DEAN DORTON ALLEN FORD - Key Persons
Job Titles:
- Healthcare Consulting Director
Professional Experience
Adam has more than 18 years of experience providing healthcare consulting services to numerous healthcare organizations, including community-based hospitals, specialty surgery hospitals, multihospital systems, multi-specialty physician clinics, and managed care payers. In addition to leading Dean Dorton's healthcare consulting services group, Adam performs revenue cycle operational assessments and process improvement engagements.
Prior to joining Dean Dorton in 2009, Adam served in consulting capacities with Progressive Healthcare, a boutique consulting firm in Nashville, Tennessee, and in Ernst and Young's national health sciences advisory services practice, where his work was focused on improving revenue cycle performance.
Adam's overall experience is tailored toward strategically managing accounts receivable and improving overall cash performance for hospitals and physician groups. Past consulting services engagements have included interim leadership roles, cash acceleration initiatives, patient access and patient accounting management, revenue cycle assessments and redesign, and denials and staffing analyses. Adam also oversees Dean Dorton Healthcare Solutions, Dean Dorton's physician medical billing and credentialing services division.
Professional Activities
Healthcare Financial Management Association, CHFP and FHFMA Certification
McGladrey Partner Development Program
Louisville Healthcare Fellows, Class of 2011
Health Enterprises Network, Board Member
Kentucky Association of Healthcare Facilities, Finance Committee
Professional Experience
Allison has more than 12 years of public accounting experience, providing tax compliance and accounting services to a broad range of clients in various industries, including nonprofit, healthcare, higher education, real estate, and tax planning for individuals and their businesses. She has experience with a client base including C corporations, S corporations, partnerships, tax exempt organizations, and high net worth individuals.
Allison also has vast experience with various types of nonprofits, including 501(c)(3), 501(c)(4), and 501(c) (6) entities, from initial organization and formation of the entity to compliance and consulting.
Professional Activities
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Professional Experience
Amelia has over 12 years of public accounting experience, providing tax compliance and accounting services to a broad range of clients in various industries, including healthcare, nonprofit, real estate, and tax planning for individuals and their businesses. She has experience with a client based including S corporations, partnerships, tax exempt organizations, and high net worth individuals.
Amelia also has vast experience with various types of nonprofits, from initial organization of the entity to compliance and consulting.
Amelia is a member of Dean Dorton's nonprofit, healthcare, real estate, and higher education industry teams, as well as the firm's wealth and estate planning team. She has extensive experience in preparing IRS Form 990 and providing tax consulting and other services to nonprofit organizations. She also focuses on family owned businesses and high net worth individuals.
Professional Activities
Kentucky Society of Certified Public Accountants
KyCPA Leadership Academy, 2014 Graduate
Leadership Louisville Center, 2016 Graduate of Ignite Louisville
American Institute of Certified Public Accountants
Professional Experience
Bill has more than 25 years of experience practicing public accounting in Louisville. He works with clients of all sizes and stages, with a focus in the real estate and restaurant industries.
Bill provides tax compliance and planning services to business and individual clients in a variety of areas, including real estate, restaurants, and hospitality. Aside from tax compliance and planning, Bill assists clients with mergers and acquisitions as well.
Professional Activities
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Professional Experience
Brandi works primarily with real estate and healthcare clients in Lexington and surrounding communities, providing tax compliance, planning, and cost segregation studies. She also specializes in financial institutions and serves as a member of Dean Dorton's healthcare team.
Professional Activities
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Job Titles:
- Healthcare Services Associate Director, Dean Dorton Healthcare Solutions
Professional Experience
Christy has more than 18 years of experience in public accounting and eight years of experience in private industry in various financial roles including Chief Financial Officer. Christy specializes in high net worth individuals and closely held businesses in a variety of industries on tax, financial planning, and general business consulting matters. She has experience in multistate taxation, business combinations, and mergers.
Christy has experience with both the public and private accounting sectors in the equine, manufacturing, construction, and real estate industries.
Professional Activities
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Professional Experience
Danielle has more than 15 years of public accounting experience, providing tax accounting and advisory services in a broad range of industries including manufacturing, real estate, healthcare, natural resources, and investment companies. She enjoys focusing on serving privately held businesses and their owners. Danielle also serves in the role of tax team leader.
Professional Activities
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Job Titles:
- Chief Executive Officer
- President
Professional Experience
David is President and CEO of the firm. He previously served as Managing Director of the Lexington office as well as the leader of the firm's healthcare industry team and consulting services group. He started the firm's healthcare practice and he continues to be involved with healthcare consulting services.
David has more than 25 years of experience in public accounting and private industry. Most of the clients David serves operate in the healthcare industry. He has worked with hospital systems, hospitals, large multi-specialty physician practices, single-specialty physician practices, long-term care providers, and managed care companies. He provides assurance and advisory services to clients in a variety of industries.
Job Titles:
- ABV / Senior Wealth Advisor
- Senior Wealth Advisor
Professional Experience
David has more than 30 years of public accounting experience, during which time he has performed a variety of audit, tax, and business consulting services for clients in multiple industries. Fore more than 15 years, David spent nearly all of his time performing business valuations and a variety of advisory services for individuals and corporate clients. David currently spends most of his professional time serving as a Senior Wealth Advisor for Dean Dorton Wealth Management, a registered investment advisory firm that is an affiliate of Dean Dorton.
He provides clients with comprehensive wealth management services, assisting them with retirement savings and spending strategies, investment consulting, portfolio management, integrated income and estate tax planning, and a host of other financial planning services.
Professional Activities
Accredited in Business Valuation by the AICPA
American Institute of Certified Public Accountants, Business Valuation and Forensic & Litigation Services Section
Kentucky Society of Certified Public Accountants, Former Business Valuation and Litigation Committee Member
Financial Consulting Group Member
Job Titles:
- IT Infrastructure Services Associate Director
Professional Experience
David has more than 20 years of experience in information technology. He founded a technology consulting business in 2003, which was acquired by Dean Dorton in 2015.
David specializes in Dean Dorton's technology infrastructure services. He is responsible for leading the design and implementation of complex infrastructure technology, such as network and network security (local and wide area), wireless network design for specialized environments, server infrastructure (physical, virtual, and cloud-deployed models), advanced collaboration solutions, and customized disaster recovery models.
David holds special certifications from Cisco, such as the CCNP Route/Switch and CCNP Voice/Collaboration. He also holds the Cisco CCNA Wireless certification and the vendor neutral wireless certifications, CWNA and CWAP. He has spoken on various other technology topics in the Commonwealth, such as virtualization and cybersecurity.
David is a member of the firm's manufacturing industry team, bringing 15 years of experience in implementing various solutions across a broad set of manufacturing clients in the areas of security, wired and wireless networking, Internet of Things (IoT), and data center.
Professional Activities
Cisco Systems Small Midmarket Business Partner Advisory Board
Job Titles:
- Assurance Director
- Tax Director
Professional Experience
David has 30 years of experience, providing audit and consulting services to clients throughout Kentucky and Southern Indiana. He began his career in the Lexington offices of large, international firms until 1999 when he came to Dean Dorton.
David serves the firm as a member of the assurance service group's technical team and actively serves clients in the higher education, equine, healthcare, insurance, and nonprofit industries. David's clients have ranged in size and complexity from small nonprofit organizations to large, publicly-traded companies.
Over the years, David has been a frequent speaker on topics including auditing and accounting updates and industry issues such as cost accounting for colleges and universities or reimbursement for hospitals.
Professional Activities
American College of Healthcare Executives
American Institute of Certified Public Accountants: AICPA Not-for-Profit Certificate I Badge
Kentucky Society of Certified Public Accountants
Professional Experience
David began his career working in the executive office of a publicly traded company assisting in a number of special projects for the president of the company, finally working as the controller in the company's retail devision. Upon passing the CPA exam, David went to work for KPMG in the Louisville office. He was promoted to partner in 1987. In 1998, David left KPMG with two other partners to form Buetow Le Mastus & Dick, PLLC (BLD), specializing in providing tax and accounting services to growing businesses, high net worth individuals, and clients with significant transaction based issues.
David primarily focuses on tax issues but is also involved with many clients on the accounting and finance side of their business. His ability to combine the two areas, along with his prior experience in business, helps him bring some unique approaches to helping clients. He has extensive experience in dealing with financial issues, general business issues and providing personal advice to clients to help them achieve their goals, whether business or personally related.
Professional Activities
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Professional Experience
David's practice consists primarily of servicing and advising closely-held and family-owned businesses and their owners, including high-net-worth and ultra high-net-worth individuals. These services include income and estate tax planning, strategic planning, business consulting, succession planning, and compliance services (e.g. accounting, financial statements, and tax returns). David also serves other professional service organizations such as attorneys, engineers, physicians, veterinarians, and other consultants. Some of the particular industries that he concentrates in are retail, wholesale and distribution facilities, manufacturing, equine, various service businesses, estates and trusts, and funeral homes.
Professional Activities
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
CPA Associates International, Past Tax Committee and Family-Owned Businesses Committee Member
PDI Global, Tax Newsletter, Past Editorial Board Member
Professional Experience
Elizabeth's practice focuses on tax planning and compliance strategies for closely-held businesses and their owners. Elizabeth has more than 15 years of experience advising business owners, high net worth individuals, and families in financial planning matters, including income, fiduciary, estate and gift tax structuring, and reporting. Her practice industries include professional services (attorneys, engineers, veterinarians, and other consultants), retail, wholesale/distribution, restaurants, and equine. She is also experienced in consulting and fiduciary compliance services for corporate trustees and U.S. Bankruptcy Court trustees.
Professional Activities
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Elizabeth obtained her Master of Business Administration with a concentration in accounting from the University of Kentucky in 1994. She…
Erica is a prolific speaker and author. Examples of presentations she has given and panels on which she has recently participated follow.
Professional Experience
Erica has over 30 years of professional experience. She has spent the majority of her career advising clients on state and local tax issues. Through her advice and advocacy, Erica has saved her clients millions of dollars in taxes.
Erica has experience in a wide range of industries including construction, equine, manufacturing, and warehousing and distribution.
Professional Experience
Faith works primarily with privately owned businesses and high net worth family groups. She provides tax compliance and planning services in a variety of areas, including estate, gifts and trust planning, real estate, and nonprofits.
Faith leads the firm's real estate industry team, and is also the Louisville leader of the wealth and estate planning service group. She spends most of her time working with high net worth clients and their related entities (operating companies, real estate holdings, investments, trusts, and foundations). She has extensive experience advising multi-generational owner groups, real estate investors and developers, and high net worth individuals. Faith also assists the litigation consulting group with various tax analyses.
Professional Activities
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
National Institute for Excellence in Professional Education, Certified Specialist in Estate Planning
Professional Experience
Hart has more than 40 years experience in both public accounting and private industry accounting. His public accounting experience includes national, regional and local CPA firms. His private industry experience includes serving as CFO for various large construction, retail and wholesale trade companies.
Hart has served companies providing tax planning and compliance services, business succession planning, wealth and personal financial planning, risk management, cash management, strategic corporate planning, forecasting/budgeting and merger and acquisitions services.
Professional Activities
American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
Professional Experience
Harvey has more than 28 years of public accounting experience and has performed a variety of audit, tax, and business consulting services for clients in multiple industries. Harvey's practice consists primarily of tax compliance, accounting services, and business advisory services to closely-held businesses and the related individual owners. He works with a variety of small businesses with concentrations in healthcare, equine, agriculture, and exempt organizations.
Professional Activities
American Institute of Certified Public Accountants
Kentucky Society of Certified Public Accountants
Institute of Management Accountants
The Open 2009 Leadership Academy Graduate
Healthcare Advisors Association
Professional Experience
Jack has 40 years of experience in public accounting and industry. He has extensive experience in tax planning for corporations and accounting for income taxes.
During his career, Jack has gained valuable experience serving clients in several industries including real estate, healthcare, manufacturing, and financial institutions.
Professional Activities
American Institute of Certified Public Accountants: certified in Kentucky, Ohio, and Illinois
Job Titles:
- Business Consulting Director
- Service Group Leader
Jason currently serves as the service group leader for Dean Dorton's business consulting group, which specializes in technology, healthcare consulting,…
Jen began her public accounting career at a Big 4 accounting firm, where she specialized in individual international tax matters.
Jim has worked in public accounting since 1990 with a focus on providing assurance, audit (internal and external), accounting, and…
Joe has more than 27 years of experience working in both public and private accounting, providing tax and consulting services.
Job Titles:
- ABV / CFF / Business Consulting Services Associate Director
John has more than 33 years of accounting experience, with 27 years in public accounting.
John has more than 10 years of experience providing audit and consulting services to clients of various sizes and…
Job Titles:
- Assurance Associate Director
Joseph has over 20 years of public accounting experience. He serves as the quality control director for Dean Dorton's…
Job Titles:
- Accounting & Financial Outsourcing Director
Justin currently leads Dean Dorton's Accounting and Financial Outsourcing (AFO) group, providing outsourced accounting and business consulting services to…
In addition to her work with tax clients, Kathy has more than 22 years of experience with employee benefit…
Job Titles:
- Accounting & Financial Outsourcing Manager
As a manager in Dean Dorton's Accounting and Financial Outsourcing (AFO) group, Kaydee Ruppert is able to leverage more…
Job Titles:
- IT Audit Associate Director
Kevin has been in public accounting in the areas of audit and information technology (IT) systems since 1991. He…
Job Titles:
- Assurance Director
- Audit Director
Kristen is an Audit Director with more than 14 years of experience in public accounting with a focus on assurance,…
Lance has more than 15 years of experience providing assurance, risk management, internal audit, and business advisory services for entities…
Lee has more than 10 years of public accounting experience, providing tax compliance and accounting services to a broad…
Matt's area of practice consists of tax planning and compliance services, accounting services, business management consulting, and fraud prevention…
Job Titles:
- Associate Director
- Tax Director
Melissa obtained her Bachelor of Business Administration with an emphasis in Accounting from Morehead State University in 2002.
Missy is an associate director in the firm's litigation support and business valuation groups. Prior to joining the firm in…
Job Titles:
- ABV, CFF, CFE / Business Consulting & Tax Director
For more than 40 years Michael has provided accounting, tax and business consulting services to closely-held businesses, business owners…
Mike has more than 25 years of experience in providing tax services to large and small Kentucky and Indiana companies.
Mike has more than 24 years of public accounting experience. He has been a shareholder at Dean Dorton for more…
Mike obtained his Bachelor of Science degree in Accounting from the University of Kentucky in 1991 and joined the national…
Nick specializes in fraud prevention, detection and deterrence. Prior to joining Dean Dorton in 2014, he worked with a…
Job Titles:
- Healthcare Services Associate Director, Dean Dorton Healthcare Solutions
Job Titles:
- Software Services Director
Philip is the former President and Founder of Massey Consulting. For over 20 years, he has spent time on the…
Job Titles:
- Technology Services Associate Director
Polina has more than eight years of experience in technology management and IT consulting services, and works very closely…
Simon has worked for international, national, and regional CPA firms in the United Kingdom and United States since 1994.
Beginning public practice in 2005 with Barr, Anderson & Roberts PSC (now an integral part of Dean Dorton), Stefan has…
Susan has more than 30 years of experience in providing tax compliance and consulting services to small businesses and individual…