YOUR FINANCE TEAM

Each of us are committed to providing extraordinary service and expert advice. If you need to schedule an appointment, request service, or have a question about a policy or investment account, please don't hesitate to contact us.

Photo of Director of Operations and Client Service Terri Vancil

Terri Vancil

Director of Operations and Client Service

Terri grew up in western Kentucky and serves as the Director of Operations and Client Service for the firm. She is also Joshua Goocey’s mother-in-law and (more importantly) the best grandmom in the world.

Terri cares deeply about people and enjoys helping them achieve their goals. Empathy, consistency, efficiency, and attention to detail are Terri’s natural gifts – gifts fully developed over her thirty-year career in church music ministry and necessary qualities in her role directing operations and client service.

She earned music degrees from Murray State University (KY) and The University of North Carolina, Greensboro. In 2022, Terri and her husband Doug concluded twenty-four years serving as the Ministers of Music in a large Baptist church in Greensboro, NC.

Terri strives to find joy and beauty in all aspects of life -- from relationships with clients, friends, and family to travel, gardening, music-making, and all things sacred in creation.

Photo of Director of Investment Services Forrest E Hall

Forrest E Hall

Director of Investment Services