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MEET THE TEAM

Executive Board


Julio Gonzalez

Founder and CEO

Kimberly  Lochridge

Executive Vice President

Heidi Henderson

Executive Vice President

Michael D'Onofrio

Managing Director

Michael Preslo

CFO, COO 

Advisory Board


Steve Kost - Advisory Board President

Steve kost
 
 

Steve Kost is Advisory Board President for ETS. Steve will be leading the overall Advisory Board effort, while providing CXO related support to the firm, with an emphasis on overall firm optimization and performance.


Steve comes to ETS with over 25 years of global sales & marketing leadership experience with world-class organizations, including Executive Director at Ernst & Young, and is currently VP Sales for HR Technology Leading Firm Fuel50. Steve possesses a wealth of knowledge and experience in multiple industries, including the Big 4 and HR/Talent Management space, and has helped shape corporate cultures and develop leaders throughout his career. His Global Sr. leadership experience within the Fortune 500 has provided Steve with a keen understanding of organizational development, maximizing talent, shaping successful corporate cultures, creating high performing teams, operational excellence, supplier diversity/MBE expertise, and developing/executing winning market strategies and strategic alliances worldwide.


Steve was a tremendous athlete in High School and College and is a member of his High School Athletic Hall of Fame. Steve attended Wagner College and graduated from the State University of New York at Oneonta. He currently resides in Fairfield County, Connecticut with his Fiance’ Michelle and her children, and his 16-year-old daughter Juliana.



Jeffery S. Pawlow- Advisory Board Member

jeffery s. pawlow
 
 

As the Founder and Managing Shareholder of The Growth Partnership, Jeff leads a dynamic team of professionals who are dedicated to helping their clients succeed as business owners.

Focused exclusively on public accounting firms, Jeff is best known for his work in two areas: helping firms design and successfully implement robust go-to-market positioning strategies, and developing the future leaders of the profession. He has repeatedly been named as one of the profession’s “Top 100 Most Influential People” by Accounting Today.

Currently, the client “footprint” of The Growth Partnership consists of 452 accounting firms in the United States – including 56 of the Accounting Today “Top 100” firms”; 39 associations / state societies; and 13 international firms.

A recognized face at most accounting conferences and conventions, Jeff is a frequent keynote speaker and workshop presenter. His presentations consistently receive outstanding reviews from audiences, and are famous for having substantive tools and resources included as part of his materials.

In 2010, Jeff founded iShade.com. Under his leadership, the tech startup attracted an initial round of venture capital, achieved a successful launch and quickly lived up to it’s moniker as “The Accounting Profession Online”. Jeff and his other founding partners sold their controlling interests in the portal in 2012 –achieving a $3.3M valuation.

Jeff currently resides in suburban St. Louis with his wife Cindy and their four children. In his free time Jeff enjoys escaping to his family retreat in remote McCloud, CA, and serving as the “voice” of the St. Louis University High School and Affton Americans hockey teams

Charles Hylan - Advisory Board Member

charles hylan
 
 

Charles joined The Growth Partnership as a Shareholder after dedicating 12 years consulting with, and working in, accounting firms ranging from sole-practitioners to National and Big 5 firms. During this time, Charles spent more than eight years working at Price Waterhouse and Arthur Andersen where he began his career as an auditor before transitioning into a strategic planning and marketing role. Charles entered the accounting consulting industry in 1999 as a Vice President in the Consulting Services division of Waugh & Co.

As a shareholder, Charles’ passion is to help each client succeed as a business owner. To this end, he is a trusted advisor to clients within several areas of TGP’s service offerings, including marketing, strategic planning, partner compensation, partner buy-in/out, partner succession and leadership development.

Charles works closely with TGP clients to create high-impact marketing plans focused on implementation. As a practice management consultant, he draws upon his practical, “can-do” approach to help firms create and execute long-term plans, effective compensation systems and realistic succession strategies. On the leadership development side of TGP, Charles facilitates several different training offerings that equip partners and future partners with the skills needed to successfully manage and lead their firm. Finally, Charles leads the efforts on bringing The Rosenberg Survey, a benchmark report comparing over 100 metrics across nearly 400 firms, to the accounting marketplace.

No matter what service Charles is providing, his passion is to help TGP clients succeed as business owners. Charles is an inspiration to clients due to his unique ability to focus on implementation…the only true way to bring about change.

Charles has been recognized as one of the Top 100 Most Influential People in the accounting profession by Accounting Today and has written articles featured in various accounting publications and has spoken at many accounting firms, associations and other industry meetings and conferences.

Shannon Scott-Paul – Partner

As a Partner in the government affairs consulting firm, O’Brien, Gentry & Scott, LLC, Mrs. Scott-Paul has over 18 years of experience managing government affairs and public policy initiatives for the firm’s clients on a wide range of issues, including critical communications and information technology, homeland security and transportation safety, space and satellite policy, specialized military training and logistics, defense acquisition and fair trade policies, advanced medical research, and broad government reform initiatives in the areas of intellectual property and tax reform.

Over the course of her tenure, Mrs. Scott-Paul has developed and implemented successful public policy, advocacy and federal appropriations strategies for the firm’s broad range of domestic and international clients and is an experienced and successful manager of large strategic coalitions. She has been integral in the development of new government markets for clients by facilitating effective communication between the agencies and congress, building cross agency and industry partnerships, and driving policy initiatives that result in new or expanded government requirements and funding opportunities.

Mrs. Scott-Paul serves on the Government Advisory Committees of the National Military Families Association and BlueStar HonorCare.  Prior to joining O’Brien & Associates, LLC, now O’Brien, Gentry & Scott, LLC, in February 1999, Ms. Scott served in the offices of then, Democratic House Minority Leader, Richard Gephardt.

David O'Brien – Managing Partner

We have compiled an impressive group of Advisory Board members including some of Accounting Today’s Top 100 Most Influencial CPAs. Their expertise adds to our technical expertise and knowledge in engineering based tax advisory services and IRS tax code interpretation.

As founder and Managing Partner of the government affairs consulting firm, O’Brien, Gentry & Scott, LLC, Mr. O’Brien is a recognized leader in Washington on issues of federal policy, defense and fair trade practices.

For over 30 years, Mr. O’Brien has successfully represented domestic and international client interests in the areas of strategic communications, military installation and logistics, energy policy, space and satellite technology, military defense systems including aerospace and shipbuilding programs, and broad federal policy reform initiatives. Over the course of his career, O’Brien has demonstrated the effectiveness of building strong bi-partisan relationships in Congress to advance critical program initiatives within the federal agencies on behalf of his clients. O’Brien has led the development and implementation of major policy and federal funding initiatives that have resulted in significant revenues for numerous clients. He understands how to build strategies to gain Congressional support for programs important to his clients and the federal government as well as the development of new opportunities and expanded government markets across agencies for his clients.

In addition, Mr. O’Brien is recognized as a leader in advocating for fair and open trade markets between the U.S. and its allies. In various advisory roles for the Canadian Commercial Corporation and British, Netherlands and Norwegian Ministries of Defense over the years, O’Brien has been directly involved in major policy matters, including leading efforts to stop protectionist policies while promoting fair trade between the U.S. and allied nations on the basis of the best, most cost effective technologies regardless of the country of origin.

Mr. O’Brien formed O’Brien & Associates, LLC in 1981, which became O’Brien, Gentry & Scott, LLC in 2012. Prior to forming O’Brien & Associates, LLC, Mr. O’Brien was a Senior Consultant with the Washington Management Group where he played an integral role in the reorganization of major corporations.

Jerome (Jerry) Pierce Jr.

Jerome (Jerry) Pierce Jr. is the President of The Interamerica Group, (TIG) a leading management consulting and government relations firm based in Washington DC. and Sao Paulo, Brazil. In this capacity, Mr. Pierce has advised hundreds of companies and federal government agencies on improving efficiencies and outputs while reducing costs by incorporating the latest in innovative technology.  He is an expert on Brazilian commerce, government and culture and advises US companies on strategies on entering the Latin American market. Mr. Pierce is also an owner and board member of USA Hispanic and Politico Hispano newspapers where he writes on issues pertaining to business, government, and politics in the US and Latin America. He is fluent in both Spanish and Portuguese.

Earlier in his career, Mr. Pierce served as Deputy Mayor of Jersey City, New Jersey where he supported the Mayor with the successful introduction of the medical saving accounts, school choice programs, and property tax debt securitization programs, which helped, lead to the resurgence of the city.

Prior to this Mr. Pierce served President George H.W. Bush and Secretary Jack Kemp as an Assistant Secretary of Administration.  In this capacity, he had direct oversight over the Housing agency’s annual budget, information technology, finance and accounting, personnel, procurement and contracts.  During this time, Mr. Pierce received exceptional insight to the inner workings of the U.S Congress, the White House/ Executive Branch and the diverse government agencies.

Mr. Pierce has experience in the corporate world working as an executive with Mobil Oil and Unocal Chemicals.  During his tenure at the companies, Mr. Pierce worked in sales and business development of petroleum products and chemicals and created the direct export division of these products to the Caribbean and Latin America

Immediately upon graduation from college, Mr. Pierce served as a missionary and volunteer with El Verbo Ministries in Guatemala, El Salvador, and Nicaragua.  In this capacity, he provided diverse services to people with special needs, including teaching at local schools, working on prison rehabilitation projects, and providing counseling for drug-addicted teens.

Pierce received his Bachelor’s Degree in Latin American Studies and Spanish from Dartmouth College in Hanover, New Hampshire, where he excelled as captain of the football team.  He is the all-time leading tackler at Dartmouth with 387 tackles including 35 in one game. He is recognized by ESPN in its encyclopedia of college football as a part of the all-time Dartmouth Team. He received the prestigious Swede Nelson Award given by the Boston Gridiron Association for outstanding achievement in academics, athletics, sportsmanship and citizenship. He performed his graduate studies in Public Administration at American University.

Politically, Mr. Pierce served as a member of President George W Bush’s Transition Advisory Committee, and worked on the Bush-Cheney ’00 and ’04 National Finance Committees, and the Rudy Giuliani 2008 presidential campaign. He worked on the finance team for the Donald J Trump presidential campaign and served as a Trump surrogate to the international media. Mr. Pierce is a member of the Board of Directors of Hispanic 100 and a member of the Trump Hispanic Advisory Council.

Mr. Pierce is a 2014 recipient of the Golden Rule International Award given out by the United Nations for his service to humanity. He is a contributing writer to China Go Abroad, Latam Founders newsletters Politico Hispano newspaper and to his blog at www.theinteramericagroup.com/blog.

Andrew King

Andrew King is a Managing Director in The Glover Park Group’s Government Affairs Division.

Prior to joining GPG, Andrew spent close to two decades working for Senator Lindsey Graham serving as his Deputy Chief of Staff.  In this role, he was responsible for overseeing all appropriations issues with particular emphasis on international affairs.  Since leaving Graham’s office in 2015, Andrew has been managing multiple Super PACs and developing new business for North American Rescue, a defense contractor dedicated to decreasing preventable death by providing medical products to governments, law enforcement and EMS.

Andrew serves as Executive Director of Security Is Strength PAC (SISPAC), an organization which engages on issues relating to strong national security and foreign policy and seeks to support candidates who embrace those ideals. In addition to SISPAC, Andrew also helps manage other independent expenditures, specifically 501C4s that specialize in issue advocacy on issues such as climate change, international affairs, the economy and national defense. Andrew is also co-founder and treasurer of 150PAC.ORG, a bipartisan PAC focused on federal candidates supportive of international affairs.

Andrew currently serves on the Board of Directors of No Greater Sacrifice, an organization dedicated to honoring service members by investing in their children through education.

Richard Wilson

Richard C. Wilson helps start and manage single family offices, he is CEO of a single family office with $500M in assets and Head of Direct Investments for another family with over $300M in assets.  Richard is also the founder of Wilson Holding Company which employs over 30 professionals and produces over $10M a year in revenue through various operating businesses which include The Family Club, the largest membership-based family office association, FinanceTraining.com, single family office management (SingleFamilyOffices.com), investment conference, search, data research, physical bullion, private equity (PrivatEquity.com), food, and energy industries.

Richard and his team have hosted over 50 family office and investment conferences now, including a recent event with 500+ participants and over 50 family offices speaking on stage.  Richard has spoken at over 150 conferences in 17 countries and has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office.  Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston.

Gerald Parshall

The ETS Advisory Board is pleased to announce that Gerald Parshall has joined our distinguished Advisory Board of leading managing partners of CPA Firms and Law Firms. Mr. Parshall is a nationally prominent tax litigator who successfully won judgments in research tax credit cases including the pivotal United Stationers, Inc. and Subs. v. U.S., 982 F.Supp. 1279 (N.D.Ill. 1997), aff’d. 163 F.3d 440 (7th Cir. 1998), cert. den. 119 S.Ct. 2369 (1999).

Mr. Parshall is a graduate of The University of Notre Dame and Notre Dame Law School and brings over 30 years of value-added subject matter expertise as a noted tax litigator, tax lobbyist, and former Assistant Chief Counsel. “It is an absolute pleasure to on-board Mr. Parshall to our ETS Advisory Board as he is a highly renowned tax attorney and his tax technical wherewithal and leadership will add tremendous depth and breadth to our roster.”

Allan Koltin

A nationally recognized speaker and industry analyst, Allan has appeared on the CNN, WGN and Fox Television networks and has been quoted frequently in such media as the Wall Street Journal, New York Times, Washington Post, Chicago Tribune, Los Angeles Times, USA Today and New York Post, as well as Bloomberg News, BBC World Service, Business Week, Forbes and Reuters. He has also spoken nationally and internationally at hundreds of conferences including those held by the AICPA, international CPA associations and state CPA societies.

For fifteen consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. In 2010, he was the only consultant among the top 10 vote-getters, which include such notables as President Barack Obama, U.S. Treasury Secretary Timothy Geithner, SEC Chair Mary Schapiro, IRS Commissioner Douglas Shulman and AICPA President Barry Melancon. Koltin was also voted one of the 10 Most Recommended Consultants for the tenth straight year in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. In 2012 through 2015, Allan was named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. He was one of the first inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). He has also been a recipient of the NACVA Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.

Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA’s Marketing a Consulting Niche. He serves or has served on the editorial advisory boards of CPA Practice Management Forum, the Journal of Accountancy, Accounting Today, Public Accounting Report and Law Firm Management.

He is a founding member of The Advisory Board, a think tank for the accounting profession, and is currently on the board of ComplyGlobal. He has also served on various advisory boards, including SS&G, Outsource Partners International (OPI), the Association for Accounting Marketing (AAM), the National Association of Certified Valuation Analysts (NACVA) and H&R Block (HRB Business Services).

Previously, Allan was the President and CEO of PDI, Global, Inc. which was the largest publisher of marketing newsletters for professional services firms. Allan originally sold PDI Global to H&R Block in 1998, buying it back in 2008, and then selling it again to Thomson Reuters in 2011. Prior to that, Allan was a Senior Partner in the Chicago-based accounting and consulting firm of FERS, where he served as the leader of the Investment Banking Group, as well as the Law Firm Consulting Group. At age 27, Allan had the distinction of being named the youngest partner in the history of the firm and was also a member of the firm’s Executive Committee. FERS was acquired by H&R Block in 1998.

Allan attended both the University of Wisconsin – Madison and the University of Wisconsin – Milwaukee and received degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, and his three children, Jack, Brian and Julia. His hobbies include playing with his children, travel, chess, working out and watching basketball.

Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, and mergers and acquisitions.

Michael I. Daszkal, CPA

Michael co-founded Daszkal Bolton LLP, one of the largest regional CPA firms in South Florida. He continues to lead the firm as Managing Partner, Chairman of the Executive Committee, and Partner in charge of the Audit and Accounting Services Department. With over 20 years in the accounting industry, Michael’s expertise transcends many areas of auditing and accounting, including due diligence, mergers and acquisitions, preparation of financial statements, and SEC rules and guidelines. Michael serves middle-market companies, SEC registrants, high growth and emerging companies, high net worth families, private equity and acquisitive companies, and corporate executives. His industry expertise includes real estate and construction, manufacturing and distribution, financial services, technology, and healthcare.

Business Development Team


Geoffrey Kimmel

Jeff Dow

Cindy Blumenfeld

David Ramsey

Frank Villani

Jill Mazur

Sam Shvartsmann

Sam Shvartsmann

Dave Mitchell

Dave Mitchell

Lynn-Miller Sheehan

Lynn-Miller Sheehan

Operations Team


Henry A. Wason IV

Senior Project Engineer

Nick Macsanders

Senior Project Engineer

George Matar II 

Director of R&D

Adrienne Balfour

R&D Project Manager

Allen WoodWard

R&D Project Manager

Michael Kravitz

CPA/Tax Manager

Where Engineering & Accounting Come Together