Therese McCoy
Financial Administrative Assistant
Therese McCoy stepped into the role of Financial Administrative Assistant at M2 Financial Group in April 2026. Therese comes to M2 with a background spanning several administrative positions, building skills that translate directly into steady support for both clients and advisors.
Day to day, Therese supports M2's team by managing schedules, preparing for meetings, and serving as a consistent point of contact for clients. She believes good service comes down to consistency: showing up, following through, and treating every client interaction with care.
When she's not in the office, Therese calls St. Cloud, Minnesota home. She's happiest outdoors, spending time with family, finding some new recipe, or at the piano. Whether she's coordinating the next meeting or baking something in her kitchen, she brings the same calm, dependable energy to whatever she's doing.
My Favorites
Favorite Local Restaurant: Crisp & Green
Favorite Coffee Order: Dark roast, black
Favorite Sports Team: MN Sports
Favorite TV Show: The Office
Favorite Musician/Band: All the Music, too many favorites to pick one!
Favorite Quote: "Excellence is not an act, but a habit."