Teresa McAlpine, CDFA®

Threshold Compass, Wealth Advisor & Certified Divorce Financial Analyst®

Please follow the instructions to schedule your appointment. Consultations are available via Zoom video conference or in person by request. If you need a specific meeting format or time, please contact me directly.

To enhance our meetings, I use Jump, an AI-powered assistant that, with your consent, helps take accurate notes, track action items, and streamline follow-ups.

Financial Planning offered through Threshold Compass Strategies, Inc., is a Registered Investment Advisor, not affiliated with LPL Financial or Wisconsin Advisors. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer, Member FINRA/SIPC. Wisconsin Advisors and Threshold Compass are not law firms and do not provide legal advice. Neither firm provides tax advisory services, and all tax-related matters should be reviewed with a qualified tax advisor. As a CDFA® (Certified Divorce Financial Analyst®) professional, I abide by a Code of Ethics, subject to a disciplinary board, and complete continuing education requirements. To learn more, visit InstituteDFA.com.