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
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
LEARN MORE
Tom Paquette
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
LEARN MORETEAM OF PROFESSIONALS
Directors
Crystal Crowell
Director of Bookkeeping Services
LEARN MORE
Tara Brown
Director of Controller Services
LEARN MORE
Brian Russell
Director of Merger & Acquisition Services
LEARN MORETEAM OF PROFESSIONALS
Business Development
Rachel Blackburn
Business Development Executive
LEARN MORE
Lisa Love Holtman
Accounting & Implementation Manager
LEARN MORETEAM OF PROFESSIONALS
CFO Advisors
TEAM OF PROFESSIONALS
Controllers
TEAM OF PROFESSIONALS
Account Managers
TEAM OF PROFESSIONALS
Bookkeeping Specialists
Elisabeth Van den Berg
Bookkeeping Specialist
LEARN MORETEAM OF PROFESSIONALS
Support Staff
