After graduating from Northern Illinois University with a Bachelor's degree in Finance and a Master's degree in Accounting, Tess spent nearly a decade in corporate finance focusing on cash management for larger corporations. Her background helps her look at our clients' finances from a big picture view, understand how they spend their money and the potential impacts their decisions today may have on their financial situation down the road.
You could say she is a big nerd when it comes to money. She has been a diligent saver since her early 20s. Her work experiences only solidified the importance of budgeting, saving for different goals and analyzing financial decisions for their long term impact. She is so thankful to be able to use what she's learned over the years to serve clients as they transition through different stages in life. If you are looking for a team who takes their time to get to know you and is invested in the pursuit of your financial success, please reach out to us via the contact form.
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