Coordinator of Wealth Management
Teresa Lindberg began working in the financial industry in 2008. She joined Roz Financial in July 2017. Teresa has been a Client Service Associate for the past 4 years and brings knowledge as an administrative assistant and a Wealth Management background. She has a passion for developing relationships with clients and helping them reach their goals. Teresa’s role on the team includes marketing and administrative responsibilities.
Before pursuing her true passion of finance, Teresa owned and operated a hot dog stand that has been in her family for over 50 years and is currently being operated by her children.