George founded Pace in 2002. He is an accredited Senior Appraise AND Chartered Financial Analyst, holding an MBA degree from the University of Virginia and a B.S. in Finance with honors from Florida State University. George has been published in numerous publications and speaks frequently to professional organizations. George has over 3 decades of corporate finance and ESOP consulting experience and over this time he has been part of hundreds of successful capital raising projects and equity transfers. He was formerly the Managing Director of Goelzer Investment Banking and a treasury professional at Eli Lilly & Company with corporate finance responsibilities. He has served as President of the Indiana State Chapter of the ESOP Association and the Finance Committee of the National ESOP Association. George enjoys spending time with family and loves to travel, boat, hike & golf. He loves college football & the 3-time national champion Seminoles of Florida State.

Email George

Call George: 561.381.1042

Alex comes to Pace from Ernst & Young's Financial Services division where he served as a Senior Tax Accountant. He joined Pace in 2020 and previously interned with Pace prior to graduating from Indiana University's Kelley School of Business with a B.S. in both Finance and Accounting. Since joining Pace, Alex has earned his Advanced Business Valuation designation from the AICPA and an MBA with a concentration in Finance from the Kelley School of Business. Alex enjoys getting to know clients and their businesses so that he can identify solutions that meet their personal and professional goals. Additionally, Alex plays an integral role in servicing Pace's valuation clients ranging from ESOPs to intrafamilial equity transfers. Outside of work, Alex enjoys trying new craft breweries, boating, and watching college football. Despite coming from Indiana University, Alex has given up on the Hoosiers and has reverted to rooting for his family's team, the 8-time national champion Ohio State Buckeyes.

Call Alex: 317.752.9133

Dave joined the Pace team in 2016 and has played an integral role in the firm's growth. As Senior Valuation & Corporate Finance Consultant, he assisted in all aspects of the firm's client services delivery. Moving to Controller in 2021, Dave has greatly assisted in the evolution of systems and processes related to accounting and financial matters. Dave graduated from University of Minnesota with a B.S. in Business Management and earned his MBA at the University of St. Thomas. Dave's professional background includes senior positions at GE Capital, Ford Financial Services, and Dell Financial Services. His experience also includes multi-unit franchisee ownership for several concepts in health and wellness. Dave enjoys golf, running, and tennis, as well as pickleball and downhill skiing. He is also a lifelong fan of the University of Minnesota sports and the Minnesota Vikings.

Call David: 317.523.0991

Brian joined Pace after working for Rolls-Royce on the finance team in U.S. Defense Programs. Prior to starting at Rolls-Royce, he graduated with honors from Butler University's Lacy School of Business with a B.S. in Finance. Starting as a Valuation Analyst in 2021, Brian was promoted to Project Manager in Business Valuations while also managing the firm's business development/marketing efforts. Throughout his undergraduate career and post-graduation, Brian enjoys serving the community through Butler sponsored events. In addition to playing golf and frisbee golf in his free time, he takes part in CCA sponsored sporting leagues including basketball and kickball. Brian is also a huge New Orleans Saints fan and participates in several fantasy football leagues with family and friends every year.

Call Brian: 317.447.8636

John joins Pace after graduating from Indiana university's Kelley school of business with a B.S.B in both accounting and finance. Prior to joining the team full time, he worked as an intern for 6 months developing his skills in M&A and business valuation. In addition to his experience at Pace, he served an internship in public accounting specializing in audit. When John isn't working, you will find him spending time with friends and family or on the golf course.

Call John: 901.871.1479

Annette has been with Pace since its inception in 2002 and has played a key role in helping the firm administratively. Prior to helping her husband in the creation and running of the firm, Annette served University of Virgina & Butler University in Career Services and NCL in various areas. Annette loves to travel, especially cruising. When not traveling Annette greatly enjoys family time, evening boat rides, and attending concerts.

Pace is privileged to partner with Tom and his firm in the area of ESOP Sustainability and ESOP repurchase obligation analysis. Tom helped create a modeling tool which is unseen in the industry that provides repurchase obligations under thousands of different scenarios. Holding a PhD in Actuarial Sciences from Oklahoma State and an undergraduate degree from Notre Dame, Tom served as a CEO for Nyhart for 12 years. Nyhart, majority owned by its ESOP, grew significantly under Tom and sold for a considerable valuation premium. In addition to specializing in repurchase obligations and ESOP sustainability, Tom is an expert in other areas including mergers & acquisitions, ERISA knowledge, and executive management.

Lisa co-founded Stokastique in 2023 with the intention of helping organizations keep their ESOPs indefinitely. Her firm's consultations to clients include funding ESOPs like a pension plan by analyzing the repurchase obligations and creating a flexible funding policy. Lisa served as a CEO of NyHart (an ESOP company), leading all aspects of the company including long-term strategy, operations, finance, sales and information technology. She holds a B.S. in Finance from Indiana University, an MBA in Operations Management from Ball State University, and is a certified public accountant as well as certified risk manager.

Working alongside Pace for over a decade, Jackie has over 30 years of experience in detailed ESOP compliance and administration, ESOP consulting, and retirement planning. Jackie holds a B.S. and M.S. in both Education and Mathematics from Indiana University. She is a member of the National Center for Employee Ownership, a member of several ESOP company boards, and a former executive committee member of the Indiana Chapter of the ESOP Association.

Steven A. Goodman is a Shareholder/Partner with Lynch, Cox, Gilman & Goodman, PSC. His practice concentrates in the areas of transactional matters, tax, corporate & security law, business succession planning, employee benefits (specialization in ESOPs) and estate planning. Prior to joining Lynch, Cox, Gilman & Goodman, P.S.C., Mr. Goodman was a Shareholder/Partner with the Louisville, Kentucky firm of Goldberg-Simpson, P.S.C. A native of Lexington, Kentucky, Mr. Goodman holds a 1974 undergraduate degree from Indiana University, a 1977 Law Degree from the University of Kentucky and a 1981 Masters of Laws in Taxation from Georgetown University Law Center.

Pace employs a number of other supporting team members who share the same values and principles that continue to make Pace an industry leading provider.