Theresa, a graduate of the US Military Academy and an Army Veteran, approaches every position with a “can-do” attitude. She has 12 years of industry experience in client services and retirement benefits and is dedicated to helping clients with what is best for them. Theresa joined Mercer Advisors via the Paragon Wealth Strategies acquisition in December 2023. Prior to the acquisition, she worked with Paragon for a year and a half in client services as well as portfolio management. Theresa is currently pursuing the CFP® certification to continue to assist clients in accomplishing life needs. In her spare time, Theresa enjoys adventuring in the wild by hiking, biking, and kayaking. She is also a student and teacher of Kundalini Yoga.
Jacksonville
10245 Centurion Pkwy N. Suite 106 Jacksonville, Florida 32256