Terry is a paralegal in the Firm’s Financial Services and Public Finance & Government Services Group, with over 35 years of experience in the municipal and private sector finance industries. Terry has worked with municipal clients (including counties, townships, boroughs, school districts, water and sewer authorities, general municipal authorities, industrial and commercial development authorities and other municipal entities), banks and other financial institutions and non-profit entities (such as hospitals, colleges, senior living/senior care facilities and other health care facilities) in connection with tax-exempt and taxable public or private placement financings, as well as traditional bank lending. She is familiar with general obligation issues, indentured transactions, direct bank loans and TIF financings. With her broad base of experience, she assists lawyers in the group with drafting of documents, organization of documentation, and co-ordination and settlement of transactions. In addition, Terry is a licensed Title Agent and has experience preparing deeds, mortgages, releases and related real estate transaction documents. She also supports the firm’s Corporate and Tax attorneys with entity formations and business transactional matters.
What does Terry do for Clients?
In addition to her expansive experience in public finance, her corporate and real estate experience can be helpful to a broad range of clients and unique financing opportunities. She is able to assist lawyers in several practice groups with drafting documents, organization of documents, filing requirements and deadlines, and coordination and settlement of transactions.
How does Terry spend her free time?
Terry and her husband have three daughters, 4 grandchildren and a puppy that keep them very busy. She also enjoys visiting wineries (and hopes to work at or possibly own one in retirement), travel, reading, cooking and home renovations. Terry also volunteers with Family Promise (a program for homeless families) and in various church activities.
Central Pennsylvania Paralegal Association, Chairman of Bar Liaison Committee
Ladies First, Mid-Atlantic Womens Public Finance Forum, Board Member/Past President
National Association of Bond Lawyers, Member
June 24, 2021 - Issues Arising in Secondary Market Disclosure for Municipal Bonds