Meet the team bringing joy to accounting
Our Exec Team
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Kristen Keats, Founder & Advisor
Kristen is a CPA and industry leader with over twenty years of experience serving small businesses and self-employed clients. Breakaway is the culmination of years of research and works to make bookkeeping better for the accountant and the client.
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Martin Moll, Founder & Advisor
Martin is a lawyer and former CEO with over 25 years of experience in the financial world. At Breakaway, he finds joy in empowering his advisors and clients to truly step into their greatness.
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Shea Keats, Founder, Advisor & CEO
Shea has been with Breakaway from the start and was thrilled to accept the CEO role in 2022. Her experience in building small businesses and start-ups helps Breakaway and her clients.
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Michelle Röse, Founder, Advisor & COO
Michelle lives and breathes entrepreneurship. She has served for over 15 years as a CFO, controller, and business manager, while also raising 3 lively young girls.
Our Advisors
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Barbara Derebery, Advisor
Barbara is an experienced Healthcare CFO, working primarily with physician-owned groups. She is currently home-based in southern Spain and enjoys hiking across Europe in her spare time.
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Nicole Rose Yen, Advisor
Nicole is dedicated to helping her clients understand complex problems. This U of O grad and numbers whiz comes to us from Brazil where, when she’s not immersed in a spreadsheet, she’s living the surf life with her young daughters.
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Rick Hansen, Advisor
Rick is dedicated to clearing the obstacles that keep small business owners from reaching their highest potential. He goes beyond your financial statements to see what your business really needs.
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Adrienne Lambing, Advisor
Adrienne is an experienced bookkeeper who is passionate about serving her clients and helping them solve any problem. She is an avid equestrian and spends her free time riding with her daughters and taking care of their equine friends.
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Vonmarie Thomas, Advisor
Vonmarie is located in New York City and brings more than a decade of experience in the financial services industry. Outside of the office, Vonmarie loves creativity and movement as a devoted bodybuilder who also enjoys painting, dancing, and concerts.
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Joe Pointer, Advisor
Joe is a CPA who brings a wide breadth of experience to business owners by providing strategic advice and oversight as a fractional CFO. He maintains an active lifestyle and especially enjoys mountain biking and golfing in Central Oregon.
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Sigi Causey, Advisor
Sigi is a CPA with over twenty years of experience in the finance community. She is looking forward to partnering with her clients as a fractional CFO: making sense of numbers and making decisions to achieve their goals.
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Faith Bygd, Advisor
Faith joins us from Maine and is an experienced controller with killer bookkeeping skills. She has more than a decade of experience working with business owners, entrepreneurs, and executive directors.
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Deanna Fowler, Advisor
Deanna is a QuickBooks Certified ProAdvisor and a Xero Certified Advisor. She goes above and beyond to make sure her clients receive exceptional service. While balancing the books is highly important to her, she also knows it’s essential to find a balance between her professional and personal life.
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Rechelle Kennedy, Advisor
Rechelle Kennedy specializes in assisting small business owners in turning financial reports into strategic decision-making and growth plans. When she’s not crunching numbers, Rechelle enjoys spending time outdoors with her husband, daughters, and two boxer fur babies.
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Juliya Buzey, Advisor
Juliya is an experienced bookkeeper and accountant who is passionate about making sure her client’s businesses thrive. She comes from a family of small business owners and has worked as a bookkeeper and accountant for more than eight years.
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Steven Thompson, Advisor
Steven Thompson is an advisor who helps business owners stay on top of their bookkeeping and compliance needs. Before starting with Breakaway, Steven worked for 10 years as a bookkeeper and tax preparer. Steven enjoys wire wrapping, casual video gaming, and spending time with his sweet dogs.
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Victoria E. Stanton, Advisor
Victoria is an experienced entrepreneur with expertise in business credit risk, underwriting, and finance. Her ability to help businesses scale, optimize operational efficiencies, and think big picture makes her an invaluable asset to her clients. When not serving on several boards of directors or local government, she is chaos manager of three, a huge Game of Thrones fan, travel enthusiast and bookworm.
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Manoj Shetty, Advisor
Manoj is a CPA with more than 16 years of experience. He specializes in global financial services, controllership, offshore team management, accounting system implementation, and transitions. Manoj brings this global perspective with him outside of work as an avid traveler who loves exploring different parts of the world.
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Scott Tindall, Advisor
Scott is a Certified Treasury Professional (CTP) and financial analysist with more than 20 years of experience managing domestic and multinational treasury departments. He is passionate about identifying and maximizing key drivers of performance to maximize operational efficiency and profitability. In his spare time, Scott enjoys reading, golf, cycling, and spending time with his wife and puppy.
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Cindy Hayes, Advisor
Cindy is a CFA (Chartered Financial Analyst) charter holder who brings a wide variety of business planning and valuation expertise to her clients. She loves the outdoors and stays busy all year round by hiking, backpacking, cross-country skiing (and more!) as part of her lifelong pursuit of holistic wellness.
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Lydia Merritt, Advisor
Lydia specializes in QuickBooks bookkeeping and Profit First coaching. She enjoys working collaboratively with her clients to help them understand their cash flow and financial reports, so they can make strategic decisions to sustain and grow a profitable business.
MEET LYDIA→ -
Jim Aliquo, Advisor
Jim has an MBA from the Lerner School of Business and Economics. He has over 20 years of accounting experience, including time as CFO. Jim enjoys consulting with clients to provide detailed financial plans to newly formed and established companies.
In his free time, Jim enjoys spending time with his dog, Lanie, working out, and gardening. -
Seth Brody, Advisor
Seth is a rebel WITH a cause. He has worked in the accounting industry from CPA firms to a family back office, start-ups, and nonprofits. Seth is focused on sharing his joy and excitement for helping small business owners by aligning himself with clients who put good into the world.
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Sully Ramirez, Advisor
Sully loves meeting new people and using her more than nine years of experience in the financial services industry to help her clients achieve their business goals. During her free time Sully enjoys connecting with students at her alma mater, Fordham University, and empowering them as they follow their career paths.
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James Pratt, Advisor
James brings a robust background in customer service to the forefront, exemplifying a genuine blend of respect and compassion.
This skill set has been elevated through his dedicated career as a firefighter, adding a profound layer of depth to his professional journey.
MEET JAMES→ -
Lucy Dio, Advisor
Lucy’s mission is to relieve client’s fiscal stress so they can focus on what they do best while she handles the financial details that ensure their company thrives. As a dedicated accounting professional, Lucy primarily partners with professional service businesses, with a special focus on the financial needs of dental practices.
MEET LUCY→ -
Susan Liles, Advisor
Susan is a seasoned financial executive with a strong finance, treasury, and business transformation background. Susan holds an MBA and has over 30 years of experience in finance & accounting. As a Fractional CFO, she is passionate about helping & advising companies on working capital improvements, reporting, banking, debt management, and automation.
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Amanda Reitzell, Advisor
Amanda is currently based out of Arizona and brings 22 years experience in bookkeeping to the table. She is a Quickbooks Pro Advisor and has experience in a wide variety of business sectors that require detailed reporting including construction and non-profit bookkeeping. She strives to build a strong relationship with her clients in order to help them succeed.
MEET AMANDA→ -
Nikki Thomas, Advisor
Nikki Thomas specializes in helping small business owners gain a clearer understanding of their financial metrics through detailed bookkeeping. She is committed to partnering with small business owners to provide comprehensive accounting services to ensure the success and growth of their business.
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Matt Snyder, Advisor
Matt is an experienced business advisor who loves working with small and medium-sized companies, helping them solve complex financial and operational challenges, and supporting them as a Fractional CFO. With 18+ years as a finance, operations, and risk consultant.
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Theresa Ashaye, Advisor
Theresa is an experienced accounting advisor who loves working with nonprofit organizations and tech companies. With a bachelor's degree in accounting and a master's in information systems, she brings fresh perspectives and dynamic solutions to every organization she works with.
MEET THERESA→ -
Julie Carter, Advisor
Julie loves a good story, especially small business origin stories told by visionary entrepreneurs.
Her mission is to bring peace of mind to those who want a comprehensive understanding of their financial picture. -
Megan Sigismund, Advisor
Megan is an experienced accounting professional with over 15 years of experience in both public and corporate accounting roles. As an advisor to small business owners, she transforms complex financial data into compelling narratives that drive strategic decision-making.
MEET MEGAN→ -
Victoria Rozzi, Advisor
Victoria is dedicated to helping small business owners thrive by guiding them through their financials, cutting expenses, and finding ways to get paid faster. She admires the strength and resilience of small business owners, recognizing the courage it takes to start and run a business.
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Jade Floyd, Advisor
Jade offers businesses a powerful combination of operational expertise, financial insight, and high-level strategy as both a certified bookkeeper and CFO advisor.
With a psychology degree that enhances her understanding of people and a relentless drive for self-improvement, Jade partners with businesses to optimize their financial health and drive sustainable growth.
MEET JADE→
Our Support Team
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Kristin Bradley, Chief of Staff
Kristin is a self-described process nerd whose mission is to transform the executive team’s strategic vision into actionable steps. She oversees special projects and provides marketing + advisor support. Outside of work, she spends as much time as possible exploring the woods while hiking and camping with her husband and three active kids.
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Crystal Mosser Anderson, Director of Relationships & Sales
With twenty years of sales and an enduring love of the entrepreneurial spirit, Crystal is passionate about client satisfaction. She is thrilled to join the Breakaway team and looks forward to collaborating with and pointing clients towards clarity and growth. Outside the office, Crystal is a proud Army wife and mother of three.
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Michelle Cervantes, Onboarding Specialist & Executive Admin
Michelle welcomes all our new advisors and makes sure they feel at home at Breakaway, as well as serves our executive team. Michelle studied engineering and brings incredible project management skills to our team. In her free time, Michelle enjoys spending time with her Frenchie pup, Taco!
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Sandra Nava, Accountant & Bench Captain
Sandra is a public accountant with a goal-focused mindset that is complemented by a genuine desire to contribute and make a positive impact. She directly assists Breakaway advisors with diverse bookkeeping responsibilities and works to streamline processes to enhance productivity. Beyond the spreadsheets, Sandra enjoys equestrian activities, cinema, and writing stories.
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Paulina Rivera, Bench Member
With a degree in finance and accounting, I consider myself as a hardworking person motivated to find new ways to improve my productivity. I assist breakaway advisors with different accounting activities that they require. In my free time I enjoy listening to music, going on drives and baking desserts.