Theresa M. LeChard, CFP®
Clifton StrengthsFinder®
Adaptability – Maximizer – Positivity – Includer – Arranger
As Client Advisor, Theresa works closely with clients and their families to discover their purpose. Theresa is passionate about serving, and loves witnessing clients getting to achieve their dreams.
Theresa graduated from Franciscan University of Steubenville with a Bachelor of Science degree majoring in finance with a minor in accounting. She was previously with Edward Jones as a financial advisor, and while working at The Joseph Group has gone on to earn her CERTIFIED FINANCIAL PLANNER™ accreditation.
While Theresa appreciates all of The Joseph Group values, the one she identifies with most is humility. She says, “To me, humility means I am always growing and learning how to be a better person to my family, friends, colleagues, and those I serve. This value calls me to be constantly reminded to put the needs of others ahead of my own.”
In her spare time, Theresa is very involved in her Catholic faith. She loves spending time with her family and friends, traveling, snow and water skiing, camping, and hiking. She has a goal to visit every major national park in the United States.
Contact Theresa:
theresa.lechard@josephgroup.com
614-500-4797