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 currently coaching High School bowling at Worthington Christian, his 49th youth team between baseball, softball and bowling. Dave has run the circumference of the earth over his lifetime and enjoys eliminating fish from waterways around Ohio. Dave is active at Worthington Christian Church with his lovely wife Pat, who is a minister. He has four kids and is hoping to not be stuck on one grandchild forever.
Business & Personal Adviser
Kristi Chu began working with CPAAGI in 2019. She received a BA in accounting from Middle Tennessee State University in 2009 and received her CPA license in 2013. She is dedicated and eager to help our clients. Kristi is not limited to just crunching out numbers, however. She likes to let out her creative side from time to time by playing instruments and sketching portraits (and hopes to create a one-person band after her retirement). After a hard day at work, Kristi loves to come home to her husband and son.
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.
Business & Personal Advisor
Dave Provenzano, CPA, is a graduate of Bowling Green State University, with a BS in Business Administration with Accounting emphasis. He has been a CPA for more than 40 years. Dave previously was a Controller/Treasurer for medium size company and a member of the financial team in a startup that became a publicly traded, international manufacturer. Has 10 seasons of Individual and Small Business Tax Preparation experience. Joining the CPA Advisory Group in 2022, he is returning to Tax Preparation after a short retirement. Dave enjoys traveling, reading and being outdoors. He is married, has three adult children and three grandchildren.
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!
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.
