As Founder and CEO of Prudence Financial, Inc., Theresa built a practice dedicated to helping clients preserve and invest their financial well-being for life. This year, Theresa celebrates 40 years in the financial services industry. Still guided by her motto—“Simplicity + Prudence = Powerful Solutions That Make Sense”—she brings a clear, practical, and personalized approach to client service and support.
After an extensive vetting process, Theresa partnered with PlanWise Financial in 2024 to facilitate a smooth transition for her clients’ ongoing care. “My clients are like friends and family. They deserve the highest level of attention, and I know PlanWise is able to provide that.” Since stepping back from her role as advisor and joining the team in July 2024 as a Client Service Liaison, 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.