Teresa Bath

Executive Assistant and Event Coordinator

With operations administration experience in the healthcare industry and in the nonprofit business sector, Teresa Bath brings a dynamic mix of professional skills including database management, event planning, corporate training, and human resources. She is committed to creating professional relationships that are based on integrity.

Teresa has been married to her husband, Jim, for 30 years; they share their home with their dog, NOLA, and their cats, Kingston and Picasso. They are the proud parents of two adult children, Ryan and Rachel. Teresa earned a bachelor’s degree in occupational therapy from Northeast Louisiana University and received a master’s in human resources administration from Utah State University.

Teresa is dedicated to giving back to the community and has been actively involved in numerous civic and nonprofit organizations including Kiwanis, the Juvenile Diabetes Research Foundation, Make-A-Wish and Leadership Forsyth. She is currently a member of the Lanier-Forsyth Rotary Club and a one-on-one mentor with Mentor Me – North Georgia, Inc. For leisure, Teresa enjoys traveling, playing tennis, crafting and reading. She loves live theatre and music, has an addiction for all things Disney and is a HUGE New Orleans Saints fan … Who Dat!!



  • Customer Service
  • Operations
  • Client Event Maven

I love assisting clients and hope to catch you on the phone soon! 

Contact Information

We are committed to delivering only premium quality comprehensive financial services to our clients. We will work through the process to identify your needs and goals, and put your plan into action.

Monday – Friday

from 9:00 to 5:00

Direct Line: 920-277-6732