Terry Donahe

Terry Donahe is a principal and co-founder of Springwater Wealth Management, LLC, with over thirty years of experience in advising clients.1 He is a highly credentialed financial professional, holding several important designations in the field:

Professional Qualifications

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• Retirement Income Certified Professional (RICP®)
• Certified Divorce Financial Analyst (CDFA)12

Background and Education

Terry Donahe grew up in West Linn, Oregon, where he was an accomplished athlete. He graduated as student body president and class valedictorian from West Linn High School. He then attended Stanford University, majoring in economics and graduating in 1987.1

Career Path

After graduating from Stanford, Donahe began his career in financial services:

1. Started with a major insurance company in New York City
2. Moved to California, holding senior management positions in the Bay Area and Southern California
3. Returned to Portland in 2001 and founded Cascade Wealth Management, an independent, fee-only financial advisory practice
4. In 2013, merged his practice with Maas Capital to form Springwater Wealth Management, LLC1

Professional Affiliations

Donahe is a member of several professional organizations, including:

• Financial Planning Association (FPA)
• National Association of Personal Financial Advisors (NAPFA)1

Personal Interests

Outside of his professional life, Terry Donahe is an active volunteer for various organizations, including Stanford University, the CFP Board, Albertina Kerr, the Mazamas, and the Mt. Hood Ski Patrol. He enjoys outdoor activities such as skiing, rafting, kayaking, paddleboarding, hiking, backpacking, and climbing. He also practices Vipassana meditation.1