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Theresa is an Advisor with First Investments & Planning providing investment management and financial planning to high net worth individuals and families.
Theresa started her banking career in 2002, and joined First Investments & Planning in 2016. Previously she worked for TD Ameritrade as a Fixed Income Specialist and at Fidelity Investments as an Account Executive.
Theresa earned her Bachelor’s degree in finance from the University of Nebraska at Kearney and is a Leadership of Columbus Alumni. She holds her Series 7, 63 & 66 securities registrations as well as Life, Health, Annuity and Variable Contracts insurance licenses.
Theresa and her husband have three small boys each two years apart. At this point in her life, "free time" is a very limited commodity but when she gets it, she prefers to spend it outside with her family whether working in the garden, cooking, eating ice cream, camping, or just relaxing.
Theresa believes that giving back to your community starts at home. She teaches her children that it’s better to give than to receive and leads by example by participating in various donation drives, church activities and First National Bank sponsored volunteer opportunities with Habitat for Humanity and United Way.
2323 13th Street
Columbus, NE 68601
I help ensure that my clients can get through the financial life events that will come into their life.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE