Administrative Assistant and Client Service Specialist
Teresa is our Administrative Assistant and Client Service Specialist. She has had many years of experience in the administrative role and brightens the office with her personality and enthusiasm. Teresa provides "high touch" service to our clients on a daily basis on everything from account statements to check disbursements.
She is excited to assist our team in making your experience with KBT Wealth Solutions positive and informative. Teresa currently lives in Port Orange with her husband.