As Founder and CEO of Prudence Financial, Inc., Theresa built a firm dedicated to helping clients secure and grow their financial well-being for life. Guided by her motto—“Simplicity + Prudence = Powerful Solutions That Make Sense”—she is known for simplifying complex financial planning while delivering highly personalized solutions. In 2026, Theresa will celebrate 40 years in the financial services industry.
After an extensive vetting process, Theresa partnered with PlanWise Financial in 2024 to ensure her clients continue to receive exceptional care. “My clients are like friends and family. They deserve the highest level of attention, and I know PlanWise will provide that.” Since joining the team on July 1, 2024, Theresa has embraced a mentoring role while continuing to support clients with the same dedication and service philosophy that defined her career.
Outside of work, Theresa enjoys the outdoors, travel, reading, writing, and time with family. A former marathoner, she has run the Boston, NYC, and Miami Marathons for charity, raising more than $50,000 for various charities. An avid hiker, she has completed all 48 of New Hampshire’s 4,000-foot peaks and is working toward completing the New England 67, having already hiked three of Maine’s highest summits.