Financial Advisor, Owner
Theresa started her career as a financial advisor with Thrivent Financial in 2007 as a captive agent. In 2017 Theresa joined Encore Financial Group to become an independent agent. Theresa holds her series 7, series 63, and series 65 licenses. She also holds her life and health licenses and is licensed to work in various states. She holds a Certification in Long-term Care (CLTC).
Kelsey started her career with Encore Financial Group Marquette in February of 2018. Kelsey holds her life and health licenses.
We are part of a larger team that spans the nation. We have many resources nationwide, while still staying local. We resource our team to help find the right solution in life insurance, investments, and financial planning to meet your needs in Marquette, MI.
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Investment Advisory Services offered through O.N. Investment Management Company.
Check the background of this investment professional on FINRA's BrokerCheck.