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 specializes in maximizing value for closely held business owners and their families. He has more than 28 years of experience in M&A, corporate development, finance, operations, sales and human resources, delivering top- and bottom-line results across a broad range of industries. With extensive knowledge of buy and sell side transactions gained through leading corporate development teams, representing family businesses, and guiding buyers and sellers through the transaction process, he’s a leading regional business ownership expert. Additionally, as Managing Partner of FranNet MidAmerica, 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. He served in positions of increasing responsibility, including as vice president of Strategic Employee Benefit Services (Northwestern Mutual Financial Network),a principal of Malibu Group and COO of PowerNet Global.

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.

513.543.3325 / Contact


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.

513.484.5462 / Contact


MD Anderson | Specialist

MD manages and executes all back office accounting functions, with a focus on excellence in bookkeeping practices, record keeping practices and internal controls.  She performs investigative and forensic accounting processes and digs into the details, doing the research necessary to identify and properly post transactions. MD works in close communication and under the direct supervision of Partner Tom Paquette, and is the liaison with TP4’s outside IT firm to keep our server’s QuickBooks software up to date and functioning at peak performance.

Prior to joining TP4 in April 2015, MD served as the assistant controller for a local CDC and as the personal executive accountant for high-wealth individuals in the area, overseeing their personal investments and finances.  She also has experience in the manufacturing, banking, and financial advisory services industries.  She previously held a Series 7 Securities license and an Ohio Life, Health, and Variable Products insurance license.

MD graduated magna cum laude with distinguished honors from the University of Cincinnati with a double-major BBA in accounting/entrepreneurship.  She is a Kolodzik Business Scholar, a member of Golden Key International Honor Society, the National Society of Collegiate Scholars, Phi Theta Kappa, and the first UC undergrad to place in the top three nationally as a solo competitor in the SBI Business Plan Case Competition.  MD is an active member of the National Society of Accountants.

In her personal life, MD has traveled to all 50 States and over 40 foreign countries on 4 continents. She is very active in Christian ministry, enjoys music, cooking, and is an avid reader. Her immediate plans include completing an MS in Accounting. MD lives in the Greater Cincinnati region.


Renee Osterfeld | Specialist

Renee provides accounting, CFO and financial analysis services to TP4 clients, specializing in conducting the analyses required to gain a true picture of a company’s operations and financial health. In that role, she brings more than 20 years of financial experience to bear on a wide range of transactions for many businesses across a variety of industries.

Prior to joining the firm in 2015, Renee served as financial director for a Cincinnati area nonprofit and portfolio manager for Huntington National Bank. For several years, she’s been an adjunct facilitator in finance at Indiana Wesleyan University. Additionally, she serves as a board member on two Cincinnati area nonprofit organizations, and as treasurer and committee member for the MidAmerican Soccer Classic.

Renee earned a degree in Finance from Miami University and an MBA from Xavier University. She resides in Fairfield with her husband, Scott, and their three children.

513.469.2900 / Contact


Tommy Paquette | Specialist

Tommy focuses on providing accounting and financial analysis services to TP4 clients, focusing primarily on the up-keep of client’s books and preparing monthly reports for a portfolio of clients. Tommy also works on and assists in the preparation of various special projects related to valuations. Tommy brings over three years of accounting experience, including his work as the President of Nucleus Accounting & Consulting.

Prior to joining TP4, Tommy worked as an Accountant with TPAC LLC and started his own accounting practice, Nucleus Accounting & Consulting, where he continues to serve as President/CEO. Through his work with Nucleus, Tommy focuses on assisting small businesses and start-ups with their accounting and making sure appropriate corporate processes are being followed.

Tommy was born and raised in Cincinnati, OH. He attended Miami University where he majored in Accounting and minored in Entrepreneurship. After taking a “gap year,” Tommy began law school in Chicago, IL where he is currently a second year law student. Tommy lives with his golden-doodle, Berkeley, in Chicago.


Joseph Stephen | 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.


Robyn Forbes | Implementation Specialist

Robyn has worked as a bookkeeper for small businesses for over 15 years. She brings a large amount of administrative support experience to the team as well. She is a graduate of Bowling Green State University.

Outside of work, she and her husband are the parents of two very active teenagers. Their 18 year-old daughter is a member of The Ohio State University’s class of 2023 and their son is an upcoming Junior in the Mariemont school district.  They enjoy all things outdoors including kayaking, hiking, and riding the Little Miami Bike trail which runs along their house.  They also have two crazy dogs that they love dearly.


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.

513.469.2900 / Contact


Pete Melnik | Project Manager

Pete works to improve the internal operations and external marketing of TP4 Advisors.

Prior to joining TP4 Advisors, Pete 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.