Leading small businesses and individuals to success
Chief Visionary Officer
Dave Krebs is a graduate of Miami University and is a nationally recognized author and speaker on taxation and small business. Dave is active in Rotary and is a Past President. Dave has run the circumference of the earth over his lifetime and enjoys eliminating fish from waterways around Ohio and Florida. Dave is active at Worthington Christian Church in Columbus, Ohio and Centerpointe Christian Church in Venice, Florida. He is married to Pat, a retired minister and counselor. He has four kids and is up to two grandchildren.
Business & Personal Advisor
Jacob Lacher graduated from Miami University in 2020. He began his career working in public accounting and obtained his CPA license in 2021.
Outside of work, Jake enjoys fall weekends — rooting on the Buckeyes every Saturday and the Cleveland Browns on Sundays.
When the weather is warm you will often find him outdoors, on the golf course, or playing cornhole with friends and family.
Staff Accountant
Lisa Green is a Staff Accountant at the Pinnacle CPA Advisory Group.
She holds a bachelor of science degree in Marketing, graduating magna cum laude, from Boston College. She is QuickBooks Level 1 Certified and is working to reactivate her CPA license.
Prior to joining the Pinnacle CPA Advisory Group, Lisa held positions at PNC Bank (banking officer), Fifth Third Bank (commercial lending officer), Limited Brands (Finance Manager, Victoria Secret Stores), Thirty-One Gifts (finance project consultant) and as a consultant with Kaiser Consulting.
At CPA Advisory Group, Lisa’s responsibilities include 1040 Tax Support, Bookkeeping Support and Business Financial Analysis Support.
Outside of work, Lisa is a homeschool mom of two, with another child attending college at the University of Kentucky. She founded the Aquinas Columbus Hybrid Homeschool Community, and volunteers at Westerville Area Resource Ministry.
Lisa also is a member of the St. Patrick and St. Paul Roman Catholic parishes, and in her free time loves watching sports with family – especially the Pittsburgh Steelers and Notre Dame.
Business & Personal Advisor
Thomas Kleinfelter graduated from Bowling Green State University with Master’s of Accountancy in 2018. He began his career working in accounting at a publicly traded Fortune 500 company, before moving into public accounting in 2020.
Tom was born and raised in the Toledo, Ohio, area before following his Maddie, now his wife, in a move to the Columbus area in 2020.
Outside of work you will can often find Tom and Maddie checking out the local restaurant and tavern scene.
Tom also is an avid sports fan, with his favorite teams being the Ohio State Buckeyes and Detroit Lions.
Business & Personal Adviser
Jane Loe is a graduate of The Ohio State University. She is blessed to be the mother of two teenage sons, two grown step-daughters and a foster daughter. Her life is centered around her children, her partner Rob, and their rescue pups and kitties. Jane’s greatest pleasures come from good conversations by a campfire, expanding her knowledge about the world through audiobooks, collecting Petoskey Stones along Lake Michigan beaches and the occasional road trip with good ‘ol rock-n-roll playing at high volume!
Staff Accountant
Allison Cunningham is a Staff Accountant at the Pinnacle CPA Advisory Group.
She holds a bachelor’s degree in Business Administration from Ohio University and is a certified QuickBooks Online ProAdvisor.
Prior to joining Pinnacle CPA AG, she served as a tax accountant and intern at BDO USA.
At CPA Advisory Group, Allison handles Individual, partnership, corporate, trust, and estate tax return preparation, as well as accounting and financial statement preparation, and Income tax projections for individuals and businesses.
Outside of work, Allison and her husband Sean have a cat named Pearl who loves to snuggle and take naps with her owners. Fall is Allison’s favorite season, and she loves rainy days and staying inside. She enjoys playing board games and video games with friends and family in her free time.
Office Administration
Leah Gall was born and raised in Columbus, Ohio. She has two young daughters that are her life and keep her very busy!
Outside of work, Leah is a homebody who loves animals, spending time with family and taking naps.
Her favorite places to go include the mountains and the beach.
Office Administration
Veronica Jeffries graduated from Cleveland State University with her Bachelor of Science degree.
She relocated to Columbus from Cleveland, where she was born and raised.
Her interests include learning about herbs and natural remedies. In the future, she plans to create her own line of products.
For leisure, Veronica enjoys reading and writing poetry.
Office Administrator
Mary Beth Altizer has lived in Columbus, Ohio for 49 years. She is an avid sports fan (can only let you know one favorite team – the Ohio State University Buckeyes). Mary Beth has played pool for 32 years competitively and is a member of Valley National 8 Ball Association (VNEA) Hall of Fame.
Our dedicated team at the CPA Advisory Group is located in north-central Columbus, off U.S. Route 23, just north of Interstate 270. Our offices at 131 Dillmont Drive are convenient to Powell, Worthington, Lewis Center and Dublin, as well as Westerville and New Albany.
