Theresa L. Lublin
Registered Assistant and Chief Compliance Officer
With over 19 years of experience at Financial Matters, Theresa offers dedication and commitment to providing quality service. With her bachelor's degree from UW Madison majoring in Mathematics and Philosophy, she has superb abilities to see details and identify patterns making her proficient in her everyday activities for the business.
Theresa holds her FINRA Series 66 and FINRA Series 7 licenses.