Teresa KrammerLicensed Assistant
Teresa has worked in the financial services industry for over 20 years, joining Dallas's team in 2014. A common thread throughout her background of work has been her strong customer service skills which she has brought to her work with you. With the client at the centre of everything she does, Teresa works to foster an environment of easy communication, accountability, and trust, in conjunction with the comprehensive advice and financial solutions offered by our advisors. As a licensed assistant, Teresa brings her skills together in the administration of our clients’ investment accounts. Her aim is to help clients feel welcome and relaxed whenever they contact us and most importantly, to know that every question has value in our partnership. With her enjoyment of people, strong organizational skills, and ongoing education, Teresa invites your calls and is pleased to be a member of this strong team of professionals.