Get to Know: Teresa Laughlin

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Teresa joined Carson Wealth in April 2011 as an Administrative Assistant, transitioning into the Client Services area as a New Business Coordinator, and currently is in the Operations Department as a Cashiering Associate.  She adds value by providing exceptional customer service in handling client deposits, distributions, RMD’s, etc.

Teresa grew up in the Omaha area and her and her husband, Tom, have three children and two grandchildren.

One of their daughter’s husbands is a TIO (Tactical Information Operations) in the Navy and they have lived in Oahu, HI for the past three years and transferred to San Diego this Spring. What two wonderful locations to visit and vacation!  She tries to visit them as often as she can and enjoys all the hiking, kayaking and swimming.  Some of her favorite things to do outside of work are spending time with family and friends, watching Husker football and any activity outdoors.

Screen Shot 2016-05-26 at 8.42.12 AM

 

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

Considering Tax Loss Harvesting? What You Need to Know First

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
1 2 3 101 102 103

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation