Prior to joining CM Wealth, Theresa held the position of controller at a local food manufacturing company where she was employed for 16 years. She has also served as a staff accountant for a local recycling management company and provided computer and bookkeeping services within the financial services industry.

Theresa attended Kent State University with a focus on business administration.

As a key member of CM Wealth’s operations team, Theresa specializes in private equity partnership bookkeeping and accounting. She also provides essential support to the equity team on various strategic projects.

Theresa has a passion for golfing, kayaking, gardening, and spending time with her husband, daughter, and granddaughter.