As a Client Specialist with 29 years of industry experience, Theresa contributes a wealth of knowledge and expertise to The Nethery Group. Theresa joined Baird in 2015 along with Financial Advisor, Todd Nethery, whom she’s been supporting for 23 years.
Theresa specializes in operations and managing the unique needs for the team’s private wealth clients and institutional relationships. She understands the importance of individualized wealth management and provides the expertise for the team’s internal procedures, such as account maintenance, transfers, RMD’s, etc.
Theresa is passionate about Baird’s philosophy of “clients come first” and is committed to providing exceptional customer service.
Theresa earned her bachelor’s degree in Business from Illinois State University. She holds her Series 7 and 66 licenses. Theresa lives in Germantown Hills with her husband Andy, and they have 3 grown daughters, Kristi, Allison and Anna. In her free time, she enjoys spending time with her family, hiking, and traveling.