Terrell serves his clients by helping them to see the right perspective, which is based on tried-and-true principles. These provide the foundation for every plan and are used to map out a financial course of action that focuses on the details that matter. Terrell has learned that each client presents unique details, concerns, and financial complexity. Because of that, he devotes time and intentionality to each relationship. Terrell wants to strategically help clients give charitably as well as serve as a multigenerational planner to help smooth the process of gifting to the next generation. Terrell and his wife, Laurel, currently live in Rock Hill, SC. They are passionate about their local church and strive to use their gifts to glorify God. Terrell also enjoys reading, playing golf, and many other outdoor activities.

Contact Terrell at (704) 409-2886