Teresa (Dolan) Michaels, Cfp® Email & Phone Number

As a Certified Financial Planner I am bound by a Code of Ethics to serve as a fiduciary for my clients. I am obligated to act in their best interest. My current role as an advisor at McKinley Carter is so much more than simply investing money. Our team reviews each client's individual situation including (at minimum) illiquid assets, business interest, estate planning, and risk management. Client assets are also reviewed for tax efficient location and structure. I am fortunate to work on a team that believes that with consistent effort and engagement, we can help an investor strive to reach their goals. It is incredibly rewarding to be a part of a company that believes that constant forward motion is the ideal state for our team and our clients' wealth. We craft our advice to be immediately actionable and momentum-building.One of the main focuses of our business is to shatter self-imposed doubt. We deliver authentic, encouraging advice backed by energizing experience.

Listed skills include Regulatory Compliance, Finra, Finra Compliance, Staff Training, and 14 others.