Broker Check
Teresa L. Barie, EA, CFS, CFP™

Along with Teresa preparing income tax returns for over 30 years, she is an Enrolled Agent with the IRS and a Certified Financial Planner™ She became a Registered Representative with H.D. Vest Investment Services in 1994. Teresa attended Jamestown Community College and obtained her degree in Business Administration in 1986.  She enjoys helping her clients to maximize their tax saving opportunities as well as financial planning needs. She wants to be sure her clients fully understand their financial situation and works together with her clients to achieve their goals. Teresa is involved in her community and has served on the boards of several local non-profit organizations.  She recently was presented with the “Funda Nos in Pace” award from Archbishop Walsh Academy in recognition and appreciation for her dedication to Catholic education. Teresa and husband Tom are lifelong residents of Olean, which is where they raised their 4 children; Katie, Matthew, Bradley and Stephanie.  In addition to enjoying spending time with her children and grandchildren, she enjoys boating, camping and traveling.