Our Team
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Terry offers Personal Financial Planning, Wealth Management, Estate Planning Strategies, 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
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William H. “Bill” Phillips | CFP®
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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 Lincoln Financial Securities. |
James W. "Jim" Barnett | CEBC®, ChFC®, CLU
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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 Strategies through Creative Financial Strategies. Wealth Management, Financial Strategies and Estate Planning Strategies 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 |
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Sam offers Business Planning through Creative Financial Strategies. Personal Financial Planning, Retirement, Estate Planning Strategies, 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 |
Vice President, Creative Financial Strategies
Advisory Representative, Lincoln Financial Securities Corporation |
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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 |
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 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
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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 Strategies, 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
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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 Strategies, 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
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