|
 Pamela Keenan, CPA
Pamela brings over 15 years experience in the tax and accounting field. Pam is called upon when needed during the "busy season". She is responsible for the preparation of the high net worth returns. Pamela also is well versed in the field of charitable trusts.
|
|
 Hobart W. Spring, Jr.
Hobart brings over 30 years experience in the specialized areas of trust and estate taxation, as well as personal taxes. Hobart has been a self-employed tax accountant for the past 30 years and joined forces with Travis Terry & Company during the year 2002. He provides the individual clients with the expert advice that is necessary when dealing with high net worth individuals.
|
|
|
|
 Amber Dubois
Amber joined us as a Staff Accountant in July of 2007, after graduating with her B.S. in Accounting from Southern New Hampshire University. She is responsible for providing weekly & monthly bookkeeping services to multiple business clients as well as the preparation of individual, partnership and corporate returns. Amber also actively participates in compilations and financial review of clients requesting that service.
|
|
 Valerie Picco
Valerie joined us as a Senior Staff Accountant in July of 2009. She comes to our firm with two years of Public Accounting experience at a mid-size firm, and one year of private accounting experience. She is primarily responsible for conducting and leading audit and review. She is also responsible for preparing personal and business tax returns. Valerie also holds an Associates Degree in Paralegal studies, and is a current CPA candidate.
|
|
 Donna Franklin
Donna is a Licensed Financial Advisor's assistant, primarily assisting Travis with the processing, opening and ongoing account maintenance of investment accounts for clients. Donna is also responsible for the overall administration of the office including staff scheduling.
|
|
 Cathy Lane
As Office Assistant, Cathy is responsible for the daily operations of the office, supporting all staff accountants and is in charge of the scheduling of client appointments and all aspects of billing and accounts receivable. Cathy is also responsible for the scheduling of work assignments and the assembly of tax returns.
|
|
 Nicole Martin
Nicole is in the office on a part-time basis as she continues her college education. She is responsible for assisting with scheduling of appointments, accounts receivable, client billing, monthly bookkeeping and the assembly of tax returns.
|