Quest’s founder brings more than 20 years of M & A and family office experience working closely with privately held business owners on clarifying and executing their personal and business goals. Dale holds a Master of Science in Taxation from Walsh College and a BSBA from Central Michigan. He specializes in estate and income tax strategies, succession plans, liquidity events, exit planning, and family estates, and asset protection solutions.
A recognized philanthropist, Dale founded the Make an Impact Foundation in 2010.
Ron is a business consultant bringing more than 20 years of experience. His extensive skill set includes providing professional tax guidance to large corporate and partnership clients, primarily in the manufacturing, retail, and alternative investment space. He works closely with privately held business owners with their tax planning strategies. Ron earned his BSBA from Central Michigan University and was a managing director with KPMG LLP prior to joining Quest.
Kristin has served the banking industry as a Controller, CPA, and CFO for the last 30 years. A graduate of Georgia Tech and the Alabama School of Banking, she most recently spent 16 years with Aquesta Bank as Chief Financial Officer and 12 years as the Director of Human Resources.
During her time with Aquesta, she had significant impact, which aligns with Quest’s areas of focus. She served the company by increasing scalability via optimal earnings, cash management and finance strategies. As well as serving the company by exercising capital, liquidity, interest rate, asset/liability, and tax strategies to protect the company’s net worth, and served the company and shareholders by supporting their significant growth in net worth, culminating in the $131 million sale of Aquesta to United Community Bank.
Kristin enjoys water activities, traveling and spending time with her family, friends, and 4 dogs.
As the Owner and Founder of CenterPoint CFO, Gary has over 30 years of experience with high growth companies, both public and private. He as assisted many privately held companies maximize their profitability and value through optimizing capital structure, securing growth capital, managing accelerated growth, employing financial and operational best practices, mergers and acquisitions and developing and executing sound exit strategies.
Gary graduated from the State University of New York College at Oswego with a BS degree in accounting and holds a dormant Certified Public Accountant license in the state of New York.
Celeste is an experienced and detail-oriented bookkeeper and accounting professional with 20+ years of expertise.
Chris is an expert in manufacturing and distribution, enhancing operational efficiency.
Quest’s founder brings more than 20 years of M & A and family office experience working closely with privately held business owners on clarifying and executing their personal and business goals. Dale holds a Master of Science in Taxation from Walsh College and a BSBA from Central Michigan. He specializes in estate and income tax strategies, succession plans, liquidity events, exit planning, and family estates, and asset protection solutions.
A recognized philanthropist, Dale founded the Make an Impact Foundation in 2010.
Ron is a business consultant bringing more than 20 years of experience. His extensive skill set includes providing professional tax guidance to large corporate and partnership clients, primarily in the manufacturing, retail, and alternative investment space. He works closely with privately held business owners with their tax planning strategies. Ron earned his BSBA from Central Michigan University and was a managing director with KPMG LLP prior to joining Quest.
Kristin has served the banking industry as a Controller, CPA, and CFO for the last 30 years. A graduate of Georgia Tech and the Alabama School of Banking, she most recently spent 16 years with Aquesta Bank as Chief Financial Officer and 12 years as the Director of Human Resources.
During her time with Aquesta, she had significant impact, which aligns with Quest’s areas of focus. She served the company by increasing scalability via optimal earnings, cash management and finance strategies. As well as serving the company by exercising capital, liquidity, interest rate, asset/liability, and tax strategies to protect the company’s net worth, and served the company and shareholders by supporting their significant growth in net worth, culminating in the $131 million sale of Aquesta to United Community Bank.
Kristin enjoys water activities, traveling and spending time with her family, friends, and 4 dogs.
As the Owner and Founder of CenterPoint CFO, Gary has over 30 years of experience with high growth companies, both public and private. He as assisted many privately held companies maximize their profitability and value through optimizing capital structure, securing growth capital, managing accelerated growth, employing financial and operational best practices, mergers and acquisitions and developing and executing sound exit strategies.
Gary graduated from the State University of New York College at Oswego with a BS degree in accounting and holds a dormant Certified Public Accountant license in the state of New York.
Celeste is an experienced and detail-oriented bookkeeper and accounting professional with 20+ years of expertise.
Chris is an expert in manufacturing and distribution, enhancing operational efficiency.
Experienced professional focused on meeting clients’ communications and technology needs. Focused on building strong connections and finding the right solution for each client. I have extensive experience serving on Board of Directors with a demonstrated history of working in the technology/communication sales industry. I am skilled in Sales Support, Customer Service, Marketing, Event Planning, and QuickBooks. Strong administrative professional with a Bachelor of Arts – BA focused in Business Administration and Management, from St. Andrews University.
Dave is a Senior Financial Director and CFO with over 25 years of experience in multiple industries with a history of success in US and European accounting environments. He is well versed in international standards such as IFRS and German GAAP.
Dave’s industry experience includes Logistic Solutions, comprised of automated warehouse design, proprietary software design, and implementation. He enjoys mentoring, motivating, and guiding new, up-coming finance and accounting professionals throughout their journey to become next-level managers and leaders.
He earned his Master of Accountancy at the University of South Florida in Tampa, FL and has been a Certified Public Accountant (State of FL) since 1997.
An accomplished finance executive with over 25 years of experience in financial and operational oversight and has protected the financial health of organizations from VC backed start-ups to mid-size companies.
Dishan’s career has given him deep experience in industries such as banking, research, digital media, technology and biotech. He holds a BA in Business from Bluffton University, a Master of Accountancy from Cleveland State University and is a Certified Public Accountant.
Quest’s founder brings more than 20 years of M & A and family office experience working closely with privately held business owners on clarifying and executing their personal and business goals. Dale holds a Master of Science in Taxation from Walsh College and a BSBA from Central Michigan. He specializes in estate and income tax strategies, succession plans, liquidity events, exit planning, and family estates, and asset protection solutions.
A recognized philanthropist, Dale founded the Make an Impact Foundation in 2010.
Ron is a business consultant bringing more than 20 years of experience. His extensive skill set includes providing professional tax guidance to large corporate and partnership clients, primarily in the manufacturing, retail, and alternative investment space. He works closely with privately held business owners with their tax planning strategies. Ron earned his BSBA from Central Michigan University and was a managing director with KPMG LLP prior to joining Quest.
Kristin has served the banking industry as a Controller, CPA, and CFO for the last 30 years. A graduate of Georgia Tech and the Alabama School of Banking, she most recently spent 16 years with Aquesta Bank as Chief Financial Officer and 12 years as the Director of Human Resources.
During her time with Aquesta, she had significant impact, which aligns with Quest’s areas of focus. She served the company by increasing scalability via optimal earnings, cash management and finance strategies. As well as serving the company by exercising capital, liquidity, interest rate, asset/liability, and tax strategies to protect the company’s net worth, and served the company and shareholders by supporting their significant growth in net worth, culminating in the $131 million sale of Aquesta to United Community Bank.
Kristin enjoys water activities, traveling and spending time with her family, friends, and 4 dogs.
As the Owner and Founder of CenterPoint CFO, Gary has over 30 years of experience with high growth companies, both public and private. He as assisted many privately held companies maximize their profitability and value through optimizing capital structure, securing growth capital, managing accelerated growth, employing financial and operational best practices, mergers and acquisitions and developing and executing sound exit strategies.
Gary graduated from the State University of New York College at Oswego with a BS degree in accounting and holds a dormant Certified Public Accountant license in the state of New York.
Celeste is an experienced and detail-oriented bookkeeper and accounting professional with 20+ years of expertise.
Chris is an expert in manufacturing and distribution, enhancing operational efficiency.
Experienced professional focused on meeting clients’ communications and technology needs. Focused on building strong connections and finding the right solution for each client. I have extensive experience serving on Board of Directors with a demonstrated history of working in the technology/communication sales industry. I am skilled in Sales Support, Customer Service, Marketing, Event Planning, and QuickBooks. Strong administrative professional with a Bachelor of Arts – BA focused in Business Administration and Management, from St. Andrews University.
Dave is a Senior Financial Director and CFO with over 25 years of experience in multiple industries with a history of success in US and European accounting environments. He is well versed in international standards such as IFRS and German GAAP.
Dave’s industry experience includes Logistic Solutions, comprised of automated warehouse design, proprietary software design, and implementation. He enjoys mentoring, motivating, and guiding new, up-coming finance and accounting professionals throughout their journey to become next-level managers and leaders.
He earned his Master of Accountancy at the University of South Florida in Tampa, FL and has been a Certified Public Accountant (State of FL) since 1997.
An accomplished finance executive with over 25 years of experience in financial and operational oversight and has protected the financial health of organizations from VC backed start-ups to mid-size companies.
Dishan’s career has given him deep experience in industries such as banking, research, digital media, technology and biotech. He holds a BA in Business from Bluffton University, a Master of Accountancy from Cleveland State University and is a Certified Public Accountant.