Jason has over 20 years of experience in financial services, having served as a private banking relationship manager before transitioning to private lending. He has developed personalized financial plans and advised on cash management, liability leverage, investment return, and protection strategies that include insurance, business entities, and trusts. He is passionate about wealth building and…
New to the industry, Lia is a driven young professional with a strong foundation in economics and analytics. She currently supports the day-to-day operations for Account Executives at Ternus, ensuring smooth processes and exceptional client experiences. Originally from Pennsylvania, Lia moved to North Carolina for college and earned a degree in Economics with a minor…
Colton Parker brings a wealth of experience and expertise to the team at Ternus, serving as a seasoned professional in the financial industry. With a background as a mortgage underwriter, banker, and credit specialist, Colton has honed his skills in assessing financial risk, ensuring compliance, and delivering exceptional service to clients. Prior to joining Ternus,…
