Client Relationship Manager
Theresa Dowling, or Terri, as she is known to her colleagues and friends, is a Client Relationship Manager for DSG Wealth Management. Terri assists David with daily operations including processing account paperwork, answering client phone calls and handling their inquiries accordingly, performing account maintenance, and scheduling client meetings. Account research, report management, document processing and mailings are also some of Terri’s areas of expertise. She has attended Penn State University with a Bachelor of Science in Accounting in progress, while also obtaining multiple certificates in Finance and Psychology. When she is not in the office, Terri enjoys outdoor activities like hiking and kayaking with her fiancé, Chris, and their two dogs, Nelli and Thor.