Terry has been with RS Crum since 2014. She has over 20 years of experience in the financial services industry serving as an executive administrative assistant and customer service representative. Terry works with all of the advisors to provide client service, oversee the firm’s administrative processes, and assist management with the day-to-day operations. Terry resides in Ladera Ranch and is a mother of two children.
Terry’s son is getting ready to attend college in the fall and plays Varsity Baseball. Her daughter is a sophomore and is on the Varsity Song Team. She loves spending her time watching her son on the field and attending competitions to cheer on the Song Team. As a family, they are very involved with their church in Rancho Santa Margarita.
One goal I’m saving for:
“With my son going to Purdue in the fall, I would love to travel to visit him and explore Indiana.”