Teresa Cavazos
Client Service Associate
Teresa joined DeMontel Financial Services February 1, 2025. She assumed many duties to assist our clients and Financial Advisors as receptionist, client service, new client onboarding, and scheduling and marketing duties.
Teresa has prior experience as executive assistant, intake coordinating, marketing and management. She is happy to help you communicate with your financial professional and she enjoys assisting clients throughout their financial journey to retirement and beyond. In her free time, she can be found reading, watching her boys play football, or at the beach with her friends and family.