tess@blueprairiegroup.com

t 312-428-4210

Theresa "Tess" is the Institutional Retirement & Investment Practice Leader
at Blue Prairie Group, and has over 20 years of institutional retirement consulting experience. She worked for a Fortune 250 financial services firm, The Principal.  While at Principal, she lead their in-house ERISA consulting division supporting 29,000 retirement plan sponsors across the United States. In this position, she worked with plan sponsors, national consulting firms and ERISA attorneys to design, implement, and administer DC and DB retirement programs. 

Tess’ plan design consulting expertise includes: cash balance, DB, 401(k) and Non-Qualified plans.

Tess is active in the community. She is presently on the Board of Directors of the Des Moines Metro Opera, a member of the St. Francis of Assisi Homeless and Hungry Committee and a member of the Des Moines A.M. Rotary Club. She served as the Development and Implementation Coordinator of the DSM Metro Unified Government Advocacy Group. In 2002, she was recognized as one of Des Moines’ “Top 40 Business Leaders Under 40” by the Des Moines Business Record.  She’s also a graduate of the Greater Des Moines Leadership Institute. 

Tess has the Accredited Investment Fiduciary (AIF) designation. The AIF designation is from the Center for Fiduciary Studies, Wharton School of Business. This designation signifies an investment professional has demonstrated an ability to manage an investment process to a defined Fiduciary Standard of Care. She is also a Fellow with the Life Management Institute (FLMI), with “Distinction” honors and a NASD Registered Representative Series 6, 7, 63 and 65. In 2007, she was awarded the PLANSPONSOR Institute’s prestigious PLANSPONSOR Retirement Professional (PRP) designation. PLANSPONSOR is one of the nation’s leading resources for independent pension information.