Theresa Collins


Theresa thrives on helping clients pursue their financial goals and find the best possible options. Her experience and knowledge of the industry has enabled her to build close relationships with clients, understanding their unique needs and aspirations.

With nearly 18 years of experience in the financial industry, Theresa enjoys focusing on life insurance for income planning, long-term care planning and wealth transfer. She’s also passionate about creating customized financial plans that enable retirees to maintain their desired lifestyle and capitalize on market opportunities.

Theresa is a firm believer in leading a healthy and active lifestyle for as long as you can. She encourages clients to prioritize their well-being and foster strong connections with friends, family and the community.

Theresa is married to Rick. They have two daughters, one son, two sons-in-law and Josephine, a Havanese. In her free time, Theresa enjoys reading, writing, traveling and going to the theater.

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