Management Team

Bob has been with Holbrook & Manter since 1979, primarily focusing on Tax Services and the Business Services and Solutions Group. He has 40 years experience in public accounting with a concentration in healthcare, including physician and medical practices (single and multi-specialty). When Bob is not helping medical practices navigate through their many challenges and changes in today’s dynamic environment, he is very busy helping closely and family owned businesses reach their maximum potential. Bob is also involved in the firm’s quality and peer review program.

His expertise lies in corporate strategy, corporate finance, business planning, personal financial planning, and corporate tax planning, compliance and estate and trust planning. Additionally, Bob works closely with the Firm’s Health Care Services Team, addressing physician compensation strategies as well as ownership modeling. He also specializes in compilation, review and management consulting.

Education

• Bachelor of Science in Business Administration – Ohio Northern University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio
• CGMA – Chartered Global Management Accountant
• Registered Investment Advisor

Associations & Memberships

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA) – Past Executive Board Member
• Community Foundation of Union County
• Marysville Housing, Inc. – Board Member and President
• Marysville Public Library – Board Member
• Many other Community and Civic organizations

Contact

Bryan is backed by over 11 years of experience in the accounting industry, mostly in tax. He has been with Holbrook & Manter since 2012 and currently serves as a tax manager.

Bryan specializes in various services offerings and works with clients in a variety of industries including: construction, cost segregation, healthcare, manufacturing, professional services, real estate, non-profit organizations and restaurants.

Education

• Bachelor of Science in Business Administration in Accounting – The Ohio State University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio

Associations & Memberships

• Ohio Society of CPAs
• American Institute of Certified Public Accountants (AICPA)

Contact

Linda has been with Holbrook & Manter since 1997, focusing on the area of Tax. Linda has over 40 years of experience in all areas of public accounting. As the Tax Manager her expertise encompasses all areas of tax, with special emphasis on individuals, partnerships, S Corporations, trusts and estates.

Education

• Bachelor of Business Administration – Marshall University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio
• CGMA – Chartered Global Management Accountant

Associations & Memberships

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA)

Contact

Carmen has been with H & M since 2008. She is currently a manager focusing on the areas of Tax and BSST.

With over 18 years of experience in public accounting, her areas of focus have been individual and corporate tax as well as business services and solutions. An industry area of focus has been accounting, consulting and tax for the healthcare industry. Carmen works with many of H&M’s BSST and Healthcare clients on their overall financial picture and compliance needs. It is not uncommon to find her seated at the table of a board meeting or for her to be present at various vital meetings held by her clients- Carmen is dedicated to going the extra mile to understand the overall needs and goals of those she works with.

Education

• Bachelor of Science in Business Administration – The Ohio State University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio

Associations & Memberships

• Member Ohio Society of Certified Public Accountants (OSCPA)

Contact

Dave Gruber has over 30 years of experience in accounting, financial, and consulting roles. Dave is the former President of DJG Financial Consulting, LLC, where he spent nearly a decade in various consulting roles focusing substantially on Sarbanes-Oxley compliance and part-time Chief Financial Officer duties. His experience includes both large public companies, privately held companies, and non-profit organizations. Dave has also served as a Trustee for four mutual fund complexes, as well as a Board Member for one non-profit organization.

In 2018, he was appointed as a Board Member for the State Teachers Retirement System of Ohio. Prior to becoming an independent corporate finance and accounting consultant, he served in a variety of accounting roles for various entities including Controller and Chief Financial Officer. His career started with PricewaterhouseCoopers, a certified public accounting firm.

Education

• Miami University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio
• Member – American Institute of Certified Public Accountants

Contact

Danielle has been with Holbrook & Manter, Inc. since 2007 when she started as an intern. She is currently a manager focusing on the areas of Business Services and Solutions Team (BSST) and Tax.

Danielle’s expertise is centered around helping closely held businesses with QuickBooks setup and training, Financial Statement preparation, Payroll and Corporate Tax. While she works with clients from across many industries, her focus is on those in manufacturing and professionals services businesses. Danielle enjoys working onsite with her clients to assist them with their accounting needs and to help identify efficiencies and best practices.

Education

• Bachelor of Science in Accounting and Business – Muskingum University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio
• CGMA – Chartered Global Management Accountant
• QuickBooks ProAdvisor

Associations & Memberships

• Ohio Society of Certified Public Accountants (OSCPA)
• American Institute of Certified Public Accountants (AICPA)

Contact

Justin T. Linscott has been with Holbrook & Manter since 2005, focusing on the area of Tax. Justin’s industry focus areas include manufacturing, estate and trust planning, and family / closely held businesses.

Since joining Holbrook & Manter, Justin has gained extensive experience with taxation as well as with the firm’s audit and assurance teams. Justin’s expertise focus encompasses all areas of tax, with special emphasis on estate and gift tax law, fiduciary taxation, individuals, partnerships, and corporations. Justin currently shares his knowledge and expertise as the president of the nationally-recognized CPA review course: MDS CPA Review. In the past Justin spent time at Ohio Wesleyan University as an adjunct professor.

Justin thoroughly enjoys having discussions with clients and contacts about their tax planning needs. He is often sought out and regularly referred to by various professionals for his knowledge and experience in tax and especially with estate planning and fiduciary taxation. Justin frequently travels to Washington D.C. to attend hearings on tax-related matters and interact with U.S. Representatives and Legislative aids.

Justin is often recognized for his talents and the contributions he makes to the community. He is a member of the Forty Under 40 Class of 2016. This award is presented annually by Columbus Business First and is designed to recognize up-and-coming professionals and community leaders.

Education

• Bachelor of Arts – Ohio Wesleyan University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio
• CFP® – Certified Financial Planner
• CGMA – Chartered Global Management Accountant
• CITP – Certified Information Technology Professional

Associations & Memberships

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA)
• Worthington Estate Planning Council (WEPC)
• Young CPA Network (AICPA)
• Ohio Young CPAs (OSCPA)
• North Central Chapter (OSCPA)

Contact

Fred has been with Holbrook & Manter since 1974, participating in all of the Firm’s service areas. Fred currently focuses on Tax compliance and Management Advisory Services within several industries: agri-business, insurance, non-profit, automotive dealerships, construction, manufacturing, medical practices and ancillary services. He also provides financial, tax and estate planning services for individuals and closely-held enterprises. In addition, Fred provides investment management for high net worth individuals and their families.

Fred’s professional experience prior to joining H&M was with the Columbus office of Haskins & Sells (currently Deloitte), a national accounting firm. He was responsible for closely-held business relationships and engagements requiring filing with the Securities and Exchange Commission.

Education

• Bachelor of Business Administration – Ohio University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio
• Licensed Investment Advisor

Associations & Memberships

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA) (Past Vice-President, Past State Director, Past Public Relations Executive Council, Strategic Planning Committee)
• North Central Chapter (NCCOSCPA) (Past President)
• Past Editorial Advisory Board Chairman – The Ohio CPA Journal
• School of Accounting Advisory Council – Ohio University
• Accounting Advisory Board – The Marion Technical College
• Marion Community Foundation Board (Past Chairperson)
• Delaware County Cultural Arts Center Board (Past Chairperson)
• Advisory Board of the Entrepreneurial Institute, Columbus Chapter
• Many other Community and Civic organizations

Contact

Molly leads the Holbrook & Manter team in regards to marketing and business development. H&M believes that marketing is a firm culture, and Molly is honored to work with the entire team to share the firm’s history, service offerings and expertise through channels such as the firm websites, blogging, social media and speaking engagements. Molly also focuses on H&M’s advertising and media efforts, including the firm’s overall brand messaging. Client service and retention as well as the firm’s overall growth are focuses for her as well.

Molly holds a bachelor of arts from Otterbein University and brings several years of experience working in various corners of media, journalism, advertising, sales and marketing to H&M.

Molly is passionate about the H&M brand and invites you to keep up with us through our blogs and news posts on all three of our firm websites as well as through social media channels such as twitter (@holbrookmanter), Facebook and LinkedIn.

Education

• Bachelor of Arts – Otterbein University

Professional/Community Involvement

• Board Member- Tri-Village Chamber Partnership
• Board Member (Marketing Chair) – Kitchen Kapers

Contact

Brian has been with Holbrook & Manter since 1995, primarily focusing on the areas of Tax Consulting and Management Advisory Services within several industries: agri-business, construction, manufacturing, professional services, real estate and closely held businesses and their owners. Prior to joining H&M, Brian gained extensive tax and audit experience with regional firms in West Virginia, Virginia and New York. His responsibilities have included developing corporate strategy, business planning and corporate and individual tax planning.

Education

• Bachelor of Science and Business Administration – Bowling Green State University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio
• CGMA – Chartered Global Management Accountant

Associations & Memberships

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA)
• Ohio Manufacturing Association (OMB)
• Past member of Ohio Society of Certified Public Accountants Legislative Committee
• Board President of Union County Board of Developmental Disabilities
• Treasurer of Union County Ohio Agriculture Association
• Board Member of several Community Boards

Speaking Engagements & Training

• Various tax education seminars for clients and other professional associates
• Frequent presenter at Conway Center for Family Businesses events
• Farm and finance writer for Ohio’s Country Journal
• Presenter at Board presentations on advisory service

Contact

Brad has been with H&M since 1982, primarily focusing on Tax, Management Advisory Services, and business and individual financial planning.

Brad’s professional experience prior to joining H&M was with the international firm Deloitte. Brad has particular expertise with large and small businesses in manufacturing, agri-business, professional services, and especially closely held businesses and their owners.

For years Brad has been asked to speak and facilitate on various subjects including, business and individual financial planning, succession planning and other tax and planning topics. He enjoys working with and leading discussions on business operational aspects and faith-based financial planning.

Businesses and individuals have different needs at different stages of their lives. Brad enjoys the challenge of providing financial planning advice tailored to these different and ever changing needs.

Education

• Bachelor of Science in Business Administration – The Ohio State University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio
• CGMA – Chartered Global Management Accountant
• Registered and Licensed Investment Advisor

Associations & Memberships

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA) – Past Executive Board Member
• Past Chairman of the Board of Marion General Hospital
• Past Board of Directors and Financial Committee – Ohio Health – member of Hospitals: Riverside, Grant & Doctors in Columbus
• Past President and current Board Member – Marion Area Chamber of Commerce
• Trustee and Board Member of several foundation and community boards
• Past President and current Board Member of the Marion General Hospital Foundation

Speaking Engagements & Training

• Frequent “Small Group” training leader on financial and resource planning
• Frequent client Board of Directors presentations of audit, tax, and advisory including business controls, analytics and industry benchmarking
• “Management Accounting” – Guest Lecturer for The Ohio State University
• “Fiduciary Responsibilities” – Training for Board of Directors

Contact

Pete Rife is the firm’s Director of IT Audit. He is a Certified Information Systems Auditor (CISA) and a Certified Information Systems Security Professional (CISSP).

Pete graduated from Ridgedale High School in Marion Ohio before attending The Ohio State University. He formed Zero One Communications, a technology integration and consulting firm which specialized in system design and deployment. During his years at Zero One Communications, he delivered solutions to a variety of industries including healthcare, financial services, manufacturing, governmental, and institutional clients. In 1998 Pete joined the technology consulting practice of Holbrook & Manter. Working with Holbrook & Manter, Pete has developed a technology management practice focused on providing medium enterprise clients with CIO-level advisory services. His recent client projects include extensive work in the healthcare and financial services sectors for several 500M+ companies across the US.

Education

• Attended The Ohio State University

Professional Accreditation

• CISA- Certified Information Systems Auditor
• CGMA – Chartered Global Management Accountant
• Certified Information Systems Security Professional (CISSP)

Examples of Managed Projects

• Managed all aspects of technology for the build and move of a new community hospital. Responsible for all technology requirements from design to build. Managed move of all clinical departments into new facility.
• Managed a complete hospital pharmacy automation for a Lutheran Hospital Network hospital. LHN is an 8000+ employee hospital in the publicly traded CHS hospital group.
• Managed the deployment of a 20+ site MPLS WAN (Wide Area Network) for a 300+ million energy company in central Ohio.
• Design and deployment of a complete new network infrastructure for a worldwide manufacturer of heavy equipment.
• Numerous projects regarding internal control and information security. Audits types include review of relevant compliance requirements including HIPAA, SOC 1, SOC 2, SOX and other regulations. Information Security policy development and awareness training are often included in these engagements.
• Managed a complete software conversion and migration for a regional financial services firm. The project included database migration, SAN deployment, and WAFS (Wide Area File System) hardware for application acceleration and moving all infrastructure into a level 4 data center.

Contact

Stephen C. Smith is a Principal with Holbrook & Manter. Stephen has been with H&M since 1998, primarily leading the Business Services and Solutions Team as well as the Management Advisory Service Areas, concentrating on the firm’s Consulting and Business Development and Business Valuation Services. Stephen’s industry and focus areas include manufacturing, construction, professional services and closely held businesses.

Prior to joining H&M, Stephen gained extensive diversified management experience for a $150+ million international manufacturer of life support systems and products. His responsibilities have included finance, accounting, Security Exchange Commission (SEC) reporting, payroll, financial reporting, budgeting, accounts payable and other controllership and management oversight functions.

Stephen is an alumnus of Deloitte, where he spent five years gaining extensive management, audit, tax, consultancy and SEC experiences.

For years Stephen has been asked to speak on various subjects to groups ranging from client seminars up to the Ohio Society of CPAs. His experience and training has allowed him to provide value to his clients and audiences by focusing on the vision, strategy, and structure of their operations. He leads discussions on management, business analysis, business controls, ratio analysis and industry benchmarking.

Education

• Master of Business Administration – Capital University
• Bachelor of Science and Business Administration (Accounting and Finance) – The Ohio State University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio
• CGMA – Chartered Global Management Accountant
• CVA – Certified Valuation Analyst

Associations & Memberships

Association & Memberships

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA)
• National Association of Certified Valuation Analysts (NACVA)
• Ohio Society of Certified Public Accountants committee member
• Ohio Manufacturing Association
• Board Member of several Community Boards

Speaking Engagements & Training

• “SWOT – Your Business Health Check”; Ohio Society of CPAs, CPAs in Industry Conference
• “Internal Controls”; NSAC Conference
• “Detect and Prevent Fraud with Internal Consulting”; NSAC Conference
• Frequent leader of discussions on understanding and building business value
• Frequent Presenter at Board presentations on advisory service
• Frequent Team, Group and Discussion leader

Contact

As an Audit Principal and Certified Public Accountant and 10+ years’ experience, Mark specializes in leading and performing annual audits and reviews of company financial statements across a diverse client base. Mark’s abilities extend beyond the basic assurance services with his background as a Certified Fraud Examiner (CFE). As a CFE, Mark provides a wide range of services from internal control evaluations to forensic examinations.

Prior to joining H&M, Mark worked for a local accounting firm in Columbus and in the audit division of Ernst & Young, LLP. At E&Y, Mark worked on integrated audits for large SEC issuers, including Limited Brands, Cardinal Health, and Park National Bank. While working on these large engagements, he gained experience performing control testing under the requirements of Sarbanes-Oxley 404.

Education

• Bachelor of Arts – Otterbein University
• Master of Accounting – The Ohio State University

Professional Accreditation

• CPA – Certified Public Accountant, Ohio
• CFE – Certified Fraud Examiner

Associations & Memberships

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA)
• Member of Peer Review Committee and Accounting & Auditing Committee
• Technical Peer Reviewer for the Peer Review Committee of the OSCPA
• Co-Chair of the Allinial Global SOC Community of Practice
• Past Member of the OSCPA Peer Review Committee and Accounting & Auditing Committee
• Past Treasurer of the Columbus Chapter of the American Marketing Association

Contact