Teresa is the CEO and Chief Compliance Officer (CCO), of Money Managers, Inc., which was founded in 1981 and is a Registered Investment Adviser. Teresa has been a financial planner since 1977. She received her CFP® certification in 1984 and currently holds licenses in securities and life, health, disability, and variable insurance. Ms. White holds Registered Securities License 24 Principal, and Division Manager with NEXT Financial Group, Inc.
Teresa served as an Adjunct Faculty Member of the College for Financial Planning, Denver, Colorado from 1985 to 1992, teaching financial planning. She has served as President and Chairperson of the Central Texas Society of the Institute of Certified Financial Planners/(ICFP). She also has served as the Chairperson of the State Association of the ICFP, which was a position of liaison with regulators and legislators. She was appointed to the SunAmerica Securities National Education Committee for 1999-2001. Teresa was selected to serve as an Industry Arbitrator for NASD Regulation, Inc. from 1999 to 2007. She has also served the Financial Planning Association (FPA), the Association for Financial Counseling and Planning Education (AFCPE) and the Estate Planners Council. The legal community has utilized her services as Expert Witness in investment advisory matters. She has served as the Honorary Chairman of the Business Advisory Council in Texas, sponsored by the National Republican Congressional Committee (NRCC). The NRCC named her "Businesswoman of the Year for Texas" in 2003 and 2004. She is also a volunteer with the Fair Tax initiative and with Newt Gingrich's "Jobs and Prosperity Task Force". She is also a public speaker and lecturer, conducts seminars and workshops and is frequently interviewed for newspapers, magazines, radio and television, and is associated with Kingdom Advisors. She is listed in "Who's Who in Finance and Industry", "Who's Who in Emerging Leaders", "Who's Who in American Women", and "Who's Who in the World". Her practice specialty is building, preserving & transferring intergenerational wealth.
When Teresa is not working she and Skip love to socialize with family and friends. Her hobbies include: gardening, cooking, sewing, home design and many other domestic arts. She enjoys her faith, their family and the wonderful home and bountiful life that God has blessed them with.
EDUCATION:
Private parochial schools through first year of college; major - Psychology.
CERTIFIED FINANCIAL PLANNER CFP® certification from the College for Financial Planning in Denver, Colorado - 1984.
CERTIFICATIONS, REGISTRATIONS AND LICENSES:
CERTIFIED FINANCIAL PLANNER™ - College for Financial Planning
Money Managers, Inc., Registered Investment Adviser with the State of Texas.
1984-Present Investment Adviser Representative
Securities - Series 7 FINRA (f/k/a NASD)-- General Securities
- Series 63 (Texas Securities Commission regulations)
- Series 24 Registered Securities Principal
- Series 65 Investment Adviser
2008 - Present--Division Manager with NEXT Financial Group, Inc, a registered securities broker/dealer
- Member FINRA, SIPC
2001 - 2008--OSJ Manager with Mutual Service Corporation, a registered securities broker/dealer;
- Member FINRA, SIPC
1995 - 2001--OSJ Manager with SunAmerica Securities, Inc,. a registered securities broker/dealer;
- Member NASD, SIPC
- Insurance - Group I Life and Health
- Variable Life and Annuities
AWARDS:
San Antonio Business Journal's List of "25 Largest Financial Planning and Advisory Firms" 2010
NRCC/BAC's "Businesswoman of the Year" for Texas in 2003 and 2004
Listed in "Who's Who in Finance and Industry", "Who's Who In America", "Who's Who In Emerging Leaders", "Who's Who In American Women", "Who's Who in the World", "Who's Who in the United States and the Worl" , 1988-2010
PROFESSIONAL MEMBERSHIPS:
| American Solutions--Jobs and Prosperity Task Force, Washington D.C. | 2010-Present |
| FINRA (formerly known as NASD) Regulation, Inc.-Industry Arbitrator | 1999-2007 |
| National Republican Congressional Committee (NRCC), Business Advisory Council (BAC) | 2003-2006 |
| SunAmerica Securities, Inc. -appointment to National Education Committee | 1999-2001 |
| Institute of Certified Financial Planners (ICFP) - State Chairman of the Government Affairs Committee | 1990-1994 |
Central Texas Society of ICFP --Vice President Board of Directors Chairperson President Vice President | 1989-91 1988-89 1987-88 1986-87 |
CFP® Board of Standards, International Board of Certified Financial Planners (IBCFP), CFP® Registry of Financial Planning Practitioners, Financial Planning Association (FPA), Estate Planners Council, San Antonio Chamber of Commerce, Bexar County Republican Women's Club, Central Texas Better Business Bureau