Meet Our Team / Teresa Roman
CPA – Vice President, Tax Officer
Teresa joined Centier Bank in 2004, and joined the Centier Financial Partners team in 2010.
Teresa leads our Tax and Operations teams. Her responsibilities include the preparation of individual, payroll, fiduciary, estate, and gift tax returns. She is also engaged in the development of various tax planning projections, analyzing various tax implications for clients.
While leading our Operations team, Teresa works with a group of dedicated team members with regard to compliance, trust accounting, and the impact of the evolving regulatory and fiduciary standards
that affect our operations and systems.
Teresa has a Masters of Accountancy from Purdue University. She is a Certified Public Accountant (CPA) and a member of the American Institute of CPAs (AICPA) and Indiana CPA Society. Teresa participates in several community-focused not-for-profit activities and is dedicated to serving her community and our clients.