Tesa Roberts joined Optimal Planning Partners, Inc. in January 2026, bringing a strong educational background with a bachelor’s degree in psychology and a master’s degree in human resources. Her education enhances her ability to understand people, build meaningful relationships, and approach financial planning with both insight and strategy.
Tesa’s skills have allowed her to provide a well-rounded and client-focused experience. She is committed to maintaining strong client relationships and helping individuals feel confident in their financial decisions.
Outside of work, Tesa is dedicated to her fitness journey and enjoys exploring new hobbies and personal growth.