our people

Professional Overview

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Terri is the leader of the firm’s Employee Benefit Plan practice. With more than 25 years of experience, including several years with Big Four accounting firms, she understands the risks and complexities of all types of qualified employee benefit plans and has expertise in compliance as well as the auditing of these plans. Terri’s customer service approach is to focus on areas of high risk in order to mitigate our customers’ fiduciary exposure. In addition to Terri’s customer service roles, she is the chair of the firm’s 401k committee, and is the former chair of Elliott Davis’s Women in Leadership program. Terri is a leader in her field and is regularly invited to speak about employee benefits.

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Education, Credentials and Special Training

• Certified Public Accountant
• Chartered Accountant, Canada, with professional reciprocity in South Carolina
• Bachelor Commerce, Accounting, Mount Allison University
• Emerging Leaders Academy, Class of 2009
• Diversity Leadership Initiative, Class of 2013

Civic and Community Activities

• Advisory Board, Specialized Alternatives for Families and Youth
• Southeastern Benefits Education Network, Board Member and Co-Treasurer
• Actuarial Benefits Group, Board Member

Professional Affiliations

• American Institute of Certified Public Accountants
• Canadian Institute of Chartered Accountants
• New Brunswick Institute of Chartered Accountants
• South Carolina Association of Certified Public Accountants