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Meet Theresa

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Theresa Petraszak, JD, CFP®

Paraplanner

Theresa Petraszak is a Paraplanner at Henker Financial Partners, where she supports the development of comprehensive financial plans and helps ensure each client’s strategy is thoughtful, organized, and easy to understand.

With a background in law, Theresa brings an added layer of perspective when it comes to estate planning and navigating life’s more complex transitions. Her experience allows her to approach planning with both technical insight and an understanding of the personal impact financial decisions can have.

Education & Background

  • Master of Science in Personal Financial Planning (in progress), Kansas State University

  • Juris Doctor, Seattle University

  • Bachelor of Science in Legal Studies, Kaplan University

  • Bachelor of Arts in Economics and Bachelor of Arts in Criminology and Law Studies, Marquette University

Theresa began her career in the legal field, where she saw firsthand how a lack of financial planning can create stress and uncertainty during already difficult times. That experience inspired her to transition into financial planning, where she could take a more proactive role in helping individuals and families feel prepared, informed, and supported.

Designations & Licenses

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • Juris Doctor (JD)

  • Accident, Health & Life Insurance License – Ohio

  • Life & Disability Insurance License – Washington

Community Involvement

Giving back is an important part of Theresa’s life. She is active with Westerville Sunrise Rotary, where she has served in multiple leadership roles, including President, Vice President, Secretary, and Foundation Grant Coordinator. She also volunteers with CHA Animal Shelter, supports youth as an assistant running coach for a local kids’ running club as well as her children’s cross-country team, and serves as an instructor with the I-Can Program, a school-based initiative that helps students develop confidence, social skills, and positive relationships. Theresa previously served on the board of the Wishing Star Foundation as Secretary.

Personal Life

Theresa lives outside Columbus, Ohio, with her husband, Joshua, their two children, and two cats. She enjoys reading, running, volunteering, and cheering on the Seattle Seahawks and Marquette men’s basketball. A devoted Disney fan, she and her husband were married at Walt Disney World and celebrated their 20-year vow renewal aboard a Disney cruise.

Theresa with her husband and children at the beach
Theresa and her children winter photo op
Theresa's sons
Theresa's two cats laying with each other
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8656 W Gage Blvd, Suite 202
Kennewick, WA 99336

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Phone: (509) 222-2701
jhenker@eaglestrategies.com

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Disclosure

John Henker is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0D95824), CO, ID, IL, MI, MO, MT, NE, NM, NV, OH, OR, SC, TN, UT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, John Henker is licensed and authorized to offer insurance in California, but Henker Financial Partners may not be. For additional information on California licensure status, please click here.

John Henker is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8656 W Gage Blvd Ste 202, Kennewick, WA, 99336, 509-222-2701. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, ID, IL, MI, MO, MT, NE, NM, NV, OH, OR, SC, TN, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

John Henker is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, ID, IL, MI, MO, MT, NE, NM, NV, OH, OR, SC, TN, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Makena Hunter is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4488286), CO, HI, ID, IL, KS, MO, NV, OH, OR, SC, TX, and WA. No insurance business may be conducted outside the states referenced.

Makena Hunter is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8656 W Gage Blvd Ste 202, Kennewick, WA, 99336, 509-554-4990. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, ID, IL, MO, NV, OR, SC, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Makena Hunter is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, ID, IL, MO, NV, OR, SC, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Henker Financial Partners is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Henker Financial Partners nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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