Terry is a partner with Plante Moran’s Insurance vertical and a practice leader in Southeast Michigan. Her clients most appreciate her practical approach to solving complex problems and her deep technical expertise. Terry specializes in advising insurance company executives, ensuring they receive timely industry trends and metrics along with on-target solutions to help meet business and personal goals. She gives her clients personal attention and responsiveness, guaranteeing they feel listened to, informed, and valued.
Terry has more than 17 years of experience providing assurance, tax, and consulting services to regulated insurance companies and insurance pool organizations. Most recently, Terry has helped an off-shore insurance company navigate the requirements of the IRS Voluntary Disclosure Program and elect to be taxed domestically.
In addition to speaking regularly with her clients and their boards, Terry is often asked to speak at industry conferences such as the Insurance Accounting Systems Association on current topics of interest, such as regulatory and accounting updates. She has a B.B.A. in accounting from University of Michigan—Dearborn.