Principal and Co-Founder<\/h3>\n
T: (888) 998-4796 x701
\nE: terry.donahe@springwaterwealth.com[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_video src=”https:\/\/youtu.be\/vuz5U8rS_vI” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_video][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Terry Donahe Background Header” _builder_version=”4.16″ _module_preset=”default” header_2_font=”Roboto Slab|600|||||||” header_2_text_color=”#6b6b6b” header_2_font_size=”36px” custom_padding=”75px||||false|false” global_colors_info=”{}”]<\/p>\n
Background<\/h2>\n
[\/et_pb_text][et_pb_divider color=”#6b6b6b” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text admin_label=”Terry Donahe Background” _builder_version=”4.16″ _module_preset=”default” text_font=”Open Sans||||||||” text_text_color=”#6b6b6b” text_font_size=”20px” text_line_height=”1.8em” global_colors_info=”{}”]<\/p>\n
I grew up in West Linn, Oregon, playing sports, camping, and fishing. My younger brother and I were very good athletes \u2013 we played on two state champion baseball teams at West Linn High.<\/p>\n
After graduating high school as student body president and class valedictorian, I went to Stanford University, where I majored in economics.<\/p>\n
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 \u2013 and is \u2013 very appealing.<\/p>\n
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.<\/p>\n
In 2001, I moved back home to Portland and started my own independent, fee-only financial advisory practice, Cascade Wealth Management. I was \u2013 and remain today \u2013 convinced that people are best served by an advisor who\u2019s knowledgeable, credentialed, experienced, skilled and, above all, totally committed to their best interests.<\/p>\n
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.<\/p>\n
I’m a CERTIFIED FINANCIAL PLANNER<\/a>\u2122 professional, Chartered Life Underwriter, Chartered Financial Consultant, a Retirement Income Certified Professional\u00ae<\/sup>I’m also a member of several professional organizations, including the Financial Planning Association<\/a> (FPA) and the National Association of Personal Financial Advisors (NAPFA), the highly-regarded association of fee-only financial advisors.<\/p>\n Outside of work, I\u2019m 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 \u2013 I ski, raft, kayak, paddleboard, hike, backpack, and climb. To stay grounded, I practice Vipassana meditation.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/springwaterwealth.com\/wp-content\/uploads\/2022\/03\/IMG_4011.jpg” title_text=”Trekking in Nepal” _builder_version=”4.17.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” alt=”Terry on a trek in Nepal” sticky_enabled=”0″][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/springwaterwealth.com\/wp-content\/uploads\/2022\/03\/IMG_1437.jpg” title_text=”Trekking in Peru” _builder_version=”4.17.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” alt=”Terry on a trek in Peru” sticky_enabled=”0″][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/springwaterwealth.com\/wp-content\/uploads\/2022\/03\/IMG_0639.jpg” title_text=”Backcountry skiing on Mount Hood” _builder_version=”4.17.1″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” alt=”Terry backcountry skiing on Mount Hood” sticky_enabled=”0″][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Global Scheduling CTA Section” _builder_version=”4.13.0″ background_color=”#0ebfe9″ da_disable_devices=”off|off|off” global_module=”7708″ global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.17.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_column][\/et_pb_row][et_pb_row module_class=” et_pb_row_fullwidth” _builder_version=”4.16″ background_color=”#0ebfe9″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” make_fullwidth=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Ready to Get Started? Text for CTA” _builder_version=”4.16″ _module_preset=”default” text_font=”Montserrat|600|||||||” text_text_color=”#FFFFFF” text_font_size=”40px” text_line_height=”1.8em” text_orientation=”center” global_colors_info=”{}”]Ready to Get Started?[\/et_pb_text][et_pb_cta title=”Schedule a Free Consultation Today.” button_url=”https:\/\/springwaterwealth.com\/contact-us\/” button_text=”Get Started” _builder_version=”4.16″ header_font=”Montserrat|600|||||||” header_text_align=”center” header_text_color=”#ffffff” header_font_size=”40px” header_line_height=”1.8em” background_color=”#70ebfe9″ custom_button=”on” button_text_color=”#ffffff” button_font=”Open Sans||||||||” link_option_url_new_window=”on” header_font_size_tablet=”36px” header_font_size_phone=”30px” header_font_size_last_edited=”on|tablet” button_text_size_tablet=”” button_text_size_phone=”16px” button_text_size_last_edited=”on|phone” global_colors_info=”{}” button_border_color__hover_enabled=”on” button_text_color__hover_enabled=”on” button_text_color__hover=”#0c71c3″ button_bg_color__hover_enabled=”on” button_bg_color__hover=”#ffffff”][\/et_pb_cta][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Global Footer Section” _builder_version=”4.13.0″ background_color=”#0060a5″ custom_padding=”14px|0px|0|0px|false|false” da_disable_devices=”off|off|off” global_module=”7119″ global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ background_color=”#0060a5″ custom_padding=”27px|0px|27px|0px|false|false” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Contact Us in Footer” _builder_version=”4.16″ text_font=”Montserrat||||||||” text_text_color=”#ffffff” text_font_size=”16px” background_color=”#0060a5″ z_index_tablet=”500″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”]CONTACT US<\/strong><\/p>\n OUR ADDRESS OUR PHONE OUR EMAIL CONNECT WITH US<\/strong><\/p>\n Want to keep up with the latest news from Springwater? Follow us across our social networks.<\/p>\n [\/et_pb_text][et_pb_social_media_follow _builder_version=”4.16″ global_colors_info=”{}”][et_pb_social_media_follow_network social_network=”twitter” url=”https:\/\/twitter.com\/SpringwaterWM” _builder_version=”4.16″ background_color=”#0060a5″ global_colors_info=”{}” follow_button=”off” url_new_window=”on”]Twitter[\/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”facebook” url=”https:\/\/www.facebook.com\/SpringwaterWealth\/” _builder_version=”4.16″ background_color=”#0060a5″ global_colors_info=”{}” follow_button=”off” url_new_window=”on”]Facebook[\/et_pb_social_media_follow_network][et_pb_social_media_follow_network social_network=”linkedin” url=”https:\/\/www.linkedin.com\/company\/springwater-wealth-management\/” _builder_version=”4.16″ background_color=”#007bb6″ global_colors_info=”{}” follow_button=”off” url_new_window=”on”]LinkedIn[\/et_pb_social_media_follow_network][\/et_pb_social_media_follow][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Global Footer Form CRS Hyperlink” _builder_version=”4.16″ _module_preset=”default” text_font=”Montserrat||||||||” text_text_color=”#FFFFFF” text_orientation=”center” global_colors_info=”{}”]Click to see our Customer Relationship Summary (Form CRS) Document<\/style>\n <\/a>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Terry Donahe, CFP\u00ae, CLU, ChFC, RICP\u00ae, CDFA Principal and Co-Founder T: (888) 998-4796 x701 E: terry.donahe@springwaterwealth.comBackgroundI grew up in West Linn, Oregon, playing sports, camping, and fishing. My younger brother and I were very good athletes \u2013 we played on two state champion baseball teams at West Linn High. After graduating high school as student […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":3080,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"Terry Donahe, CFP\u00ae<\/sup>, CLU, ChFC
\n6600 SW 105th Avenue, Suite 155
\nBeaverton, OR 97008<\/p>\n
\n(888) 998-4796<\/p>\n
\nquestions@springwaterwealth.com[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Connect With Us in Footer” _builder_version=”4.16″ text_font=”Montserrat||||||||” text_text_color=”#ffffff” text_font_size=”16px” background_color=”#0060a5″ global_colors_info=”{}”]<\/p>\n![\"\"](\"http:\/\/springwaterwealth.com\/wp-content\/uploads\/2018\/11\/Terry-3685-square-300x300.png\")
\r\nPrincipal and Co-Founder\r\n\r\nT: (888) 998-4796 x701\r\nE: terry.donahe@springwaterwealth.com\r\n\r\nTerry 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.\r\n\r\nTerry 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.\r\n\r\nTerry is a CERTIFIED FINANCIAL PLANNER\u2122 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.\r\n\r\nHe was an adjunct faculty member at the University of Portland\u2019s Pamplin School of Business, where he taught the Fundamentals of Investing.\r\n\r\nTerry 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.","_et_gb_content_width":"","_mi_skip_tracking":false,"footnotes":""},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/255"}],"collection":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/comments?post=255"}],"version-history":[{"count":15,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/255\/revisions"}],"predecessor-version":[{"id":8315,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/255\/revisions\/8315"}],"up":[{"embeddable":true,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/3080"}],"wp:attachment":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/media?parent=255"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}