Terry Holman serves as Chief Executive and Investment Officer at Zebulon Tax and Wealth Advisory, bringing more than 42 years of experience in financial advisory and investment strategy. Having guided clients through multiple market cycles, he offers seasoned judgment, disciplined portfolio construction, and a steady commitment to long-term wealth stewardship.

With a career spanning from life insurance to major New York brokerage leadership—and experience in real estate development—Terry brings broad perspective and practical insight to risk management and investment design. He is passionate about crafting personalized strategies that align with each client’s goals, values, and legacy vision.

Bradley Hughes is the Founder and Operator of Zebulon, a tax-first wealth advisory created for successful individuals and families whose needs extend well beyond budgeting and accumulation. Drawing on more than three decades of experience in financial advisement, Bradley developed the Zebulon Method—a disciplined, long-term approach focused on the decisions that matter most after success: tax strategy, estate design, investment management, legacy planning, and multi-generational stewardship. The firm’s guiding principle is clear: Planning for what comes after success.

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Bradley holds a master’s degree in financial planning and is known for his calm counsel and plain-spoken advice. Clients value his ability to bring clarity to complex decisions, his disciplined approach, and his commitment to doing things the right way—carefully, patiently, and with purpose.

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Outside the office, Bradley lives the same values he brings to his work. He and his wife, Heather, enjoy time with family, travel, and a shared appreciation for craftsmanship and well-made things—from good coffee to thoughtfully built homes. A lifelong enthusiast of classic automobiles, Bradley can often be found behind the wheel of his 1965 Shelby Cobra.