Theresa Kostka joined Financial Freedom Advisers as a Case Manager & Bookkeeper after years of professional experience in the insurance industry. She spent five years as Brokerage Administrator with MassMutual and an additional three years aiding clients with auto claims, providing quotes and executing policyholder service requests with multiple insurance companies. Theresa is well versed in preparing financial analyses and reconciling company accounts, assisting clients in processing policyholder service transactions and inquiries, as well as tracking and coordinating successful account changes. Her attention to detail and comprehensive analyses reinforce Theresa’s aptitude in successfully managing these important tasks for Financial Freedom Advisers’ valued clients.
tkostka@financialfreedomadvisers.com
O: 703.956.1962
As Financial Freedom Advisers’ New Business and Sales and Marketing Coordinator, Felicia joins the team with a unique skill set acquired through her nearly 20 years of professional experience in finance for a large professional services firm, retail and customer service, fundraising and non-profit and event planning.
Felicia began her career at Deloitte working in Financial Advisory Services and later as a Manager in the Consulting practice focusing on developing and managing relationships through advanced financial analyses. After ten years with the firm, Felicia shifted her career path to focus more on marketing, customer service and events; working with non-profit, retail, education and event firms.
Felicia has also volunteered her time to plan and coordinate galas, cocktail parties and wrap events for several local non-profit organizations including Capital Caring and Boulder Crest Foundation.
With a demonstrated history of building relationships, Felicia is organized, analytical and detail oriented. Felicia enjoys spending her free time with her son, Jay. She loves to cheer on her alma mater, the University of Maryland, where she earned her degree in Finance and Marketing. Go Terps!
fkettler@financialfreedomadvisers.com
O: 703-956-1960
Registered Representatives offer Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513)794-6794. Ryan Buck offers Investment Advisory services through O.N. Investment Management Company. Estate Planning services provided in conjunction with your licensed legal adviser.
Tax or legal advice is not offered by Financial Freedom Advisers.
Please consult with your tax professional for additional guidance regarding tax-related matters.
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