Theresa joined our firm as a Tax Supervisor in 2025. She brings over eight years of experience and specializes in working with high-net-worth individuals. Theresa is passionate about guiding both individual and fiduciary clients through complex tax issues that arise. She works diligently and proactively to ensure client expectations are satisfied by helping them meet compliance deadlines and clearly communicating any impending tax liabilities as soon as they are discovered. Theresa also advises clients on the tax implications of applicable events that may arise throughout the year.

Theresa earned her Bachelor’s degree in business administration from the University of Toledo.

When Theresa isn’t helping clients, you can find her exploring local restaurants and breweries with her husband or spending time at home with my yorkie, Bennie.