Teresa Noe

Teresa was our founder and co-owner with her daughter, Pam.  She was called home to Jesus on January 16, 2025 and will be deeply missed.  We are forever grateful for her contributions and will continue in her legacy.

Teresa began her long tax career in 1983. She was a Licensed Tax Consultant as well as a Certified Wealth Strategist and believed both the tax and financial aspects of every client’s life are equally important. There are tax implications in all financial decisions and financial implications in all tax decisions, which make the blend of services so critical to every client and team member. She loved traveling and spending time with her family.