Terry has more than 20 years of wealth management experience. In terms of his professional credentials, Terry is a FINRA-Registered General Securities Representative, Registered Investment Advisor Representative, and holds life insurance and variable annuity licenses. Terry has achieved the Chartered Retirement Planning designations. He received a B.S. Finance from the University of Central Florida and is formerly the Board of Directors President for The Giving Closet Project. 

Registered States:
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, LA, MA, MD, ME, NC, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

John has more than 47 years of wealth management experience. In terms of his professional credentials, John is a FINRA-Registered General Securities Representative, Registered Investment Advisor Representative, and holds life insurance and variable annuity licenses. Johns has earned the Senior Portfolio Manager designation. He received a MBA in Finance and Economics from Western Michigan University.

Registered States:
AR, CA, FL, GA, IL, MA, ME, NC, NM, NV, OK, PA, SC, TN, TX, VA

Diana has been in the financial services industry since 2005, primarily focused on custom financial and retirement planning, advanced wealth preservation and gifting strategies, and insurance and long-term care planning.  She is responsible for helping individuals, families, and business owners develop, execute and evaluate the success of their customized plan compared to their goals.  Diana is a Portfolio Manager within the UBS Portfolio Management Program and holds FINRA Series 7 and 66 securities registrations as well as licenses for life, variable annuities and health insurance.  Diana graduated with honors from the University of North Florida.

She is very active in the local community with the Meninak Club of Jacksonville, Uptown Civitan and Rethreaded Inc. The 98th President for the Meninak Club of Jacksonville, has previously served on their board for 3 years and served as Charity Project Chair for 2 years.  She volunteers at Clara White Mission feeding the homeless through Uptown Civitan Club and serves on the advisory council for Rethreaded Inc. which is dedicated to breaking the cycle of human trafficking.

Registered States:
AZ, CA, DC, DE, FL, GA, IA, IL, LA, MD, MI, MS, NC, NJ, NY, OR, PA, SC, TN, TX, VA

Brian works alongside the advisors and CSAs to ensure that the client receives the best service possible. He has been in the financial services industry since 2015 and holds FINRA Series 7 and 66 securities registrations as well as licenses for life, variable annuities and health insurance.  He graduated with honors from the University of North Florida, double majoring in Finance & Financial Services and is also involved with The Giving Closet Project.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KY, LA, MA, MD, ME, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Molly leads client service and administration for Surrency-Pence-Fanning Wealth Management Group. She has earned her FINRA Series 7 and 66 licenses. Molly has more than 24 years of experience in the financial services industry. She received a B.S. Business Administration from Central Michigan University.

Registered States:
AL, AR, CA, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA