Tressa began working for Schlegel Financial as a Client Services Associate in May of 2022. Before becoming part of our team, she worked for over 16 years in public housing administration.
As a Client Service Associate, Tressa is here to provide assistance to new and existing clients and support the advisors in client meeting preparation. She assists the operations team with opening new accounts, processing account maintenance paperwork, and helps service client requests.
Tressa was born and raised in the rural Sunbury area. She is married to Wolfgang, and together they have one daughter, Liberty. In her free time, she enjoys camping, preferably near a beach.