Your Team
Stonegate Financial’s team is distinguished through education and qualification. Beyond our credentials, we are devoted to client-centric planning that reinforces our commitment to honesty, integrity, and transparency.
Our advisors and support staff have the immense privilege of getting to know you and your family throughout our many interactions. We now encourage you to learn more about us, giving you a glimpse into our lives inside and outside of the practice.
If you ask Terry Wiles what it’s like to head a successful financial services practice, he’ll readily admit most of the time it doesn’t feel like work at all. Many of the clients he’s worked closely with over...
As an advisor at Stonegate Financial, Alex Greene has passion for investment research and portfolio management in addition to his primary responsibility to create, implement, and monitor financial plans. Clients immediately notice...
Lauren comes to Stonegate Financial with immense enthusiasm to put her comprehensive experience in the area of financial planning to use. With a passion for developing relationship-based partnerships with clients, Lauren embraces a...
For Becky Wiles, the choice to become a part of the Stonegate Financial team was a decision of the heart. Having been beside Terry in each step of his career, she was eager to see his dream of opening an independent wealth management...
Friendly and hardworking, Heather Rickenbaker is a natural fit for Client Services Manager. She serves on the front lines of our client relationships, handling her role as the first point of contact with ease. From onboarding new...
Luna Greene
Chief Greeter
As someone who loves making people happy, Luna Greene excels in her role as Chief Greeter. She looks forward to making new acquaintances every day at Stonegate Financial and loves it when old friends return for a visit.
