About FiscAlign

Meet Our Founders

FiscAlign bridges the gap between the financial health of small businesses and nonprofit organizations and their ability to change the world.

Created in partnership by Jamie Levy CEO & President of JDLevy & Associates and Wes Terry, President of Budd, Terry & Associates. FiscAlign is a very unique firm that combines nonprofit organizational growth expertise with nonprofit finance and structure expertise. This combination provides our clients with a complete picture of how to develop sustainable capacity for change, whether in their community or in the world.

FiscAlign is staffed by MPAs, MBAs and CPAs who have a specialty focus in nonprofit accounting and small business development, in addition to a full support team of bookkeeping, financial technology, and support staff. 

OUR WHY

Small businesses and nonprofits are often not well understood and overlooked but are a critical factor in not only healthy economies but sustainable communities.

OUR VISION

A society in which organizations are resource aligned to drive transformative change in the world around them.

OUR WHAT

We empower nonprofits and small businesses to achieve their true potential by aligning their resources with their vision to drive sustainable impact.

OUR HOW

We provide exceptional financial services built from a depth of knowledge not only of the organization but the industries they are in.

Our Founders

Jamie D. Levy, MPA, MA, CRFM

Jamie is the President and Chief Vision Officer of JDLevy & Associates. Jamie is also a faculty member at Indiana University, where he teaches in the graduate and professional programs in not-for-profit management and development through the IU Lilly Family School of Philanthropy, School of Public and Environmental Affairs, and The Fund Raising School. He is also a member of Pi Alpha Alpha, the national honor society for public affairs, and administration. Jamie is a published writer and keynote speaker. Through his teaching and consulting, he has trained nearly 50,000 professionals from some 30 countries. He has become recognized for his expertise in the area of organizational development, especially as it relates to philanthropic sustainability and development. Jamie is an officially designated United States Department of Labor Nonprofit and Fundraising industry field expert helping to shape the context of our profession. He is a dedicated, loving husband and father.

Wes Terry, MBA, CPA

Wes is the President of Budd, Terry & Associates Certified Public Accountants providing responsive and reliable expertise to businesses, nonprofit organizations and individuals.  Wes is exceptionally skilled at working with manufacturing, nonprofit and government entities.  Mr. Terry brings expertise as a former government and nonprofit auditor and nonprofit tax specialist. He brings unique expertise in understanding nonprofit organizations and their challenges, whether they be small grassroots organizations or large international nonprofits.

Mr. Terry is an active volunteer in his community serving as a board member and providing financial expertise to local charitable organizations. He is a member of the Indiana CPA Society, AICPA, Perry County Chamber of Commerce, and Dubois County Chamber of Commerce. Most importantly he is a loving husband and father.

Our Team

  • PHILANTHROPIC SUPPORT ASSOCIATE

    From Lindsey: My husband Andrew and I were married in 2012 and were both raised in the town where we live: Kokomo, IN. We have both full hands and hearts as we raise our four children. We have two boys: Cooper and Maverick and two girls: Wrenlee and Maddyn. We are thankful to be surrounded by family and friends in our town. We love Jesus, all sports but especially baseball, all things outdoor, and a good movie night. I am passionate about people and feel called to love others the way Christ has loved me.

  • Scott is a staff accountant for Fiscalign, LLC, a partner company to JDLA. Scott grew up in Ireland, Indiana, a small town north of Jasper, where, like in the tv show Cheers, everybody knows your name. Growing up in the small town midwest, Scott learned that hard work is the only way to do anything. After graduating from Jasper High School, Scott set off on his college journey to achieve a degree in accounting. While his route wasn't the most common, he is very proud that he was able to work 50 hours a week in commercial roofing while also accomplishing to graduate from Indiana Wesleyan University through online courses with a Bachelor's of Science degree in Accounting. After college, Scott had a few places of employment before landing at Fiscalign, all of which have helped him in different ways. Working for German American Bank as an SSR, as well as an accountant for Holiday World and Meyer Distributing were three very different roles that helped him become the accountant with the knowledge base he holds today. In his spare time, Scott enjoys the wide world of sports. Rarely will you catch him missing an Indianapolis Colts game on a Sunday or an opportunity to get a round of 18 holes of golf in with close friends. He also enjoys the cinema and taking lessons learned in film to other aspects of his life, including work. He would be remiss if he didn't mention his loving pitbull/boxer rescue Cinna. At 8 years old, she has helped through tough times and been a great companion. Scott hopes to continue to build relationships with current and future clients under the Fiscalign and JDLA umbrella. The empowerment to succeed seen in two and a half years at Fiscalign makes looking into the future very exciting.


  • PHILANTHROPIC SUSTAINABILITY & IMPACT ASSOCIATE

    Deirdre loves the challenges of telling a vibrant, personal story from data, turning information into meaning, and shaping messaging and strategy to beautifully align with the heart and soul of nonprofits’ missions. Deirdre joined JDLA in 2022 after working in all three sectors—public, private, and nonprofit—where her primary focus was on educational enrichment programs for youth of diverse cultural and racial backgrounds. She is also the president of Ktizo Solutions.

    EDUCATIONAL BACKGROUND

    M.P.A. in Nonprofit Management, Indiana University (Indianapolis)

    B.S.P.A. in Public Affairs Civic Leadership, Indiana University (Indianapolis)

    From Deirdre: When I’m not traveling the US and world to invest in the lives and communities of friends and family, you can find me in Middle Tennessee, working on the little 1870 Church in the Valley that I and two households of tenants call home. While I prefer to spend my evenings writing or reading poetry and history, cooking delicious curries, hiking the mountains, gardening, or creating beautiful things with friends, owning an old home means that most of my time is spent giving new life to peeling windows and disintegrating sub-floors. Life is an adventure, and living every day for Christ illuminates the most mundane moments with purest glory!

  • Prior to joining FiscA, Tanner’s background consists of several years of experience in financial management and fund accounting in the community foundation sector. While working as a Finance Manager, he completed his Master of Public Affairs (MPA) in Management from Indiana University in May of 2023. Tanner has experience with month end processing, software conversions, payroll, creating new work processes, financial reports, and audits. Tanner was an undergrad teaching assistant (UTA) at Indiana University. Tanner volunteers as a member of the Economic Vitality Committee for the Heart of Jasper and as a member of the Finance Committee for Young Life.

    Educational Background:

    B.S. in Public Financial Management, Indiana University

    M.P.A in Management, Indiana University

    From Tanner: After I graduated from Indiana University, I knew I wanted to move back to Jasper be a part of a community that has given me so much. FiscAlign and JDLA both have given me the opportunity to collaborate with organizations who build up the local community through philanthropy. I love spending quality time with family and friends. I have a passion for sports and enjoy traveling to different lakes to bass fish.

  • Ed is a Hoosier native growing up in Morgan County. He attended Indiana University Bloomington where he received his Bachelor of Science and Master of Education. Ed is also certified as a Chartered Advisor in Philanthropy through the American College.

    During his undergraduate and graduate experience, Ed worked at the Indiana University Foundation and upon completion of his degrees, he spent nearly a decade supporting the university through experiences and leadership in capital campaign management, annual and major gift fundraising.

    Furthering his career, Ed joined the University of Florida’s development team and eventually held senior titles while leading several university development programs throughout the state of Florida.

    After working in Southwest Florida, Ed began asking his “one question” on how to make philanthropy more effective and improve the lives within his community. It was this questioning which led him back home to Indiana where he was the president of a local community

    foundation as well as a private foundation. During this time, Ed led the pursuit of innovative programming, capacity building in the nonprofit sector, community development planning and the reimagining of the role of funders in relation to their community.

    After serving as the president and CEO of one of Indiana’s largest private foundations, Ed decided to return to his core values and beliefs to lead innovative and impact-driven social change for communities. It is this drive to empower neighborhoods allowing them to direct human flourishing, lead sustainable change within the nonprofit and education sectors, and reduce the rigid ideology of entrenched philanthropy which serves as Ed’s “why”. Thus, One Question Consulting & Foundation was born.