Teresa joined InTrust Financial Group, Inc. in April 2016. As Client Service Manager, Teresa plays a vital and necessary role in caring for our clients. She responds to client service requests, maintains Rick’s calendar and the daily monitoring of office workflow. Teresa’s attention to detail is essential in executing the forms and paperwork critical to the implementation of client new accounts and maintaining of existing client accounts. She practices excellence in her responsibilities by caring spiritually for those to whom she serves and receives great satisfaction in building relationships with our clients while interacting with them.
Teresa hails from Northwest Ohio but later spent 15 years in Kalamazoo, Michigan. While there she attended Kalamazoo Valley College in the Business Administration program. Her previous experience as an office administrator has been a valued asset to our office. In her spare time she enjoys needlework, her five adult children, seven grandchildren, and her two Shih Tzus, Tess and Peaches. She is an active member of Crossroads Community Church in Kokomo, Indiana.