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Travis Terry, CPA     (603) 898-2511

Team

 

Travis Terry

Owner | CPA | Financial Advisor

(603) 898-2511

(603) 898-1964

Owner, operator who has over 25 years experience in the field of taxation and accounting. Started the CPA Firm in the year 2000, and currently has built the practice up to over 100 business clients and over 600 individual clients....

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Peter joined the firm in August of 2014, bringing with him 12 years of Public Accounting experience. He graduated from Mount Washington College in May of 2002 earning an Associate’s Degree in Accounting. He is responsible...

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Donna Franklin

Client Services Manager | Office Manager

(603) 898-2511

(603) 681-0514

Donna joined the firm in 2004 bringing with her 7 years in Investment Operations and 15 years in business administration. As an Investment Services Assistant. Donna works with Travis to enhance client relationships and provide...

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Cathy Lane

Office Administrator

(603) 898-2511

(603) 898-1964

As Office Administrator, 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...

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Colleen joined the firm in January 2017. She is a 2015 Bachelor Degree graduate of UNH. She is responsible for the preparation of individual and business returns, compiled and reviewed financial statements. She is also responsible for...

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Matt Tylus

Financial Specialist

603-898-2511

603-681-0514

Matt joined the firm in February of 2017. He graduated from Clemson University in December of 2016 earning a Bachelor of Science Degree. Matt is responsible for strengthening client relationships, and assisting with the investment...

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Mike joined the firm in January 2019.  An alumnus of the University of Maine, he holds the Series 65 license and has years of experience in financial service.  He is responsible for supporting Travis and Donna in all areas of...

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Nate joined the firm in January of 2018, bringing with him over 5 years of Public Accounting experience. Nate holds his CPA in the state of NH and is a member of the AICPA. He is involved in the preparation of individual, business, and...

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