Meet the Team Ready to Support You
Tom Loeblein,
CHBC, CFP®
President/CEO/Client CFO
Stan Jordan,
CPA, CHBC
Vice President/CFO/Client CFO
Todd Dagenhart,
CHBC
Vice President / COO / Client CFO
Tim Norris, MBA, SPHR,
SHRM-SCP
Vice President/Managing Partner
Charles Whaley,
CPA, CHBC
Director of Tax Services
Stephanie Webb,
CPA
Director of Accounting
Bo Hancock,
EA, CHBC
Client CFO / Client Tax Specialist
Chrystal Foote
Director of Administration
Aileen Medina-Sanchez
Executive Administrative Assistant
Penny Harris
Client Accounting Specialist
Leah Ann Honeycutt
Project Manager
Miyuki Rutkofske
Client Accounting Specialist
Brenda Stone
Client Accounting Specialist
Karen Troutman
Client Tax Specialist / Client Accounting Specialist
Elizabeth Van Arsdale
Client Accounting Specialist
Natalie Mitchell, EA
Tax Advisor
Our Secret Sauce?
Our Core Values
Team Player/Spirit – Exhibits Internal & External Customer Service Traits
Takes Ownership – Proactive & Responsive
Drama Free – Not High Maintenance
Positive Attitude/Energetic – Fully Engaged & Committed
Respectful – Easy to Work With & Cares for Others
We’re Proud to be Recognized
We’re thankful for the recognition our team has received for their hard work - they’ve earned it!
Novant Health Corporate Wellness Cup
We’re so proud of our partner organization (under shared leadership), Healthcare Management Consultants (HMC), for winning the Novant Health Corporate Workplace Wellness Cup, an award recognizing organizations who make employee wellness a priority. It’s an honor to be recognized for our commitment to a happy and healthy workplace environment.
Rowan County Small Business of the Year 2023
Our sister company under shared leadership, Healthcare Management Consultants, received the Small Business of the Year Award for 2023 from the Rowan County Chamber of Commerce. This award recognizes small businesses with significant growth and commitment to serving the community. We couldn’t be more proud of this achievement!
We’re Proud to be Recognized
We’re thankful for the recognition our team has received for their hard work - they’ve earned it!
Novant Health Corporate Wellness Cup
We’re so proud of our partner organization (under shared leadership), Healthcare Management Consultants (HMC), for winning the Novant Health Corporate Workplace Wellness Cup, an award recognizing organizations who make employee wellness a priority. It’s an honor to be recognized for our commitment to a happy and healthy workplace environment.
Novant Health Corporate Wellness Cup
We’re so proud of our partner organization (under shared leadership), Healthcare Management Consultants (HMC), for winning the Novant Health Corporate Workplace Wellness Cup, an award recognizing organizations who make employee wellness a priority. It’s an honor to be recognized for our commitment to a happy and healthy workplace environment.
Novant Health Corporate Wellness Cup
We’re so proud of our partner organization (under shared leadership), Healthcare Management Consultants (HMC), for winning the Novant Health Corporate Workplace Wellness Cup, an award recognizing organizations who make employee wellness a priority. It’s an honor to be recognized for our commitment to a happy and healthy workplace environment.
Hear What Other Dentists Say
"The Dental CFO was extremely nice and anxious to make the transition from my previous accounting firm a positive one. They have looked after me over the years, guided me, gotten me through an audit with a positive outcome, and have always been there when I needed them. I am happy to have them behind me as they have taken worries away from me."
- Benjamin H. Yarborough, DDS
“Partnering with The Dental CFO was one of the best business decisions I’ve made. They lifted the burden of administrative and financial management off my shoulders, making my life easier both inside and outside the office.”
- Stephen Rouse, DDS
“Working with The Dental CFO has transformed New Town Dentistry. I fully trust their expertise and guidance, and I can’t imagine where my practice would be without this partnership.”
- Douglas Wolfe, DDS
"The Dental CFO has been instrumental to my success in the business of dentistry. From the start, it is easy to tell that they have a sincere interest in helping you succeed. It’s not cookie-cutter. It’s not perfunctory. It’s sound advice and assistance in an area where most dentists need it."
- Richard W. van Gurp, DDS, FACD
"What I love is their individual attention, sound guidance, and consistently excellent customer service… They have a great understanding of the dental industry, and they’re excited to pass along this knowledge to their clients… In addition to delivering great customer service, they’re also genuinely good people who care about their clients."
- M. Danielle Funny, DDS
Helpful Resources from the Dental CFO
Case Studies
Read real life examples of the dental practices we’ve guided, and see how they’ve become success stories!
Free Guides
Helpful downloads created by our team to guide all areas of your practice management.
Videos
Explore our library of video topics specific to dentists and their practice challenges.