She began her career in the financial services industry 20 years ago. Teresa started her career in the trust administration and investments at Chase Bank (then Charleston National Bank), which ultimately led to her long-time career with Kanawha Investment & Trust Company as the Chief of Operations. When KI&T merged with McKinley Investment Group to form McKinley Carter, Teresa served as the Assistant Director of Operations until 2009, when decided to take a couple years off to spend time with her young daughter. In April 2011, Teresa rejoined the Firm and works directly with the Director of Advisory Services to design, coordinate, and implement standard practices among the Advisory Team. In addition, Teresa leads a team of Client Coordinators, who are an integral part of advisory service.

Teresa attended American Institute of Banking, Ohio Trust School, Cannon Financial Institute, and WV State College. Most recently, she completed the College for Financial Planning’s Registered ParaplannerSM professional designation program.

In her free time, Teresa volunteers at the Kanawha County Humane Association with her daughter as a way to spend time together while also supporting an important cause.