Banks/Lenders
Tell them DDSmatch KMA recommended you give them a call or click on a “Get Pre-Qualified” link to get started!
Matt Null
Phone: (816) 269-1708
Website: www.umb.com
Patrick Shaw
Phone: (913) 961-1275
Website: www.getprovide.com
Innovating for dentists, veterinarians, and other healthcare professionals like you.
CJ Morawitz
Phone: (316) 833-2814
Website: www.enterprisebank.com
Since our founding, Enterprise Bank & Trust has focused on serving the lifetime financial needs of our clients. We empower privately held businesses to succeed, helping families to secure their financial futures, and invest to advance the quality of life in the communities we serve.
Alisa Eaton
Phone: (816) 234-2302
Website: www.usbank.com
U.S. Bank Practice Finance builds lasting relationships with our clients by offering a full suite of financial products and exceptional service. With industry knowledge and experience, U.S. Bank can help you develop custom financing options that best fits the needs for you and your future practice.
CPA & Accounting Firms
Matt Howard
Phone: (317) 713-7923
Email: mhoward@blueandco.com
Website: www.blueandco.com
Our mission is to find ways to hep you achieve personal, financial and life goals.
Amber Goering
Phone: (913) 396-6226
Email: amber@ggkccpa.com
Website: ggadvisorskc.com
Jim Zenk
Phone: (913) 369-7300
Email: jim@tridentcpa.com
Website: tridentcpa.com
Travis Schieving
Phone: (303) 579-4990
Email: travis.scheving@creativeplanning.com
Website: creativeplanning.com
Attorneys
Makenzie Smith
Phone: (913) 764-8844
Email: msmith@juriskc.com
Website: juriskc.com
Blain Lagergren
Phone: (816) 809-3173
Email: blain.lagergren@gmail.com
Tyler Paul
Phone: (316) 226-8438
Email: jtp@biggspaul.com
Website: biggspaul.com
Casey Gocel
Phone: (973) 243-7942
Email: cgocel@mblawfirm.com
Website: www.mblawfirm.com
Delivering sophisticated, relationship based service in 30 distinct legal practice areas.
David Cohen
Phone: (206) 919-9060
Email: david@cohenlawfirmpllc.com
Website: cohenlawfirmpllc.com
Serving the legal needs of local, regional and national dentists and specialists.
David Durm
Phone: 317-231-7483
Email: david.durm@btlaw.com
Website: btlaw.com/en/people/david-durm
David Durm guides clients through the challenges associated with real estate and corporate law, crafting bespoke solutions for those he serves. His rich background, spanning over 25 years in both private practice and in-house roles, equips him with a more nuanced understanding of the law and business.
Financial Advisors
Norm Caldwell
Phone: (858) 699-7508
Email: norm.caldwell@creativeplanning.com
Website: creativeplanning.com
Brian Dightman
Phone: (877) 874-1133
Email: Bdightman@planningretirements.com
Website: www.planningretirements.com
Mark Johnson
Phone: (417) 459-8557
Email: mark.johnson@rbfadvisors.net
Website: www.rbfadvisors.net
Tim Gaigals
Phone: (913) 648-5526
Email: tim@tfbusa.com
Website: www.taxfavoredbenefits.com
Transitions into Ownership/Leadership/Consulting
Travis Schieving
Phone: (303) 579-4990
Email: travis.scheving@creativeplanning.com
Website: creativeplanning.com
Janette Delinger
Phone: (913) 702-7410
Email: janettedelinger@fortunemgmt.com
Website: www.fortunemgmt.com
Fortune Practice Management provides an unparalleled combination of coaching, consulting and training through customized seminars, personal coaching and support systems designed to enrich the professional, personal, and financial lives of Healthcare practitioners.
Real Estate Lease/Purchase Negotiation
Chuck Gasser
Phone: (913) 579-5705
Email: charles@rogckc.com
Kristy Watson
Phone: (816) 845-9205
Email: kristy.watson@carr.us
Website: www.carr.us
Leading provider of commercial real estate services for healthcare tenants and buyers.
Key Practice Management / Support Partners
Matt Veatch
Email: matt@veatchconsulting.com
Website: www.ppoexperts.com
We’ve seen many practices struggle because they did not know how to competitively price their services and poorly negotiated reimbursement rates have them working harder for less. We’ve seen them spend precious time jumping through insurance hoops tying up essential cash flow. We set out to be the solution.
Shelly Otte
Email: shelly@smileadvantage.com
Website: smileadvantage.com
