Meet Theresa LeChard, CFP® One of our amazing Client Advisors here at The Joseph Group!
In this video, you’ll see the heart behind Theresa’s work! Theresa brings a bright energy to our team and a strong dedication to helping each client feel seen, supported, and confident in their financial journey.
Watch to learn more about Theresa’s approach and heart for helping others live a great life.
* No portion of this Client Story should be construed as an endorsement of The Joseph Group’s services, or as a guarantee that he/she will experience a certain level of results or satisfaction if The Joseph Group is engaged, or continues to be engaged, to provide investment advisory services.