Our Team

Terry Wiles, CDFA™ CRPC®, AWMA®
Branch Manager, RJFS
President, SGF
terry.wiles@stonegatefinancialnc.com

Terry began his career in the investment industry in 1995, while working for a large Wall Street investment firm. It was there he began envisioning a new kind of wealth management firm - one without the conflict of interest that comes from investment banking departments and sales quotas. A place where non-commissioned financial planning and investment management would be the centerpiece of the relationship and individuals would be the only clients served; not large corporations or governments. A vision of an independent practice with the highest quality advisors focused exclusively on helping clients toward their life goals and dreams. Terry's vision became a reality in 2005.

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Growing up in a household of six, with his father a mill worker and his mother a church secretary, Terry understands the value of hard work and saving for the future. He enjoys helping families plan for a financially stable future in which they can comfortably retire and enjoy the fruits of their labor. Knowing that change can be difficult for most, Terry finds particular satisfaction in guiding individuals through transitions that impact one's finances, be it the loss of a loved one, a job change, the decision to retire, or even a divorce.

His education has helped provide many tools to help others succeed in working toward their financial goals. He is a graduate of the Securities Industry Institute from the Wharton School of Business at the University of Pennsylvania; received his undergraduate degree from the State University of New York at Oneonta, with a double major in economics and finance; and also attended the College for Financial Planning and the Institute for Divorce Financial Analysts, obtaining certifications as a Chartered Retirement Planning CounselorSM, an Accredited Wealth Management AdvisorSM and a Certified Divorce Financial Analyst.

Terry and his wife Becky have been married since 1995 and have two children, Kevin and Kelly. When Terry is not chasing Kevin around the golf course or shagging volleyballs for Kelly, he enjoys traveling with his family, assisting local charities, cycling, golfing, fly fishing and anything outdoors. He finds solace in the beauty of the great Rocky Mountains, hence the images surrounding our brand.

Ryan Smith, CFP®, RICP®, MSFP
Financial Advisor
ryan.smith@stonegatefinancialnc.com

Ryan began his career in 2005 as an intern at an independent financial planning firm outside of Boston, Mass., while pursuing his Master of Science in Financial Planning degree at Bentley University. During this time, Ryan's eyes were opened to the absence of financial knowledge that exists across all generations as well as the vital need for creating and continuously monitoring a personalized, flexible, comprehensive financial plan. Drawing on personal experiences, Ryan recognizes the importance of having a trusted advisor, someone who can speak truth in challenging situations while serving as an objective third party.

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Ryan focuses his practice on people who:

  1. Are preparing for retirement and searching for the answer to the question: “Will I make it?”
  2. Are experiencing a significant life transition and need guidance with the many different financial moving parts. Examples are pensions, stock options, 401(k)s and severance agreements
  3. Have suddenly found themselves in charge of the finances upon the loss of a spouse or significant other, and would like help moving forward
  4. Are wondering how to create a retirement income strategy that accounts for inflation while working to minimize taxes and maximize existing sources of income, including Social Security claiming strategies.
  5. Are young professionals looking to create a plan that balances the need for financial freedom in their 60's, 70's and 80's with the desire for travel, raising a family, and living in the present

Ryan gives back to his community by serving on the board of House of Hope, which seeks to bring healing and change to hurting teenage girls and their families. Also, motivated by his passion for financial education, Ryan approached Gordon College, where he received degrees in accounting and business administration, about starting a personal finance course. He created and taught this course for one year before moving to Raleigh.

He has been a Certified Financial Planner™ professional since 2009, and earned his Retirement Income Certified Professional designation in 2015.

Ryan is originally from the North Shore of Massachusetts and now resides in Raleigh, N.C., with his wife, Emily, son, Jack, and daughter, Gwen. He is passionate about sports, exercise, a warm cup of coffee and a good book. He loves to travel and has participated in mission trips that have taken him to six different countries on four different continents. Apart from the 11-month period in which he met, became engaged to and married his wife, he would count the year he took off from college to serve in the Dominican Republic as the greatest of his life. He and his family are members of Church of the Apostles in North Raleigh.

ALEX GREENE, CFP®, AAMS®, AWMA®
Financial Advisor
alex.greene@stonegatefinancialnc.com

Alex Greene joined Stonegate Financial in August 2014 as a Client Services Assistant and has quickly progressed through his securities licensing to become a Financial Advisor. With Ryan as his mentor, he continues to gain knowledge in all aspects of investing and financial planning. In August 2016, Alex completed all requirements to become a Certified Financial Planner™ professional. He also earned his Accredited Asset Management SpecialistSM designation as well as his Accredited Wealth Management AdvisorSM designation in 2015. Alex's dual role is to support Terry on investment research and portfolio management, while also working closely with Ryan on financial planning for our clients.

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A 2012 graduate of NC State University with a BS in Accounting (Financial Analysis concentration), Alex spent two years working with a financial software company that provided services to independent financial planning firms. Quickly being promoted to Senior Operations Associate, Alex was exposed to the operations side of financial planning practices while slowly gaining a greater understanding of the industry and the role of a Financial Advisor. This experience, coupled with his passion for investments and responsible personal financial management, brought Alex to the realization that he would like to have a career in which he could serve the financial needs of others.

Alex is originally from New Bern, NC, but has lived in Raleigh since 2008. He grew up in a family that valued hard work and self-reliance. He learned the importance of striving for excellence in all you do and making sound decisions. Growing up with these influences, Alex understands the value of disciplined goal setting and the significance of a strong financial plan when preparing for tomorrow and beyond. Alex resides in Raleigh, NC with his wife, Lane, and English Golden Retriever named "Luna". Still a relative "puppy", Luna often comes to the office to work as "chief greeter". Alex enjoys quality time with his friends and family, listening to music, playing guitar, exercising, traveling, golfing, fishing, as well as many other outdoor activities.

Becky Wiles
Office Manager
becky.wiles@stonegatefinancialnc.com

Beginning in the summer of 2005, Becky was instrumental in the fulfillment of Terry's vision to open a truly independent wealth management firm. Ten years later, Becky continues to serve as office manager, supervising customer service, human resources and office bookkeeping.

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A graduate of Cornell University with a B.S. in business administration/economics, Becky has always had an inclination to lead and organize people. Her attention to detail helps ensure that our clients receive the high-quality service they expect and deserve. Having worked with a Fortune 500 company for 11 years in various management and human resources roles provided her a solid foundation of practical business experience that is reflected in her leadership today.

In preparation for the establishment of Stonegate Financial, Becky worked closely with Terry, supporting him in various capacities while he was employed with other firms. This blend of experiences has given her a solid understanding of many of the intricacies of the financial world.

Outside of work, Becky enjoys time spent with her husband, Terry, and two children, Kevin and Kelly. She has served in various PTA roles and coached many of her children's teams. An athlete growing up, Becky has "retired" from soccer but continues to enjoying running, sand volleyball and most recently golf.

HEATHER (MONZOTE) RICKENBAKER
Client Services Manager
heather.rickenbaker@stonegatefinancialnc.com

Heather joined Stonegate Financial as a full-time administrative assistant in April 2013. In just two short years she proved to be an extremely capable and organized administrator who now serves as our Client Services Manager. In this role she is responsible for the overall administration and coordination of all client account services.

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Heather graduated from Appalachian State University in May 2011 with a BS in Psychology and a minor in Business. Heather brings to us a wealth of customer service and organizational skills from her experience in retail management. Wanting a more predictable schedule, and less time on her feet, she found a great fit with us. Her friendly demeanor and desire to learn, in addition to her aforementioned skills, have been a great support to our team.

Heather lives in Raleigh with her new husband, Thomas. Outside of work, Heather enjoys spending time with family and friends, discovering new restaurants to enjoy, and being outside as much as possible (whether it be relaxing on the porch or hiking in the woods). Sharing the same alma mater, Heather and Thomas developed a love for the High Country during their time in Boone and enjoy visiting friends along the Appalachian mountain range.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.