PBM’s leadership guides the firm’s process and philosophy, fosters relationships to help clients meet their goals, and oversees all aspects of operations.
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 has been with PBM since 2009 and a Principal of PBM since 2020. He attained designations as a Certified Public Accountant (CPA), Health Practice Advisor (HPA), and as a Certified Healthcare Business Consultant (CHBC). He is actively engaged as a member of the National Society of Healthcare Business Consultants (NSCHBC)
Brian Swire is a Certified Public Accountant (CPA), and has a Masters in Tax (MST). His 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 healthcare industry. He works diligently with clients to help them develop strategies