Meet Our Experts
Our team of seasoned professionals brings decades of experience in the unique financial and operational landscape of independent schools.
300+ Years of Independent School Business Leadership
The NBOA Advisory Service team of seasoned financial experts collectively totals more than 300 years in independent school business management, to support school engagements and provide expert consulting, strategic leadership, and customized solutions.
Our Team of Experts consists of:
- 9 former NBOA Board members
- 5 NBOA Ken White Distinguished Business Officer Award recipients
- 4 NBOA Will Hancock Unsung Hero Award recipients
- 7 NBOA Business Officer Institute Faculty
- 5 NBOA Leadership Academy Mentors
- 7 MBAs and 5 CPAs
They represent 9 states and several regions across the country.
Our team uniquely understands the challenges and opportunities you face. We’re here to guide your school through complex financial decisions, operational improvements, and leadership transitions.
NBOA Advisory Services Consulting Team
![Palmer Ball, MBA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555143/nboaorg/f6eqqyvrixzcj9bkowml/PalmerBall.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555143/nboaorg/f6eqqyvrixzcj9bkowml/PalmerBall.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555143/nboaorg/f6eqqyvrixzcj9bkowml/PalmerBall.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555143/nboaorg/f6eqqyvrixzcj9bkowml/PalmerBall.png","width":1200}])
Retired CFO, Spartanburg Day School (SC)
![Lynda Casarella]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1751898425/nboaorg/dlcxotix334z7oww4na8/LyndaCasarella.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1751898425/nboaorg/dlcxotix334z7oww4na8/LyndaCasarella.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1751898425/nboaorg/dlcxotix334z7oww4na8/LyndaCasarella.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1751898425/nboaorg/dlcxotix334z7oww4na8/LyndaCasarella.png","width":1200}])
Former CFO, Poly Prep Country Day School (Brooklyn, NY)
![Linda Dennison]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743644148/nboaorg/voscmce5xeal1dvswc1f/LindaDennison.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743644148/nboaorg/voscmce5xeal1dvswc1f/LindaDennison.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743644148/nboaorg/voscmce5xeal1dvswc1f/LindaDennison.png","width":600}])
Active CFO, Walnut Hill School for the Arts (MA)
![Diane Havlinek, MBA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1759844995/nboaorg/tlup5vwlpku9351irlfc/DianeHavlinek.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1759844995/nboaorg/tlup5vwlpku9351irlfc/DianeHavlinek.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1759844995/nboaorg/tlup5vwlpku9351irlfc/DianeHavlinek.png","width":600}])
Active CFOO, Presbyterian School, Houston TX
![Dallas Joseph, MBA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555130/nboaorg/rhadhgnloto1ble684tv/DallasJoseph.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555130/nboaorg/rhadhgnloto1ble684tv/DallasJoseph.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555130/nboaorg/rhadhgnloto1ble684tv/DallasJoseph.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555130/nboaorg/rhadhgnloto1ble684tv/DallasJoseph.png","width":1200}])
Active CFO, Baylor School (TN)
![Ann Klotz]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1754661941/nboaorg/dndvouvhlkpcuslxg7ka/AnnKlotz.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1754661941/nboaorg/dndvouvhlkpcuslxg7ka/AnnKlotz.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1754661941/nboaorg/dndvouvhlkpcuslxg7ka/AnnKlotz.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1754661941/nboaorg/dndvouvhlkpcuslxg7ka/AnnKlotz.png","width":1200}])
Retired Head of School, Laurel School (OH)
![Robin Lunsford, CPA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743644136/nboaorg/wzudgxzbanxfpq4jroaa/RobinLunsford.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743644136/nboaorg/wzudgxzbanxfpq4jroaa/RobinLunsford.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743644136/nboaorg/wzudgxzbanxfpq4jroaa/RobinLunsford.png","width":600}])
Retired CFO, St. Martin’s Episcopal School (LA)
![Chuck McCullagh, MBA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555132/nboaorg/jwd8n2byse9avusvuesk/ChuckMcCullagh.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555132/nboaorg/jwd8n2byse9avusvuesk/ChuckMcCullagh.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555132/nboaorg/jwd8n2byse9avusvuesk/ChuckMcCullagh.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555132/nboaorg/jwd8n2byse9avusvuesk/ChuckMcCullagh.png","width":1200}])
Retired CFO, Williston Northampton School (MA)
![Ares Michaelides, CFA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555128/nboaorg/dzmlfysil9npgclkihji/AresMichaelides.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555128/nboaorg/dzmlfysil9npgclkihji/AresMichaelides.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555128/nboaorg/dzmlfysil9npgclkihji/AresMichaelides.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555128/nboaorg/dzmlfysil9npgclkihji/AresMichaelides.png","width":1200}])
Active CFO, Bridgton Academy (ME)
![Rose Neubert, CPA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555144/nboaorg/hsbseuivvxvwkx77mm8t/RoseNeubert.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555144/nboaorg/hsbseuivvxvwkx77mm8t/RoseNeubert.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555144/nboaorg/hsbseuivvxvwkx77mm8t/RoseNeubert.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555144/nboaorg/hsbseuivvxvwkx77mm8t/RoseNeubert.png","width":1200}])
Retired CFO, Stuart Country Day School of the Sacred Heart (NJ)
![Donna Pacchioni, MBA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555131/nboaorg/qzntggnwklcx5lzbmk1j/DonnaPacchioni.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555131/nboaorg/qzntggnwklcx5lzbmk1j/DonnaPacchioni.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555131/nboaorg/qzntggnwklcx5lzbmk1j/DonnaPacchioni.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555131/nboaorg/qzntggnwklcx5lzbmk1j/DonnaPacchioni.png","width":1200}])
Retired CFO, Hawken School (OH)
![James Palmieri, Ed.D., CAE]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555139/nboaorg/ldpfoi0rt0t2ronhmwzn/JamesPalmieri.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555139/nboaorg/ldpfoi0rt0t2ronhmwzn/JamesPalmieri.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555139/nboaorg/ldpfoi0rt0t2ronhmwzn/JamesPalmieri.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555139/nboaorg/ldpfoi0rt0t2ronhmwzn/JamesPalmieri.png","width":1200}])
CEO, NBOA Advisory Services
![David Schintzius]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1759254244/nboaorg/umm6osp7nc83tkijdvzz/DavidSchintzius.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1759254244/nboaorg/umm6osp7nc83tkijdvzz/DavidSchintzius.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1759254244/nboaorg/umm6osp7nc83tkijdvzz/DavidSchintzius.png","width":600}])
Former CFO, Tampa Preparatory School (FL)
![Kathy Peters, CPA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743644107/nboaorg/idruy5ynsvolyvtmoily/KathyPeters.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743644107/nboaorg/idruy5ynsvolyvtmoily/KathyPeters.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743644107/nboaorg/idruy5ynsvolyvtmoily/KathyPeters.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743644107/nboaorg/idruy5ynsvolyvtmoily/KathyPeters.png","width":1200}])
Retired CFO, Phoenix Country Day School (AZ)
![Patrick Schuermann, Ed.D.]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555139/nboaorg/o3xkhpw7idwrznxrusei/PatrickSchuermann.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555139/nboaorg/o3xkhpw7idwrznxrusei/PatrickSchuermann.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555139/nboaorg/o3xkhpw7idwrznxrusei/PatrickSchuermann.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555139/nboaorg/o3xkhpw7idwrznxrusei/PatrickSchuermann.png","width":1200}])
PK-12 Compensation Specialist
![Chad Stacy, CPA, M.Ed.]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555128/nboaorg/ncery4di76b05lpqxtzr/ChadStacy.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555128/nboaorg/ncery4di76b05lpqxtzr/ChadStacy.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555128/nboaorg/ncery4di76b05lpqxtzr/ChadStacy.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555128/nboaorg/ncery4di76b05lpqxtzr/ChadStacy.png","width":1200}])
Active Administrator, Dunn School (CA)
![Cindy Stadulis, CPA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555132/nboaorg/lhjjxhls8yu4tajyt4hj/CindyStadulis.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555132/nboaorg/lhjjxhls8yu4tajyt4hj/CindyStadulis.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555132/nboaorg/lhjjxhls8yu4tajyt4hj/CindyStadulis.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555132/nboaorg/lhjjxhls8yu4tajyt4hj/CindyStadulis.png","width":1200}])
Active CFO, St. Stephen’s Episcopal School (TX)
![Steven D. Tolbert, MBA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1756813852/nboaorg/ashcfvqux8d2eepgp71u/StevenTolbert.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1756813852/nboaorg/ashcfvqux8d2eepgp71u/StevenTolbert.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1756813852/nboaorg/ashcfvqux8d2eepgp71u/StevenTolbert.png","width":600}])
Former CFO, Loyola High School of Los Angeles (CA)
![Lisa Carbone Warren, MBA]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555144/nboaorg/awlvplbc1x2chp6oikd0/LisaCarbonneWarren.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555144/nboaorg/awlvplbc1x2chp6oikd0/LisaCarbonneWarren.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555144/nboaorg/awlvplbc1x2chp6oikd0/LisaCarbonneWarren.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555144/nboaorg/awlvplbc1x2chp6oikd0/LisaCarbonneWarren.png","width":1200}])
Retired CFO, Moorestown Friends School (NJ)
![David Wright]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1743555129/nboaorg/syw87aazho5qzlv1ltmn/DavidWright.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1743555129/nboaorg/syw87aazho5qzlv1ltmn/DavidWright.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_3/v1743555129/nboaorg/syw87aazho5qzlv1ltmn/DavidWright.png","width":800},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1743555129/nboaorg/syw87aazho5qzlv1ltmn/DavidWright.png","width":1200}])
Retired CFO, University School (OH)
![Marsha Yuan]([{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_1/v1759254148/nboaorg/fbvmf6zvg7hmiychnuif/MarshaYuan.png","width":256},{"url":"https://resources.finalsite.net/images/f_auto,q_auto,t_image_size_2/v1759254148/nboaorg/fbvmf6zvg7hmiychnuif/MarshaYuan.png","width":512},{"url":"https://resources.finalsite.net/images/f_auto,q_auto/v1759254148/nboaorg/fbvmf6zvg7hmiychnuif/MarshaYuan.png","width":600}])
Former Director of Finance, The Dalton School (NY)