The Blue Water Team

Blue Water Capital Management, LLC was founded in 2003 in San Diego, California. It was built around a vision of independence, a client-first business approach, and a relentless pursuit of delivering value through 'best practices'. Blue Water opened their second office in Apex, North Carolina which serves Apex, Holly Springs, Cary, Fuquay, Raleigh, and the Greater Triangle area.

North Carolina

Terrance A. Green, CFP®, MsBA

Terrance A. Green, CFP®, MsBA

Terry Green is the Managing Director of Blue Water Capital Management, LLC and a CERTIFIED FINANCIAL PLANNER™ professional. His experience dates back to the mid-90’s as his career began with McDonald Investments working in the areas of portfolio administration, fixed-income trading, and financial planning. In 2000, Terry became 'enlightened' and left the Wall Street world to begin working as an independent financial advisor. In 2003, he switched to the fee-only model to better serve his clients.

Terry currently writes for Suburban Living magazine, both the Apex and Holly Springs editions.  In California, he was a periodic columnist for several San Diego papers and has also appeared in the San Diego Union Tribune, Money, Kiplinger’s, and Investment News. He was also selected by UCSD to lead monthly discussions for their Retirement Association's Investment Interest Group.

Terry and his family live in Holly Springs. They enjoy a variety of outdoor activities together including camping, kayaking, biking, and trips to the mountains and beach. He is also actively involved in Y Guides and community sporting leagues.

Education

  • Bachelors of Business Administration in Finance and Management Information Systems, Ohio University, 1995
  • Master’s of Science in Entrepreneurship, San Diego State University, 2009
  • CERTIFIED FINANCIAL PLANNER™ professional (CFP), 2002

Experience

  • Trading assistant and financial planner at brokerage firm McDonald Investments, 1996-2000
  • Independent financial advisor at the fee-based firm Financial Designs, 2000-2003
  • Independent financial advisor at the fee-only firm Capital Financial Advisors, 2003-2005
  • Managing Director and financial advisor, Blue Water Capital Management, LLC, 2003 – Present

Involvement

  • Past member of Board of Directors for Volunteer San Diego, a non-profit organization
  • Past member of Board of Directors for the Financial Planning Association (FPA) of San Diego
  • Member of National Association of Personal Financial Advisors (NAPFA)
  • Member of Holly Springs Chamber of Commerce

 

California

Hal R. Schweiger, CFP®

Hal R. Schweiger, CFP®

Hal Schweiger is a CERTIFIED FINANCIAL PLANNER™ professional and heads up the pension and trusts divisions of Blue Water Capital Management, LLC. Mr. Schweiger's expertise was honed through personal experiences in managing family trusts and assets for over ten years. This gives him the insight that only accompanies trustees that deal with family members as family dynamics change. Hal also directs the pension division, which insures that business owners are able to recover their investment from the firms they start.

Hal has appeared several times on television station KGTV 10 in San Diego and KOGO 600AM radio to discuss the benefits of financial planning and share his expertise on the subject. He has also appeared in the Bloomberg Wealth Manager, Registered Rep Magazine, The San Diego Union Tribune, and MSN Money.

Hal and his wife live in Scripps Ranch where he is active in his community as a volunteer since he retired from AT&T. He enjoys skiing and playing sports in the Scripps Ranch Old Pros league.

Education

  • Bachelors of Business Administration in Finance, University of Wisconsin, 1977
  • Master of Arts in Economics, University of Wisconsin, 1978
  • CERTIFIED FINANCIAL PLANNER™ professional (CFP), 2000

Experience

  • Manager at AT&T for 20 years prior to financial advisory industry
  • Independent financial advisor at the fee-based firm Financial Designs, 2002-2003
  • Independent financial advisor at the fee-only firm Capital Financial Advisors, 2003-2008
  • Financial advisor, Blue Water Capital Management, LLC, 2008 – Present

Involvement

  • Coach of 20+ sports teams while his sons were growing up
  • Past member of Board of Directors for the Financial Planning Association (FPA) of San Diego
  • Past and present treasurer of several community non-profit organizations
  • Member of National Association of Personal Financial Advisors (NAPFA)

 

Joan M. O'Connell, CFP®, MsBA

Joan M. O'Connell, CFP®, MsBA

Joan O’Connell is a CERTIFIED FINANCIAL PLANNER™ professional at Blue Water Capital Management, LLC, and provides financial planning and investment advisory services to individual and business clients. Ms. O’Connell sits on the board of directors for The Paradigm Group Consulting, Inc., a health-services software consulting firm, and has served as Treasurer for her homeowner’s association.

Joan lives in San Diego and enjoys outdoor activities including running and cycling.

Education

  • Bachelors of Science in Finance, Indiana University, 1984
  • Master’s of Science in Entrepreneurship, San Diego State University, 2010
  • CERTIFIED FINANCIAL PLANNER™ professional (CFP), 2011

Experience

  • Retirement Plan Consultant at Nicholas Applegate Capital Management
  • Regional Retirement Plan Manager for Seligman Financial Services
  • Various consulting positions for technology firms
  • Technical Publications Consultant, 2006 - Present
  • Financial advisor, Blue Water Capital Management, LLC, 2008 – Present

Involvement

  • Past member of Board of Directors for Volunteer San Diego, a non-profit organization
  • Member of Financial Planning Association (FPA) of San Diego
  • Member of National Association of Personal Financial Advisors (NAPFA)