Accounting Managers

Carol Erspamer

carol erspamerCarol Erspamer is a Manager with PBC Advisors, LLC and has been with the firm for over 15 years. Carol provides financial statement reporting, fixed asset, and payroll accounting. She is responsible for preparing personal and business income tax returns along with monthly profit distributions and analysis. With over 25 years of accounting experience in public, private, and non profit settings, Carol brings a wealth of experience to her responsibilities.

Carol attended DePaul University and currently lives in Westmont, IL. She enjoys spending quality time with her family and friends.


Peg Michalksi, CPA

peg michalksiPeg Michalski is an Account Manager with PBC Advisors, LLC and has been with the firm since 1995. Peg provides financial statement reporting, fixed asset, and payroll accounting. She is responsible for preparing personal and business income tax returns along with monthly profit distributions and analysis. Having spent significant time working closely with numerous healthcare professionals and other healthcare concerns, she greatly understands the challenges within healthcare accounting and finance.

Peg graduated from Loyola University of Chicago with a Bachelor of Business Administration degree in Public Accounting. Peg is a Certified Public Accountant (CPA) and is a member of the Illinois CPA Society.

Peg lives in the western suburbs of Chicago and is an avid traveler. She also enjoys spending quality time with her family and friends.


Dan Lynch

dan lynchDan is a manager with PBC Advisors, LLC and has been with the firm since 2005. Dan works directly with PBC clients in handling monthly accounting needs as well as personal and business tax returns.

Prior to PBC, Dan worked as a Staff Accountant for two years at a small firm in the near western suburbs of Chicago. At that firm, Dan handled monthly accounting needs as well as personal tax returns.

Dan graduated from Northern Michigan University with a Bachelors degree in Accounting.

Dan is a resident of Chicago and enjoys spending time with family and friends. Dan has a strong interest in anything sports related.


Wade Ferm, CPA

Wade Ferm is an Account Manager with PBC Advisors, LLC and has been with the firm since 2014. Wade provides financial statement reporting, fixed asset, and payroll accounting. He is responsible for preparing personal, business and trust tax returns along with monthly profit distributions and analysis. Prior to joining PBC, Wade was with a large public accounting firm focusing on high net worth individual tax preparation and trust work.

Wade graduated from the University of St. Francis in Joliet with a Bachelor of Business Administration degree with a focus in Accounting. Wade is also a Certified Public Accountant (CPA).

Wade lives in the south suburbs of Chicago with his wife and two sons. He is an avid golfer, hunter and fisherman


Kim Cudzik

Kim Cudzik is a Retirement Plan Administrator at PBC Advisors and joined the firm in July, 2016. She works with clients in daily administration of 401(k) and Profit Sharing Plans. Is responsible for filing the annual Form 5500’s, compliance testing, and contribution calculation of the retirement plans. Has over 8 years of experience and previously worked for a small CPA firm in Chicago. Kim has a Bachelor of Science degree in Business Administration with an Accounting concentration from DeVry University.

She lives in the northwest suburbs and enjoys spending time with family and friends.