Theresa Stevens

With an extensive background and over ten years in the financial sector, Theresa Stevens has cultivated a diverse skill set in strategic fundraising and client relationship management. She leverages a solutions-based approach to assist clients in the Small Business Investment Company (SBIC) space, from evaluating prospective funds to navigating complex regulatory requirements. Her focus on building meaningful connections and her active listening style help drive fundraising results by aligning with each client’s unique needs.

Outside of her professional life, she is dedicated to her three sons, enjoys working out, and follows sports.

Ms. Stevens received a BBA in Finance and a BBA in Economics from Texas State.

Ms. Stevens is a registered representative and has passed the FINRA Series 7 and 66 examinations. She also holds a CFP^© designation.