Millennium Magazine_7th Ed

158 Millennium - A Marquis Who’s Who Magazine FINANCE AND INSURANCE Republican Congressional Committee in Washington, D.C. (2003-2006), who named her Businesswoman of the Year for Texas. In 2010, she was chosen as a Five Star Wealth Advisor for the Central Texas region by Texas Monthly. From 2010 to 2017, Money Managers was included among the 25 Largest Financial Planning and Advisory Firms in San Antonio. Ms. White finds themost rewarding aspect of her career tobe the influenceher firmhashadonmulti- generational families; they became fully integrated into one another’s lives professionally and socially. Looking forward, she plans to transition to Chair of her firm and ease into retirement. Investment Advisory/Financial Planning services are offered through Money Managers Inc, an investment advisory firm registered through the State of Texas. Securities are offered through NEXT Financial Group Inc, member FINRA/SIPC. TD Ameritrade Institutional Division of TD Ameritrade Inc, member FINRA/SIPC is the custodian of fee-based accounts. None of the named entities are affiliated. T eresa White was enlightened by the wisdom of a financial planner, whose recommendations allowed her to emerge from a total disability with higher net worth than she originally had. She decided to contribute to the betterment of humanity through learning the practice of financial planning. She enrolled with the College for Financial Planning and became a noteworthy Certified Financial Planner™who has contributed nearly 40 years of experience to her industry. Ms.White formedMoneyManagers, Inc., in 1981. She is humbled to have been part of the group that established the fee based financial planning industry.While building a practice, she contributed to teaching others as an Adjunct faculty/instructor for the College of Financial Planning from 1985 through 1992. Additionally, she served as an Industry Arbitrator for the NASD (now FINRA) and is an established expert witness in investment advisor compliance to the legal industry. Ms. White served as State Chair of the Institute of Certified Financial Planner (1990-1994), several officer positions for the Central Texas Society of Certified Financial Planners, and as a member of the Financial Planners Association and Estate Planners Council. She participated in the Business Advisory Council of the National TERESA JENSEN WHITE, CFP ® CHIEF EXECUTIVE OFFICER, OWNER Money Managers, Inc. 7800 W Interstate 10, Suite 636 San Antonio, TX 78230 (210) 349-9494