Meet the team bringing joy to accounting

 

Our Exec Team

  • 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.

    MEET KRISTEN →

  • 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.

    MEET MARTIN →

  • 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.

    MEET SHEA →

  • 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.

    MEET MICHELLE →

Our Advisors

  • 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.

    MEET BARBARA →

  • 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.

    MEET NICOLE →

  • 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.

    MEET RICK →

  • 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.

    MEET ADRIENNE →

  • 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.

    MEET VONMARIE →

  • 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.

    MEET JOE →

  • 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.

    MEET SIGI →

  • 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.

    MEET FAITH →

  • 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.

    MEET DEANNA →

  • 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.

    MEET RECHELLE →

  • 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.

    MEET JULIYA →

  • 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.

    MEET STEVEN →

  • 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.

    MEET VICTORIA →

  • 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.

    MEET MANOJ →

  • 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.

    MEET SCOTT →

  • 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.

    MEET CINDY→

  • 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.

    MEET JIM→

  • Seth Brody

    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.

    MEET SETH→

  • 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.

    MEET SULLY →

  • 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

    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.

    MEET SUSAN→

  • 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.

    MEET NIKKI→

  • 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.

    MEET MATT→

  • 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.

    MEET JULIE→

  • 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.

    MEET VICTORIA→

  • 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

  • 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.

  • 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.

  • 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!

  • 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.

  • 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.