Hurlow Wealth Management Group, Inc., a registered investment advisor, announces that Theresa Claire, CFP ®, has joined the firm as a Financial Advisor and Director of Financial Education.
“Our mission to educate and empower our clients to feel comfortable spending, saving, giving, and living the life they want to live,” said John Hurlow, CPWA®, C(K)P®, AIF, Managing Partner of Hurlow Wealth Management Group. “Theresa shares this passion for helping individuals and families achieve their financial goals, and we’re thrilled to add her expertise to our talented team of advisors.”
Before joining Hurlow Wealth Management Group, Theresa worked at a Stamford, CT-based investment management firm where she served high-net-worth clientele with complex financial needs. She is an active member of the Financial Planning Association. She graduated with honors from the University of Connecticut with a B.A. in English and earned a Certificate in Financial Planning at Boston University. Please call Theresa Claire (812) 333-4726 or visit www.hurlowwealth.com to learn more.
“I decided to join the Hurlow Wealth Management Group because this firm provides clear guidance as a fiduciary and strives to ensure clients feel confident and comfortable with advice and service they receive. The leadership is incredibly supportive, and the comprehensive financial planning process is the best I have seen in the industry.” said Claire. “I’m confident that joining this team was one of the best decisions I have made in my life.”
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