Our Team

Who We Are

Our Team

Who We Are

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Why TP4?

Passionate – Dedicated – Professional

TP4 gives you a solid foundation with strategic guidance that will facilitate sustainable growth. We help you uncover key growth drivers, build your roadmap and execute while keeping the heart of your business in mind.

Performance

Having our client’s best interest at heart

Growth

Providing expert financial guidance

Profitability

Understanding value and maximizing it

We’re known for building sustainable financial foundations

Providing demonstrated expertise to achieve your goals.

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Meet Our Team of Experts

Our partner-led teams bring the right mix of expertise and first hand “in the weeds”
problem solving combined with integrity and confidentiality.

Tom Paquette

Partner & Co-Founder

Todd Pfister

Partner & Co-Founder

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Directors

Tara Brown
Tara Brown

Director of Bookkeeping
& Controller Services

Crystal Crowell
Crystal Crowell

Director
of Operations

Brad Haller
Brad Haller

Director of
CFO Services

Brian Russell
Brian Russell

Director of Merger
& Acquisition

Thomas Stokes
Thomas Stokes

Director of
Client Care

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Business Development

Rachel Blackburn

Business Development
Executive

A photo of Mark A. Roger wearing a white dress shirt with a black and white jacket.
Mark A. Roger

Business Development
Executive

Lisa Love Holtman
Lisa Love Holtman

Accounting & Implementation Manager

Lisa Love Holtman
Brady Pfister

Account Manager

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CFO Advisors

Dan Littman
Paul Dorger

CFO Advisor

Bill Meier
Bill Meier

CFO Advisor

Dan Littman
Jeff Scheeler

CFO Advisor

Dan Littman
Dan Littman

CFO Advisor

Dan Littman
Mark Bugajski

CFO Advisor

John Speridakos
John Speridakos

CFO Advisor

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Controllers

Chaz Nichols
Chaz Nichols

Controller

Kelly Cooley
Kelly Cooley

Controller

Stacia Davis
Stacia Davis

Controller

Amy Studt
Amy Studt

Controller

Dan Shaw
Dan Shaw

Controller

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Accounting Managers

Kim Wells
Kim Wells

Accounting Manager

Chris DeMaria
Chris DeMaria

Accounting Manager

Traci King
Traci King

Accounting Manager

Jennifer Hunt
Jennifer Hunt

Accounting Manager

Alan Love
Alan Love

Accounting Manager

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Merger & Acquisition

Tyler Totin
Tyler Totin

Financial Analyst

Aidan Von Gunten
Aidan Von Gunten

Financial Analyst Intern

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Bookkeeping Specialists

Kim Law
Kim Law

Bookkeeping Specialist

Kia Webb Glanton
Kia Webb Glanton

Bookkeeping Specialist

Elizabeth Koehler
Elizabeth Koehler

Bookkeeping Specialist

Christian Collins
Christian Collins

Bookkeeping Specialist

Tricia Moorman
Tricia Moorman

Bookkeeping Specialist

Elisabeth Van den Berg
Roxana Hare

Bookkeeping Specialist

Abigail Fries
Abigail Fries

Bookkeeping Specialist

Aubre Peters
Aubre Peters

Bookkeeping Specialist

Kolton Kohler
Kolton Kohler

Bookkeeping Specialist Intern

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Support Staff

Christy Combs
Christy Combs

Operations Coordinator

Bill Meier
Elizabeth Walsh

Office Coordinator

Speak To Our Experts
(513) 489-4874
or Request A Quote

Speak To Our Experts (513) 489-4874 or Request A Quote

TP4 Advisor Online

What People Are Saying

WeatherPod by Under the Weather

“We enlisted TP4 Advisors’ services a little over a year ago and have been extremely pleased. They have delivered on all of their promises. They provide the full CFO suite of services for a fraction of the cost of a full-time CFO. We highly recommend their services!”

Kelly Mahan, President, Under The Weather
Busken-Logo-Blue

“TP4 developed daily metrics reporting that allowed Busken to measure revenue and key costs components that drive profitable growth. TP4 was also instrumental in streamlining our accounts payable via their one-touch payable process and enhanced our inventory controls to monitor and track materials. TP4’s leadership and guidance has had an incredible impact on our business!”

Dan Busken, President & CEO, Busken Bakery
Boston Signs and Graphics

“The TP4 team was great to work with. They made the process of getting CoreBridge and QuickBooks setup incredibly easy by getting an understanding of how I’d be running my business to completing all the necessary steps in a very timely manner. I’d highly recommend working with them.”

Matias Wigozki, Boston Signs and Graphics
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