Office Location
10050 REGENCY CIRCLE,
SUITE 500,
OMAHA, NE 68114
Teresa joined Allen Capital Group in February 2021 as a Client Services Manager. In this role, she supports Wealth Advisors by executing client service processes, supporting account openings, client onboarding, and ongoing client relationships with a focus on service, accuracy, and responsiveness. Teresa has over 15 years in the financial industry and is passionate about building strong client relationships and helping clients with their financial goals.
Born and raised in Omaha, NE, she enjoys cheering on the Huskers, working out, bike riding and spending time with family and friends. Teresa and her husband Tom have 3 children and 4 grandchildren.