Meet Our Team

Jason Underwood CPA APM

Jason Underwood, CPA

Managing Member at ERISA CPA with more than twenty years of experience providing professional retirement plan services including plan design, administration, consulting, and independent plan audits to employers in practically all industries including healthcare, service providers, manufacturers, financial institutions, professional sports, and more. Jason is a member of the American Institute of Certified Public Accountants (AICPA) and Tennessee Society of Certified Public Accountants (TSCPA). In addition to attending the annual AICPA Employee Benefit Plan (EBP) Conference regularly, Jason has served on the TSCPA EBP Conference Task Force and presents on EBP topics to plan sponsors, third party administrators, and CPAs. Jason was among the first CPAs to receive the AICPA Advanced Defined Contribution Benefit Plans Audit certificate. Outside of work, Jason enjoys spending time with family, friends, and woodworking.

Adrienne Ross, CPA

Adrienne Ross, CPA

Manager at ERISA CPA with more than ten years of accounting experience which 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 AICPA and TSCPA. Away from auditing retirement plans, Adrienne enjoys spending time with family, friends, and boating on the Tennessee River.

Bethany McCrary (ERISA CPA)

Bethany McCrary

Senior Accountant at ERISA CPA with more than twelve years of public and private accounting experience, including retirement plan audits and healthcare. When not working, Bethany enjoys spending time with her husband and daughter, as well as reading and playing music.