Terrance joins Stevens Capital Partners after running his own successful tax and financial planning firm for the past 16 years. He holds a Business degree in Entrepreneurship, graduating with honors from the University of North Texas, and brings deep expertise in tax strategy, retirement planning, and real estate investment. Terrance serves on the board of His People Christian Fellowship as Treasurer and remains actively involved in professional and community organizations. He is passionate about helping clients define their goals, solve complex financial challenges, and align their resources with what matters most. Terrance is a teacher at heart and his approach is rooted in clear communication, practical strategies, and a commitment to putting clients’ best interests first.
His designations include Certified Financial Planner™ (CFP®), Chartered Life Underwriter®(CLU®), Retirement Income Certified Professional® (RICP®), Enrolled Agent (EA), and Certified Tax Representation Consultant (CTRC).
Terrance is married to Royetta, and they have three children: Aiden, Abigail, and Aaron. In his free time, he enjoys reading, sports, traveling, and spending time with family.
His designations include Certified Financial Planner™ (CFP®), Chartered Life Underwriter®(CLU®), Retirement Income Certified Professional® (RICP®), Enrolled Agent (EA), and Certified Tax Representation Consultant (CTRC).
Terrance is married to Royetta, and they have three children: Aiden, Abigail, and Aaron. In his free time, he enjoys reading, sports, traveling, and spending time with family.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
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At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and wealth management. We are your “partners” and a trusted resource for all your needs.
We strategize. We engage. We resolve issues.
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