Terry has been an independent financial planner since 1985, advising families, individuals, small business owners, charitable foundations and various trusts.  He has built a career based upon listening to the client’s needs and goals and developing personalized strategies to grow and protect investment assets.  Developing a relationship with the client and those associated with the client’s financial and legal affairs has been an essential part of his practice.  Clients with retirement and estate planning needs have developed into a major portion of his client base.

As a registered representative and investment adviser representative of Capital Investment Brokerage, Inc., Terry has consistently been named to the firms Presidents Council and has been recognized as one of the firm’s Top Ten Producers.

The professional designation of CERTIFIED FINANCIAL PLANNER was attained in 1994.  His financial planning skills have been shared through service to the North Carolina 4-H Development Fund, the Campbell University School of Pharmacy Development Board, Teen Valley Ranch Christian Youth Camp, and Fuquay-Varina United Methodist Church.  Contributing to the community through the Lions Club, educational foundations, area development groups and athletic associations has been a priority.

Terry played a vital role in the establishment of Capital Community Foundation, Inc., a 501(c)3 organization that provides for the establishment and management of donor directed funds.  He continued to expand his expertise in the non-profit arena as a founding member of Altura Advisers LLC.   Terry recognizes that the long-term success of a charity’s ability to develop and grow endowment and other funds for fulfilling a non-profit organization’s mission statement is through a well-designed and consistent planned giving program.  His past experience in all aspects of philanthropic planning provides valuable insight in promoting and managing the services of Altura Advisers LLC. 

Terry grew up on a tobacco farm in Wilson County, NC.  He earned a Bachelor of Science degrees in agriculture economics and animal science from North Carolina State University in 1980.  His wife, Sandra, is a Registered Nurse and instructor at Central Carolina Community College.  Their three children, Kayla, Jenna and Aaron have all received Bachelor of Science degrees and are pursuing post graduate studies and professional careers.  The Bass Family resides in Harnett County, NC and supports their church community, enjoys horses, sporting events and travel.