Theresa joined the firm in 2014. She grew up in southwestern Minnesota with 7 sisters and one brother. She earned a Master’s Degree in English from Mankato State University and has worked in executive support for many years, including seventeen years at the Star Tribune and eight years at Dunwoody College. Theresa has three children and four grandchildren and enjoys playing and working with her family, reading, and almost anything to do with color. She has a special interest in children’s literature and language and at one time worked extensively with children and storytelling. She attends Living Word Christian Center in Brooklyn Park where she has served in the children’s ministry for over fifteen years. Theresa especially enjoys client communications because “it gives me a chance to meet people, come to know them, and help with their needs.”
Theresa is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of their Financial Advisor, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced. 01/19