Meet Your Red Bike Advisors

What I Do At RBA

As CEO of Red Bike Advisors, I’m responsible for setting the vision and strategy for the team and empowering them to serve clients and bring exponential value to every engagement.

My Specialty

As a business owner myself, I know a strong relationship with your accounting firm can make or break your success. I’m on a mission to help every client breakaway from the pack and gain a competitive advantage with a strong financial foundation.

Who I Work With

As Director of Advisory and Virtual CFO Services at Red Bike Advisors, I work with companies from startup stage to full maturity that want strategic, proactive financial advice to help them grow revenue, bank more profit, and optimize cash flow.

My Specialty

As an MBA and CPA, I have deep expertise in both business and financial strategy and tax. As an entrepreneur myself who has started, grown, and sold a business, I’ve been in your shoes and know how to translate between the language of finance and the language of business.

Who I Work With

I investigate fraud and embezzlement cases for individuals and businesses, managing litigation support for clients such as municipalities, the DOJ, financial institutions, healthcare providers, and law firms. I also help clients prevent, manage, and resolve tax audits and disputes with taxing authorities.

My Specialty

I have a natural talent for identifying key information in investigations, a skill honed through training, education, and experience. Combining these with instinct, I pinpoint critical details early, reducing client costs and improving outcomes.

Who I Work With

I work with attorneys and individuals on divorce cases or business partner disputes, along with many other types of litigation support. I also help individuals and small businesses resolve IRS or back tax issues.

My Specialty

As a CPA/CFF and CTRS, I help clients understand and navigate challenging situations. They can rest assured they’re in the hands of an expert who can guide them through IRS issues, divorce, or business partner disputes.

Who I Work With

I work with small and medium-sized business owners who are ready to get serious about their business’s financial health, whether they’re building a strong foundation as a startup or seeking next-level accounting and advisory support. As Manager of the Accounting Services Department, I oversee client engagements and provide Controller services designed to bring clarity, structure, and confidence to business owners. I bring over 20 years of experience in corporate accounting and Controller roles, which lets me apply big-picture financial insight to growing businesses.

My Specialty

My specialty is turning mountains into molehills for small and medium-sized business owners. By truly understanding clients and their goals, I deliver white-glove accounting services that simplify complex financial situations. With deep experience in corporate accounting, I help clients anticipate issues, strengthen processes, and feel confident in their financial decisions.

Who I Work With

As a Client Relationship Manager at Red Bike Advisors, I work with individuals and business owners navigating a variety of financial and tax matters. I help clients understand their options and make informed decisions, so they can focus on what matters most.

My Specialty

I specialize in connecting clients with the right solutions for their unique needs. By taking time to understand each client’s goals and challenges, I aim to create an experience that’s informative and reassuring, with support at every stage of the process.

Who I Work With

I work with a wide range of clients, from small seasonal businesses to large, complex companies with intercompany operations. Coming from a small town near a metropolitan area exposed me to diverse businesses and helped me build a strong knowledge base. I’ve also helped numerous individuals with their tax needs.

My Specialty

My expertise goes beyond numbers. I excel at understanding people and their needs, which is key to helping them. Growing up in the OH, WV, PA tri-state area during the Marcellus Shale boom, I developed a strong interest in managing natural resource royalties, and I’ve also built real estate accounting expertise.

What I Do At RBA

As a tax controversy specialist at Red Bike Advisors, I work with clients immersed in tax disputes. Whether these disputes involve the IRS, state taxing authorities, or both, they can be challenging for clients to navigate without professional help.

My Specialty

Having retired from the IRS after 33 years, I have a record of successfully navigating the labyrinth of tax administration. My experience as a Senior Manager within the IRS Collection Division, and later within the IRS Taxpayer Advocate Service, gives me a unique ability to understand and evaluate both a client’s position and the IRS’s, and to formulate a course of action for the best possible outcome.

Who I Work With

I work with attorneys and individuals on divorce cases or business partner disputes, along with other fraud and embezzlement issues, to deliver transparent financial insights when it matters most.

My Specialty

With a Master of Science in Accountancy and forensic accounting experience in a family law practice, I help clients navigate the financial impact and outcomes of their divorce or business dispute.

Who I Work With

As a Senior Tax Accountant, I work with a diverse range of clients, including individuals, small business owners, and large corporations. My goal is to provide tailored solutions that help each client navigate their unique tax situation with confidence.

My Specialty

I pride myself on forming lasting relationships with clients, understanding their goals, and delivering clear, actionable advice that helps them make informed decisions. Whether you’re a young professional just starting your career or a business owner planning for retirement, I offer highly personalized service to make sure you get tax solutions aligned with your personal or business objectives.

Who I Work With

As a tax client engagement coordinator at Red Bike Advisors, I’m responsible for seamless communication between clients and the firm’s tax professionals. I’m here for you from the first point of contact all the way through a timely filing.

My Specialty

With a background in disaster restoration, I specialize in navigating high-pressure, time-sensitive environments. Whether I’m addressing urgent tax matters or managing client expectations during peak season, I thrive on providing prompt solutions and top-tier service, even in demanding circumstances.

Who I Work With

As a CEC, my focus is making sure every client touchpoint, from onboarding to tax season to the day-to-day, is smooth, proactive, and clear. For busy business owners, that means fewer surprises, faster answers, and always knowing where things stand.

My Specialty

With a background in disaster restoration, I specialize in navigating high-pressure, time-sensitive environments. Whether I’m addressing urgent tax matters or managing client expectations during peak season, I thrive on providing prompt solutions and top-tier service, even in demanding circumstances.

Who I Work With

Being in this role for so many years has given me the ability to provide the best customer service to anyone who contacts the firm. I’m always looking for ways to improve how things run, so you always get top-notch service.

My Specialty

With a background in disaster restoration, I specialize in navigating high-pressure, time-sensitive environments. Whether I’m addressing urgent tax matters or managing client expectations during peak season, I thrive on providing prompt solutions and top-tier service, even in demanding circumstances.

Who I Work With

As an executive assistant at Red Bike Advisors, I support Gretchen, the CEO, with comprehensive administrative work, foundational marketing tasks, and client communications, helping keep interactions seamless and relationships strong.

My Specialty

With a bachelor’s degree in marketing and a background working closely with executives and clients, I’ve developed the ability to understand client needs, spot opportunities for improvement, and deliver effective solutions. I stand out for my organizational and communication skills, which let me be a trusted partner who helps the people I work with make the most of their time and their client interactions.

Who I Work With

I work with attorneys and individuals on divorce cases, business partner disputes, and other fraud and embezzlement issues, delivering clear financial answers when they matter most.

My Specialty

With a master’s degree in fraud and forensic examination, I dig into the numbers behind divorce and business disputes to show clients what actually happened financially.

Who I Work With

As the Administrative Assistant at Red Bike Advisors, I work alongside Robin and our other team members to keep the office running smoothly. I’m often the first voice clients hear, so I make sure every small business owner who calls or walks in feels welcome and gets to the right person fast. Behind the scenes, I manage calendars, schedule meetings, and keep client documents organized so our advisors can focus on the work that matters most. When something falls through the cracks, I catch it.

Who I Work With

As Head of Security at Red Bike Advisors, I am Robin’s greatest asset. My ears are always on alert and I bark at every little noise I hear.  There is absolutely no sneaking up on me!

My Specialty

As a Chihuahua, I am stubborn and territorial. As a male, I am fond of the ladies and will cuddle up next to them expecting to be petted.

Who I Work With

As Health Advisor at Red Bike Advisors, my job is to make sure my mommy isn’t sitting at her desk all day. I religiously follow the “up every hour” rule and believe sitting is the new smoking. I’m constantly looking for ways to get her to let me out, let me in, and play ball!

My Specialty

As a mini goldendoodle, I’m the best cuddler on the planet.

What I Do All Day

At 18 weeks old, I’m still in training, but my job is already clear: keep my mom in line. I only come into the office sometimes, whenever mom decides I’ve earned it, but when I’m there, I make sure to pull people away from their work, because clearly cuddles matter more than deadlines.

My Specialty

I’m a mini Australian Shepherd, so herding is basically wired into me. Right now that mostly means herding my mom around the house and deciding where she’s allowed to sit.