Our Team

Terry A. Crenshaw | CFP®, ChFC, CRPC
         President, Creative Financial Strategies
         Registered Principal, LPL Financial

Terry offers Personal Financial Planning, Wealth Management, Estate Planning Strategies, Non-Qualified Plans, Corporate Financial Education Seminars, Retirement Planning
Education:
Furman University (B.A. Sociology);
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
*CRPC conferred by College for Financial Planning
 
         Executive Vice President, Creative Financial Strategies
         Registered Principal, LPL Financial
 

Bill offers Personal Financial Planning, Retirement Planning, Wealth Management, Corporate Financial Education Services, Qualified Plans
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;
Experience in Financial Services since 1983
 
James W. "Jim" Barnett | CEBC®, ChFC®, CLU
        Vice President, Creative Financial Strategies
        Advisory Representative
 
Jim offers Business Planning and Tax Planning Strategies, Wealth Management, Financial Strategies and Estate Planning Strategies
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
 
Sam offers Business Planning, Personal Financial Planning, Retirement Planning, Estate Planning Strategies, and Wealth Management
Education:
US Naval School of Nuclear Engineering;
Certified Financial Planner Board of Standards (CFP®, Certified Financial Planner 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
 
Mason offers Personal Financial Planning, Retirement Planning, Wealth Management, and Qualified Plans.  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

 

         Vice President, Creative Financial Strategies
         Advisory Representative
 
Rhett offers Personal Financial Planning, Retirement Planning, Wealth Management, Estate Planning Strategies, Corporate Education Services and Qualified Plans
Education:
University of South Carolina, (B.S. Marketing, minor in Finance);
Certified Financial Planner Board of Standards (CFP®, Certified Financial Planner designation);
Experience in Financial Services since 1988

 

Brian Sloop | CFP®, CLU
         Vice President, Creative Financial Strategies
         Advisory Representative
 
Brian offers Personal Financial Planning, Retirement Planning, Wealth Management, Estate Planning Strategies, Qualified Plans
Education:
Furman University, (B.A. Business Administration);
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