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Board of Advisors

best upon request member shaking woman's hand

Best Upon Request is honored to have highly qualified individuals serving on our Board of Advisors.

These thought leaders represent innovative thinking, strategic growth, human resources, organizational development, and finance expertise, resulting in a diversified and effective sounding board for the company. Best Upon Request’s Board of Advisors includes our Executive Chair and is led by our CEO, and provides invaluable leadership to developing the business.

Teresa

Teresa Tanner

Teresa Tanner, former chief administrative officer of Fifth Third Bancorp, is a seasoned C-suite executive known for her ability to set strategic direction, execute flawlessly, and drive customer and employee loyalty. She was one of the Top 25 Most Powerful Women in Banking in 2017 and 2018.

Teresa transformed the culture of Fifth Third Bank over 15 years by consistently innovating new approaches such as the Maternity Concierge Program, powered by Best Upon Request, and Energy Power Purchase Agreement – things that have never been done before in the finance industry.

Most recently, Teresa left the corporate world and founded a company called Reserve Squad to provide freelance work for moms who are on a career pause. Teresa’s efforts focus on reinventing the workforce to become more welcoming, more supportive, and more equitable so that women can thrive in all areas of their life.

Jim

Jim Rolfes

Jim Rolfes is a founder of Jackson, Rolfes, Spurgeon & Company (JRS), a CPA firm that he helped grow, from its inception in 1985, to one of the largest firms in Cincinnati.

In 2009, JRS merged with Plante Moran, the 11th largest CPA firm in the country, and Jim continued as the managing partner of the Cincinnati office through June 2018.

Delivering strategies that yield the highest returns while protecting the financial interests of businesses and their stakeholders has always been of paramount importance to Jim.

Jim has served manufacturing, distribution, healthcare, real estate, professional services, technology and not-for-profit clients during his career.