The Founder of Teleios Financial Partners, Terry Rocks, has worked inside the financial services industry for over a decade where he has consulted at the executive level of major institutions and trained thousands of financial advisors throughout the United States and Canada. It was through these relationships that Terry witnessed conflicts between advisors serving the families whom they were trying to help, over the monetary needs of themselves or the institutions they represented.
Terry served as a principal officer and national director for one of the industry’s premier financial planning system companies who made it a mission to change this industry trend. After years of serving the company, Terry’s passion grew from changing the way advisors do business to helping the local people in our community who are often are on the receiving end of improper financial advice. It was these inequities that fueled the passion to create Teleios Financial Partners, an innovative planning firm dedicated to educating and empowering local families, business owners, and retirees to make better informed decisions regarding their finances.