Terry's expertise, honed through years of experience, help him create realistic financial plans tailored to each client's unique situation and the complexities of today's world. Terry's strong financial insights are derived from professional experience, his active involvement as a parent and the real-life inspiration of his grandparents. He learned the value of hard work at an early age, while growing up in a poor, single-parent household in North Carolina, and uses that discipline in his work for clients. Terry and his wife, Debbie, are the proud parents of two daughters, including his business partner, Kelly. He has continued learning throughout his career, earning a bachelor's degree in accounting, a Certified Public Accounting license, a Master of Business Administration, and is a CERTIFIED FINANCIAL PLANNER^® professional.

Kelly's upbringing, as the daughter of a financial advisor, provided the backdrop for a lifelong passion for helping others to strengthen their financial lives. At an early age, she learned the value of hard work and basic financial concepts.  Now, as an integral member of Lineberger Wealth Management, she offers a fresh approach, thoughtful guidance, and a long-term view of planning for a better financial future. Kelly joined her father in the business in 2016, at Baird, before the team came to D.A. Davidson in 2020. She is an alumni of the University of Oregon and a CERTIFIED FINANCIAL PLANNER™.

Terri has worked with D.A. Davidson since April 2019 as a Registered Client Associate. Her main focus is addressing all client needs and delivering quality customer service. In addition to providing administrative support, Terri manages the new account and account transfer process requirements, retirement plan distributions, journal reconciliation, cost-basis information, assisting clients with online access, and daily office workflow. She is committed to providing a great client experience.

Terri has been in the investment industry since 1989.  She holds her Series 7 and Series 63 licenses.

Terri was born and raised in Sacramento, California. Terri enjoys spending time with her family of dogs and volunteering at dog rescues. She really loves working in her flower garden and doing DIY projects at her home to make it her “Happy Place”. Working out and daily walks are part of her daily schedule to keep fit. But when the weather gets cooler, she enjoys watching Hallmark movies and enjoying a little popcorn.