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 OF PROFESSIONALS

Partners

Todd Pfister

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Tom Paquette

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TEAM OF PROFESSIONALS

Directors

Tara Brown

Director of Bookkeeping & Controller Services
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Crystal Crowell

Director of Operations
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Brad Haller

Director of CFO Services
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Brian Russell

Director of Merger & Acquisition Services
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Thomas Stokes

Director of Business Development
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TEAM OF PROFESSIONALS

Business Development

Rachel Blackburn

Business Development Executive

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Lisa Love Holtman

Accounting & Implementation Manager
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TEAM OF PROFESSIONALS

CFO Advisors

Dan Littman

CFO Advisor
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Bill Meier

CFO Advisor
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Jeff Scheeler

CFO Advisor
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Paul Dorger

CFO Advisor
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TEAM OF PROFESSIONALS

Controllers

Amy Studt

Controller
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Kelly Cooley

Controller
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Chaz Nichols

Controller Specialist
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TEAM OF PROFESSIONALS

Account Managers

Alan Love

Accounting Manager
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Jennifer Hunt

Accounting Specialist
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Chris DeMaria

Accounting Manager
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Carrie Olesek

Accounting Manager
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Traci King

Accounting Manager
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Kim Wells

Accounting Manager
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TEAM OF PROFESSIONALS

Bookkeeping Specialists

Elizabeth Koehler

Bookkeeping Specialist
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Kim Law

Bookkeeping Specialist
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Tricia Moorman

Bookkeeping Specialist
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Susan Purnell

Bookkeeping Specialist
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Kia Webb-Glanton

Bookkeeping Specialist
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Tabatha Flannery

Bookkeeping Specialist
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Tabatha Flannery

Renee Hogue

Bookkeeping Specialist
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TEAM OF PROFESSIONALS

Support Staff

Christy Combs

Operations Coordinator
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Elizabeth Walsh

Office Coordinator
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