C-Suite Support

Our Referral Sources
Kathy Costner

Kathy Costner

Financial Advisor

Kathy specializes in executive compensation/benefits and business solutions with estate planning in mind – including life insurance, retirement planning, exit strategies, group benefits and wealth transfer.  She always puts her clients’ financial needs first.

Erin Hollenstein

Erin Hollenstein

Human Capital Management Solutions Consultant

Erin works hard to ensure that she builds the right foundation with every company she has the opportunity to do business with, and her success is further strengthened by the fact that she represents the best Human Capital Management company in the industry. Applicant Tracking, On-Boarding, Payroll, HRIS, ASO, PEO, Health Benefits, and 401k

 

Ivonne Castro

Ivonne Castro

CHRO

Experienced Human Resources Partner with a demonstrated history of working in the CPG, Auto and Telecommunications industry. Skilled in Negotiation, Talent Management, Human Capital Management, Intercultural Relations, and Employee Wellness Programs. Strong business development professional with a Master of Business Administration (MBA) focused in Human Capital.

Kevin Wilson

Kevin Wilson

CBIZ Valuation Group, LLC - Business Development Executive / CPA

Kevin Wilson is a Business Development Manager in the Tangible Asset Practice of CBIZ Valuation Group, LLC. He has more than 15 years of experience in business development.
CBIZ Valuation Group, LLC, has extensive expertise in the valuation of tangible and intangible assets, contracts, securities, debt instruments, partnership interests and litigation claims. CBIZ Valuation Group has assisted many Fortune 500 and middle-market clients in valuing aspects of their business for internal planning purposes, tax planning, financial reporting, merger and acquisition planning and due diligence, litigation support and bankruptcy proceedings in many different industries.

May Lee Harris

May Lee Harris

Controller

I’m a strong Controller/light CFO. My experience attracts small to mid sized companies looking for a re-engineering of the accounting infrastructure or build high performance teams in privately held and PE backed companies. I am pro-active, hands on, and results oriented accounting and finance professional with broad experience in all aspects of accounting and financial management. A CPA that sees the big picture and plans the appropriate strategies to achieve results.

 

Brisa Castillo

Brisa Castillo

Sales Trainer

Consults and trains current clients on their sales team, process, skills, and sales culture. Facilitates and helps guide clients finding the right sales person for their sales culture, and helps companies create a sales process that allows success to be replicated.

 

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