Theresa Conti started Sunwest Pensions in 1998 and sold it to July Business Services in 2023. Theresa also holds many designations including a QKA with ASPPA, APR with NIPA, CPFA with NAPA and an ERPA with the IRS. Theresa also volunteers frequently with many industry associations including ASPPA, NIPA and WIPN along with writing regular articles for Plan Consultant Magazine and speaking engagements at industry conferences. She also serves on the board of Junior Achievement of Arizona and the Fountain Hills Community Foundation.
As Theresa enters the next chapter of her career, she partnered and launched a podcast called “Step into the Pivot” and is now working as a Business Coach with TPA Business Owners, a Life Coach with women in the retirement industry and providing Leadership Training. Theresa will also continue to provide technical knowledge and support to plan sponsors and financial advisors.
