Our Leadership
Meet the visionaries driving Springline Advisory forward into the future. Our leadership team combines industry experts with innovative thinkers who are steering us toward becoming the top-tier, middle-market accounting and advisory services firm of tomorrow.
As CEO of Springline Advisory, Tim is responsible for the overall strategic direction, leadership, and growth of the firm. Recognized for his values-driven leadership style, Tim has guided Springline since its public launch toward the goal of building a top-tier, middle-market business advisory leader and one of the most irresistible, people-first firms in the industry.
Erin is responsible for leading talent strategy and developing a meaningful and rewarding organizational culture for our most important asset–our people. She’s recognized as a visionary builder and talent multiplier. Together with the Springline leadership team, Erin is committed to co-creating one of the most irresistible employee experiences in the industry.
Abhesh leads the technology strategy for Springline and drives innovation and digital transformation while focusing on initiatives that enhance efficiency, elevate client service, and foster an engaging environment for a rapidly evolving workforce. As the architect of Springline’s digital future, Abhesh is committed to driving sustainable growth while championing a people-first culture.
As CAO, Anne oversees founding firm member integration, program management, internal event strategy, and serves as Springline’s compliance officer. By bringing her successful career track record of leading operations for MarksNelson, a Springline company, Anne keeps the firm accountable for operational excellence, ensuring quality controls, while meeting governance and compliance standards. Anne also manages the Integration Management Office (IMO) and works to unite and welcome new firms to Springline.
Meredyth is a creative leader with a successful track record of building strong, differentiated brands. Her role includes building Springline’s relevance, resonance, and reputation as the preeminent mid-market business advisory firm of the future.
Since the firm’s launch in January 2024, she’s been responsible for leading Springline’s brand activation, marketing, and communications as well as managing new partner firm brand integrations.
Brad brings more than 15 years of professional services experience, starting his career as a CPA in public accounting before diving into consulting and advisory services. He’s led business development and client delivery for high-impact CapEx projects, working closely across every C-suite function within mid-market and enterprise companies.
At Springline, Brad is responsible for framing the Go-to-Market strategy, defining sales processes and cross-selling initiatives, designing and resourcing a client-centric business development organization, and driving elevated performance to accelerate sales and supercharge organic growth. Brad is also a licensed CPA in the state of Georgia.
Bryan is responsible for acquisition and partnership development activities, defining the M&A strategy, deal sourcing and identification, and managing overall transaction execution. He brings extensive M&A experience from prior career stops at Patriot Growth Insurance Services, Cohen & Company, and MarshBerry. Bryan is also a licensed CPA in the state of Ohio.
Kevin is responsible for acquisition and partnership development activities, defining the acquisition strategy, deal sourcing and identification, and managing overall transaction execution. He brings extensive M&A experience from prior career stops at Deloitte and Accenture and has helped to establish Springline’s partnership momentum.
Mike McGuire serves as an independent board director for Springline Advisory. From January 2015 to July 2019, he served as CEO at Grant Thornton LLP, the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading organizations of independent audit, tax, and advisory firms.
With more than 8,000 colleagues in 59 offices across the country, Mike worked with his team to deliver to Grant Thornton’s clients a culture of quality, innovation, and collaboration that led to consistent, high-quality results. He believes in the power of curiosity and creativity, and of dedicated, passionate people.
During his 35+ years in the profession, Mike worked with high-growth, startup, and middle-market companies in a diverse range of industries. Much of his experience includes capital markets transactions and advisory services on M&A strategies and deal structure. His specialties include advisory, audit, cultural enrichment, technology innovation and leading industry disruption through enterprise-wide transformation.
Through it all, he learned that culture is the most important asset for any organization. It’s his near-obsession with building a strong, positive and distinctive culture at Grant Thornton that he believes was the key differentiator as they aimed to innovate and transform our profession for the future.
As BGBC Advisory Managing Partner, Shelley leads the development and execution of the firm’s business strategy, guiding the direction and growth initiatives to ensure sustainable success. With 25 years of industry experience, she’s been a pivotal leader in the firm’s assurance practice, previously serving as the Director of Assurance. Recognized for her people-first leadership style, she continues to guide BGBC in providing clients with exceptional service and the continued growth of the firm’s award-winning culture.
As HM&M’s Managing Partner, Susan oversees the day-to-day operations and strategic direction of one of Dallas-Fort Worth’s fastest-growing full-service accounting and advisory firms. With nearly 40 years of industry experience, she continues to provide clients across various industries with complex tax planning, compliance, and consultancy services. Susan’s commitment to excellence extends to her lifelong dedication to service through leadership roles with numerous professional and community organizations.
Clark, Raymond & Company Advisory
In 1991, Ed co-founded Clark, Raymond & Company, where he serves as the executive professional. During his years in public accounting, Ed is the managing partner of Clark, Raymond & Company Advisory where he leads a variety of client engagements that involve the preparation of audited, reviewed, or compiled financial statements. He provides commercial and personal income tax advice, and has extensive experience in estate taxation and estate planning.
A member of the American Institute of Certified Public Accountants and the Washington State Society of Certified Public Accountants, Ed is a founding Director and former Board Chair of the Rotary Wishing Well Foundation and a former Board member of the Make-A-Wish Foundation of Washington.
Sheri Fiske Schultz is the Managing Partner of Fiske Advisory, LLC, a South Florida business advisory firm consistently ranked as one of the top litigation support and valuation firms in the region. In addition to being a licensed CPA, Sheri holds the designation of Accredited in Business Valuation and is Certified in Financial Forensics by the AICPA.
Sheri brings more than 35 years of experience to her clients, offering both professional expertise and practical insight into business valuations and litigation support services. She is a frequent speaker on business valuation and forensic accounting and has broad-based tax experience in mergers and acquisitions, reorganizations, estate issues, and tax compliance.
Sheri was a mentor in the AICPA FVS section and was honored with the AICPA’s ABV Champion of the Year Award. Among many accolades, Sheri has been named a South Florida Business Journal (SFBJ) Influential Business Woman, FICPA’s Woman to Watch, “Key Partner” in Accounting by the SFBJ, and “Woman Extraordinaire” by Business Leader Magazine. Sheri was also honored with the Apogee Award as well as the Prestigious Women Award in Accounting & Finance by South Florida Business & Wealth. Most recently appointed to the Florida Bar Grievance Committee, Sheri is a hardcore Gator alumni fan and is smitten with her first two grandchildren, Blake and Jackson.
Jim is the Managing Partner of EFPR Advisory, LLC and one of the founding members of StoneBridge Business Partners, an affiliated consulting firm. He’s a member of the firm’s Business Valuation, Litigation Support & Forensic Services Group and other nontraditional accounting services.
With more than 25 years at EFPR, Jim is a full-time management consultant, traveling extensively throughout the country. During his career, he’s helped safeguard some of the largest Fortune 1000s from fraud and abuse and has assisted in the identification and recovery of millions of dollars back to the affected parties. His experience is mainly concentrated in the healthcare distribution and franchise fields, where he’s worked with 50+ top franchisors in the U.S.
