Terry graduated from the University of Utah with a BA Degree in Accounting in 1972 and received his CPA license from the State of Utah in 1975. Terry has worked for national and local CPA firms and also as a controller in private industry. His experience includes accounting, auditing, tax, business consulting and financial planning services. His current primary service focus is tax planning, consulting and compliance work for individuals, professionals, business executives, closely held business corporations and partnerships, and non-profit organizations.
Terry has received Certificates of Educational Achievement in Tax Planning and Advising for Closely Held Businesses and Personal Financial Planning Process from the American Institute of Certified Public Accountants.
Terry and his wife Debbie have three grown children. They enjoy time with their family-especially the grandchildren-and getting away to Hawaii whenever they can.