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Small Business Advisor Network

Licensed Professionals Helping Business Owners Succeed
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Paul Brown

M. A.

At Clearstone, my mission is simple: we help clients experience a meaningful life as they discover their best path to wealth accumulation, retention, growth, and – in time – transfer of assets. We do this by creating and implementing comprehensive wealth strategies personally designed to help meet what is important to them.

To fulfill this mission I provide clients with clearly understood, professional advice that enhances their quality of life and leads to sustained, actionable solutions.…

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Christopher Goebel

CEPA, CFBA, MBA

Growing up in an entrepreneurial business founded by his father in 1964, Christopher went from sweeping floors to become President & General Manager of Lakefront Lines/Coach USA. Working alongside his father and five siblings, he helped grow their business into a $38.9 million enterprise. Managing the family business through a generational transition, privately-equity ownership and then to a publicly-traded company, Christopher learned firsthand the challenges of scaling, operating and exiting a successful business enterprise – and has a passion for sharing the wisdom he has gained in a lifelong career as a visionary and performance-driven executive.…

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Bruce Hosler

Enrolled Agent, CFP, AIF, CEPA

“I’m extremely fortunate that my work is my calling: I’m passionate about helping people create a better future. “

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Randall Klein

Enrolled Agent

I help business owners achieve real multi-dimensional wealth and to pursue their LIFE PURPOSE. And most importantly, help people like you get to the point where they can enjoy their wealth.

If you are not enjoying life–or the work in your business–then we need to talk.

As your firm’s part-time CFO, I will help you identify the things that may be holding your company back from big growth, or help you create strategies for your personal exit plan.…

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Lawrence McKee

CPA

Experienced Contract CFO | Controller with start-up, crisismanagement and private company experience.For many small to mid-sized businesses it is just not practical or financially feasible to have a full time salaried CFO on your payroll.You can get the benefits of a senior financial executive at a fractionof the cost of a full-time CFO by engaging a Contract CFO.Most small business owners never give creation of business value adequate consideration.…

Photo of Dann Scheiferstein

Dann Scheiferstein

MBA, Exit Planner

My interest in business began 35 years ago post biology BA when a sales position instilled a desire to broaden my skills from technical systems to sales strategy and profit performance. I completed my MBA and became a founding stockholder of five different businesses that started with zero revenue and grew to dominate their market niche.…

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