Therese Mille, BFA

Anyone who knows Therese will tell you that working with people and connecting them with the right resources is right up her alley.

After graduating from Villanova with a degree in Human Services, a career in finance was a bit accidental. But after several years with Vanguard, Therese brings to Soundmark a wealth of experience and a reputation for getting things done. She helps clients manage their accounts and helps the company run efficiently.

Therese believes what sets Soundmark apart is its down-to-earth, genuine, focused approach to each client relationship – the very same qualities that friends and colleagues might use to describe Therese. Those traits serve her well both in the office and out, where she likes to entertain, cook, read, and perfect her golf game.

Education

  • B.A. Human Services
    Villanova University

Credentials

  • Series 65 Registered Investment Advisor Representative
  • Behavioral Financial Advisor (BFA™)

Leadership/Philanthropy

  • Issaquah Schools Foundation – FutureMap Counselor
  • Issaquah School District