Terry Donahe, CFP®, CLU, ChFC, RICP®, CDFA
Principal and Co-Founder
T: (888) 998-4796 x701
I grew up in West Linn, Oregon, playing sports, camping, and fishing. My younger brother and I were very good athletes – we played on two state champion baseball teams at West Linn High.
After graduating high school as student body president and class valedictorian, I went to Stanford University, where I majored in economics.
Because my dad was a professional in the insurance industry, I was introduced to financial services at a very early age. So, after graduating from Stanford in 1987, I moved to New York City and started my own career in financial services with a major insurance company. The idea of helping people create long-term financial security was – and is – very appealing.
After a few years in New York, I moved to California and spent several years in senior management in the Bay Area and Southern California.
In 2001, I moved back home to Portland and started my own independent, fee-only financial advisory practice, Cascade Wealth Management. I was – and remain today – convinced that people are best served by an advisor who’s knowledgeable, credentialed, experienced, skilled and, above all, totally committed to their best interests.
In 2013 I merged my practice with Maas Capital, another independent advisory practice started by my business partner, Jim Corbeau, to form Springwater Wealth Management, LLC. We have offices in Portland and in Santa Cruz, California, and serve clients across the country and around the world.
I’m a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter, Chartered Financial Consultant, a Retirement Income Certified Professional®I’m 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.
Outside of work, I’m an active volunteer for Stanford University, the CFP Board, Albertina Kerr, the Mazamas, and the Mt. Hood Ski Patrol. My passions are in the wilderness – I ski, raft, kayak, paddleboard, hike, backpack, and climb. To stay grounded, I practice Vipassana meditation.
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5335 Meadows Road, Suite 240
Lake Oswego, OR 97035
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