Meet Your Red Bike Advisors
We’re “analytically creative” number nerds who believe in creating exponential value for you
Gretchen Roberts
CEOWhat 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 our clients and bring exponential value to every engagement.
My Specialty
As a business owner myself, I know that a strong relationship with your accounting firm can make or break your success. I’m on a mission to help every one of our clients “breakaway from the pack” and gain a competitive advantage with a strong financial foundation.
My Superpowers
I’m “analytically creative,” meaning I infuse both left- and right-brained thinking into strategy. I take big ideas and translate them into executable strategies and outcomes.
When I’m Not at Work
I love to cook, work out, walk on the beach, hike, read, and spend time with my husband and our four amazing kids.
The Bottom Line
“I believe every business owner needs to know their numbers in order to be truly successful, but you don’t have to be a financial whiz yourself. You won’t find me doing pivot tables in a spreadsheet or creating a headcount forecast, but I do have big growth goals and I rely on my CFO and accounting & tax teams to help me plan the route to getting there. When we help our clients achieve their big goals, I know we’ve truly succeeded in our mission.”
Adam Shay, CPA, MBA
Director of Advisory & Virtual CFOWho 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 are looking for strategic and proactive financial advice to help them grow revenue, bank more profits, and optimize cash flow.
My Specialty
As an MBA and CPA, I have a deep expertise in both business & 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.
Designations & Degrees
I’m a Certified Public Accountant and hold an MBA degree from the University of Maryland.
When I’m Not at Work
I like to cook, watch/coach my kids’ sports, and spend time outside with my wife Sarah, sons Wagner and Garrett, and dog, Echo.
The Bottom Line
“It’s simple: I love to help people achieve their full potential. This is reflected in all aspects of life, everything from my work to my family and community service. I believe there is a better way to do accounting and business, yet most entrepreneurs of small to mid-sized companies are under-served in terms of guidance and support. As an experienced entrepreneur, I still get a rush from seeing businesses grow and succeed. This is a huge motivator for me…it keeps things fresh every day and makes it fun to get up every morning.”
Richard Pasquantonio, CPA/CFF, CFE, CDFA, CTRS
Director of Dispute ServicesWho 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. In addition to fraud and forensic services, I assist clients in preventing, managing, and resolving tax audits and disputes with taxing authorities.
My Specialty
I have a natural talent for identifying key information in investigations, a skill honed through my training, education, and experience. By combining these elements with my instincts, I efficiently pinpoint critical details early, reducing client costs and improving outcomes.
Designations & Degrees
I hold a bachelor’s degree in business administration with a concentration in accounting from the University of Pittsburgh. I am a licensed Certified Public Accountant (NC License No. 33577), a Certified Fraud Examiner, Certified in Financial Forensics, Certified Divorce Financial Analyst and a Certified Tax Resolution Specialist.
When I’m Not at Work
I love cooking for family and friends, especially with the wood-fired oven I spent nearly 10 years building. My wife, Michele, and I enjoy life with our two kids, Violet and Luciano, exploring the beach, mountains, and spending time with friends.
The Bottom Line
“Team work. I love watching people grow personally and professionally. The specialized work that my team performs on a daily basis requires a broad base of knowledge, experience and technical skills. I am constantly impressed by the insights and contributions that my team brings to each investigation.”
Jill Crowe, CPA
Senior Tax ManagerWho I Work With
As a Senior Tax Manager at Red Bike Advisors, I prioritize being a dependable resource for my clients, genuinely attuned to their unique needs and objectives. Drawing on more than two decades of experience, I have supported a diverse clientele including individuals, small businesses, and large corporations, all of whom I have assisted through the complexities of tax compliance.
My Specialty
As a CPA, I specialize in tax compliance for multi-state and consolidated businesses, individuals, and sole proprietorships.
Designations & Degrees
I am a Certified Public Accountant and hold a Bachelor’s degree from the University of Alabama in Birmingham.
When I’m Not at Work
My husband and I currently live in Birmingham, but spend most weekends in North Alabama enjoying a slower-pace and retreat from the city. I consider any day filled with football games, reading or road trips as time well spent! I also look forward to each moment with our daughters or any of our four-legged family members.
The Bottom Line
“I know my role is about more than just numbers – my bottom line is about people. Providing true value lies in being a consistent resource which fosters trust and reliability, essentials for achieving long term success. I believe my fight with breast cancer further enhanced my drive to cultivate these personal relationships, recognize the needs of others, and navigate challenges with compassion and purpose.”
Rachel Gillilan, CPA/CFF, CTRS
Manager of Fraud & Forensic ServicesWho 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 clients sleep better at night by helping both individuals and small businesses to resolve any IRS or back tax issues they may face.
My Specialty
As a CPA/CFF and CTRS I help clients understand and navigate challenging situations. They can rest assured they are in the hands of an expert to help guide them through IRS issues, divorce, or business partner disputes.
Designations & Degrees
I’m a Certified Public Accountant (CPA), Certified in Financial Forensics (CFF), and Certified Tax Resolution Specialist (CTRS). I hold both an undergraduate and Masters degree in Accounting from NC State University.
When I’m Not at Work
I’m a NC Certified Beekeeper, member of the Bald Head Island Croquet Club and am slowly crossing off all the US National Parks off my bucket list with my husband, Matt!
The Bottom Line
“I enjoy solving problems for people. I take pride in finding a solution for someone’s problems that were previously keeping them up at night.”
Michelle White
Accounting ManagerWho I Work With
As head of the accounting and bookkeeping department, I manage a diverse portfolio of clients across various industries. With years of experience in the field, I enjoy one-on-one interactions to understand and support each client’s unique needs. Whether solving complex puzzles or researching unique challenges, I’m committed to ensuring our clients’ books are accurate and up-to-date, helping them make informed decisions and easing the stress of tax season.
My Specialty
I specialize in the Dental, Medical, and Veterinarian fields, helping small businesses understand their numbers so they can focus on growth while we handle the accounting. As a small business owner myself, I understand the challenges of managing so many moving parts and strive to make the process easier for my clients.
Designations & Degrees
I hold a Bachelor of Science in Accounting, a Bookkeeping Certification, and the QuickBooks Online Pro Advisor Certification.
When I’m Not at Work
I enjoy spending time with my husband and two children, traveling, reading historical fiction, baking and any outdoor activities. Fun fact: I speak, read and write German fluently.
The Bottom Line
“I love to be able to take the stress of the accounting work off my client’s plates and to assist them in understanding what the numbers mean to them and their small business. I love to be able to assist them with solving a pain point and making their lives easier on a daily basis. Being able to clean up the books and getting things balanced to the penny gives me a thrill and sense of accomplishment.”
Alex Rader
Senior Tax AccountantWho 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, helping me build a strong knowledge base. I’ve also assisted 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. I’ve also excelled in real estate accounting.
Designations & Degrees
Bachelor’s Degree in Accounting from West Liberty University; Studying for CPA Exam
When I’m Not at Work
My family and I live a very active lifestyle. I have a wife and 2 young sons. I try to join as many different adult sport leagues as I can, and I enjoy going to the gym nearly every day. We recently moved to Wilmington, NC and are loving the outdoor/beach life. My wife and I also love to go see live music.
The Bottom Line
“The accounting/tax business is more than maximizing profits and projecting income. It’s a people business. It’s about understanding the people behind the financial statements and helping them maximize their entire life, not just their earnings.”
Christopher Nebel, EA
Tax Resolution SpecialistWho I Work With
As a Tax Controversy Specialist at Red Bike Advisors, I work with clients who find themselves immersed in tax disputes. Whether these disputes involve the Internal Revenue Service, state taxing authorities, or both, these interactions can be challenging for clients to navigate without professional assistance.
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 Collection Division of the IRS and later as a Senior Manager within the IRS Taxpayer Advocate Service has provided me with a unique ability to understand and evaluate both the position of our clients and the IRS and enables me to formulate a course of action to achieve the best possible outcome for our clients.
Designations & Degrees
I am an Enrolled Agent (EA) qualified to practice before the IRS. Enrolled Agent status is the highest credential the IRS awards. As an Enrolled Agent, I have unlimited practice rights. This means I can help clients with any tax issue and engage with any IRS office.
When I’m Not at Work
I enjoy traveling, spending time driving my Jeep on the beach, cooking on our smoker, watching Nebraska football, checking out food trucks and little beach eateries, spoiling grand kids and our dogs and just enjoying life!
The Bottom Line
“When I retired from the IRS, I had decided that the only way that I would reenter the tax arena would be if I found a team that held the same strong ethical beliefs and passion to help clients that I do. I found that team in Red Bike Advisors. We check our egos at the door and truly work as a team to help our clients achieve the best possible outcome to what are often emotional, stressful and challenging situations.”
Sydny Hess, MSA
Forensic AccountantWho 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 my Masters of Science in Accountancy and accounting and forensics experience in a Family Law practice, I help clients navigate the financial impacts and outcomes of their divorce or business disputes.
Designations & Degrees
I hold a Bachelors of Science with a concentration in Accountancy and a Masters of Science in Accounting from the University of North Carolina Wilmington.
When I’m Not at Work
I love to be on the water—hanging out on the beach, boating, and visiting with my family at our lake house, all with my dog Robbi by my side. To feed my creative side, I enjoy refurbishing antiques and building furniture.
The Bottom Line
“I love getting to use my knowledge of accounting and desire to solve problems to help clients who are going through a challenging time.”
Joshua Carter
Senior Tax AccountantWho 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 situations with confidence.
My Specialty
I pride myself on forming lasting relationships with my clients, understanding their goals, and delivering clear, actionable advice that enables them to make informed decisions. Whether you’re a young professional just starting your career or business owner planning for retirement, I offer highly personalized services to ensure you receive optimal tax solutions aligned with your personal or business objectives.
Designations & Degrees
I hold a Bachelor’s degree in Accounting from the University of West Florida.
When I’m Not at Work
I’m passionate about living life to the fullest and finding balance. When I’m not helping clients navigate the tax world, you can usually find me spending time with family & friends having a good laugh, traveling to a new place in the world or lovin’ on my two puppy dogs Beauregard & Winston.
The Bottom Line
“Achieve success by contributing to the success of your clients.”
Brittany Torres
Client Engagement CoordinatorWho I Work With
As a Tax Client Engagement Coordinator at Red Bike Advisors, I am responsible for ensuring seamless communication between clients and the firm’s tax professionals. I’m here for you from the initial point of contact, all the way to ensuring you get to the finish line with a timely filing.
My Specialty
With a background in disaster restoration, I specialize in navigating high-pressure and time-sensitive environments. Whether addressing urgent tax matters or managing client expectations during peak seasons, I thrive in providing prompt solutions, ensuring clients receive top-tier service even in the most demanding circumstances.
My Superpower
I excel in quickly assessing complex situations, finding effective solutions, and conducting thorough research to resolve challenges efficiently. Key skills in delivering timely and accurate results, whether navigating client inquiries or managing urgent tasks.
When I’m Not at Work
Outside of work I am a “Coordinator of chaos.” I love to thrift, explore the outdoors, take care of my 50+ houseplants, and spend time with my husband, our two daughters, pet ball python, green cheek parakeet and frenchie!
The Bottom Line
“I love the opportunity to help clients navigate complicated situations and find solutions that make a positive difference in their experience. There’s a real thrill in turning a challenge into a resolution and knowing that I’ve made someone’s day a little easier or less stressful.”
Robin Soto
Office ManagerWho I Work With
As Office Manager at Red Bike Advisors, I juggle many roles to support both our clients and team. Whether greeting visitors, scheduling appointments, handling invoices, or keeping the office organized, I ensure everything runs smoothly. From tech setup to coffee-making, I’m here to keep our team efficient and our workspace well-stocked.
My Specialty
Being in my position for so many years has allowed me the ability to ensure I am providing best customer service to anyone who contacts our firm. I am always looking for ways to improve our processes and ensure we are the best in our industry.
My Superpower
Adaptability and Flexibility — these skills allow me to be whatever and wherever I need to be to ensure our clients are receiving the service they deserve and our team is receiving the guidance and assistance they need.
When I’m Not at Work
You can find me with my family! I love spending time with my husband (Jerry), kids (Skyler, Sheila, Zuleyka) and all my beautiful grandkids. We enjoy hanging out, cooking & grilling, and watching movies or playing board games. I also love to read and travel, but my passion is party planning.
The Bottom Line
“I love what I do and am definitely doing what I love! My team and our clients are what motivate me to come to work every day. Knowing I can help someone, somehow is true gratification!”
Florencia Garcia
Executive & Marketing AssistantWho I Work With
As an EA at Red Bike Advisors, I’m responsible for assisting Gretchen, the CEO, with comprehensive administrative support, the execution of foundational marketing tasks and managing client communications ensuring seamless interactions and helping maintain strong, ongoing relationships.
My Specialty
With a bachelor’s degree in marketing and a background working closely with executives and clients, I have developed the ability to understand client needs, identify opportunities for improvement, and deliver effective solutions. I stand out for my organizational and communication skills, which allow me to be a trusted partner who supports the people I work with in maximizing their time and enhancing client interactions.
My Superpower
I would describe myself as a multitasker and problem solver. I thrive in fast-paced environments, taking the initiative to streamline processes and find solutions that allow Gretchen to focus on what truly matters—growing the business and building client relationships.
When I’m Not at Work
I love music, food, and spending time outdoors. When I’m not working, you can find me with my two dogs, Milo and Enzo, or traveling. Since I was a little girl, I’ve enjoyed exploring new places and getting to know different cultures.
The Bottom Line
“Teamwork, communication, empathy, and respect are key values for me at work. I love collaborating with passionate people who help me grow, and it’s thrilling to achieve goals that contribute to the team’s and company’s success.”
Gypsy Girl & Stir Fry
Happiness ConsultantsWho I Work With
As the Happiness Consultants at Red Bike Advisors, we are Ali Register’s favorite coworkers. We like to lay at her feet when she works from home, and maybe even attempt to lay on her laptop.
My Specialty
Our specialty is trying to play with squeaky toys when she is on the phone or even trying to give kisses when she is doing something important.
My Superpower
We are incredibly good at chasing squirrels, barking when a car door shuts, and knowing when a cheese wrapper is being unraveled.
When I’m Not at Work
We love to take long walks (although Gypsy Girl gets really tired really fast), playing with our little brother because he loves to run around the house with our toys (we have to chase him a lot), and of course being spoiled with treats! (Sometimes our little brother even sneaks us his cheese sticks!) We also love to lay on one another, which somehow is super comfortable!
The Bottom Line
“We make sure our mom feels happy and loved every day at work, and afterwards.”
Scooby
Head of SecurityWho 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.
My Superpower
I am an amazing vacuum! Just drop a piece of food and I’m there instantly! I am also an expert ankle nipper! Turn your back when you are leaving and you will find out!
When I’m Not at Work
I love snuggling with my family, going on car rides, taking naps, and barking at the neighbors dogs!
The Bottom Line
“My family has had me since I was 8 weeks old. Needless to say, I am spoiled and greatly loved. On the flip side, I know I am the best protector and “buddy” they could ever have so it’s a win-win for all of us.”
Oakley
Health AdvisorWho 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.
My Superpower
I can tell time! I know exactly when 7 a.m. and 5 p.m. (aka mealtimes) roll around every day.
When I’m Not at Work
I love going on daily walks with my family, cuddling, and bringing leaves and sticks in the house and chewing them up.
The Bottom Line
“As an adoptee at 1 1/2 years old, I fit right into my large and busy family. There’s always something exciting going on, and I insist on being right in the middle of it.”
Book Your Free Strategy Session Today
Make your next move the one that sets you up for long-term success. Red Bike Advisors delivers mergers and acquisitions tax services that combine financial due-diligence, cash flow modeling, asset allocation, and tax structure into a cohesive plan that protects value at every turn. Schedule your free strategy session today to map the steps, clarify the numbers, and position your deal for a smooth close with confidence.