Broker Check

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

Terry Rocks

President & Founder, Senior Advicer

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, Financial Adviser

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

Joshua Harris

Financial Coach, Insurance Consultant

Joshua started in the banking industry in 2010 serving both personal and commercial clients in the areas of banking, loans, investments, and insurance. He has also served as a bi-vocational pastor since graduating from bible college in...

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