Theresa Johnson
Portfolio Administrator
Clients with last names A-J
theresa@northernwelcome.com
(509) 537-3234
About Theresa
Theresa joined our team in 2024. She facilitates client service request such as:
New account applications
Transfer of accounts and investments
Money movement requests including wire transfers
Cost basis and other tax-related questions
Administrative items such as change of address, change of beneficiary, etc.
Theresa has a Bachelor of Science in Psychology from University of Phoenix and spent 17 years working with nonprofits and educational organizations before working within the financial field. Though no longer in education, her mission is to make financial concepts accessible and assist advisors in empowering clients to write their own financial stories.
Outside of work, Theresa volunteers within the local theatre community. In her free time she loves to bake, geocache, and spend time with her family.