Theresa Pflieger
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Theresa Pflieger

Principal
Theresa is a Principal in the Denver office, supporting Practice Management to impact practices in the areas of client acquisition, experience and expansion.  She works closely with the Chief Administrative Officer to set national practice growth strategies and is a liaison between our client-facing partners and shared services to drive the adoption of firm-wide initiatives.

Theresa has more than 15 years of experience in financial services working for UBS Asset Management, ABN AMRO and, most recently, Ameriprise Financial. Before joining Cerity Partners, Theresa was Vice President of Advice and Wealth Management at Ameriprise Financial. She has a broad understanding of the Wealth Management business with experience in Marketing, Products and Finance. Career highlights include leading teams to meet evolving business needs, developing strategies to improve business processes, engaging cross-functional resources to achieve project goals, and creating KPI metrics, analysis and reporting to drive growth and mitigate risk.

Theresa received her Bachelor of Science in Accounting from the University of Nebraska. She received her Master of Business Administration (MBA) in Finance and Strategic Management from Northwestern University, Kellogg School of Management. She currently holds Series 7 and 24 licenses.

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Orange County

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(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Altos

779 Altos Oaks Drive
Los Altos, CA 94024

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

New York

220 East 42nd Street
32nd Floor
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626