Meet
Our Team!
The Living Wealthy® Team has assembled a wide expertise and professionalism that serves our clients throughout the financial design process and beyond.
Teresa Kuhn, JD., RFC.
Financial Life Designer and Educator.
I created The Untaxable Wealth Transformation Process to help people like you discover how to survive multiple threats to your wealth and financial well-being. After listening to your concerns, answering your questions, and exploring your goals, I’ll use my customized process to fine-tune a money blueprint architected around your risk tolerance, financial goals, and relationship to money. My goal is to craft a finely-tuned plan that will allow you to maximize every penny of your savings and turn your tax liability into wealth.
When you decide to work with me, we will navigate each challenge together and you will attain greater peace of mind. My aim is to make it so you never again have to toss and turn at night, worrying about future tax increases, market risk, or other erosive forces that could destroy your finances. Together, we will create your ultimate Untaxable Lifestyle by maximizing the benefits that can come from your most significant lifetime expense — the taxes you pay.
Wendy McCubbins
Business Manager
Wendy has over 35 years in the insurance industry. During that time, she has held several roles including: Customer Service, Agent, (both Life and P&C), Systems and Data, Compliance, Claims and Executive Level Management. She joined the Living Wealthy Financial Group in 2021 in the role of Business Manager.
Wendy holds the following Insurance Designation: Chartered Property & Casualty Underwriter (CPCU), Associates in Claims (AIC), Associate in Insurance Services (AIS) and an Associates in Persona Insurance (AIP). She is a licensed agent in the state of Tennessee in both Property & Casualty and Life Insurance, and graduated from Florida Atlantic University with a BA in Political Science.
Outside of work, Wendy enjoys hiking in the beautiful Tennessee mountains, boating and traveling.
Susan Malachowski
Client Relations Assistant
Susan joined Living Wealthy® Financial Group with extensive experience in financial planning and client services, bringing a unique perspective to the team through her years of work in wealth management and insurance solutions.
Over her career, she has helped clients navigate complex financial decisions, focusing on long-term strategies that align with individual goals and values. Susan holds multiple insurance and financial certifications and is licensed in several states for life and health insurance.
Outside of work, Susan enjoys volunteering in her community, gardening, and traveling with her family to explore new places and cultures.
Sherilyn Orr
Operations Manager
Sherilyn joined Living Wealthy® Financial Group in 2023 as Operations Manager. With over 25 years of IT and project management, she is focused on systems design, integration, and performance metrics.
Sherilyn leverages her experience with online platforms and communications to troubleshoot carrier and client communication issues, track client services and application processes, and provide performance metrics.
In her free time, Sherilyn enjoys gardening, hiking, wildlife, family, and books.
Shane Gaton
Client Services Specialist
Shane started working with Living Wealthy® Financial Group as our Client Services specialist in early 2024.
Her extensive experience with a major insurance carrier prior to coming on board provides a deep understanding of the underwriting process, so she is able to navigate the various systems to keep our clients’ application and service processes on track. She takes a special interest in attention to detail and is our primary point of communication with multiple carriers.
Outside of work, Shane spends time with her young daughter. She also enjoys singing and reading a good book with a cup of tea.
