Teresa Yates Email & Phone Number

In addition to owning and operating a successful Martial Arts School since 2011, I have been working with retirement plans for over 18 years. My extensive experience and diverse skill set have allowed me to excel in both fields, making significant contributions to each.My skills encompass a broad range of areas, including business management and leadership, compliance and research, plan design, and client management. In the realm of retirement plans, I have honed my expertise in creating and managing comprehensive plans that meet the unique needs of each client. My deep understanding of compliance ensures that all plans adhere to the latest regulations, providing peace of mind to my clients.Running a Martial Arts School has further developed my leadership and business management abilities. Since 2011, I have built a thriving institution that not only teaches martial arts but also instills discipline, confidence, and respect in students of all ages. This experience has sharpened my skills in strategic planning, team management, and customer service.In both my roles, client management is paramount. I pride myself on building strong, lasting relationships with clients, whether they are students at my school or individuals seeking retirement planning services. My commitment to excellence and personalized approach ensures that each client receives the highest level of service and support.Through a blend of strategic thinking, meticulous planning, and a passion for helping others, I strive to achieve outstanding results in all my professional endeavors.

Listed skills include 401K, Retirement Planning, Martial Arts Instruction, Training, and 11 others.