Meet Our Planning Team

Ms. Sydney's wealth advisory experience spans four decades in the areas of estate, business continuity, investment, charitable giving and insurance. She has authored numerous articles on advanced estate planning and is a frequent lecturer at investment industry meetings and seminars throughout the nation. Her professional philosophy is to "Serve first, last and always"^SM, making her clients security her priority. As your advocate, she focuses on what is most important to you and the actions you must take to have the greatest opportunity towards achieving your goals. She will become the "guardian of your objectives".

Ms. Sydney received her undergraduate degree from the University of Michigan, her Chartered Life Underwriter's and Chartered Financial Consultant's designations from The American College. She graduated from Capital University College of Law with a Juris Doctorate in 1986. She has also received her CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning. In 2002, she was inducted into the Sam A. Chickerella "Hall of Fame" sponsored by the Society of Financial Service Professionals in Columbus, Ohio**.

*Licensed, not practicing.
**The Society of Financial Service Professionals Columbus, Ohio Chapter established the prestigious Hall of Fame Award in 1979 to honor those outstanding individuals in our industry who have shown leadership and dedication to the insurance profession. For details, please visit http://bit.ly/2jtRWuG.

Mr. Sanders practice, which spans three decades, is client-centered and is built upon a philosophy of "Serve first, last, and always"^SM. His focus is on helping clients build a financial plan uniquely tailored to their personal objectives for financial security and the preservation of the assets they have created. Specific areas of expertise include estate and business owner planning, investment and accumulation planning, and charitable planning and insurance.

Terry received his undergraduate degree from the University of Toledo in 1972. In 1985, he earned the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning, and in 1991 he earned both the Chartered Life Underwriter and the Chartered Financial Consultant designations from the American College in Bryn Mawr, Pennsylvania.

• Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, compliance-related business and technical review of sales and marketing materials.


• Education: Juris Doctor degree from University of Bridgeport School of Law; Master of Laws degree in Taxation from Boston University School of Law; Master’s degree in Business Administration with a concentration in Finance from University of Connecticut; Bachelor’s degree in Accounting and Finance from Central Connecticut State University.

• Areas of expertise: Comprehensive and dynamic financial planning for the high net worth market.


• Education: Bachelor’s degree in Business Administration with a minor in Psychology from University of North Florida. Series 6,7 and 65 FINRA registrations.

• Areas of expertise: Comprehensive financial planning for the high net worth market.


• Education: Bachelor’s degree in Business Administration from University of North Florida.


• Professional designations: ChFC^®, CFP^®, CBEC^®, Series 6, 7, and 66 FINRA registrations.

• Areas of expertise: Development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.


• Education: Master’s degree in Business Administration from The University of Houston; Bachelor’s degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.

• Areas of expertise: Comprehensive financial planning for the high net worth market.


• Education: Master’s degree in Business Administration from Regis University; Bachelor’s degree in Marketing, International Business, and Spanish from Miami University.

• Areas of expertise: Estate, retirement, investment, and business succession plans.


• Education: Bachelor of Arts degree from The College of William and Mary. Member of the Northeast Florida Estate Planning Council.

• Areas of expertise: Fixed-income, equity allocations, alternative investments, and affluent wealth management.


• Education: Juris Doctor degree from Vanderbilt University School of Law; Bachelor’s degree in Political Science from Lipscomb University. Holds a Series 7 registration.

• Areas of expertise: Key concepts and strategies for the high net worth market.


• Education: St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln business management sessions.

• Areas of expertise: Complex estate planning, business succession planning, and retirement planning.


• Education: Summa cum laude, Master’s degree from Southern Methodist University.

• Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.


• Experienced in developing relationships with property and casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.

• Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, and compliance-related business and technical review of sales and marketing materials.


• Education: Juris Doctor degree from Western New England University School of Law; Master of Laws degree in Taxation from Boston University School of Law; Bachelor’s degree in English from State University of New York at Buffalo.

• Areas of expertise: Multiple strategies for wealth transfer that meets objectives while reducing taxes for the high net worth market and business owners.


• Education: Juris Doctor degree from Northwestern University School of Law.

• Areas of expertise: High net worth estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.


• Education: Bachelor’s degree from University of Connecticut with concentrations in Finance and Accounting and Associate's degree from Manchester Community College.