Our Team

  

J. Terry Swaim, Principal, Community Wealth Management Inc. was born and raised in Gwinnett County where he now works and lives. A graduate of Duluth High School, Terry attended Wofford College in Spartanburg, South Carolina on a football scholarship. He graduated from Wofford College in 1997 with a degree in Business/Economics.Terry has spent his entire working life since graduation in financial services.

His career began in 1997 with John Hancock Financial Services and in 2000 moved back to Atlanta to run a new division of the Dempsey Companies in Buckhead. While with these firms,Terry earned many industry and company awards for his work with his clients.

In May of 2003, Terry began his practice with Investment Professionals, Inc. located at Gwinnett Community Bank. In August of 2007, Terry founded Community Wealth Management Inc. He is a Registered Representative of INVEST Financial Corporation. He carries the Series 6, 7, 24, 63, and 65, securities licenses and is registered for his life, variable, accident & sickness insurance license. Terry helps individuals and business owners  implement investment and financial solutions for a number of needs including wealth management, retirement planning, business succession, and estate planning. Terry can help you establish goals and work with you towards making your financial dreams a reality.

In his many years Terry has been quoted in many local and trade periodicals. He has spoken on financial topics to hundreds of financial professionals and clients. We hope that you’ll take some time to get to know our team and how we can benefit your financial future. Feel free to contact us for a complimentary consultation.

Terry enjoys spending his free time with his beautiful wife Heather, and daughter Samantha. He also enjoys reading, hunting, and donating his time/resources to several causes in the local community. He is the past president of his Civitan Club and is a member of the Gwinnett Rotary and Duluth First United Methodist Church. Terry & his family make their home in Auburn with their dog Dakota.

  

Jace W. Brooks, CFP® , MBA, Registered Representative, INVEST Financial Corporation, was born and raised in Louisiana and moved to Atlanta in 1994.  Jace and his wife Kirste, along with their 2 children Aidan and Ally, live in Suwanee where Jace is serving his 3rd term on the Suwanee City Council. 

Jace earned his BS in Finance from Louisiana Tech University and also has two Masters degrees, including an MBA from Georgia State University and MA from New Orleans Baptist Theological Seminary. He earned his Certificate of Financial Planning from Emory University in 2007 and became a CFP® in 2008.
 
Jace joined Community Wealth Management as a Financial Advisor in 2009. He is a Registered Representative of INVEST Financial Corp. Jace carries the series 7 and 66 securities licenses as well as his life, accident and sickness, and variables insurance licenses. Jace helps his clients with comprehensive financial planning, retirement planning, risk analysis, and investment management.
 
Prior to joining Community Wealth Management, Jace served as a financial advisor with Ronald Blue & Co., during his time with Ronald Blue & Co. Jace prepared more than 250 financial plans for his clients. Jace also worked with Principal Financial Group and with Ameriprise Financial. Jace has extensive experience and education in working with families and helping them with their financial/ investment needs. Jace has also served on three church staffs in the Atlanta area as well as working with The INJOY Group and Walk Thru the Bible.
 
Jace enjoys politics, reading, playing golf and tennis, and serving the community in Gwinnett County. Jace is past President of the Gwinnett Municipal Association and served on the Gwinnett Chamber Board of Directors. He is an alumnus of Leadership Gwinnett, ARC’s Regional Leadership Institute, and the Coverdell Leadership Institute. Jace and his family are active members of Browns Bridge Community Church.
 
 

 Amanda Jackson, Client Service Specialist, was born in Duluth, GA and moved to Grayson, GA in 2002 where she attended Grayson High School. Amanda graduated from GHS in 2006 and attended Georgia Perimeter College by fall the same year. She graduated from GPC in 2009 with an Associate's degree in General Studies. Amanda started working as a part time Sales Assistant with Terry Swaim and Community Wealth Management in September of 2007. In January of 2009, she began working full time as the Client Service Specialist and is currently working on obtaining her Series 6 License and is an associated person of INVEST.