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


Chris Page
Bank of America Practice Solutions
Office 800-920-1506
11518 Castlebrook Lane
Frisco TX 75035

Johnette Green
Wells Fargo Practice Finance
Mobile: 972-998-8439
5080 Spectrum Dr. Ste 400E
Addison, TX 75001

Jay Dainas
Citi Healthcare Practice Finance Group
Office: 312.627.3098
500 W. Madison Street, 7th Floor
Chicago, IL 60661


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

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


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

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

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

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

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

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

Office Leasing Agent

Austin Wheeler
The Reynolds Company
Office 972-231-8900
6350 LBJ Freeway, Suite #256
Dallas, Texas 75240