SHEPHERD WEALTH PARTNERS is a financial advisory firm dedicated to honoring God by guiding clients to better align, and live out, their faith through finances.

We offer counsel that equips clients to handle the technical, spiritual, emotional and relational challenges of wealth. We view this as a calling to serve those who have been entrusted with both little and much, and delight in assisting clients in their roles as stewards.

Charles Terry, CEO

Charles Terry is the owner and CEO of Shepherd Wealth Partners. As a Certified Financial Planner, he has served as a fee-only advisor since 2006 and has a passion for equipping and encouraging clients to better steward their time, talents and treasures.

Charles has regularly served as a Subject Matter Expert for the CFP Board. As a Mathematics major from UNC, he has a love of numbers, Carolina basketball, but mostly his wife and five adorable kids. His earlier career was on staff with Young Life, a high school outreach ministry, before he realized that he could combine his love for numbers, deep personal relationships, and Biblical perspective into the role of a financial advisor.

Ritchie Brown, Operations Specialist

Ritchie Brown has been working in a back-office role in the financial services industry since 1999 when he started out as a trader for Ameritrade during the dot-com bubble.  After spending six years at Ameritrade doing a little bit of everything, he left to become an internal wholesaler for Pacific Life. Ritchie spent four years working with advisors selling variable and fixed annuities before he landed at a large RIA where he was the Director of Trading for the last ten years.

When Ritchie is not working, you can typically find him coordinating schedules with his wife to make sure his 3 middle school age boys are getting to whatever sports game or practice they have, getting their homework done and trying to sneak in a movie whenever there’s time.

Jon Lane, Financial Planner

Jon Lane is a financial planning consultant and also works as a microfinance analyst at HOPE International.  Prior to that, he worked as a Senior Financial Planner for a trust company.  Jon holds his Certified Financial Planner and Certified Wealth Strategist designations.

Jon has a passion for connecting with others and helping them apply Biblical principles to their financial situations.  Outside of work, Jon and his wife Marlen enjoy hiking, traveling, and serving in their local church.

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