I have worked in a few industries during my career, from manufacturing and distribution to veterinary pharmaceuticals, but my favorite has been working in the financial industry which I have been doing since 1999. What I learned over the past 20 years is I truly enjoy helping families navigate the universe of investment choices and finding solutions to help them meet important milestones in their lives.
I'm excited to build my advisory practice close to home. I was raised in the DFW area and came from a big family. I've been married to my amazing husband for 35 years and we have three grown children who also live close by. Outside of work, I spend several hours a week volunteering at my church in various ministries and am also involved in Boy Scouts. A few years back, we purchased an old sailboat and have found so much joy spending time outdoors and sailing around the lake with family and friends - it is hard to beat a beautiful Texas sunset from a boat.
It is my hope to give you a great experience and help you create a financial legacy for the ones you love. It is never too early or late in life to work toward gaining control of your financial future. Feel free to give my office a call with any questions or to set an appointment. I look forward to meeting you soon!
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- New Investors
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
Phone NumberTheresa Montya at (817) 428-5536
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