The Joseph Group

Theresa M. LeChard, CFP®

Senior Wealth Advisory Associate
Clifton StrengthsFinder®

Adaptability – Maximizer – Positivity – Includer – Arranger

As Wealth Advisory Associate, Theresa works closely with a team of advisors to assist with the planning and execution of client financial plans. Theresa loves talking with people to discover their purpose and then working with them to help them achieve their dreams.

Theresa graduated from Franciscan University of Steubenville with a bachelor’s of science degree majoring in finance with a minor in accounting. She was previously with Edward Jones as a financial advisor, and is passionate about serving families in her community with great humility and trust.

The Joseph Group value that attracted Theresa to the team was that of humility. She said, “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 involved with her church, Saint John Neumann in Sunbury, Ohio, where she leads senior girls in their high school youth group. 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.

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Contact Theresa M. LeChard, CFP®