Please Welcome Our New Client Service Associate, Teresa Joelson
We are pleased to welcome Teresa Joelson as our newest team member at CIS Wealth Management Group!
Teresa Joelson holds the Chartered Mutual Fund Counselor (CMFC®) designation and a Series 65 Uniform Investment Advisor registration. She has over 12 years of experience in the investment management industry. She is a native Texan and has a Bachelor of Science degree from Texas A&M University.
Teresa recently relocated to New Braunfels from Austin, TX to be closer to family and work with a Christian based firm. Prior to joining CIS Wealth Management Group, she worked at Durbin Bennett Wealth Management, working closely with the advisory team and was responsible for client administrative and operational needs.
Teresa coordinates with clients on account operational and processing needs. She also works closely with Nathaniel and Bob on investment strategy implementation, reporting, and administrative responsibilities.
Away from work, Teresa loves spending time with her family, especially her two grandchildren in New Braunfels. She loves being outdoors, playing tennis, jogging or working out. She attends Saints Peter and Paul Catholic Church and actively participates in the Mobile Loaves and Fishes, St. Vincent de Paul and Helping Hands Ministries.
We would also like to share that Pat Hail, who served as our Relationship Manager, is no longer with our firm. We want to wish Pat the best in his future path as he will continue in service to the Kingdom. We know the Lord has something special planned for Pat. Please join us in wishing him well. He has been and will continue to be a friend of all of us at CIS Wealth Management Group. He will be missed.