How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Terry J. Thompson
Financial Advisor
Terry works to assist in developing, securing and maintaining client business. He shares in the development, growth and success of the business while managing the day-to-day office operations and client inquiries. Terry is a licensed...
Paul Smallwood
Financial Advisor
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 Certified Public Accountant with an active CPA practice...
Jenny Terfehr
Branch Office Administrator
231-933-0335
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...
Taylor Schepers
Administrative Assistant
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...