Our Team

 
 
Jason Underwood, CPA (CPH & ERISAcpa).png

Jason E. Underwood, CPA, APM

Managing Member at ERISA CPA and President and Chief Executive Officer at CPH Pension Administrators, Inc. with more than fifteen years of experience providing professional retirement plan services from plan design, administration, consulting and independent audits to plan sponsors in practically all industries including healthcare, service providers, manufacturers, financial institutions, professional sports and more. Jason is a member of the Tennessee Society of Public Accountants (TSCPA), American Institute of Certified Public Accountants (AICPA) and American Society of Pension Professionals & Actuaries (ASPPA). In addition to attending AICPA Employee Benefit Plan (EBP) Conferences regularly, Jason has served on the TSCPA EBP Conference Task Force and presents on retirement plan topics to plan sponsors, third party administrators, and CPAs. Just recently, Jason was among the first Certified Public Accountants to receive the Advanced Defined Contribution Benefit Plans Audit Certificate in April 2016. Outside of work, Jason enjoys spending time with family and friends.

 
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Beth L. Terry, CPA

Assurance Manager at ERISA CPA with nine years of experience providing professional retirement plan services including administration, compliance and independent audits. Beth’s career includes working among top 50 CPA firms serving manufacturers, service providers, financial institutions and more. She is a member of the Tennessee Society of Certified Public Accountants (TSCPA), American Institute of Certified Public Accountants (AICPA) and Association of Certified Fraud Examiners. In addition to attending AICPA Employee Benefit Plan (EBP) Conferences regularly, Beth serves on the TSCPA EPB Conference Task Force, and was among the first CPAs to receive the Intermediate Employee Benefit Plans Audit Certificate in April 2016. She later received her Advanced Defined Contribution Benefit Plans Audit Certificate in October 2017.  When not practicing accounting, you’re likely to find Beth volunteering at one of several different organizations in her community.

 
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Adrienne S. Ross, CPA

Senior Audit Associate at ERISA CPA with nine years of accounting experience that began at a big four CPA firm and includes working for one of the 500 large companies included in the Standard & Poor’s 500 stock market index. Adrienne is a member of the American Institute of Certified Public Accountants and Georgia Society of Public Accountants. Away from auditing retirement plans, Adrienne enjoys spending time with family and friends.

 
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Kristen D. Jeffers

Kristen joins ERISA CPA to help the team with marketing and communications. Kristen has spent the last 10 years as an entrepreneur with experience in brand strategy, social media, event planning, and client communications.