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 TeamTEAM OF PROFESSIONALS
Partners

Todd Pfister
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Tom Paquette
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Directors

Tara Brown
Director of Bookkeeping & Controller 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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Business Development

Rachel Blackburn
Business Development Executive
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Lisa Love Holtman
Accounting & Implementation Manager
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CFO Advisors
TEAM OF PROFESSIONALS
Controllers
TEAM OF PROFESSIONALS
Account Managers
TEAM OF PROFESSIONALS
Bookkeeping Specialists

Elisabeth Van den Berg
Bookkeeping Specialist
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Support Staff