About

Scott is a 17 year veteran of the financial services industry. He is a passionate strategic leader with a servant’s heart who believes the greatest honor we share is through service to one another. “My passion is to strive for excellence in everything we do for our advisors and their clients.” Having spent most of his career on the outside looking in, he understands what makes the most successful financial practices thrive. He is leveraging that experience to create a uniquely exceptional ecosystem for the 21st-century financial professional.

Scott’s relentless pursuit for improvements has led him to study at many prestigious training institutions. His designations were obtained from The American Institute of Financial Gerontology at UNC Greensboro as a Registered Financial Gerontologist and The Institute of Business and Finance as a Certified Fund Specialist. Scott has a unique background in Sudden Wealth and working with High Net Worth Families based on his training with the Money, Means, and Choices Institute.

He majored in Business Administration and Economics at East Carolina University.

Joshua brings 19 years of experience in financial services. He began his career in risk management planning at the age of 20 while studying business and marketing at Purdue University. During this time, Joshua developed a passion for investing, learning to day trade stocks and helping build a portfolio of rental properties with a local investment group. These early experiences ignited his love for financial services and his commitment to educating others on the core fundamentals of building wealth.⁣

For over a decade, Joshua focused on helping blue-collar, middle-class Americans gain financial confidence and take control of their financial futures. Today, his passion lies in empowering advisors to break free from outdated, stagnant firms that fail to prioritize their growth and well-being. As an advisor himself, Joshua is dedicated to helping others achieve unprecedented success in their financial practices.⁣

Joshua and his wife, Lauren, are proud parents to their two children, Atlas and Blair. Together, they enjoy traveling and remain actively involved in several nonprofit organizations within their community.

Duane retired as Executive Vice President of Marketing for Primerica and Chief Marketing Officer for Primerica Life and Canada after 32 successful years. Duane joined Primerica in 1987 as a Retirement Planning Clerk in the Mutual Funds Division. In June of 1997 he was promoted to Executive Vice President of Marketing and spearheaded the creation of a Regional Marketing division across the United States. The next 6 years Duane was instrumental in opening Europe for Primerica under the banner of CitiSolutions, first, as Head of Marketing for Spain, later as Country head of the UK. While living and working in the UK, Duane broke his neck playing rugby; now he gets to mentor others with similar injuries while also competing as an elite wheelchair athlete in three sports… rugby, racing and softball. A Native of Reynolds, Georgia, Duane is a graduate of Norcross High School.⁣ Duane currently resides in Atlanta, GA.⁣

Drives exceptional results in highly competitive environments that demand continuous improvement. Accomplished, innovative and results-focused leader. Agile and strategic leadership of a broad portfolio of complex businesses with the objective to grow market share and deliver shareholder value. Demonstrated success in both growth and turnaround environments.

Known for building high performing teams, establishing strong cross-functional partnerships, aligning people and resources and driving operational excellence and results.

Annette is thrilled to be part of the TerraWealth team, having collaborated with the firm since its inception while working at Katiko Creative, the boutique marketing firm behind TerraWealth’s image and social media. Annette’s strong marketing and IT background makes her a valuable addition in today’s competitive market.

Deeply aligned with TerraWealth’s mission, Annette played a crucial role in shaping its brand identity from its foundational phase, influencing everything from its name, logo, and core imagery to its website. Her work also significantly impacted the company’s design collateral, social media presence, and brand story.

Boasting over a decade in web design, branding and marketing, Annette is passionate about developing business-optimized tools and conceptual branding that fosters genuine connections and promotes growth. She is dedicated to leveraging her creative and technical knowledge to contribute to the brand’s ongoing success. Outside of work, Annette enjoys gardening, craft coffee, and spending quality time with her nieces.