Terri serves as a Client Service Manager for RKL Private Wealth. In this role, she is focused on delivering an exceptional client experience. Terri manages all aspects of client service, including inquiry research and response, new client onboarding, information gathering, account setup and maintenance, meeting preparation and documentation, investment reporting and financial plan maintenance.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Terri has more than two decades of client service and management experience. She previously served as the firm’s Operations Manager. Prior to joining RKL Private Wealth in 2019, Terri worked for over 10 years as the Operations Manager for another financial planning and investment firm in the area.
Terri currently resides in Sinking Spring with her husband, Chad, and their pets. When she’s not working, you can find Terri spending time with her extended family and friends, enjoying the outdoors or in the kitchen where she is a foodie at heart.