Terri Preston

Terri Preston is the Executive Director of the Valued Advisor Fund, a national award winning CDE, that along with its affiliated CDEs has received over $303 million in NMTC allocation. The Valued Advisor Fund emphasizes funding in rural and southeastern geographies, funding manufacturing, healthcare and fresh food using both leverage and loan pool structures. In addition to her work with The Valued Advisor Fund, Terri is also a Principal with Baker Tilly US, LLP and in this role, she works with a number of other CDEs providing application, policy and protocol, deployment and other support to aid these clients in having robust NMTC and other economic development programs.