Professional Referrals

Below are the names of some of the best lenders, attorneys, accountants, and other professionals within the dental industry that our clients and buyers have had excellent experience working with.

Financial Consultants
Practice Consultants
Insurance Agents
Office Leasing Agent


Adam Schenck | Vice President – Regional Business Development Officer
Dental Acquisition Financing
Bank of America Practice Solutions
Work: 480-387-1304
7105 Corporate Drive
Plano, TX 75024

Johnette Green | Regional Director
Cell: 214-620-9577
F: 877-341-0617

Danielle Nease
Huntington Bank
Cell: 937-935-9443
Fax: 877-904-1678



Blair Dance, CPA
Dance, Bigelow, Sharp & Co.
Office: 972-556-1190
433 E Las Colinas Blvd, Suite 1290
Irving, TX 75039

Robert Edwards, CPA
RT Edwards & Associates, PC
Office: 972-267-9191
17060 Dallas Pkwy, Suite 200
Dallas, TX 75248

Brian Howell, CPA
Bland Garvey, PC
Office: 972-231-2503
2600 N. Central Expressway, Suite 550
Richardson, TX 75080

Catherine Lightfoot, CPA, CHBC
Office: 832-783-7704
Fax: 844-622-5527
2950 North Loop West, Suite 1200
Houston, TX 77092

Jason Luse, Partner, CPA
Moss, Luse and Womble, LLP
Office: 972-674-2584
5160 Tennyson Parkway, Suite 2000W
Plano, TX 75024

Bill Stukey, CPA
Wm Stukey & Associates LLC 
Office: 817-481-3265
1705 W Northwest Hwy, Ste 220
Grapevine, TX 76051



Joseph McGregor, J.D.
McGregor & Oblad PLLC
Office: 214-720-9555
3010 LBJ Freeway, Suite 200
Dallas, TX 75234

David S. Cohen, Esq.
Cohen Law Firm
Office: 972-379-7513

Boyd W. Shepherd, D.D.S., J.D.
Boyd W. Shepherd, P.C.
Office: 281-304-1000 
Houston, TX

William J. Underwood, Jr, J.D.
Underwood Perkins, P.C.
Office: 972-661-5114
5420 LBJ Freeway
Two Lincoln Centre, Suite 1900
Dallas, TX 75240


Financial Consultants

Nick Giorgio, CRPC® | First Vice President – Investments
Wells Fargo Advisors
Tel: 817-310-6506
Cell: 214-213-8997
550 Reserve Street, Suite 500
Southlake, TX 76092

John Garvey, CPA/PFS
Bland Garvey Wealth Advisors, LLC
Office: 972-231-2503
2600 N. Central Expressway, Suite 550
Richardson, TX 75080

Becky Walker, President, CFP
Wealth Strategies, Inc.
Office: 512-608-6621
1200 W. Slaughter Ln. STE B
Austin, TX 78748

Practice Consultants

Steven J. Anderson
Total Patient Service Institute Crown Council
Office: 877-399-8677
P.O. Box 92001
Southlake, TX 76092

Insurance Agents

Cary Smith, CPHRM
Office: 888-539-0080
17503 La Cantera Pkwy #104-605
San Antonio, TX 78257

Kyle Wallace, CIC
Wallace Specialty Insurance Group
Office: 972-663-5190
640 James Dr
Richardson, TX 75080


Office Leasing Agent

Evan Reynolds
Dental Space Advisors
6600 LBJ Freeway, Suite 220
Dallas, TX75240

John M. Phelps
Phelps Commercial Realty
Office: 281-501-9683
2000 West Loop South, Suite 1060
Houston, TX 77027

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