Meet Our Staff

James (Jim) Terrill, CMFC 
Retirement & Estate
Planning Specialist

 

Jim is the Advisor for this APG office and works closely with clients to develop plans and programs that satisfy clients' retirement needs.  He graduated from the University of Maryland with a B.S. in Finance and was first licensed in 1970. Prior to moving to North Carolina to be close to family, Jim worked as a Registered Representative and Investment Advisor Representative.  Jim and Sandi have been married for 42 years; they have 3 daughters and 8 grandchildren.

His qualifications include:

• Registered Investment Advisor Representative
• Registered to sell Mutual Funds & Variable Contracts in North Carolina, Maryland and Virginia  
• Registered Representative in North Carolina, Maryland and Virginia
• FINRA Series 6, 63, 65
• Life and Health Insurance licensed in North Carolina, Maryland and Virginia
• Long-Term Care Insurance licensed in North Carolina
• Chartered Mutual Funds Counselor (1997), College of Financial Planning
• Crown Ministry-Small Group Leader and Budget Counselor
• President, Southwest Raleigh Chapter of Society for Financial Awareness
• Member, Cary American Legion

Laura Smith, Office Manager

Laura runs the office and works to keep the parts well organized and operating smoothly.  She is often the first point of contact for clients and is ready and willing to assist them.  Her qualifications include over 20 years of professional and volunteer organizational and administrative experience. 

Laura holds a Bachelor of Arts degree in Political Science and Policy Management Studies from Dickinson College and an MBA from Hood College.