Teresa Roman, CPA, CFP®, AIF®
Vice President & Tax Officer
Merrillville, Indiana 46410
About Teresa:
Teresa joined Centier Bank in 2004, and joined the Centier Financial Partners team in 2010.
Teresa leads the CFP Tax and Operations teams. As a Tax Officer, she oversees the preparation of individual, fiduciary, estate, and gift tax returns. Her team also prepares business and non-for-profit returns. Teresa prepares tax projections and analyzes various tax implications for her clients. As an Operations Officer, she oversees the operational team, ensuring compliance with laws and determining impact of the evolving regulations that affect the operational duties and software.
Teresa has a Masters of Accountancy, and is designated as a CPA, CFP®, and AIF®. She is a member of the American Institute of CPAs (AICPA), the Indiana CPA Society, and the CFP® Board. Teresa is dedicated to serving her clients with thorough and expert care, helping them accomplish their various financial goals.Disclosures
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Located at: 600 E 84th Avenue Merrillville, IN 46410
Phone: (844) 755-6600
Centier Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
These products and services are being offered through Cetera Investment Services LLC or its affiliates, which are separate entities from, and not affiliates of, Centier Bank or Centier Investments. Securities and insurance products offered by Cetera Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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