Terri Owen

Terri C. Owen, CPA, PFS

Managing Director


About Terri

Terri is originally from Central, South Carolina and has grown up a Clemson Tiger football fan!

With nearly 30 years of experience in the accounting industry, Terri focuses on tax planning and compliance services. She brings value to clients by building strong relationships, helping them understand their tax situations, and working with them to plan head for life events and business transactions.

Outside of work Terri enjoys spending time with friends and family, boating at the lake, antique shopping, and DIY projects.

High Net Worth Individuals, Estates, Gift Tax, Trusts, Nonprofits, Closely-held Businesses, Small Business Owners, Real Estate/Construction, Professional Service Companies, Manufacturing and Distribution