Meet Our Team

Jason Underwood CPA APM

Jason Underwood, CPA APM

Managing Member at ERISA CPA, with twenty years of experience providing professional retirement plan services from 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 in April 2016. Outside of work, Jason enjoys spending time with family, friends, and on the water.

BETH L. TERRY, CPA

Beth L. Terry, CPA

Senior Assurance Manager at ERISA CPA, with more than eight years of experience performing and managing independent plan audits. Beth’s career includes working among top 50 CPA firms serving manufacturers, service providers, financial institutions, and more. She’s a member of the AICPA, TSCPA, and Association of Certified Fraud Examiners. In addition to attending the annual AICPA Employee Benefit Plan (EBP) Conference regularly, Beth has served on the TSCPA EBP Conference Task Force. Beth was among the first CPAs to receive the AICPA Intermediate EBPs Audit certificate in April 2016 and subsequently attaining the AICPA Advanced Defined Contribution Benefit Plans Audit certificate in October 2017. When not in the office, you’re likely to find Beth volunteering at one of several different organizations in her community.

Adrienne Ross, CPA

Adrienne S. Ross, CPA

Senior Audit Associate at ERISA CPA, with more than seven 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 and friends.

Kristen Jeffers

Kristen D. Jeffers

Marketing and Communications director at ERISA CPA, with ten years of entrepreneurial experience in brand strategy, social media, event planning, and client communications. Away from the office, Kristen spends time with family, friends, and professional photography.