work, her expertise and her connection with them.
Teresa strives to ensure clients have the outcome they want, finding the answers they need—whether good or bad—because she wants to make certain she has given them the best customer service. She has a passion for being there for others, and if she can’t help, she will lead you where you need to go. Every individual is important to her, and it’s why she loves the office she works in—because of the clients.
In her free time, Teresa spends time traveling with her retired husband Larry, her four kids, her two grandchildren and her three dogs. She also enjoys wine tasting, cooking and is very crafty.
Because of her strong work ethic and professional approach, Teresa has retained most of the same clients throughout her career. Some of the reasons her clients are loyal include her persistence in finding strategies that may work, her expertise and her connection with them.
Teresa strives to ensure clients have the outcome they want, finding the answers they need—whether good or bad—because she wants to make certain she has given them the best customer service. She has a passion for being there for others, and if she can’t help, she will lead you where you need to go. Every individual is important to her, and it’s why she loves the office she works in—because of the clients.
In her free time, Teresa spends time traveling with her retired husband Larry, her four kids, her two grandchildren and her three dogs. She also enjoys wine tasting, cooking and is very crafty.
