Teresa joined the firm earlier this year as a Client Service Manager and assists with new business and client service processes. In this role she oversees the opening of new accounts, transfers, updates and ongoing service for clients of the firm. She also coordinates scheduling for clients and various other projects. Prior to joining Allen Capital Group, Teresa has worked in financial services for over 10 years.
Teresa and her husband have three grown children and four grandchildren and currently reside in Omaha, NE. Outside of work, Teresa enjoys spending time with friends and family.
Client Services Manager