Terry believes that adding value for clients starts with learning your values and establishing a foundation of trust.
Terry, who earned a CFP® designation from the College for Financial Planning, has served clients as a wealth advisor for more than 36 years.
She has worked extensively in the area of retirement planning for individuals as well as blended households, comprehensive financial planning, estate planning, investment and asset allocation planning, and strategies for managing the risks of long-term care and wealth preservation.
A Randle, Washington, native, Terry moved to Seattle to attend the University of Washington in 1975, where she earned her bachelor’s degree. Before joining Waymaker Wealth Advisors, she worked as a financial advisor with Financial Management Inc, MetLife and Washington Mutual in Yakima.
Terry places great importance on getting to know clients and uncover the dreams that motivate them, along with the things that keep them awake at night. Discovering clients’ comfort level with risk is essential, because it allows her to identify returns that are consistent with the level of volatility they are prepared to accept.
Beyond investment risk, she believes that assessing a client’s comfort level with insuring against the unexpected is also a key part of a successful financial plan.
Terry’s primary goal is to help clients make informed financial choices and move toward their goals by working through each component of a financial plan and giving them customized recommendations.
To help both herself and her clients pursue their goals, she looks to her greatest motivation: to help others and add value to every life she touches.
Terry spent the first 25 years of her adult life in the Seattle area. Then, Yakima and a more rural life was calling her name, so she packed up and moved to “where the skies are not cloudy all day.”
Outside of the office, Terry lives with her two cats just outside the Yakima city limits, which offers many recreational pursuits. Some of her favorites include golf, bicycling, fishing, boating, exploring back roads and skiing.