TELEIOS FINANCIAL PARTNERS LLC
MELBOURNE, FLORIDA

The Founder of Teleios Financial Partners, Terry Rocks, has worked inside the financial services industry for over a decade where he has consulted at the executive level of major institutions and trained thousands of financial advisors throughout the United States and Canada. It was through these relationships that Terry witnessed conflicts between advisors serving the families whom they were trying to help, over the monetary needs of themselves or the institutions they represented. Terry served as a principal officer and national director for one of the industry’s premier financial planning system companies who made it a mission to change this industry trend. After years of serving the company, Terry’s passion grew from changing the way advisors do business to helping the local people in our community who are often are on the receiving end of improper financial advice. It was these inequities that fueled the passion to create Teleios Financial Partners, an innovative planning firm dedicated to educating and empowering local families, business owners, and retirees to make better informed decisions regarding their finances. Our Firm Who is Teleios Financial Partners? A fee-based, comprehensive financial planning firm, dedicated to building God’s kingdom by teaching churches, families, and small business owners how to be sustainable based on the biblical purpose of wealth (Deut 8:18). We offer a full array of investment, insurance, trust, and planned giving services that include but is not limited to retirement income planning, college funding, business succession, estate, and charitable giving. Our Mission: To teach families, churches, communities, and businesses the biblical purpose of wealth and how to apply those principles within today’s modern economic systems. To see churches, families, and businesses become financially sustainable so they can work together in service while advancing God’s kingdom. To see the community support local ministries with the economic resources needed to operate without restricting the service of God’s blessings within the local community. To see our communities transformed and thriving according to the biblical model of reconciliation and discipleship. Terry is a highly respected speaker, trainer, and mentor within the financial services industry. He has often served as an invited speaker and has mentored at the executive levels of major companies and industry trade groups throughout the US and Canada. Terry has trained thousands of financial professionals in taking a comprehensive approach to the areas they work including investment, insurance, estate, and business planning. Terry remains active inside the industry and is currently working with a team of industry leaders in several areas based upon training advisors to better serve their clients. Conrad and his wife, Jane, moved to Melbourne in 1981 where they raised 3 sons. His professional career has been primarily devoted to financial education where he has served the needs of families and businesses in Brevard County for over 30 years. He also served as past president for the Brevard County Association of Insurance & Financial Advisors and with the Brevard County Estate Planning Council. Conrad has many notable achievements including the designation of CLU (Chartered Life Underwriter), CLTC (Certified in Long Term Care) and the esteemed ChFC (Chartered Financial Consultant). Tom brings over 15 years of management and planning experience in the financial services industry. He has a heart for teaching and enjoys helping others realize the benefits of a planning process that reflects their values, and is based upon proven, time-tested principles of financial stewardship. Tom retired from the Air Force Reserve in 2006 at the rank of Lieutenant Colonel following 23 years of service as an aviator and action officer. Tom is a Registered Representative (Series 7), Investment Advisor Representative (Series 65 & 63), and holds a Florida Insurance License (Life, Health & Variable). Prior to working in the financial services industry, Jennifer worked as a paralegal assistant at a prominent law firm in the area. Jennifer served alongside our founder, Terry Rocks, at their previous firm, serving financial advisors across the county. Jennifer has a tenacious work ethic and an even greater passion to ensure the work is done with excellence. She serves as our executive assistant and is in charge of administration. Jennifer was instrumental in the founding of Teleios Financial Partners and is a key member of the firm. families, pastors, executives, and business owners throughout the many financial stages of life. To provide the best possible service to our clients, we have guidelines of who we serve which are highlighted below. We are committed to serving our community whether you are starting out in life, in the middle, or have $10 Million in assets.