Terry joined The Putney Financial Group as a Wealth Manager in 2013. He is an experienced accounting and tax professional and continues to maintain a successful accountancy practice. As a Certified Public Accountant (CPA) he has over 17 years of experience assisting clients with personal, business, trust, and estate accounting and tax planning services. Many of Terry’s clients are second or third generation members of individual families and family-owned businesses. He joined Putney in order to align himself with a team of professionals who will help him provide high-quality and comprehensive investment services to his clients.
His law degree provides a knowledge base that allows him to work closely with his clients’ attorneys and other business consultants. Many of his business clients operate in the wine, agriculture, food services, hospitality, and real estate management industries. He serves clients in the greater Bay Area, as well as others who have moved out-of-state but wish to continue their trusted relationship with Terry and his staff. Prior to returning full-time to accounting, Terry worked with several Japanese trading companies and trust banks performing asset management and due diligence on various real estate projects. Terry holds the following FINRA licenses, Series 7, 63 & 65. He also holds an insurance license (#0J01254) with the state of California and is a registered Real Estate Broker.
Terry and his wife Nikki live in Santa Rosa and enjoy sharing activities with their grandchildren. They have traveled to Europe, the Far East and the Holy Land as well as spending time in Hawaii. Terry and Nikki also support and are active in the Beagle Freedom Project and North Bay Beagle Rescue.