OUR TEAM

Let Us Introduce Ourselves

We’re known for building sustainable financial foundations.
Our partner-led teams bring the right mix of expertise and first hand “in the weeds” 
problem solving—combined with integrity and confidentiality.
Add Our Expertise to Your Team

Team Members

Todd Pfister specializes in maximizing value for closely held business owners and their families. He has more than 30 years of experience in finance, corporate development, M&A, operations, sales and human resources, delivering top and bottom-line results across a broad range of industries. With extensive knowledge of finance gained through leading corporate development teams and assisting family businesses he’s a leading regional business finance resource. He brings knowledge and guidance for buy and sell side transactions gained through guiding buyers and sellers through the transaction process.

Todd is also Managing Partner of FranNet MidAmerica. In this role, he counsels individuals and franchise organizations, developing the best strategic fit for all stakeholders. Prior to co-founding TP4 Advisors in 2013, he owned, operated and/or managed several small-to-medium sized businesses in manufacturing, consulting, technology and financial services industries.

Todd is a service provider to The Goering Center, past president and board member of the Association for Corporate Growth (ACG), member of the University of Cincinnati’s Kolodzik Business Scholars (KBS) advisory board, and CEO Roundtable participant at Cincinnati Hills Christian Academy. In a typical month, he hosts numerous business ownership and financial programs throughout the region. Additionally, he was honored with the John F. Barrett Entrepreneur Vision Award from the Entrepreneurs’ Organization of Cincinnati and LEAD Tribune Media Group in 2017.

A graduate of Taylor University with an MBA from Xavier University, Todd resides in Cincinnati with his wife, Natalie, and their four children.
Tom focuses on financial analysis and valuation for Main Street and Lower Middle Market businesses. He has over 30 years of comprehensive experience in all aspects of accounting and financial management. Career highlights include specialized experience with valuations and strategic financial analysis for companies in the M&A arena, as well as significant success in growing small- and medium-sized companies and assisting businesses with turnaround services that enable them to return to growth mode. Additionally, he’s president/CEO of TPAC, LLC, which provides CFO and financial accounting services to a wide range of businesses.
Prior to cofounding TP4 Advisors in 2013, he served in increasingly more responsible positions including CFO of Color Resolutions and vice president of Structured Finance at Fifth Third Bank.
Tom is a service provider for The Goering Center, as well as a member of the Association for Corporate Growth (ACG) and CEO Roundtable at Cincinnati Hills Christian Academy. He earned degrees in finance and accounting from Miami University, and an MBA from Xavier University. He lives in Cincinnati with his wife, Sue, and their three children.

Tommy Brand

Vice President
Tommy is a Vice President at TP4 Advisors. He brings with him more than 25 years of experience, 20 of those in executive management and leadership. He has extensive experience in finance, accounting, sales, marketing, and operations. His wide-ranging experience includes owning and operating multiple small businesses of his own, guiding business owners and fostering an environment of entrepreneurship with all those he meets.
In addition to his role at TP4, Tommy currently owns and operates Redline Athletics in West Chester and Loveland, Ohio. He previously worked as CFO for the IT group at Vantiv, VP of Finance at UniRush, CFO at Divisions, Inc and various other executive level positions in and around Cincinnati over the past 24 years.
Tommy received a Bachelor of Science in Accounting from the University of Kentucky and a Bachelor of Business Administration in Finance from the University of Kentucky. Tommy passed the CPA exam in 1996 and held his CPA certification until 2005 when he let it go inactive. Tommy, his wife Lora and four daughters live in Batavia, Ohio.

Bill Meier

CFO Advisor
Bill Meier brings over 40 years of experience as a CFO, general manager, public accountant, and tax specialist to TP4 Advisors. He has worked primarily with closely held businesses in manufacturing as a CFO and as a board member on both advisory boards and boards of directors. Most recently, he worked as the CFO of JTM Provisions Company, a large middle market food processing company located in the greater Cincinnati area.
Bill’s skills include strategic planning, forecasting, and budgeting with a focus on key performance measures that drive profitability. He brings a proven ability to foster relationships with the banking and financing community and an extensive background in managing diverse business functions. He has consistently demonstrated his ability to successfully implement effective organization structures, management systems, and technology to support organizational growth.
A certified public accountant, Bill holds a bachelor’s degree in management from the University of Cincinnati and an MBA from Xavier University. He resides in Cincinnati with his wife, Kathy.

Chris Karl

CFO Advisor
Chris Karl is an experienced CFO and Financial Manager who brings a diverse mixture of high-growth, small business experience coupled with Fortune 500 accounting and finance skills. He is a proven problem-solver with diverse industry experience including real estate, healthcare, engineering, medical equipment, construction, building materials, chemicals, and aircraft engines.

Prior to joining TP4, Chris worked as an CFO Consultant for a wide variety of businesses including portfolio companies of several multi-billion-dollar private equity funds. He has experience establishing the accounting department of PREP Property Group ($300M asset value) after its spin-off from Phillips Edison & Company and DRA Advisors ($1B asset value and $100M revenue). He was also the CFO for Employers Choice Plus, a $107 million business services firm.

Early in his career, Chris completed General Electric’s Financial Management Program in Evendale, OH. He is a graduate of the University of Miami (Oxford) with a degree in finance. He also holds an M.B.A from the Kelly School of Business at Indiana University.

Deborah Carmichael

Accounting Specialist

Jennifer Hunt

Accounting Specialist
Jennifer Hunt brings over 27 years of experience as an accountant to the TP4 team including work at Ernst & Young (now EY) as a Staff Auditor.
Prior to joining TP4, Jennifer worked at Schuh & Goldberg, LLP where she was responsible for all accounting functions at the law firm including monthly financial statement preparation, payroll, payables, receivables, cash management, reconciliations, and reporting. She also recently worked at Langefels Equipment Company, where she prepared monthly financial statements and was responsible for all accounting functions including payables, receivables, and managing cash flow.
Jennifer graduated from the University of Dayton with a bachelor’s degree in business administration, majoring in accounting and minoring in economics. She passed the C.P.A. exam in 2000. She and her husband Rick have 3 children. When she is not working, she enjoys watching them play softball, basketball, volleyball, and run cross country. She also enjoys spending time with friends and family, traveling, gardening, and walking with her Australian Labradoodle.

Keith Rust

Controller Specialist
Keith Rust brings to TP4 over 25 years of experience at a diverse set of companies ranging from small businesses to multi-billion dollar corporations. Prior to TP4, Keith worked as an accountant and in various other roles at companies including Dallman & Bohl General Contractors, Maxim Crane Works, Fischer Homes, Crossmark, and Reser Bicycle Outfitters.
Keith’s career encompasses 12 years in construction, 6 in the bikes/bike events/retail area, 3 in marketing analytics and 4 in various other industries. He has expertise in the management of operational costs and departmental resource allocation using quantitative and qualitative methods. He also has an exceptional ability to visualize and implement data process improvements from initial collection stage to the interpretation of results.
Keith graduated from Thomas More College with a Bachelor of Arts in accounting, cum laude and a minor in business administration. He also has a Master of Business Administration from Southern Methodist University, Cox School of Business. He resides in Northern KY with his 2 rescue dogs. An avid cyclist and former Cycling Coach for the Juvenile Diabetes Research Foundation, he spends his free time outdoors road cycling, mountain biking, and building hiking/biking trails. He also serves on the board of 2 local non-profits that are focused on improving communities and providing access to recreational opportunities.

Angela Flowers

Bookkeeping specialist
Headshot of woman with medium length blonde hair standing outside while wearing a black jacket

Traci King

Bookkeeping specialist

Mary Paulin

Controller

Brian Russell

M&A Director
Brian serves TP4 clients by planning and managing the process of business buy/sell transactions. He works with leadership to identify and creatively communicate the unique value of each business. Brian has 25+ years experience in acquisition strategy, industry research, valuation analysis, take-to-market execution, negotiation, and new ventures. Prior to advising owners on transactions, he led corporate development teams that acquired and integrated companies into the larger enterprise. Brian has closed multiple transactions in software, manufacturing, health care, banking and professional services among his many projects in more than two dozen industries.

Lisa Love Holtman

Controller
Lisa Love Holtman worked as the controller for Busken Bakery where she was responsible for all accounting operations including preparation and review of financial statements, implementation of metrics to monitor business performance, and implementation of processes for prepayment of all custom cake and cookie orders. She completed bi-weekly payroll processing for 150 employees, developed a process to ensure proper cash handling in retail locations, and administered the company’s 401(k) plan.
Prior to joining Busken, she worked as the controller at 3z.net, and, before that, office manager for Widmer’s Dry Cleaning.
Lisa was born and raised in Cincinnati. She currently lives in Goshen with her husband, Tom. Her children are grown and out of the house, but they have two dogs that have become their new (Belgian and German Shepherd) children: Fritz, Gretta, Karl, and Annie. In her spare time, she enjoys spending time outdoors and loves to camp. She and Tom are also big music fans and typically plan their vacations around a concert in another city.

Susan George

Controller
Susan holds over 30 years of accounting experience in a broad range of roles spanning from audit to divisional Controller. She brings extensive experience in all aspects of accounting and financial statement preparation, as well as numerous system implementations, process design and controls, cash management, and operational reviews. As an accounting professional, Susan enjoys the strategic aspects of business, but is also a very hands-on team player who excels at detail-oriented work. She provides a consistent focus on process improvements and efficiency, as well as delivering timely results.

Susan is a graduate of Indiana University. She began her career in Big 4 Audit before working as a Divisional Controller at Chiquita Brands International (15 years) and a Division Controller at Cincinnati Bell (10 years).

A native of Bloomington, Indiana, Susan currently resides in Mason, where she enjoys spending time with grandchildren and outdoor activities. She is also an adoptive and foster parent and a Finance Committee member for Lighthouse Youth and Family Services.

Crystal Crowell

Accounting Manager
Crystal’s work experience prior to TP4 Advisors includes work in education, coaching, bookkeeping and accounting, and small business ownership. She brings her highly organized and driven style to every job she undertakes. She attended Northern Kentucky University where she studied Criminal Justice and Pre-law.

Crystal was born and raised in Northern Kentucky and now resides in Tampa, Florida with her husband Chad, daughter Aubrey, and son Avery. When she is not working, she enjoys spending time with her family, reading, and photography.

Susan Purnell

Bookkeeping Specialist
Bringing with her over 30 years of public and private accounting experience, Susan is excited to join the TP4 Advisors team. Her most recent work, prior to joining TP4 Advisors, was at a multi-location autobody repair company. There she worked closely with the General Manager on all aspects of the daily accounting including accounts receivable, accounts payable, and general ledger analysis & review.

Susan worked 17 years for Dean Dorton, a large local accounting firm. Staffed in its Client Accounting & Payroll division, she was responsible for numerous clients’ daily accounting, including all aspects of the general ledger. She worked with clients in various industries such as Equine, Liquor, Agriculture, Medical, and Legal.

Susan also owns a small bookkeeping business where she provides personal accounting services to clients.

Lexington has been Susan’s home for most of her life. She and her husband have four grown children and four grandchildren. Most of her free time is spent with family and friends. The couple is avid travelers, both domestic and abroad.

Elizabeth Koehler

Bookkeeping Specialist

Kim Law

Bookkeeping Specialist

Evan Paquette

Bookkeeping Specialist

Karen Olinger

Bookkeeping Specialist
Prior to joining TP4 Advisors, Karen worked in a financial planners’ office and as a teacher. She is a graduate of Miami University.

Karen has 2 children, 2 stepsons, and 5 grandchildren. She has been married for 26 years to her husband, Jeff. They enjoy traveling and doing anything with their family.

Corinne Phillips

Bookkeeping Specialist
Before joining TP4 Advisors, Corinne worked for seven years at her family’s commercial flooring company as the AR/AP Manager and Project Coordinator. Corinne is Quickbooks certified and is currently completing a degree in Accounting at the University of Cincinnati.

She lives in Milford, Ohio with her loving husband. They have a precious 6 year old son and a baby girl. Corinne enjoys cooking, gardening, and attending University of Cincinnati football games.

Monai Smith

Executive Assistant
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