The Lineberger Nelson Group

The Lineberger Nelson Group

 We are a partnership of like-minded professionals who believe it is their mission to create long term client relationships based on honesty and trust.  We believe that our collective experience and knowledge provide valuable advantages with respect to the allocation, management and transfer of family wealth.

In this context, each partner is expected to contribute their talents with respect, humor and grace.

Jamie is our senior investment strategist; he follows and analyzes the market trends to provide our clients with sound financial advice.  His long experience in investing provides a valuable historical context. 

Jamie began his financial career in 1969 after graduating from New York University with a B.A. in American History.  Combining his long experience in investing with his academic background has led him to become a lifelong student of markets and economic history.

Jamie has served as a Futures Specialist, a National Sales Manager, as well as, a branch manager for another firm.  He then decided to return to serving individual investors and their families with an eye toward the planning and management of their retirement and wealth transfer goals.

Community service is a core value for Jamie.  As a Rotarian he leads the club’s mentoring program with a local Middle School.  He is a charter member of Summerbridge Sacramento, an educational summer program for disadvantaged middle school students.  He also serves on the board of the Child Abuse Prevention council of California and hosts a reading group at Quinn Cottages, a transitional housing program.  He also serves as an arbitrator for the National Futures Association.

He enjoys tennis, skiing and spending time on their Benicia-based boat.  He and his wife Julie are intensely proud of their, now married, twin daughters.

California Insurance License #0A02800

Terry focuses on retirement planning and asset allocation goals for our clients.  He utilizes his CPA skills and many years of experience to develop the personalized financial plans that reflect the “real world” situations that each individual client faces.  Terry’s CPA training gives our team a unique tax and retirement planning perspective.

Raised in Lincolnton, North Carolina, Terry is proud to have served in the United States Navy in the Nuclear Power field. While in college he pursued his business interest by working as a bookkeeper.  He was a member of the Beta Alpha Psi, and Accounting Honors Fraternity.

Terry’s degree, a B.A. in Business Administration from San Francisco State University, inspired him to work toward earning his Certified Public Accountant title.  As a CPA, he began his career in the financial industry as an Auditor for Ernst & Young.  He moved back east to earn an MBA in Finance from the University of Scranton, Pennsylvania.  There he worked as a Controller for an Energy Production Company.  After completing his dream of earning his MBA, his interest in the economy and teaching brought him to change careers in 1996 and pursue his vision of helping people prepare for their financial future.

He volunteers on the Board of the Sierra Nevada Children’s Services. He teaches Graduate and Undergraduate classes for the University of Phoenix.  In addition to teaching, Terry has regularly participated in mentoring high school students, gone on several mission trips to Mexico and served on Finance Committees of community organizations.

He married Debbie in 1986 and they have 2 daughters who keep them busy in Granite Bay, CA.  Terry enjoys a good game of golf, is a cyclist and a runner. He is proud to have completed several marathons.  While recuperating from those runs he enjoys watching NASCAR. 

California Insurance License #0B76164