Teresa Joelson, CMFC®
Client Service Associate

“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” Jeremiah 29:11

About Teresa

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.

Keep In Touch With CIS WEALTH:

Favorite Movie
The Case for Christ
Favorite Sports Team
Texas A&M football or any Aggie sport
Favorite Book
The Shack, by William P. Young

Teresa’s Top 3 Favorite Places

Charlotte NC

CHARLOTTE

North Carolina

I love to visit my son and explore all the many adventures Charlotte has to offer.

Vail CO

VAIL

Colorado

Vail is where I get my yearly intake of snow and mountains. There is nothing like taking your last ski run of the day, such serenity!

Notre Dame Cathedral

NOTRE DAME CATHEDRAL

Paris

I loved visiting Paris, and I especially loved seeing all of the old buildings with their amazing architecture. Notre Dame Cathedral was one of these amazing places!