CONNECT

Address:

1320 Main Street, Suite 700
Columbia, SC 29201

Phone:

877.741.1001

Fax/Other:

803.741.1004

Our Team

Terry A. Crenshaw | CFP®ChFC, CLU, CRPC
         President, Creative Financial Strategies
         Registered Principal, Lincoln Financial Securities Corporation

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 designation);
The American College (ChFC, Chartered Financial Consultant designation);
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor designation);
Certified Financial Planner Board of Standards (CFP®, Certified Financial Planner designation);
Experience in Financial Services since 1973
 
         Executive Vice President, Creative Financial Strategies
         Registered Principal, Lincoln Financial Securities Corporation
 
Bill offers Personal Financial Planning, Retirement Planning, Wealth Management, Corporate Financial Education Services, Qualified Plans through Lincoln Financial Securities.
Education:
Georgia State University (B.A. Risk Management);
College for Financial Planning (M.S. Personal Financial Planning);
Certified Financial Planner Board of Standards (CFP®, Certified Financial Planner designation);
Former President, South Carolina, Midlands Chapter, Financial Planning Association;
Former Member of the Board South Carolina State Financial Planning Association;
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor designation)
Experience in Financial Services since 1983
 
 
Hubert E. Rudisill, Jr. | MBA, JD, CEBS, QPA, CPC, CFA, CTA
         Senior Vice President, Creative Financial Strategies
         Registered Representative, Lincoln Financial Securities Corporation
 
Bill offers Personal Financial Planning, Retirement Planning, Wealth Management, Corporate Financial Education Services, Qualified Plans through Lincoln Financial Securities.
Education:
University of South Carolina (J.D. Law);

University of South Carolina (M.B.A. Management);
Wofford College (B.A. History);
Booke & Company Securities (CEBS®, Certified Employee Benefit Specialist)
Wharton School of Business (Certified Trust Officer);
Wharton School of Business (Senior Trust Officer / Trustee)
American Institute of Banking (Certified Pension Consultant)
American University - School of Banking (Certified Pension Analyst)
Experience in Financial Services since 1976
 
James W. "Jim" Barnett | CEBC®, ChFC®, CLU
        Vice President, Creative Financial Strategies
        Advisory Representative, Lincoln Financial Securities Corporation
 
Jim offers Business Planning and Tax Strategies through Creative Financial Strategies.  Wealth Management, Financial Strategies and Estate Planning through Lincoln Financial Securities.
Education:
Furman University (B.A. Political Science);
The American College (CLU, Chartered Life Underwriter designation);
The American College (ChFC, Chartered Financial Consultant designation)
Experience in Financial Services since 1974
   
 
        Vice President, Creative Financial Strategies
        Advisory Representative, Lincoln Financial Securities Corporation
 
Sam offers Business Planning through Creative Financial Strategies.   Personal Financial Planning, Retirement, Estate Planning, and Wealth Management offered through Lincoln Financial Securities.
Education:
US Naval School of Nuclear Engineering;
Certified Financial Planner Board of Standards (CFP®, Certified Financial Planner designation);
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor designation);
Former Board Member, South Carolina, Midlands Chapter, Financial Planning Association
Experience in Financial Services since 1985
 
Mason B. Hardy| CFP®, CRPC
         Vice President, Creative Financial Strategies
         Advisory Representative, Lincoln Financial Securities Corporation
 
Mason offers Personal Financial Planning, Retirement Planning, Wealth Management, and Qualified Plans through Lincoln Financial Securities.  He has specialized experience working with non-profit organizations.
Education:
The University of the South (B.A. Political Science);
Certified Financial Planner Board of Standards (CFP®, Certified Financial Planner designation);
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor designation)
Experience in Financial Services since 2010

 

Donald B. “Don” Irwin | CPA, CRPC
        Vice President, Creative Financial Strategies
        Advisory Representative, Lincoln Financial Securities Corporation
 
Don offers Personal Financial Planning through Lincoln Financial Securities.
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 designation)
Experience in Financial Services since 2005
*Licensed not practicing 

 

        Associate Vice President, Creative Financial Strategies
        Advisory Representative, Lincoln Financial Securities Corporation
 
Bob offers Business Planning through Creative Financial Strategies.   Personal Financial Planning and Retirement Planning offered through Lincoln Financial Securities.
Education:
University of South Carolina (B.S. Education);
The American College (CLU, Chartered Life Underwriter designation);
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor designation)
Experience in Financial Services since 1985
 

 

Rhett Sinclair | CFP®, CLU
         Vice President, Creative Financial Strategies
        
 Advisory Representative, Lincoln Financial Securities Corporation
 
Rhett offers Personal Financial Planning, Retirement Planning, Wealth Management, Estate Planning Corporate Education Services and Qualified Plans through Lincoln Financial Securities.
Education:
University of South Carolina, (B.S. Marketing, minor in Finance);
Certified Financial Planner Board of Standards (CFP®, Certified Financial Planner designation);
The American College (CLU, Chartered Life Underwriter designation)
Experience in Financial Services since 1988

 

Brian Sloop | CFP®, CLU
         Vice President, Creative Financial Strategies
         Advisory Representative, Lincoln Financial Securities Corporation
 
Brian offers Personal Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Qualified Plans through Lincoln Financial Securities.
Education:
Furman University, (B.A. Business Administration);
University of South Carolina (M.B.A. Concentration in Finance);
Certified Financial Planner Board of Standards (CFP®, Certified Financial Planner designation);
The American College (CLU, Chartered Life Underwriter designation)
Experience in Financial Services since 1994

 

David W. Wells | ChFC, CRPC
         Vice President, Creative Financial Strategies
         Advisory Representative, Lincoln Financial Securities Corporation
 
David offers Personal Financial Planning, Wealth Management, and Estate Planning through Lincoln Financial Securities.  Business Planning through Creative Financial Strategies.
Education:
Clemson University (B.S. Administrative Management);
The American College (ChFC, Chartered Financial Consultant designation);
College for Financial Planning (CRPC, Chartered Retirement Planning Counselor designation) 
Experience in Financial Services since 1992