Client Advisory


Theresa is an Associate in the Louisville, KY office. She is a member of the Individual Tax team, where she provides tax compliance and planning services to the firm’s clients.

Prior to joining Cerity Partners, Theresa worked as a tax preparer for SKS Accounting and Consulting in Louisville, KY. Before that, she was a manager of 3 offices for H&R Block in New Albany and Jeffersonville, IN. She also has a Doctor of Pharmacy degree from the University of Kentucky and was previously a practicing pharmacist.

In her spare time, she enjoys spending time with her daughter, watching hockey, reading books, and trying new restaurants. She is learning Korean, and volunteers with a local no-kill cat shelter in southern Indiana where she takes care of the kittens the organization places in PetSmart for adoption and fosters cats in her home.


  • Doctor of Pharmacy degree (PharmD) from the University of Kentucky


  • Volunteer and fundraising committee member, Animal Protection Association

Connect with Theresa

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues