About Tess
As a client relationship specialist, Tess supports clients in every way needed, as well as supporting their advisor. Her goal is to make each day smoother for the advisor so that she can spend more time with her clients.
Tess joined Buckingham in December of 2022. Before that, she managed a lakeside restaurant on the dock in Burlington, Vermont. In addition to that, she worked as a tax preparer at Gallagher, Flynn & Company as well as a course coordinator at the University of Vermont College of Medicine. Both roles were administrative and highly interactive with clients and students. She is currently enrolled in the University of Colorado Boulder’s personal financial planning program, looking to earn a CERTIFIED FINANCIAL PLANNER™ certification in the future.
Originally from the New York City area, Tess lived in Burlington for about a decade before moving to Denver in the fall of 2022. Outside of work, she can be found skiing in the mountains or traveling somewhere new.
As a client relationship specialist, Tess supports clients in every way needed, as well as supporting their advisor. Her goal is to make each day smoother for the advisor so that she can spend more time with her clients.
Tess joined Buckingham in December of 2022. Before that, she managed a lakeside restaurant on the dock in Burlington, Vermont. In addition to that, she worked as a tax preparer at Gallagher, Flynn & Company as well as a course coordinator at the University of Vermont College of Medicine. Both roles were administrative and highly interactive with clients and students. She is currently enrolled in the University of Colorado Boulder’s personal financial planning program, looking to earn a CERTIFIED FINANCIAL PLANNER™ certification in the future.
Originally from the New York City area, Tess lived in Burlington for about a decade before moving to Denver in the fall of 2022. Outside of work, she can be found skiing in the mountains or traveling somewhere new.