The Penn Mutual Life Insurance Company appoints Teresa Fitzgerald new managing partner of Lakeshore Wealth Strategies
The Penn Mutual Life Insurance Company (Penn Mutual) has appointed Teresa Fitzgerald as the new managing partner of Lakeshore Wealth Strategies, its Chicago agency.
With a background in strategic market and business development, Fitzgerald will work to lead the agency toward optimal growth.
Fitzgerald joined the financial services industry in 2006. She specializes in financial adviser and team business coaching, talent management, leadership development and financial consulting. In her new role, she will work with advisers in career development, growth and market expansion.
“Teresa is a welcome addition to the Lakeshore and Penn Mutual team,” says Tom Harris, executive vice president and chief distribution officer at Penn Mutual. “Her experience working within a mutual company aligns with our philosophy of putting our clients and policyholders first. Teresa’s ability to network with those around her will serve well as she oversees the agency’s growth in the greater Chicago area.”
Fitzgerald added: “I’m excited to support Lakeshore’s growth and for the opportunity to work with a company that truly cares about its policyholders. Connecting with others is one of my passions and I’m committed to working with our advisers as they strive to build a career of sustainability and excellence.”
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