Our Team

When you engage with TP4, you work with the principals of the firm. With extensive experience in providing M&A and CFO advisory services, our partner-led team brings the right mix of expertise and know-how—combined with integrity and confidentiality— to bear on your specific business matter.

Todd Pfister | Partner

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-size 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.

Office: 513.489.4874 / Cell: 513.543.3325 /  Todd.Pfister@tp4advisors.com

Tom Paquette | Partner

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.

Office: 513.489.4874 / Cell: 513.484.5462 /  Tom.Paquette@tp4advisors.com

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.

Office: 513.489.4874 / Cell: 513.304.0983 / Tommy.Brand@tp4advisors.com

Diane Summerville | Client Services Coordinator

Diane provides crucial support services that enable projects and transactions to happen on time. She brings over 15 years of administrative project management experience, as well as business and organizational savvy, to each assignment for TP4.

Prior to joining the firm, she served as Administrative Assistant for a Cincinnati area nonprofit and in various financial roles for the Greater Miami YMCA.

Diane earned a degree in communications from Hanover College. She lives in Fairfield with her husband, DJ, and their two children.

Office: 513.489.4874 / Diane.Summerville@tp4advisors.com

Peter Melnik | Associate

Peter works to improve the internal operations and external marketing of TP4 Advisors. He also works directly with company management and directors in the firm’s M&A practice.

Prior to joining TP4 Advisors, Peter worked as a Senior Analyst at ArkMalibu, LLC, a boutique investment bank in Cincinnati, OH. He is also currently the Director of Finance and Marketing at Give Hope Ministries, a non-profit which runs a school for primary students in Busia, Uganda. He is a graduate of Grove City College with a degree in finance.

Office: 513.489.4874

Joe Stephen | CFO Specialist

Joe has over 40 years of experience, including over 25 years as a CFO, Controller, and Interim Controller of privately held companies. He has worked primarily in the professional services industry, but also has experience in the manufacturing space. He has worked with companies ranging in size from start-ups to $50 million in revenue.

Joe’s skills include the ability to create budgets and projections, leadership in efforts to improve the timeliness of reporting, data visualization, and business analysis.

He graduated from the University of Cincinnati with a Bachelor of Science in Accounting. Joe resides in Cincinnati with his wife, Martha, and their son.

Office: 513.489.4874

Lisa Love Holtman | Controller Specialist

Before joining TP4 Advisors, Lisa 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 children: Ava (Belgium Shepherd) & Fritz (German Shepherd).  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.

Office: 513.489.4874

Crystal Crowell | Bookkeeping Specialist

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 graduated from Northern Kentucky University with a degree in Criminal Justice and Pre-law studies.

Crystal was born and raised in Northern Kentucky and has been married to her wonderful husband Chad for the past thirteen years. They have a daughter, Aubrey, who is a 8th grader and a son, Avery, who is a 4th grader as well as a pet Chihuahua. When she is not at working, she enjoys spending time with her family, reading, and photography.

Office: 513.489.4874

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.

Office: 513.489.4874

Casey Martin | Bookkeeping Specialist

Before joining TP4 Advisors, Casey worked as a Quality and Control Analyst at Fifth Third Securities. There, she was responsible for auditing and overseeing account openings and maintenance as well as managing and maintaining collateralized brokerage accounts. She also has experience working in her family’s real estate development company.

Casey is a graduate of Thomas More College with degrees in psychology and sociology.

Casey was born and raised in Northern Kentucky. She has been married to her husband, Mike, for 7 years. They have three young children, Oliver (five), Sawyer (three), and Lilly (one). When she is not working, she enjoys traveling and spending time with her family and friends.

Office: 513.489.4874

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.

Office: 513.489.4874

Brian Russell | M&A Director

Brian plans and leads strategic projects that require multi-functional understanding and rapid learning. He has extensive experience in growth strategy, market research, financial analysis, venture plans, negotiations, financing and implementation. Brian has supported teams in many industries, interacting at all levels of the organization.

Brian primarily serves TP4 clients through mergers and acquisitions and strategy development projects. Prior to joining TP4, he managed the marketing, negotiation and sale of Morris Technologies and Rapid Quality Manufacturing – world leaders of 3-D printing with metal alloys – to GE Aviation at more than 3X the owners’ price expectations.  He helped Alliance Institute for Integrative Medicine became a stand-alone entity after divestiture from Health Alliance and facilitated the due diligence review with potential acquirers of Franklin Savings Bank and provided strategic advice to the executive team during the sale process.

Brian is a graduate of Murray State University with a degree in Computer Information Systems and Xavier University with a Master of Business Administration. He lives in Northern Kentucky.

Office: 513.489.4874