Theresa Newsham

Client Services Manager

Theresa joined the firm in 2019 as a Client Services Assistant and was promoted to Client Services Manager in 2021. She plays an integral role in the firm's day-to-day operations by executing investment portfolio trades, supporting the financial planning team, and managing the onboarding process for new tax clients during tax season. Her attention to detail and commitment to exceptional service help ensure a smooth and positive experience for clients throughout the year.

Theresa earned her Bachelor of Arts from California State University San Marcos. Originally from San Diego, she now resides in Phoenix, Arizona, with her husband and their Corgi, Layla. Outside of work, Theresa enjoys traveling—especially exploring Europe—taking cruises, and participating in book clubs.

Email Theresa at theresa@petixbotte.com