Teresa McAlpine, CDFA®
Wealth Advisor
Teresa and her husband, David live in rural Sheboygan County with their two daughters and their dogs. Their two daughters are in middle school and high school in Oostburg. Their family is active in 4-H and Teresa serves as a volunteer leader for Sheboygan County 4-H. She is also a lifetime member and served on the board of the Sheboygan Service Club, volunteering time to 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. Teresa enjoys audiobooks, tending to orchids, scrapbooking, and sewing. Prior to working in the financial services industry, she spent over a decade of her career as a Business Operations Analyst for a Fortune 200 company, studied Business Administration at Cardinal Stritch University, and obtained a green belt in Lean Six Sigma.
Teresa has been licensed since 2013 and serves as a fiduciary investment advisor. She is focused on helping her clients achieve their life goals and ensuring their long-term needs are planned for. She understands that her clients have life goals that they want to accomplish such as retiring comfortably, buying a house, sending their children to college, or starting a business. These life goals are what give money a purpose. And without purpose, money is just a number on a piece of paper that gets mailed on a statement once a month. She offers comprehensive financial planning services, investment services insurance services, and estate planning. She holds a Series 7, Series 66 registration held through LPL Financial and life and health insurance license and is licensed in Wisconsin, Arizona, Georgia, Maine, North Carolina and Texas.
Teresa has obtained her Certified Divorce Financial Analyst (CDFA®) designation. She provides a perspective on how to divide assets in the event of a divorce and has passed the necessary qualifications to be listed as a Certified Divorce Financial Analyst by the Institute for Divorce Financial Analysts.
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