Annelies Teversham, CFP, CEPA
Founder. Leads every first meeting and keeps the personal plan connected to the owner, not just the transaction.
ABOUT TEVERSHAM
A team that understands what the company means.
Annelies Teversham began this firm after watching her own father's company sale change the family picture in ways no one had planned for.
ANNELIES TEVERSHAM, CFP, CEPA
From the tool-and-die floor to the table where the decisions get made.
Annelies grew up sweeping floors in her father's tool-and-die shop in New Haven. In 2009, she watched him sell with no personal plan and a tax bill he never saw coming.
She founded Teversham Wealth Planning in 2015 to help owners have a different experience. With 19 years in the work, Annelies leads every first meeting, owner to owner.
WHO SITS WITH YOU
Joel Wiegmann, CPA, PFS
Tax planning. Models the after-tax result of each deal structure so the deal terms can be discussed from the same set of numbers.
Sara Kuhnle
Client service manager. Handles the secure document vault, scheduling, and the go-between with your attorney's office.