Theresa is the Senior Client Service Manager at 360 Financial. She has been a member of our team since 2005 and has worked in the financial industry since 1989.
Theresa provides “world class” service to all who call 360 Financial. She assists clients with all their needs from answering questions about their accounts to helping them complete all types of account paperwork. She helps to prepare for client meetings, updates the client files, and keeps the office in tip top shape.
Outside of work, Theresa enjoys spending time with her husband, Lyle and son, Brandon in Coon Rapids. She also enjoys experimenting with new recipes, reading novels, volunteering with the Coon Rapids Lions and spending time with friends.