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.

Lenders
Accountants
Attorneys
Financial Consultants
Practice Consultants
Insurance Agents
Office Leasing Agent

Lenders

Chris Page
Bank of America Practice Solutions
christopher.page@bankofamerica.com
Office 800-920-1506
www.bankofamerica.com
11518 Castlebrook Lane
Frisco TX 75035

Johnette Green
Wells Fargo Practice Finance
johnette.green@wellsfargo.com
Mobile: 972-998-8439
practicefinance.wellsfargo.com
5080 Spectrum Dr. Ste 400E
Addison, TX 75001

Jay Dainas
Citi Healthcare Practice Finance Group
jay.dainas@citi.com
Office: 312.627.3098
commercialbanking.citibank.com
500 W. Madison Street, 7th Floor
Chicago, IL 60661

Accountants

John Garvey, C.P.A.
Bland, Garvey, Eads, Medlock + Deppe, P.C.
jgarveyjr@taxsmart.com
Office 972-231-2503
www.taxsmart.com
1202 Richardson Drive, Suite #203
Richardson, Texas 75080

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

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

Attorneys

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

Christine A. McGuire
The McGuire Law Firm, P.C.
cmcguire@lawmcg.com
Office 972-220-0680
www.mcguirelawfirm.com
508 Twilight Trail, Suite #204
Richardson, Texas 75080

Boyd W. Shepherd, D.D.S., J.D.
Boyd W. Shepherd, P.C.
boyd@legaldental.com
281-304-1000 office
www.legaldental.com
Houston, Texas

Financial Consultants

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

Becky Walker, CFP ®
Wealth Strategies, Inc.
becky@wealthstrategiesinc.us
Office 800-677-0563
www.wealthstrategiesinc.us
1200 W. Slaughter Ln. STE B
Austin, TX 78748

Practice Consultants

Steven J. Anderson
Total Patient Service Institute Crown Council
Answers@TotalPatientService.com
Office 877-399-8677
www.TotalPatientService.com
P.O. Box 92001
Southlake, TX 76092

Insurance Agents

Kyle Wallace
Fortress Insurance Company
kwallace@bellgroup.com
Office 800-521-2355
www.bellgroup.com
16980 Dallas Parkway
Dallas, TX 75248

Office Leasing Agent

Austin Wheeler
The Reynolds Company
Austin.wheeler@thereynoldscompany.com
Office 972-231-8900
www.thereynoldscompany.com
6350 LBJ Freeway, Suite #256
Dallas, Texas 75240