Resources
Banks/Lenders | CPA & Accounting Firms | Attorneys | Financial Planning | Credentialing Services
Banks/Lenders
Tell them DDSmatch Great Plains recommended you give them a call or click on a “Get Pre-Qualified” link to get started!
Patrick Shaw, Regional Director of Practice Finance
Phone: 913.961.1275
Website: www.getprovide.com/start/ddsmatchmw
Innovating for dentists, veterinarians, and other healthcare professionals like you.
Rachael Ranney, Practice Solutions Regional Sales Manager
Phone: 614.905.8550
Website: www.bankofamerica.com
Serving individuals, small & middle market businesses and large corps.
Michael Schommer, Vice President Commercial Lending
Phone: 402.517.6011
Website: www.pnc.com
Jen Frank, Vice President Practice Finance
Phone: 773.746.5095
Website: www.huntingtonbank.com
Huntington provides online banking solutions, mortgage, investing, loans, credit cards, and personal, small business, and commercial financial services.
Mike Sweeney, VP, Relationship Manager, Healthcare
Phone: 402.630.4231
Website: www.practicepathways.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
Jeff Cremers, CPA
Phone: 402.517.6011
Email: jeff@cremerscpa.com
Website: cremerscpa.com
Benjamin Dangel, Senior Accountant
Phone: 605.351.9078
Email: bdangel@drilldownsolution.com
Website: drilldownsolution.com
Rachel Lord
Phone: 605.361.1200 X 2207
Email: Rachel.Lord@BradyMartz.com
Website: bradymartz.com
Attorneys
Hochstein Strategic Legal Planning, LLC
Justin Hochstein, JD, CFP
Phone: 402.682.8975
Email: justin@hochsteinlegalplanning.com
Website: www.hochsteinlegalplanning.com
Kent Endacott, JD
Phone: 402.817.1007
Email: kendacott@endacotttimmer.com
Website: endacotttimmer.com
Patrick J. Cole, JD
Phone: 952.896.3263
Email: pcole@larkinhoffman.com
Website: larkinhoffman.com
Financial Planning
Tom Kozney, Senior Wealth Advisor
Phone: 402.829.3668
Email: tom.kozney@marinerwealthadvisors.com
Website: marinerwealthadvisors.com
Eric Cote, Financial Services
Phone: 402.343.8304
Email: ericcote@financialguide.com
Website: massmutual.com
Tim Iverson, LUTCF, FSCP, FSS
Phone: 402.558.6860
Email: tiverson@heritagefinservices.com
Website: www.heritagefinservices.com
Mark Johnson, Founder
Student Loan Rx/RBF Advisors
Phone: 314.737.8123
Email: mark.johnson@rbfadvisors.net
Website: rbfadvisors.net
Credentialing Services
Matthew Veatch, Owner
Phone: (303) 621-5387
Email: matt@veatchconsulting.com
Website: veatchconsulting.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.
Shelley DeGroff, Founder
Phone: 888.513.5386
Email: shelley@ppoadvisors.com
Website: ppoadvisors.com
