Terry joined Freedom Street Partners in 2021 as a Private Wealth Consultant at our Monroe, NC office. He has a passion and conviction for educating his clients to fully understand the capital markets and use that information to create financial independence.
In his role, Terry works diligently to develop customized and disciplined financial planning strategies through extensive research and well-established long-term relationships. He understands that the planning process can be overwhelming, but his approach breaks down
complexities and gives his clients the necessary tools to achieve their goals. Terry helps clients navigate short- and long-term financial objectives by providing realistic, unbiased, comprehensive recommendations based on their financial situation and desired outcomes.
During a college finance course, Terry became interested in the financial service industry, which piqued his interest in leveraging the capital markets to eventually establish financial independence. Today, he brings more than two decades of experience to our team from his time with Edward Jones as a CERTIFIED FINANCIAL PLANNER™ Professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
My wife, Farrah, and I have two fantastic children, Tori and Wes. As a family, we try to spend as much time together as possible. You can often find us spending our time volunteering for school, church, and various athletic events.
I love coaching showcase baseball and working with high school athletes who desire to play baseball in college. I find it incredibly rewarding to give back to our community by working with these athletes through player development and the collegiate recruiting process.