Theresa Sherman

Theresa has been in the Financial Services industry overseeing Wealth Management firms for over 10 years, joining Mike Amine and Wealth Strategies Financial Group as the Director of Operations in 2016. Holding a Series 7 and 66 registrations, coupled with her hands-on industry experience, Theresa is able to ensure superior support in the practice development of advisors’ businesses. She is also responsible for managing all client services, recruitment of new talent, and the myriad of operational systems.