M. Thérèse Hjelm

Director, Wealth Management

San Francisco & Menlo Park office

About Thérèse

Thérèse has been with SD Mayer for over six years and has over 21 years of financial service industry experience. For the wealth management team, they’ll all agree that without Thérèse, they’d be lost. She helps them prepare for and assist with client meetings, helps create and maintain financial plans, processes all applications for investments and insurance, completes underwriting for insurance clients, policy service, distributes quarterly reports, arranges for IRA clients annual Required Minimum Distribution, manages our Irrevocable Trust clients administration – banking, Crummey Letters, gift requests and insurance premium payments.

Her second home is in Kenya, where she runs a nonprofit, Sabore’s Well, where they have built a school and installed two wells.

Education

St. Mary’s College, BS Business Administration, Minor Psychology

Affiliations

Co-Founder & ED of Sabore’s Well

Member of Dining for Women

Collaborate 4 Africa

Volunteer at St. Francis Center

Hobbies

Gardening, cooking, playing golf

Fun Facts

Love to travel – have been to 38 countries

Enjoy good wine and a nice walk on the beach

Have a nonprofit focused in Kenya, installed 2 wells and now running a school