Terry Schwartz

Managing Director, Financial Consulting

Terry joins the Headfarmer family with over 40 years of public accounting experience after retiring from a large national CPA firm, where he was an audit and client relationship partner serving numerous middle-market businesses. In addition, Terry served as the Office Managing Partner of the CPA firm’s Phoenix office for over four years. Terry was viewed by his clients as a trusted advisor while consulting on a variety of financial and business advisory issues. The majority of his client base consisted of portfolio companies owned by private-equity firms.

His transition into Consulting and Recruitment services was an effortless decision with his proven success in serving his clients and his direct accounting, audit, and business advisory experience. As a CPA, Terry brings a unique perspective while taking the time to fully understand the needs of his clients and working collaboratively to identify the right solutions to support them.

When Terry is not networking and building new relationships, he enjoys spending time with his wife, Barb, and family, including trips to visit his children, hold’em Poker nights with friends, and walks with their dog, Louie.