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.
- Office: (219) 755-6110 Ext. 1879
- Email: firstname.lastname@example.org
600 E. 84th Avenue
Securities and insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Centier Bank where investment services are offered. Advisory services may only be offered by Investment Adviser Representatives.
Securities and insurance products offered by Cetera Investment Services are: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not insured by any federal government agency * Not deposit products.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.