Teresa Lockbaum, BFA, CLTC®

Teresa Lockbaum is a Financial Planning Associate in the Hudson and Lake Elmo offices. She enjoys helping families evaluate their values and goals to achieve financial clarity and create a life of abundance. Teresa has been a disability advocate for decades and her youngest child has Down syndrome. She is proud to volunteer in her community with Gigi’s Playhouse, PTO, and is a parent liaison for the Hudson School District for families of kids with special needs. When she’s not at work or volunteering, you will find Teresa enjoying time with her 3 kids and 2 dogs, and attending adaptive sports events. She has a Bachelor’s Degree in Business Management and a Master’s Degree in Rehabilitation Counseling, along with advanced financial industry training and certification. Her combined expertise, rounded out with her passion for helping families, uniquely positions her to guide you through your personal journey with finance.

Series 7; Series 66; CLTC; BFA LHA in WI, MN, GA