Wes Terry, MBA, CPA, is the President of Marsh, Terry & Associates. With over 10 years of experience, Wes offers responsive and reliable expertise to businesses, nonprofits, and individuals. He graduated from Indiana University Bloomington and previously worked at Forvis (formerly BKD) in Indianapolis. Wes is dedicated to generating wealth for his clients through tax savings, income growth, debt management, budgeting, and business structuring. Outside of work, he enjoys spending time with his family, being outdoors, traveling, and volunteering in his community.

Katie Marsh, CPA, joined us in early 2021 after 8 years at Ernst & Young in Global Compliance & Reporting. She now uses her tax compliance expertise to assist local businesses and individuals. Katie, an honors graduate of Ball State University and Tell City High School, received her CPA license in 2014. She's active in the community, serving as board treasurer for Perry Childcare Initiative and participating in local soccer clubs with her husband and four children.