Comprehensive, Professional, with the Experience to Lead 

C. Reed Terry, CFP®, RFC®

In any profession, experience promotes success. Reed brings over 20 years of financial planning insight to your financial planning.

His professional credentials include CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and REGISTERED FINANCIAL CONSULTANT (RFC®).

 Reed’s wealth of experience has positioned him to help you identify your financial goals, to provide a financial plan to map out the best possible way for you to work toward your dreams, and to assist you in every step along the way. 

Reed can create a retirement income distribution plan designed to maintain your LifeStyle throughout your retirement years.   Through his Network of financial professionals, he can design and implement an estate plan to transfer wealth in the most tax-advantaged way possible.

Reed is married to Joyce and they have five children. In addition to sharing the love of a large family with his wife, Reed is a skilled photographer and an avid hiker who wishes he could spend more time visiting our Great National Parks.

Terri S. Hawkins                   

Terri serves as Director of Client Services and our College Coordinator.    

She graduated University of Alabama Birmingham with a Bachelor of Science degree in Finance with an emphasis in Investment Management.  Over the years, she has worked for various companies and banks, gaining experience with benchmarking, quality control, document analysis, employee training, computer and network management, budgeting, and project management.  Terri is studying for her Certified Financial Planner ™designation at the College for Financial Planning.   

Terri is married and they are rearing four fun loving boys who attend the Oak Mountain Schools.  In her spare time, the family attends their kid’s football games and cross country meets.  Terri is an avid photographer and often seen on the side-lines taking photos for the yearbook, local publications, websites, and parents.  She also enjoys traveling, painting, and spending time on the lake.