Gary leverages close to a decade of financial knowledge and experience. He believes in building a long-term client/advisor relationship, providing the time-honored theme of service and attention to detail. His dedication to his clients and practice led him to create Terrier Financial Group, where he can offer unbiased, knowledgeable advice unique to each client’s situation.
Gary graduated from Wofford College in 2010 with a degree in finance and accounting, and now resides in Fort Mill, SC with his wife Stephanie; their five children, Noah, Luke, Levi, Jude, and Eden; and two Boston terriers, Hank and Dudley. They are both very involved in their local church, LifePointe, and have built many lasting relationships while serving their local community.
Gary is also active in athletics including Crossfit, snowboarding, and mountain biking. In these endeavors he displays the same passion he does as a successful wealth advisor.
Check the background of this investment professional on FINRA's BrokerCheck.Elise joined Gary’s team in December 2017 after graduating from the University of North Carolina at Charlotte. Believing one of the highest privileges in life is to build great relationships, she has devoted herself to hospitality inside and outside the office. This has helped her establish connections with clients, making the on-boarding process, client interactions and daily management of business operations enjoyable and meaningful. Her background in art and creative problem solving has brought a new and fresh perspective to the firm. Along with daily operational tasks, she continues to design for Gary and the firm, accomplishing projects including the firm’s logo.
Elise lives in Concord with her husband, David, and their daughter Elora. When not in the office, Elise is a world traveler, studio artist, and lifelong learner who loves to read, paint, and explore the beauty of life. She is passionately involved in her church and community, and is always spending time with family and friends.
Before coming on board with the team, Mark served 10 years with Delta Air Lines in roles of increasing responsibility across the Revenue Management and Customer Experience organizations. It presented him with daily challenges, and he worked hard to plan ahead and ensure that all customers had an excellent experience. He brings this drive and experience into his practice, working earnestly to help his clients achieve their financial goals.
Mark and his wife Leland currently reside in Spartanburg, SC with their sons Harter and Lawson, and their daughter Emma Claire. Mark is also a very active community leader, a strong Christian, and enjoys tennis, soccer, ultimate frisbee, water skiing, playing guitar, and traveling. He is a supportive partner to Leland in her printing design business, and during her work at Camp Greystone NC over the summers. However, what they enjoy the most is spending time with the children and their labradoodle Remy.Mark graduated from Wofford College with a Bachelor of Arts in Finance and Spanish. Mark is passionate about investing his time and experience into conditioning his clients for what lies ahead, and how investment types and allocations impact future freedoms.
Check the background of this investment professional on FINRA’s BrokerCheck.Janine joins the team with a background in medical sales and is currently on the path to becoming a wealth advisor. Over the years that she worked in medical sales, she has honed her skills in understanding complex needs, delivering customized solutions, and earning client trust. She brings the same dedication and client-focused approach to her new role. Her transition into wealth advising stems from her genuine desire to empower people in all walks of life to achieve their financial goals. Her ultimate goal is to cultivate long-term relationships and provide value while simplifying the process.
Janine and her husband Scott currently reside in Charlotte, NC with their two daughters, Sydney and Lainey. Outside of work, Janine and her family enjoy hiking, traveling and spending quality time with family & friends. Janine’s hobbies include playing the violin, basketball, figure skating and running. Janine and her family are also active members of her church.