Bachelor of Business - Accounting degree
University of Wisconsin - Oshkiosh
Terry is a principal based in Milwaukee, Wisconsin with decades of experience working primarily with privately held companies. She started her career in the entreprenurial services practice at Ernst & Young, specializing in providing assurance and advisory services to the employee benefit plan and manufacturing / distribution industries. After 12 years with Ernst & Young, Terry came to CLA in 2002 and continues providing services to a variety of employee benefit plans including defined contribution, defined benefit, ESOPs and plans with 11-K filings with the Securities and Exchange Commission. Terry also specializes in providing assurance services to broker-dealer entities, private equity funds as well as a variety of other investment companies around the country.