Terra Wealth

Patrick Adams is a financial advisor at Terra Wealth with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Terra Wealth Management and several other firms, including Pixelflex, LLC, where he is involved in LED manufacturing and sales engineering. Terra Wealth provides holistic financial planning and investment advisory services to individuals, family offices, trusts, and qualified retirement plans. The firm manages nearly $400 million in discretionary assets and employs customized portfolios using mutual funds, ETFs, annuities, and external managers, with oversight from an investment committee and regular client reviews.

Nathan Muchmore is a financial advisor at Terra Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual Investment Services, LLC. Terra Wealth offers holistic financial planning and investment advisory services to individuals, including high-net-worth clients, as well as entities such as family offices and qualified retirement plans. The firm manages discretionary assets through customized portfolios and emphasizes a process involving fundamental analysis and investment committee oversight.

Dawn Campbell is a financial advisor at Terra Wealth with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Apollon Wealth Management and Madrona Financial Services. In addition to her advisory role, she serves as president of Dawn Campbell Consulting, where she provides due diligence and sales support related to alternative real estate and qualified opportunity zone products. Terra Wealth offers holistic financial planning and investment advisory services to individuals and entities such as family offices and private foundations. The firm manages over $399 million in discretionary assets and implements customized portfolios using mutual funds, ETFs, annuities, and external managers, with an investment approach focused on fundamental analysis and long-term ownership.

Eric Gauthier is a financial advisor at Terra Wealth with a Series 65 designation and three years of industry experience. Before joining Terra Wealth in 2024, he worked at Val Vista Capital Management from 2022 to 2024 and previously spent six years at Advanced Energy. Outside of his advisory role, he owns Bell Rock Consulting, a software and marketing consulting business based in Sedona, AZ. Terra Wealth provides holistic financial planning and investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, and other entities. The firm manages discretionary portfolios through customized strategies and emphasizes long-term ownership supported by fundamental analysis and investment committee oversight.

Jeffery Cole is a financial advisor at Terra Wealth with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Terra Wealth, he worked at Primerica Advisors and Primerica Financial Services. Outside of finance, he is an author and speaker involved in marketing books and information products, and he serves as a structural design engineer at Huskey Truss and Building Supply, where he has worked for over a decade. Terra Wealth provides holistic financial planning and investment advisory services to individuals, including high-net-worth clients, and entities such as family offices and qualified retirement plans. The firm employs customized portfolios managed with fundamental analysis and investment committee oversight, offering both discretionary and non-discretionary services through a team of 39 advisors.