Get to Know: Teresa Laughlin

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Teresa joined Carson Wealth in April 2011 as an Administrative Assistant, transitioning into the Client Services area as a New Business Coordinator, and currently is in the Operations Department as a Cashiering Associate.  She adds value by providing exceptional customer service in handling client deposits, distributions, RMD’s, etc.

Teresa grew up in the Omaha area and her and her husband, Tom, have three children and two grandchildren.

One of their daughter’s husbands is a TIO (Tactical Information Operations) in the Navy and they have lived in Oahu, HI for the past three years and transferred to San Diego this Spring. What two wonderful locations to visit and vacation!  She tries to visit them as often as she can and enjoys all the hiking, kayaking and swimming.  Some of her favorite things to do outside of work are spending time with family and friends, watching Husker football and any activity outdoors.

Screen Shot 2016-05-26 at 8.42.12 AM

 

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

Qualities to Look for in a Financial Advisor

Deciding on the appropriate financial advisor is critical to one’s financial success. But, which qualities would you like to see in your financial advisor? Read our blog to see what we feel are the most important qualities to consider when selecting a financial advisor.

Estate Planning Fundamentals to Help You Start the Conversation

Estate planning, no matter how large or simple your assets, is a conversation everyone should have. From dividing up gigantic bank accounts to choosing the music for a funeral, putting a plan in place can keep a lot of stress and family tension from reaching fever pitch.

How to Go from Making Money to Making Money Happen in Retirement

It’s a concept that is all too important as 4 in 10 Americans are at risk of running out of money in retirement. The landscape changes when you retire. Your goal now is to conserve, grow, maintain and otherwise hold onto what you already have. 
1 2 3 33 34 35 36 37 106 107 108

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation