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Teresa McAlpine, CDFA®

Teresa McAlpine, CDFA®

Wealth Advisor

Scheduling is quick and easy. Meetings are available via Zoom, by phone and in person at my office. To enhance our conversations, I use Jump, an AI assistant that—with your consent—helps take notes, track key points, and manage follow-ups securely. Jump is SOC 2 compliant and never shares data. Learn more at security.jumpapp.com.