Education

Bachelor of Business - Accounting degree

University of Wisconsin - Oshkiosh

Overview

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.  

 

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