Roxanne McGee

mcgeeDirect Dial 856 302-7042
rmcgee@HFMadvisors.com

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The vast amount and complexity of back office administration required to run a Financial Services firm demands a smart, meticulous coordinator to navigate through the multiple vendors involved. Roxanne possesses those exact skills and competencies. Roxanne makes sure every “i” is dotted and “t” is crossed so that our client’s experience is as smooth as possible.

Roxanne brings over 20 years of customer service experience and client relations skills to HFM. Client questions about their investment account, insurance policy, address or beneficiary change are all processed by Roxanne with confidentiality, accuracy and attention to detail.

 

Often Described as
One of the guys

Family Matters
I live in Washington Twp. with my husband, Jack who is in his 37th year with the Washington Twp. School District. He has been a teacher, dept. chair, executive asst. principal, principal, director of secondary education and most recently assistant superintendent of schools. My son, Brandon graduated WTHS and Rowan University and currently works in Philadelphia as an energy analyst. My son Danny is a Student at WTHS who plays basketball & baseball. He is also on student council, National Honor Society, DECA, FBLA and PAWS.

Friends or Family Poke Fun At
My use of the word “Legit”

Favorite Quote:
“Success is never owned; it is only rented and the rent is due every day” by Rory Vaden.

“Enjoy the little things in life, for one day you will look back and realize they were the BIG Things” by Robert Brault.

Favorite Movie Moment
The final courtroom scene in, “A Few Good Men.” Jack Nicholson says to Tom Cruise, “Son, You have no idea how to defend the nation. All you did was weaken a country today. Sweet dreams.”  Tom Cruise says to Jack Nicholson, “Don’t call me son. I’m a lawyer and an officer in the US Navy and you are under arrest you SOB.”

What You Find Underrated
Hugging

Most People Might Not Know
I fractured my tibia & fibula in a sand trap at one of the top golf courses in the WORLD, Pine Valley.

Top of mind during calls with clients
Clients are my #1 priority. I take all the time that is necessary to completely answer their question so when they hang up I want them to feel 100% satisfied the problem has been solved or request fulfilled.

Top Five Movies
A Few Good Men,  Mr. Holland’s Opus,  The Godfather,  The Blind Side and Secretariat

Favorite App
GSN Casino

Inspired By
My sister, Joanne Cosgrove, who at 21 was diagnosed with Hodgkin ’s disease and passed at 50. Over the last 30 years of her life she married, raised a family, opened up a travel agency and raised thousands of dollars for cancer research. Every day of her life she wore rose colored glasses and her glass was always half-full despite her illness.

Vacation Spot
Outer Banks, NC

Favorite Workout Routine
Cycling with my husband and co-workers