Theresa began working in financial services in 1995, working with top independent broker/dealer firms, including Ameriprise Financial, Centaurus Financial, and LPL. As Investment Operations Manager at WealthSpring, she provides support to advisors for all areas of client service, operations and administration. Her focus is ensuring that clients receive exemplary service with each request. Theresa earned her BA in Business Marketing from Cal State University Dominguez Hills and a Master’s in Secondary Education and holds California Life and Health Insurance License. In her free time, Theresa and her husband Greg can be found cheering on their two children in different sporting events they participate in, including baseball, basketball, dance, and volleyball.