Our Team
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President, Creative Financial Strategies
Registered Principal, Lincoln Financial Securities Corporation
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Terry offers Personal Financial Planning, Wealth Management, Estate Planning, Non-Qualified Plans, Corporate Financial Education Seminars, Retirement Planning through LFS.
Education:
Furman University (B.A. Sociology);
The American College (CLU, Chartered Life Underwriter);
The American College (ChFC, Chartered Financial Consultant);
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor);
College for Financial Planning (CFP®, Certified Financial Planner);
Member of the Board South Carolina State Financial Planning Association;
Experience in Financial Services since 1973
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Executive Vice President, Creative Financial Strategies
Registered Principal, Lincoln Financial Securities Corporation
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Bill offers Personal Financial Planning, Retirement Planning, Wealth Management, Corporate Financial Education Services, Qualified Plans through LFS.
Education:
Georgia State University (B.A. Risk Management);
College for Financial Planning (M.S. Personal Financial Planning);
College for Financial Planning (CFP®, Certified Financial Planner);
Former President, South Carolina, Midlands Chapter, Financial Planning Association;
Member of the Board South Carolina State Financial Planning Association;
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor)
Experience in Financial Services since 1983
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Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation
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Jim offers Business Planning and Tax Planning through Creative Financial Strategies. Wealth Management, Tax Strategies and Estate Planning through LFS.
Education:
Furman University (B.A. Political Science);
The American College (CLU, Chartered Life Underwriter);
The American College (ChFC, Chartered Financial Consultant)
Experience in Financial Services since 1974
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Samuel A. “Sam” Boulware, Jr. | CFP®, CRPC
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Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation
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Sam offers Business Planning through Creative Financial Strategies. Personal Financial Planning, Retirement, Estate Planning, and Wealth Management offered through LFS.
Education:
US Naval School of Nuclear Engineering;
College for Financial Planning (CFP®, Certified Financial Planner);
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor);
Former Board Member, South Carolina, Midlands Chapter, Financial Planning Association
Experience in Financial Services since 1985
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Chris Burnette |
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Associate Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation
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Chris offers Personal Financial Planning, Retirement Planning, Wealth Management, Qualified Plans through LFS.
Education:
University of South Carolina (B.S. Management)
Experience in Financial Services since 2002
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Edward C. "Ward" Carson| CFP®, ChFC, CLU
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Associate Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation
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Ward offers Personal Financial Planning and Business Financial Planning through LFS.
Education:
Clemson University (B.A. Political Science);
The American College (CLU, Chartered Life Underwriter);
The American College (ChFC, Chartered Financial Consultant);
College for Financial Planning (CFP®, Certified Financial Planner);
Experience in Financial Services since 1999
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Associate Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation
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Mason offers Personal Financial Planning, Wealth Management, Estate Planning, Retirement Planning through LFS. Experience in Non-Profit and Foundation organization.
Education:
The University of the South, Sewanee, TN (B.A. Political Science);
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor)
Experience in Financial Services since February, 2011
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Adam K. "Keith" Hruby |
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Associate Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation
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Keith offers Personal Financial Planning, Wealth Management, Retirement Planning, Retirement Planning through LFS.
Education:
United States Naval Academy (B.S. Mechanical Engineering);
Old Dominion University (Master of Engineering Management)
Experience in Financial Services since May, 2011
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Donald B. “Don” Irwin | CPA, CRPC
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Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation
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Don offers Personal Financial Planning through LFS.
Education:
University of North Carolina at Chapel Hill (B.S.B.A. Accounting);
Certified Public Accountant (CPA);
College for Financial Planning, (CRPC, Chartered Retirement Planning Counselor)
Experience in Financial Services since 1985
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Robert W. "Bob" Keith| CLU, CRPC
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Associate Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation
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Bob offers Business Planning through Creative Financial Strategies. Personal Financial Planning and Retirement Planning offered through LFS.
Education:
University of South Carolina (B.S. Education);
The American College (CLU, Chartered Life Underwriter);
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor)
Experience in Financial Services since 1985
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Rhett Sinclair | CFP®, CRPC
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Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation
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Rhett offers Personal Financial Planning, Retirement Planning, Wealth Management, Estate Planning Corporate Education Services and Qualified Plans through LFS.
Education:
University of South Carolina, (B.S. Marketing, minor in Finance);
College for Financial Planning (CFP®, Certified Financial Planner);
The American College (CLU, Chartered Life Underwriter)
Experience in Financial Services since 1988
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Brian Sloop | CFP®, CLU
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Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation
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Brian offers Personal Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Qualified Plans through LFS.
Education:
Furman University, (B.A. Business Administration);
University of South Carolina (M.B.A. Concentration in Finance);
College for Financial Planning (CFP®, Certified Financial Planner);
The American College (CLU, Chartered Life Underwriter)
Experience in Financial Services since 1994
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David W. Wells | ChFC, CRPC
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Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation
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David offers Personal Financial Planning, Wealth Management, and Estate Planning through LFS. Business Planning through Creative Financial Strategies.
Education:
Clemson University (B.S. Administrative Management);
The American College (ChFC, Chartered Financial Consultant);
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor)
Experience in Financial Services since 1992
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