Teresa L. Friess, CRPC®, CDFA®
Teresa is currently the Chief Compliance Officer | Managing Director of Nilsine Partners. She began her financial services career in 1986. Her love of math and people have made for an exciting career. Teresa enjoys the challenge of problem-solving, and this skill has developed into leadership and mentoring roles. She was previously a Senior Vice President Wealth Management Advisor at Merrill Lynch Wealth Management until becoming Managing Director of Nilsine Partners in 2021.
In early 2020, she received the Sue Haskoor Lifetime Achievement Award for advancing women’s lives through mentoring, advocacy, leadership and community. An Oklahoma native, Teresa received her Bachelor’s degree from the University of Colorado at Denver. She has continued her education over the years, and she holds the Certified Divorce Financial Analyst (CDFA®) and Chartered Retirement Planning Counselor (CRPC®) designations.
Teresa is actively involved with her church, participates in volleyball, and loves serving her community by volunteering. Her family remains a priority and a fun part of her life.