Theresa Smith

Client Service Manager

As a Registered Administrative Assistant with over two decades of experience in the financial industry, Theresa Smith (“T”) brings a wealth of knowledge and experience to the firm, ensuring smooth operations and providing top-notch support to our clients.

Theresa holds the Series 7 and 63 securities registrations, reflecting her deep understanding of financial markets and her commitment to excellence. Additionally, she holds an Ohio life and health license, allowing her to provide comprehensive assistance to clients in various aspects of their financial planning needs.

Theresa is a proud graduate of Malone College, where she earned her Bachelor of Science in Business Administration and Accounting.  As an avid sports enthusiast, she plays competitive tennis, enjoys running, and bowling with friends.  She resides in North Ridgeville and works in tandem with Scott Lewis.

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