Teresa McAlpine, CDFA®

Threshold Compass, Wealth Advisor & Certified Divorce Financial Analyst®

Please follow the instructions to schedule your appointment - it’s quick and easy. Consultations are available via Zoom, phone or in person by request. To enhance our meetings, I use Jump, an AI assistant that - with your consent - helps take notes, track actions, and manage follow-ups securely. Jump is SOC2 compliant and never shares data. Learn more at security.jumpapp.com.

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.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial registered representative may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.