Our Qualifications

About Terry Heys

           President, Senior Financial Advisor

 The Golden Rule

Terry has achieved a distinguished career in the financial services industry based on two key principles: putting his client's interests first and providing exceptional personal service. 


Since 1988 he has developed a specialty in working with retirees and those about to retire who want to protect their principal and insure that their money lasts.  Terry helps investors avoid the common mistakes made by most retirees.  Before moving his financial practice to Sound financial NW in 2004,  Terry worked at Smith Barney where he was a first Vice President for six years and previous to that a Senior Financial Advisor with Merrill Lynch for eleven years.

A Specialist

Terry is a knowledgeable Retirement Planning Specialist providing comprehensive solutions to individuals who are either retired or near retirement age.  Investors that have use his advice include retired government employees, retired teachers, physicians and business executives approaching retirement.  Terry currently resides in Woodinville, WA. with his wife and two daughters.