Theresa Wolner

Theresa Wolner is the Marketing and Business Development Manager for the firm. In this role, Theresa works to support the firm and Advisory Teams in their business development and marketing efforts through cultivating business communications, managing outsourced relationships relating to marketing, event planning, and identifying areas of organic growth.

Theresa has a diverse background in Business Development, Marketing, Operations, and Administration. She has worked in a variety of industries and companies, including financial services, insurance, education, hospitality and turnaround consulting. She holds a degree from San Diego State University in Business Administration/Marketing and a certification in Digital Design from DDI in San Diego.

Currently, Theresa lives in San Diego where she enjoys the beach, walking, cooking, reading, and exploring. She has mentored young people through the YMCA, Boy Scouts, and Jr. Achievement and loves to learn new things and help people and businesses grow.