Teresa Myers

Office Assistant

Teresa began her career at Halbert Wealth Management in 2002 and is often the first voice you hear when you call us. Teresa works closely with our Investment Consultants to help them prepare new account forms and make changes to existing accounts. She also reviews and reconciles reports from Advisors concerning the payment of client fees to make sure they are accurate.

Teresa updates performance reports and marketing materials on the website. In addition, she prepares reports used to monitor the performance of current Advisors and potential future Advisors.

Teresa and her husband live just outside Austin near Lake Travis. She enjoys spending her free time with her four grandchildren.