Terri Carguillo is the Executive Assistant to CEO Richard Bergen at RLB Wealth Planning. An integral member of the team, Terri is responsible for the preparation and follow-up of all client meetings, resolving service issues, and complying with state and federal regulation requirements.
Working closely with Rich over the past 25 years, Terri is dedicated to serving clients in whatever capacity she is needed. She holds Series 7 and 63 securities licenses, and is a certified notary public. Successfully building trust-based relationships with the firm’s clients, Terri serves as an important part of the customer service team here at RLB Wealth Planning.
Loyal and hardworking, Terri cites her mom as her personal hero for always remaining positive, no matter what.
Outside of the office, Terri spends time with her friends and family, and enjoys photography, scrapbooking, reading, and traveling.