Before joining the Core Wealth Advisory team, Therese worked at KSP Financial Consultants since 2006. She has worked with senior financial consultant Robert Perimian since 1998 as a client service specialist, focusing on asset transfers, appointment preparation, and schedules. Therese has 19 years' previous banking experience with Guaranty First Trust and five years' experience running a family business.
Therese lives in Waltham with her three children: Lisa, Thomas, and Edward. She enjoys traveling, cooking, and gardening.