Theresa Lynne Clark brings more than 30 years of executive administration and financial services experience to Life Plan Retirement Partners. Throughout her career, Theresa has developed a reputation for strong attention to detail, professionalism, and a sincere commitment to building lasting client relationships.

Born and raised in Northern Virginia, Theresa began her career providing executive-level administrative support for several large organizations. She later relocated to Charlotte, North Carolina, where she served as an Executive Assistant with Bovis Lend Lease, one of the world’s leading construction management firms.

Her passion for helping clients led her into the financial services industry. Prior to joining Life Plan Retirement Partners, Theresa spent more than 13 years with XML Financial Group as a Senior Client Service Associate. In that role, she assisted advisors and clients with account administration, client communication, meeting preparation, and the many details involved in delivering a high level of service.

As Senior Client Service Associate for Life Plan Retirement Partners, Theresa works closely with Rick Gow and the advisory team to provide responsive, personalized support and help ensure clients receive thoughtful communication and support throughout their financial journey.

Theresa resides in Stafford, Virginia with her husband, Kevin, and their two fur-babies, Tigger and Raven.