As Curio’s Tax Director, Teresa brings thirty years of experience assisting clients with day-to-day operations to helping high-net-worth individuals navigate the tax maze. Certified as a CPA, equipped with three decades of experience in the industry, and a proud member of various CPA societies, Teresa is passionate and skilled at making tax compliance easy to understand for her diverse clients.
What truly makes Teresa stand out are her communication skills. She has a unique ability to connect with individuals from all walks of life. She listens to their concerns and provides quick, insightful responses, allowing clients to make wise tax decisions.
Teresa’s not just an experienced tax advisor; she’s also involved in her community. She’s proudly held roles as Treasurer of the Alexandria Symphony Orchestra and on the Board of Directors for Westover Place Corporation for nine and six years, respectively. Currently, she is a member of the American University Facilities Planning Working Group.
Beyond her industry and community commitments, Teresa loves to read. She dives into the news over breakfast to kickstart her day and gain perspective into what’s happening in the world. She also spends as much time with her family as possible.
Teresa’s mantra is the Golden Rule: “Do unto others as you like done to you.” Her traits of empathy and integrity reflect her belief in the mantra, guiding her as a Tax Director and in everyday life.
Looking ahead, Teresa aims to maintain and improve her professional skills. She sees curiosity as a means of finding new ways to assist clients and strives to learn something new each day that can be applied to her career. By attending seminars, reading professional publications, and being the ultimate advocate for her clients, Teresa will continue making a difference with Curio Wealth.
