President & Founder
Terry is a highly respected speaker, trainer, and mentor within the financial services industry. He has trained thousands of financial professionals throughout the US and Canada in taking a different approach to the practice of financial planning. Terry’s convictions shifted after seeing too many people on the receiving end of improper advice. This often led to heavy burdens upon the families, businesses, and ministries that trusted the advice they were given. These experiences, along with a calling from the Lord above, is what inspired the Teleios Financial Partners. Click Here to learn more.
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.
Executive Assistant - Paraplanner
Kassidy worked as a labor and delivery nurse before realizing her calling to work with numbers & data. Kassidy serves as a paraplanner in helping to design and illustrate financial plans. She is also insurance licensed and serves in our back office within several capacities including new account applications, client service, and underwriting support.
Administrative Operations Manager
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 has served in several capacities and helps to manage administrative operations. Jennifer was instrumental in the founding of Teleios Financial Partners and is a key member of the firm.
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