About Us

As a Financial Advisor, Theresa’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. She is trained and licensed to provide financial solutions to her clients and prospects. Her goal is to become a lifelong resource to her clients, and she is dedicated to assisting them through the various stages of their financial lives. At Baystate, Theresa is able to utilize the team approach and draw upon the wealth of knowledge of her associates to create custom designed financial strategies for her clients.