The information being provided is strictly as a courtesy. To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.
Bliss & Thompson Financial Services
3409 Veterans Drive, Suite 1
Traverse City, MI 49684
Terry, has been the acting business’s owner and chief advisor since March of 2019. He started off assisting in developing, securing and maintaining client business and has embraced the strong culture of exemplary client service and dedication that Mr. Bliss has made part of the business model here for over 38 years. Terry is strongly dedicated to providing superior service and carefully thought-out advice for his clients and he gladly welcomed the opportunity to be the owner of a small advisory firm, and carry on the tradition of endeavoring to ensure that every decision is made with clients’ best interest in mind. Terry is a fully licensed financial advisor who has earned his securities registrations S6, S63, S65. and S7. He is an Investment Advisor Representative with FSC Securities and is also licensed for Life and Long Term Care Insurance and Variable Annuities which allows him to focus on integrating clients’ personal and financial goals into a cohesive, straight forward easy to understand financial plan, providing clients with the clarity and options to help them achieve their needs and goals.
Bliss & Thompson Financial Services is committed to protecting families and businesses by securing their legacies for future generations, and continues its association with our broker/dealer FSC Securities. This relationship has allowed us to draw from a vast array of intellectual resources and many years of comprehensive financial planning expertise to achieve client goals.
Terry married the love of his life Kelly in 1992 and have been blessed to raise two wonderful sons in this community. They have resided in Traverse City, Michigan for the past 27 years and are active in their church and community. Terry enjoys spending time with his family and friends, photography, hockey, convertibles and you can probably find him on the sidelines of the TC West football game on any given Friday night during the season.
Paul Smallwood, CPA
Certified Public Accountant
Paul is the latest member of the Bliss and Thompson Financial Services team and has been serving the financial needs of individuals and small businesses for almost 25 years. He is a Certified Public Accountant with an active CPA practice providing integrated tax preparation, tax planning and business consulting services to individuals and small business owners. Paul brings his knowledge and experience in these areas to further develop and maintain the relationship financial clients focuses on helping clients address the many questions and options they have regarding their future with his in-depth knowledge.
Paul is a licensed Financial Advisor who has earned his Series 6, 7, 63 and 65 securities licenses. Paul also provides life and long-term care insurance along with annuity products to support the financial plans for his clients.
Paul is a graduate of Grand Valley State University with a Bachelor of Science Degree in Economics and Eastern Michigan University with a Bachelor of Business of Business Administration in Accounting. He is a member of the American Institute of Certified Public Accountants (AICPA) with additional section memberships in the Tax, Personal Financial Planning (PFP) and Private Company Practice Section (PCPS) of the association. He is also a member of the Michigan Association of Certified Public Accountants (MICPA).
Paul and his wife Jane have two children in college attending Western Michigan University and Grand Valley State University. Paul and Jane have been residents of Traverse City, MI for the past 25 years and are actively involved in the community.
Branch Office Administrator
Jenny comes to us with two successful previous careers in retail management and aviation, bringing with her a great understanding of how to service clients and make their experiences great. She will be our Branch Office Administrator and will be looking to get fully licensed in securities to establish a new career that will be her calling until retirement.
*Not registered with FSC Securities Corporation.
Taylor joined our team at Bliss & Thompson Financial Services in 2019 and assists in day to day operations in the office. She offers friendly and courteous service to our clients both in person and on the phone. She is our director of first impressions, making sure that our clients are greeted with a warm smile and cup of coffee upon their arrival. Taylor is working toward her business degree at Davenport. Taylor is also a very accomplished baker and frequently provides us all with a fresh baked cupcake or cookie on occasion. We look forward to Taylor becoming an integral part of the Team in the near future.
* Taylor is not registered nor affiliated with FSC Securities Corporation
Securities offered through FSC Securities Corporation – a registered broker dealer. Member FINRA/SIPC. Insurance Services offered are not affiliated with FSC Securities Corporation.