Bachelor of science in accounting from University of Wisconsin—Platteville
In addition to leading audit engagements, Terry’s experience includes advising clients on financing issues, analyzing merger and acquisition targets, and performing due diligence.
Terry has worked with many complex organizations with multi-state and international subsidiaries. He has significant employee benefit plan audit experience including 11-K filings. His emphasis is on serving the manufacturing and distribution industry, particularly dairy and cheese producers.
Terry serves as managing principal of the Milwaukee office, leading strategic planning for the office. He is also a member of the firm’s benefit plan audit practice team.
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In the community
American Institute of Certified Public Accountants
Certified Public Accountant in the state of Wisconsin
Wisconsin Institute of Certified Public Accountants, Professional Ethics Committee Member
Sharon S. Richardson Community Hospice, Inc., Board of Directors & Executive Committee