Meet Our Advisors

Shareholder & Director of Accounting

Problem Solver with a Focus on Client Needs

Arissa Peace is a Shareholder and the Director of Accounting at Terry and Associates, CPA. She leads the firm’s accounting department and specializes in both business and individual taxation. Arissa began her career with the firm in 2021 after earning her Bachelor of Science in Business Administration with a focus in Accounting from Northern Kentucky University. In 2024 she obtained her CPA license and became a shareholder of the firm, reflecting her strong leadership and dedication to the firm’s mission. Arissa is committed to delivering excellence in every aspect of her work, aligning with Terry and Associates’ core value of providing the highest quality service to clients.

Director of Tax

Tax Strategy Professional & Problem Solver

Jacob joined Terry & Associates in 2021 as Director of Tax, bringing a strong foundation in accounting and a passion for solving complex tax challenges. He’s committed to helping clients maximize their tax benefits through strategic planning and compliance.  He lives in Anderson with his partner and enjoys traveling, concerts, and spending time with family and friends. A coaster enthusiast at heart, he never misses a chance to ride a new roller coaster—because even tax pros need a little adrenaline

• Passionate about solving complex tax challenges and maximizing client benefits
• Eagle Scout with proven leadership experience
• Finds balance outside the office through travel, live music, and time with loved ones.

Payroll Specialist

Detail-Oriented & Experienced Payroll Specialist

Cris has a diverse career background, which includes a transition from nursing to payroll management in 2012. This provides her with a unique perspective. Her attention to detail and her ability to meet deadlines make her a valued member of the payroll team at Terry & Associates, CPA. In her free time, Cris enjoys spending time with her family and road trips in the country.

• Detail-oriented with a diverse career background.

• Experienced in managing payroll processes efficiently.

Accounting Advisor

Strategic and detail-oriented Accounting Advisor 

Sheldon holds a Bachelor of Business Administration from Thomas More University. As an Accounting Advisor, he focuses on financial reporting, analysis, and strategic planning, helping clients better understand and manage their financial position. Sheldon also assists with tax-related services and is known for his strong problem-solving skills and attention to detail. He is currently pursuing his Master’s in Accounting at Xavier University and working toward earning his CPA certification to continue expanding his professional expertise.

• Values spending quality time with family
• Passionate about traveling and being involved in the church

Accounting Advisor

Alex earned his Bachelor of Science in Business Administration with a focus in Accounting from Northern Kentucky University. He brings strong attention to detail and a genuine desire to continue learning and growing in his accounting career.

Alex enjoys building strong relationships with both clients and teammates and takes pride in being someone others can rely on. He is committed to expanding his knowledge of accounting and tax while continuing to develop his skills and provide thoughtful and dependable service to the clients he serves.

Outside of the office, Alex is a passionate Cincinnati Reds fan and enjoys playing in a local softball league. When he’s not staying active, he enjoys video games and spending time with family and friends.

Local Tax Advisor

Tax Expertise with a Focus on Client Care

Lori brings a unique perspective to her role as a Tax Advisor, combining her political science background with a passion for accounting. She’s dedicated to helping clients navigate their tax challenges while providing exceptional service. Outside of work, Lori enjoys coaching cheerleading and maintaining an active lifestyle.

• Combines political science and accounting expertise.

• Passionate about coaching and developing young people.

• Enthusiastic about health and fitness activities.

Client Services | Sales Tax Specialist

Karlene joined Terry & Associates CPA and serves as the firm’s Sales Tax Specialist within Client Services. She holds a Bachelor of Science in Exercise and Sport Science from the University of Evansville.

Karlene brings a diverse professional background in client services, injury rehabilitation, and animal care. Through these experiences, she developed strong skills in communication, organization, problem-solving, and working with people from a variety of backgrounds. Her ability to learn complex processes, pay close attention to detail, and work directly with clients has made her a valuable part of the firm.

At Terry & Associates CPA, Karlene specializes in sales tax compliance and works closely with clients to help ensure their sales tax obligations are handled accurately and on time. She stays current with sales tax requirements and works to make the process as straightforward as possible for clients. In addition to sales tax, Karlene supports client communication, scheduling, billing, and other administrative functions that help keep the firm running smoothly.

Outside of the office, Karlene enjoys spending time outdoors and has a lifelong love of animals. She also enjoys staying active and spending time with family and friends.

Accounting Advisor

Claire serves as an Accounting Advisor at Terry & Associates CPA. She joined the firm in 2026 and earned her Master of Science in Accounting from the University of Cincinnati. With experience in accounting, tax, and audit, Claire brings a well-rounded understanding of the financial and compliance needs of both individuals and businesses.

Claire enjoys working closely with clients to simplify complex financial matters and find practical solutions. She brings a thoughtful and analytical approach to her work and enjoys continuing to expand her knowledge across different areas of accounting and tax.

Claire has completed all requirements for her CPA licensure and is currently awaiting her certification. She is excited to continue growing her expertise while building lasting relationships with the clients she serves.

Outside of the office, Claire enjoys training for marathons and spending time with her family. She is also working alongside her father to build her home from the ground up—an experience that has given her a whole new appreciation for planning, patience, and attention to detail.