Terry Donahe
Terry Donahe is a highly experienced wealth advisor and partner at Springwater Wealth Management, LLC. He specializes in financial planning and investment management for business owners, executives, professionals, and affluent retirees. Terry graduated from Stanford University with a degree in Economics, then moved to New York City to begin his career as a financial advisor before returning to his hometown of West Linn, Oregon. He established his own advisory firm in 2002 before merging with Springwater Wealth Management, LLC in 2013. Terry holds masters degrees from the American College in both Management and Financial Services and is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant, and a Chartered Life Underwriter.
With vast experience in comprehensive financial planning, retirement planning, and investment management, Terry is highly respected in his field. He's a member of professional organizations like the Financial Planning Association and the Estate Planning Council of Portland, and he's a former member of the adjunct faculty at the University of Portland. Terry's expertise and skills make him a valuable contributor to the wealth management industry.