At Belle Financial, Terry serves as financial advisor and brings with him over 26 years of experience including tax planning and preparation services through his separate business, Master Tax Services. Throughout his career, he has helped people plan for their financial future and navigate the "tax minefield," as he likes to say. He has been self-employed since 1991 and is excited to join the Belle Financial team. At our firm, he specializes in financial planning and investment management services and brings with him valuable knowledge and insight from his work in tax accounting. He holds his FINRA Series 7 and 65 securities licenses and a Bachelor of Science in Business Management from Oregon State University. Although he is originally from Pendleton, Oregon, he enjoys the Spokane area (he likes to joke that the best view of Pendleton is from the rearview mirror as you leave town!).
In addition to his passion for the financial industry, Terry is also passionate about the Convention of the States Project, where he serves as District Captain. This organization petitions to return control of the Federal Government to the States (there's a reason why his hero is George Washington). In addition to working with the organization, Terry also enjoys gardening, hunting, cooking, and reading.