My mission is to equip you with the essential resources needed to effectively manage and reduce financial risk while tailoring a customized plan that perfectly aligns with both you and your family's specific financial requirements. Your financial well-being is at the forefront of my priorities, and I'm committed to delivering the highest standard of service and expertise to help you achieve your financial goals.

I served four years in The United States Marine Corps in military intelligence. While serving in the United Kingdom and Germany, I made the decision to help people in another way, leading the decision to enter the world of financial services. I graduated from Anderson University in 2008 with a bachelor’s degree in finance and economics.

My wife and I, along with our three wonderful daughters, are fortunate to call Anderson, South Carolina, our home. We cherish the moments we spend in the beautiful landscapes of both South Carolina and North Carolina beaches, creating lasting memories that we hold dear.

I take immense pride in spearheading the organization of the annual Veterans Charity Golf Tournament, a meaningful event that brings our community together to support a noble cause. Additionally, I am actively involved in the Anderson Aviation Association, where I contribute my passion and expertise to foster growth and development at the Anderson Regional Airport.

But our family's commitment to giving back extends beyond these endeavors. We hold a profound affection for Calvary Home for Children in Anderson, recognizing the invaluable role they play in our community. It is truly heartwarming to be a part of their various events, where we actively contribute to their mission and, importantly, instill in our daughters the significance of supporting local non-profit organizations.

As for my personal interests, I have a passion for golfing, finding solace and enjoyment on the greens, and taking to the skies in my trusty single-engine airplane, where the freedom of flight allows me to explore the world from a different perspective.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Terry joined Steward Partners in 2021 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 help 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 help 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™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Beth enjoys helping clients, whether by answering questions or making them feel welcome at our office. She brings seven years of administrative experience to the team from her time working at a church and private school office in Greenville, South Carolina.

She is grateful for the opportunity she’s had to study music, and holds a bachelor’s degree in piano pedagogy from Bob Jones University in Greenville. A northerner from Michigan, Beth loves the outdoors, which made it easy to move to a warmer climate and stay in South Carolina after college.

Outside of work, Beth is an active member at First Baptist Church. She likes to spend time with her family, and find new recipes. If you have any Mexican or Italian dishes you think she should try, don't hesitate to send them her way. She lives with her husband, Ernest and their four children, in Spartanburg, South Carolina.