Broker Check
Teresa Kret

Teresa Kret

Office Manager

Teresa Kret is an Office Manager and provides administrative support to our team.

Teresa has worked in retirement services for 20 years. She held various roles at Prudential Financial as a client service representative in the 401(k) department and transitioned to manager of Plan Compliance, where she was responsible for overseeing a team of specialists who completed non-discrimination testing and Form 5500 preparation. After 19 years, Teresa decided to leave Prudential to raise her children. During this ten-year period, she also worked with special needs children in a local school. Most recently, Teresa was a paraplanner for a local retirement planning company.

Teresa resides in Middletown with her husband and their 3 children.