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
Assistant Vice President
Regional Business Development Officer
Bank of America Practice Solutions
Cell 480-387-1304
7105 Corporate Drive
Plano, TX 75024

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

Derek Rawnsley
Columbia Bank
Mobile: 303-619-5868
9640 Shenstone Drive
Parker, CO 80134

Bryan Jasin, Vice President
Practice Finance National Account Leader
M: 440-503-6882
Fax: 888-987-9511


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

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

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

Jason Luse, Partner, CPA
Moss, Luse and Womble, LLP
Office 972-674-2584
16775 Addison Road, Suite #203
Addison, Texas 75001

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


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

David S. Cohen, Esq.
972-379-7513 office

Boyd W. Shepherd, D.D.S., J.D.
Boyd W. Shepherd, P.C.
281-304-1000 office
Houston, Texas

Bill Underwood, J.D.
Underwood Perkins, P.C.
Office 972-661-5114
5420 LBJ Freeway
Two Lincoln Centre Suite 1900
Dallas, Texas 75240

Financial Consultants

Nick Giorgio
Ameriprise Financial Services, Inc.
Office 817-722-2459
Cell 214-213-8997
950 E. Hwy 114, Suite #100
Southlake, TX 76092

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

Becky Walker, CFP ®
Wealth Strategies, Inc.
Office 800-677-0563
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
Dentist Secure
Office 888-539-0080
17503 La Cantera Pkwy #104-605
San Antonio, TX 78257

Kyle Wallace
Fortress Insurance Company
Office 800-521-2355
16980 Dallas Parkway
Dallas, TX 75248

Office Leasing Agent

Evan Reynolds
Dental Space Advisors
6600 LBJ Freeway, Suite 220
Dallas, Texas 75240

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

Michael Harrell