SHEPHERD WEALTH PARTNERS - Key Persons
Charles Terry is the owner and CEO of Shepherd Wealth Partners.
As a Certified Financial Planner, he has served as a fee-only advisor since 2006 and has a passion for equipping and encouraging clients to better steward their time, talents, and treasures.
Charles has regularly served as a Subject Matter Expert for the CFP Board. As a Mathematics major from UNC, he has a love of numbers, Carolina basketball, but mostly his wife and five adorable kids.
His earlier career was on staff with Young Life, a high school outreach ministry, before he realized that he could combine his love for numbers, deep personal relationships, and Biblical perspective into the role of a financial advisor.
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