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.
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.
Click Here to learn more