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Terry is a principal and co-founder of Springwater Wealth Management, LLC. From 2002 to 2013, he was the managing member of Cascade Wealth Management, LLC, an independent, fee-only advisory firm. Terry has been a financial advisor for over two decades, starting his career in New York City before returning to his hometown Portland in 2001.
Terry received his Bachelor of Arts degree in Economics from Stanford University in 1987. He also holds masters degrees in Management and Financial Services from the American College.
Terry is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter and a Chartered Financial Consultant. He is also a member of several professional organizations, including the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA), the highly-regarded association of fee-only financial advisors.
He is an adjunct faculty member at the University of Portland’s Pamplin School of Business, where he teaches the Fundamentals of Investing.
Terry lives in Lake Oswego. His personal interests include skiing, backpacking, climbing, and adventure travel. He does volunteer work for Stanford University, Oregon Public Broadcasting (OPB), Mazamas, and the Mt. Hood Ski Patrol.