Meet our talented team members.
Founder & CEO
Dale has been in practice since 1983. Over the past three decades, he has enjoyed watching his small firm grow into a family of professionals and clients.
In 2003, Dale decided to put his pilot’s license to good use by flying for AngelFlight West – a nonprofit organization of volunteer pilots who, at their own expense, provide transportation to people who are financially distressed or have a time-critical medical condition. He has found his work as an AngelFlight pilot to be similar to his work as a financial advisor. At AngelFlight, his attention to precision and logic help him get people where they need to go when they’re on a critical timeline. As an advisor, those qualities allow him to help clients make smart financial decisions so they can pursue what is most important to them.
Dale married Tara in 1981. They have two sons: Ryan and Aaron. Terwedo family interests include camping, volunteering, church activities, and super oval racing, among other things.
Vice President, Financial Planning
Aaron entered the US Army at 19 and served for eight years, including three deployments overseas during the Global War on Terrorism. After that, he worked at a VA counseling center in Mesa, Arizona, during which he also earned an associate’s degree in Criminal Justice from Mesa Community College. He is now a Financial Paraplanner Qualified Professional™.
Aaron has lived in multiple states and countries over the last ten years, but landed back in Washington, where he now lives with his wife, Emily, and their sons, Graham and Channing and their daughter, Oakley. They enjoy camping, sports, and helping fellow veterans in their local community. They are also diehard Seattle Seahawks fans. Go Hawks!
Dessie has thirteen years of experience in various aspects of the financial services industry, which allows her to develop strategies to help solve client problems quickly and thoroughly. She has a lot of respect for the idea of independence and loves helping clients work toward their own financial independence.
Dessie incorporates her extensive administrative knowledge into her role of providing operational and service support to portfolio managers, and acting as client liaison for ongoing relationships and client service matters. She holds FINRA Series 7 & 66 securities registrations, and insurance license with the state of Washington. She holds a BA in International Studies from the University of Washington. She is now a Financial Paraplanner Qualified Professional™.
Dessie grew up in Bulgaria and moved to Seattle from her native country in 1991. In her free time, she enjoys spending time with her husband and cheering her kids on in their volleyball games and soccer matches.