Theresa joined Concentrum in 2022 as another member of our Client Service team. She has taken on several valuable roles from client services to compliance management for the firm.

Theresa brings over 25 years of financial services experience and prior to joining the team she served as a Senior Client Service Manager for Raymond James Financial Services in Los Gatos.

Born and raised in San Jose, CA , Theresa has recently relocated with her family to Scottsdale, AZ.  She is an avid sports fan and enjoys spending time watching her daughter play soccer and cheering on her sons as they compete in both golf and wrestling tournaments. 

Theresa has served on numerous school boards and also served as the Registrar for Mount Hamilton Youth Soccer League for many years.