Terry Lineberger

Terry Lineberger learned the value of saving while growing up in a poor, single-parent household in North Carolina. A CPA and Certified Financial Planner, he is a well-respected advisor who specializes in managing the wealth of multi-generational families and works to stay current with the ever-evolving world of finance. He is the co-author, with financial advisor Kelly Lauterjung, of Hey, I Forgot to Tell You, which shares simple techniques for building healthy, enduring financial habits.