As the firm’s Director of Retirement Plan Services, Terry provides overall leadership and guidance to the Retirement Plan Services practice, which actively delivers plan consulting and third-party administration to over 400 clients.
With 25 years of experience, Terry has a diverse background providing audit and tax services to a variety of manufacturing, nonprofit, governmental, and privately-held businesses. He has focused his professional development on the design, implementation, and third-party administration of retirement plans.
Terry is one of the firm’s 401(k) Trustees and a member of the Accounting, Consulting, & Tax Services Committee.