About Tess
Tess supports clients in every way needed and supports their advisor. Her goal is to make each day smoother, so the advisor can spend more time with her clients. She is currently enrolled in the University of Colorado Boulder’s personal financial planning program, looking to earn a CERTIFIED FINANCIAL PLANNER™ certification in the future.
Originally from the New York City area, Tess lived in Burlington, Vermont, for about a decade before moving to Denver in fall 2022. Outside of work, she can be found skiing in the mountains or traveling somewhere new.
Education and Professional Milestones
-Has also managed a lakeside restaurant on the dock in Burlington, Vermont, and worked as a tax preparer at Gallagher, Flynn & Company and as a course coordinator at the University of Vermont College of Medicine