Teresa Clements, CFP , AWMA Financial Advisor

Teresa Clements is a CFP® and Accredited Wealth Management Advisor (AWMA®) with 25 years of experience in financial planning and investment management. She specializes in helping clients navigate life's major transitions—including retirement, divorce, loss of a loved one, and marriage—through comprehensive financial planning. Her expertise spans investments, retirement planning, estate planning, business succession, life insurance, annuities, and wealth preservation for high-net-worth individuals.