Phone : (631) 218-0077
Email : info@rwroge.com
As Client Services Associate, Terri assists the financial planning team with collecting and organizing client data to help create complex and comprehensive financial projections. She is involved in onboarding new clients, opening new accounts, and making updates to existing accounts. Terri is also responsible for promptly responding to client questions, ensuring all accounts are in good order, and providing exceptional service to our family of clients.
If you weren’t in your current profession, what would you choose to do?
Child Psychology
What was the best souvenir you brought home from a vacation or trip?
I always bring home keychains from my trips. I keep them as souvenirs to remind me of the places I’ve visited, and looking at them brings back wonderful memories.
What was the best news you ever received?
That I was pregnant with my daughter.
Where is your favorite place to shop?
Newport, Rhode Island. I love the little shop along the main road and the history of the area.
What’s your favorite quote?
“Life is not measured in the breaths that we take, but by the moments that take our breath away.”
What’s one indulgence you will never forego?
Peppermint Patties.
Tell us something about you that most people don’t know?
Most people don’t know I would have loved to be a pilot.
What is the one movie you could watch repeatedly?
“While You Were Sleeping.”
Tell us about someone that had a big impact on your life and the choices you have made on your journey in life?
My mom had the most impact on my life because whatever she was going through, she always had a strong, positive spirit.