Board of Directors
SPF Wealth Management
Vice President - Wealth Management
Chartered Retirement Planning Counselor
Terry prides himself on working closely with his clients to understand their individual needs and goals. Drawing on his more than 20 years of experience as an advisor, Terry tailors his wealth management advice to offer his clients personalized financial planning and investing strategies. Terry utilizes his passion for helping his clients and experience in the business to develop personalized solutions for his clients' complete portfolio with a focus on retirement income planning, assistance with education funding and structures for charitable giving.
Investments at Wells Fargo Advisors
In my 20 years of practice, what has resonated with me most is that capital preservation is of the highest level of concern for many people who have accumulated meaningful wealth. It is my commitment to assiduously work on focusing my team's resources on exceeding your expectations from both a financial and personal perspective. I am most confident you should see material differences in the overall investment experience through my dedication to cutting edge resource expansion in conjunction with highly regimented work in the time-tested
principals of responsible investment planning techniques. In my experience, it is
these areas of focus that can help bridge the gap between the tumultuous world
we live in and your ability to help achieve true financial freedom.
Intertek Industrial Corporation
Mr. Bradley has an MBA from the University of Indiana Kelley School of Business, as well as 30 years of experience in Industrial Distribution. He has worked at the highest levels with and for large corporations and has spent the past 20 years as an entrepreneur as President / Owner of Intertek Industrial Corp., a diversified company serving niche markets. His unique qualifications offer strategic insight to structure and scope.
Brian Flores Mojica
UBS Financial Services Inc.
Brian is known amongst his peers as a goal-driven and versatile professional. As a Financial Advisor at UBS, he works with a team of Financial Advisors dedicated to serving the needs of existing clients and prospective clients. He has a passion for achieving excellence and exceeding expectations. Backed by a team with over 40 years of experience, there is no issue that is too big to solve.
Brian is a graduate of the University of North Florida, where he earned is BBA in Finance and Financial Services. While attending the University of North Florida, Brian has obtained skills that will be valuable in servicing clients. He is currently an
active member of the community, volunteering with the Jacksonville Jaycees and
Chief Operating Officer
ClickPay, a Division of NovelPay, LLC
Executive Vice President and CIO
Mr. Sheklin is a creative technologist with significant experience in the financial and technology industries specific to the real estate sector. As a founder of NovelPay and ClickPay, Aaron has built a strong and trusted reputation in financial and real estate software. An entrepreneur at heart Aaron specializes in creative solutions to complex problems. He is a conscientious problem solver with proven focused on the long-term goals of business. He has successfully led a development team and managed diverse technology resulting in the successful sale of ClickPay to RealPage in 2018. Aaron continues to serve in his role as CIO for ClickPay within the
RealPage organization. He serves as member in good standing of the New York and
Florida Bar Associations. He holds a Juris Doctor degree.
Chief Information Officer
CEO and Founder
An accomplished retail technology leader with nearly 20 years of experience leading high-performance teams, Len specializes in the timely implementation of business intelligence, advanced analytics, e-commerce, and enterprise data systems. He has delivered for some of the world’s largest companies including Wal-Mart, Chico’s, Winn-Dixie grocery, Hitachi, and Luxottica Retail (Pearle Vision, LensCrafters, Sunglass Hut).