Terri began her career at national accounting firms Arthur Andersen and Deloitte. Being part of the Family Wealth Planning Team at Andersen and receiving specialty training in S corporation and partnership taxation at Deloitte helped Terri gain experience broad enough to tackle all your tax and financial challenges. Operating her own practice, however, means Terri can easily relate to other small business owners and that she has the independence to add services such as insurance planning and investment management. It lets her focus on all aspects of your finances. Today, Terri serves clients in a broad range of businesses, including wholesale distribution, professional services, health care, real estate, agriculture, and other fields.
Terri is an accomplished speaker, with plain-English presentations to help your group avoid expensive tax mistakes that can cost thousands.
Terri is a member of Kingdom Advisors and treasurer of the Tualatin Chamber of Commerce. She has two grown children she is very proud of and loves being a grandmother. She and her husband have a dog and a cat and enjoy remodeling, golfing, and traveling.
"True wealth is not what you have, but who you have around you."
- Terri Ward
"If you change the way you look at things, the things you look at change."
- Wayne Dyer