Teresa Howard

Credentials
ABFP® (Accredited Behavioral Financial Professional)Family Business Leadership Certification, Cornell University (advanced executive education in multigenerational family enterprise and governance)Teresa Howard serves as a Senior Legacy Planning Leader and is the firm’s lead advisor for family legacy planning. She works directly with families to design and facilitate their Family Constitution, often described as a long-term rulebook or playbook that guides decision-making across generations. Teresa leads Family Legacy Retreats and helps families document their Love Library, capturing stories, values, and shared meaning that define who they are beyond their balance sheets. Her work centers on facilitating multigenerational conversations, translating values into lived agreements, and guiding families through the emotional, relational, and behavioral dynamics that accompany wealth, leadership, and continuity. With more than 25 years in corporate leadership, including executive management of $100M+ businesses and teams of 300+ employees, Teresa brings both operational discipline and behavioral insight to families seeking long-term harmony and alignment.Teresa is married to her husband, Mark, and is the proud mother of three children, Addison, Barrett, and Olivia, all of whom attend Oklahoma State University. After transitioning from corporate leadership into family legacy work, she has intentionally built a life that prioritizes flexibility, family presence, and a strong team culture. These values shape both her personal life and the way she partners with families, helping them build enduring frameworks that support healthy relationships and empower future generations.‍