Our StoryAs the founders of TerraWealth™, our story is really about you.
We left successful careers at other firms, and put our life savings on the line because we believe that advisors and their clients deserve better than the status quo. With over 200 years of combined experience in the financial industry, we eliminated the nonsense and built a firm with cutting-edge technology, an empowered team, and unbiased product offerings – simply because we want to offer you the best. We are fully equipped to empower you with the support and services needed to build successful independent advisory services, and a confident financial future for clients. We are passionate about empowering our advisors and those they serve.
Founder, CEO, Chief Compliance Officer
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.
Founder & Senior Wealth Advisor
Roy Matlock Jr. began his wealth management career over 38 years ago. As a Fiduciary Financial Advisor, Roy’s mission since day one has been to educate and help individuals and families create and manage wealth through comprehensive financial planning, investment management, income protection strategies, and more. Roy’s clients love his straight-shooting approach and how he not only makes sure they are financially secure but also educates them on how to manage their money and create generational wealth. Roy has helped his clients to accumulate over one billion in assets.
Creator of the nationally syndicated radio show, “The Money Game”, now known as “The Dave Ramsey Show”, Roy is touted as a well-respected educator and trailblazer in the finance industry.
Roy is also the owner of a financial technology business called Sales Team Pro®, which includes CRM software that he developed and designed to grow, streamline, and enhance business for financial advisors along with providing an educational platform for investment clients.
Roy is a proud and dedicated father to four adult children and is a native of Nashville, TN. Outside of his personal and professional life, you can find Roy on the golf course, where he is somewhat obsessed with maintaining his scratch golfer status.
Founder & Senior Wealth Advisor
Joshua has 16 years of experience in financial services. He began his career in risk management planning at the age of 20 while attending Purdue University for business & marketing. During this time, Joshua learned to day trade stocks and assisted in building a portfolio of rental properties with a local investment group. He quickly developed a love for financial services and a passion for educating people on the core fundamentals of building wealth. Over a decade of Joshua’s career has been focused on helping blue-collar, middle-class Americans get on the path to financial confidence. He and his wife Lauren have two children, Atlas and Blair. They love traveling and stay actively involved in several non-profit organizations in their community.
Founder & Senior Wealth Advisor
Jeremiah began his career in financial services in 2008. His successful business has been built by being accessible to his clients and being a clear communicator. Jeremiah enjoys working with his clients to define their objectives and is passionate about serving and teaching his clients how to properly steward their finances.
Jeremiah married his wife, Alyssa, in 2006 and together they have four children. He and his family live in East Texas. Jeremiah holds a B.S. in Kinesiology from Oral Roberts University. Jeremiah proudly served eight years in the United States military.
Accounting & Finance
Mike brings over 45 years of financial experience to TerraWealth™. He joins us from Snider Consultancy, an international business consultancy, where he has served as an advisor, and/or CFO for companies, lawyers, and investment bankers across a variety of industries and countries. Previously, Mike was a Managing Director of Hunter Wise Financial Group, a registered Investment Bank. Mike has also served within the International Life Segment of ACE Limited, first as Chief Financial Officer and then as SVP, Global Operational Initiatives. Beginning in 1980, Mike spent 22 years with Primerica, its predecessors, and subsidiaries, where he served at various times, in various capacities including: Board Member, EVP—International Expansion, CFO, Controller and Treasurer. Mike is a graduate of the University of Notre Dame.
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.
EVP of Advisor Services
David brings more than 3 decades of experience to TerraWealth. After proudly serving in the US Army, David joined Primerica Financial Services where he worked either directly with Primerica or one of its affiliate firms for more than 30 years. David also worked for Smith Barney Mutual and Legg Mason. In 2010 David returned to Primerica’s home office in Duluth. In his most recent role, David was responsible for all investment-related education with specific emphasis on creating and delivering required training related to FINRA’s Best Interest Regulation (Reg BI/Reg CRS) and the Department of Labor’s Fiduciary Standards Rule for Financial Advisors.
David believes that a firm’s greatest asset is a knowledgeable advisor. He is excited about the opportunity to create an environment giving advisors the right products and tools to provide the best possible experience. He is committed to creating and maintaining cutting-edge abilities with products, technology, and processing.
David holds a BA in History and Economics from the University of South Florida and did his graduate work at Oglethorpe University.
Bell Buckle, TN
San Tan Valley, AZ
New Smyrna Beach, FL
- Brianne Beaty
Sun River, OR
- Dan Sanderson
- Harrison Matlock
E. Corsicana Athens, TX