Teresa L. Barie, EA, CFP^®

Teresa brings a wealth of experience and expertise to her work, having dedicated over 35 years to preparing income tax returns. As an Enrolled Agent with the IRS and a Certified Financial Planner™, she has a deep understanding of both tax and financial planning. Her recent role as a Registered Representative with Cetera Advisor Networks further enhances her ability to offer comprehensive financial guidance.

Teresa's educational background includes a degree in Business Administration from Jamestown Community College, which she earned in 1986. She is passionate about helping her clients maximize tax-saving opportunities and navigate their financial planning needs. Her approach is client-focused, ensuring that each individual fully understands their financial situation and works collaboratively to achieve their goals.

Beyond her professional achievements, Teresa is deeply involved in her community. She has served on the boards of several local non-profit organizations and was honored with the “Funda Nos in Pace” award by Archbishop Walsh Academy for her dedication to Catholic education.

Residing in Olean with her husband, Tom, Teresa and her family have deep roots in the community. They have raised their four children—Katie, Matthew, Bradley, and Stephanie—there. In her leisure time, Teresa enjoys boating, camping, and traveling, and she cherishes spending time with her children and grandchildren.