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.
TEAM 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
TEAM OF PROFESSIONALS
Support Staff
