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Teresa Roman, CPA, CFP®, AIF®

Vice President & Tax Officer

600 East 84th Avenue
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.


Investment and insurance products are:
• Not FDIC insured
• Not insured by any federal government agency
• Not a deposit or other obligation of, or guaranteed by, Centier Bank
• Subject to investment risks, including possible loss of the principal amount invested