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

Balancing College Funding with Retirement Savings

Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses.

Commission, Fee Based or the Combo?

Published by Jason Comes | @Jason_Comes Which is the best way to compensate someone who helps you with your investments/finances? Would paying per transaction be best or via a percentage of the assets? Do you think the advisor could be objective if he or she would earn a commission investin …

Entrepreneurial Takeaways from Robert Herjavec

Published by Meg Ronspies, Marketing Coordinator “Don’t be boring. Remember that the first thing people buy is people.” Normally seated amongst four other “sharks,” Robert Herjavec shared with attendees of the 2016 Excell Conference some entrepreneurial advice last month.
1 2 3 79 80 81 82 83 106 107 108

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