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

Getting to Know: Jane Vlcek

Published by Jane Vlcek I started working for Carson Wealth as the Director of First Impressions in January of 1999. Over the years, I have developed so many wonderful relationships with our clients.

Scott Ford’s Rules for Investing

By Scott Ford, founder and CEO of Cornerstone Wealth Management Group In my spare time, I enjoy spending time reading about investments and wealth management strategies. I recently came across an article that cited Wagner’s Rules for Investing, which include: Spend less than you make Save a …

What is the Difference Between a Will & Trust?

Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, …

529 Plans & Taxes

Published by Mark Lookabill | @LookabillMark It is hard to believe that the 529 Plan is now 20 years old. I often receive the question, “Is a 529 Plan tax deductible?” Over the last two decades, the 529 Plan tax benefit has helped a number of taxpayers absorb some of the costs for college. …
1 2 3 83 84 85 86 87 106 107 108

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