Broker Check

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Terry Rocks

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...

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Conrad Collins

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...

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Jennifer Hedman

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...

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Lynne Mills

Long Term Care, Group Health, Employer Benefits