President & Founder
Terry is a highly respected speaker, trainer, and mentor within the financial services industry. He has often served as an invited speaker and has mentored at the executive levels of major companies and industry trade groups throughout the US and Canada. Terry has trained thousands of financial professionals in taking a comprehensive approach to the areas they work including investment, insurance, estate, and business planning. Terry remains active inside the industry and is currently working with a team of industry leaders in several areas based upon training advisors to better serve their clients. Click Here to learn more about Terry.
Partner - Chartered Financial Consultant
Conrad and his wife, Jane, moved to Melbourne in 1981 where they raised 3 sons. His professional career has been primarily devoted to financial education where he has served the needs of families and businesses in Brevard County for over 30 years. He also served as past president for the Brevard County Association of Insurance & Financial Advisors and with the Brevard County Estate Planning Council. Conrad has many notable achievements including the designation of CLU (Chartered Life Underwriter), CLTC (Certified in Long Term Care) and the esteemed ChFC (Chartered Financial Consultant). Click Here to learn more about Conrad.
Registered Representative - Chief Operating Officer
Tom brings over 15 years of management and planning experience in the financial services industry. He has a heart for teaching and enjoys helping others realize the benefits of a planning process that reflects their values, and is based upon proven, time-tested principles of financial stewardship. Tom retired from the Air Force Reserve in 2006 at the rank of Lieutenant Colonel following 23 years of service as an aviator and action officer. Tom is a Registered Representative (Series 7), Investment Advisor Representative (Series 65 & 63), and holds a Florida Insurance License (Life, Health & Variable). Click Here to learn more about Tom.
Prior to working in the financial services industry, Jennifer worked as a paralegal assistant at a prominent law firm in the area. Jennifer served alongside our founder, Terry Rocks, at their previous firm, serving financial advisors across the county. Jennifer has a tenacious work ethic and an even greater passion to ensure the work is done with excellence. She serves as our executive assistant and is in charge of administration. Jennifer was instrumental in the founding of Teleios Financial Partners and is a key member of the firm.
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Director of Research - Biblically Responsible Investing
Cindy brings a wealth of experience in both back office and advisory support roles within the industry. She has served alongside some of the pioneers within the Biblically Responsible Investing (BRI) movement. Cindy helps manage our back-office systems and serves both our advisors and clients in making sure the impact of BRI is understood and communicated. Click Here to learn more about Cindy.