Teresa McAlpine, CDFA®

CLICK HERE to schedule a meeting with Teresa

Teresa is an accredited fiduciary investment advisor with over eleven years of experience in financial services. Her mission revolves around empowering her clients to achieve their life goals and ensuring their long-term needs are planned for. She offers comprehensive financial planning services, investment services, insurance services, tax planning, and estate planning. She believes in taking a holistic approach to help her clients pursue overall financial well-being and attain the confidence that comes with an established plan.

She has extensive experience working with people in a life transition, whether that transition is a change of jobs, retirement, or those going through more challenging life transitions such as the loss of a spouse through death or divorce. She is a Certified Divorce Financial Analyst® (CDFA®) with specialized training in the financial complexities of divorce through the Institute for Divorce Financial Analysts (IDFA).  She provides personalized, in-depth financial insights and strategies to work toward a secure financial future post-divorce. Her specialized understanding of marital property uniquely positions her to assist married couples in safeguarding their assets, not only in the context of divorce but also in the event of legal complications and instances of failing health, such as long-term care needs, and in dealing with the death of family and loved ones.

Teresa prides herself in offering a compassionate and safe environment. She ensures a judgment-free, empathetic space to navigate difficult and stressful life events. She is honored to be included in her client’s happiest days and cheerful achievements, but also holds space for them in the hardest of days and through painfully devastating events. She will ask challenging questions to provide you with the most attentive and effective care.

Before working in the financial services industry, she spent over a decade as a Business Operations Analyst for a Fortune 200 company. She studied Business Administration at Cardinal Stritch University and obtained a green belt in Lean Six Sigma. Beyond business studies, she has also studied psychology and visual arts and embodies her belief in lifelong learning by actively seeking new educational opportunities. She participates in regular peer studies groups that provide collaborative knowledge and skill sharing and believes in adopting the power of technology to improve her clients’ experience.

Teresa lives in rural Sheboygan County with her husband, David, and their two teenage daughters. The family shares their home with two large senior dogs, Libby and Dozer. Their family is active in 4H where Teresa serves as a volunteer leader. She is a lifetime member and former president of the Sheboygan Service Club, where she volunteered her time for community service with multiple organizations in Sheboygan County, including Meals on Wheels and Safety Town. She is a member of the Sheboygan Chapter of Professional Women’s Connection and the Schreiber Institute for Women’s Leadership. In addition, Teresa volunteers on the board of directors for the Dare to Dream Theatre and can be found volunteering behind the scenes at many of the performances.

Teresa enjoys listening to audiobooks, collecting and tending to plants (especially orchids), doing various craft projects, and all things Disney. She also enjoys hosting family and friends for large holiday meals.

She holds both the Series 7 and Series 66 registration through LPL Financial. She is an Investment Advisor Representative (IAR) in all 50 states. She is securities licensed in Wisconsin, Arizona, North Carolina and Texas and holds her life insurance license for the state of Wisconsin.

You can schedule a complimentary discussion regarding divorce and your finances at THIS LINK.

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Wisconsin Advisors and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.