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Paul Wadin has been a principal at PBM since 1988. One of PBM's most prolific educators and contributors, Paul has delivered lectures and conducted workshops for the American Medical Association, The University of Illinois Medical School and other institutions. His articles and advice have appeared in AMA News, Medical Economics and Medical Office Manager.
Christopher Spoerl started with PBM in 1997, and has specialized in providing accounting and tax solutions to health care professionals since 1990. His work with PBM focuses particularly on all areas of taxation, including personal, corporate, partnership, estate and trust. He also helps clients with their personal financial planning needs.
Joe Lessard is a Certified Public Accountant (CPA), Enrolled Agent (EA), Certified Healthcare Business Consultant (CHBC), and a QuickBooks Online ProAdvisor. He has been with the firm since 2009.
Brian Swire is a Certified Public Accountant (CPA), having achieved this distinction in 2008. His main focus within PBM is to assure clients understand, and can work through complicated business tax issues with ease, while providing insight into the principles of taxation and the health care industry. He works diligently with clients to help them develop strategies to grow their practices, while implementing tax savings and compliance policies.