Instructors

Meet Our Instructors

Ali Oromchian

Dental Attorney/HR Consultant

Ali Oromchian, J.D., LL.M. is one of the nation’s leading dental lawyers on topics relevant to dentists. His clients seek his advice on practice acquisitions and sales, creation of corporations and partnerships, associate contracts, estate planning, employment law matters, office leasing and state board defense. He’s the founder of Dental and Medical Counsel P.C. law firm which is regarded as one of the preeminent dental law firms devoted to dental entrepreneurs.

Mr. Oromchian is recognized as an exceptional speaker and educator that simplifies complex legal topics and has lectured extensively throughout the United States, including to the American Dental Associations, California Dental Association and the American Association of Orthodontists, among others.

He is frequently quoted and has written articles for various national and state association magazines and is the author of The Strategic Dentist book that serves as a guide to dentists looking to purchase or start their own practice.

Katherine Eitel Belt

President, LionSpeak

Katherine Eitel Belt is America’s Unscripted Communications Coach!

International speaker, author, and coach, Katherine is best known for helping professionals develop courageous, unscripted conversations with clients, co-workers, and audiences. Whether communicating from the treatment room, boardroom, or from the stage, Katherine’s clients love her simple yet powerful formulas for delivering messages with clarity, courage, and inspiration.

Her company, LionSpeak, uses a proprietary leadership tool called The Lioness Principle to help dental, veterinary, and discretionary healthcare practices as well as corporate sales/executive teams achieve extraordinary results by leveraging their ability to communicate with greater impact.

Katherine is a Spotlight-On-Speaking champion, National Speaker’s Association member, Speaking Consulting Network board member, past-president of the Academy of Dental Management Consultants, Faculty member of the Henry Schein Dental Business Institute, and recipient of the Linda Miles Spirit Award.

David Harris

CEO, Prosperident

A rule-breaker in his youth, David Harris changed his direction and has spent much of his adult life in the world of investigation and enforcement, where he uses his unrivaled ability to understand the criminal thought process to help educate and protect dentists.

David is the Chief Executive Officer of Prosperident, the world’s largest firm investigating financial crimes committed against dentists.

David is a licensed private investigator, a CPA, and is “dual certified” in fraud investigation.

He has lectured at universities in four countries in the faculties of business, law, and dentistry.

David is a prolific author and frequent guest speaker at regional, national and international dental conferences and his vast wealth of experience, coupled with his keen sense of humor make David both an engaging and entertaining speaker

Andrew Ventura

Dental Lender

Andrew Ventura was the West region Business Development Manager for Wells Fargo Practice Finance. Andrew helps doctors successfully transition into an ownership role, by providing not only financing solutions, but also leveraging his experience in the healthcare market to help ensure a smooth and successful transition.

Justin Schafer

Vice President of Dental Financing

Justin Schafer is a Regional Sales Manager whose products include creative financing for established dentist or first time doctors who are looking to acquire, start, expand, relocate or update their existing dental office.

Art Wiederman

Director of Dental Division and Certified Public Accountant (CPA), Eide Bailly

Art's expertise is not only taxation issues for dentists but also in his knowledge of dental practice metrics and benchmarks. Art has the ability to look at a dentist's profit and loss statements and practice management reports and identify profit holes in his client's practice. In addition, Art's specialties include buy-in and buy-out consulting, practice start-ups, compensation plan development, operation evaluations, and litigation support for dentists.

Natasha Lee

Dentist and Former
President of CDA

Natasha served as the President of the CDA, owns the practice 'Better Living Through Dentistry' and is a prominent speaker and contributor for many dental publications and meetings.

Gene St. Louis

CEO, Gene St. Louis Consulting

Gene St. Louis is a nationally recognized expert in dental practice management. She built her company from the ground up, holding both clinical and administrative positions prior to her consulting career. Having participated in the day-to-day operations of dental practices gives Gene a unique, insider advantage of how offices succeed. Clients feel confident with her first-hand experience that translates into relatable, personable, and reliable expertise. Gene has worked with hundreds of clients nationwide. She writes for a variety of dental publications and is regularly invited to speak at the nation's top dental meetings throughout the United States and Canada.

Bob Mothershead

Equipment and Technology Specialist, Henry Schein Dental

Bob has helped hundreds of doctors over the past 30 years build, move, remodel and grow their practices. He truly enjoys educating them as to what is happening now and what will be happening in the future of dentistry. He has a sincere passion for dentistry and the clients which he is privileged to work with and assist. The best compliments he gets are the referrals from the dentists he has been fortunate to help.

Anjali Singh

Certified Financial Planner, Anjali Singh Insurance Services

Anjali provides life, disability, long term care, dental/medical malpractice, business insurance and various investment products. In specific, she specializes in providing insurance to dentists/dental specialists, veterinarians, optometrists and physicians.

Her clients love caring for their patients and don't want to worry about coverage details. Anjali helps design and service their plans so they can focus on what they do best. She has insured hundreds of dental practices and have developed a strong reputation among the health care banks as a reliable provider.

At her office, they pride themselves on attention to detail, courteous service and simplifying procedures for their clients. Her alliances with other professionals including bankers, estate planning/contract/labor/business attorneys, dental/practice management consultants, CPAs and others allow for holistic care for her clients.

Lindsay Harkey

General Manager,
Live Oak Bank

In early 2013, Lindsay Harkey joined Live Oak Bank as a Relationship Manager during which time she serviced a portfolio of 90 borrowers. Next, she served as a Loan Officer for the healthcare team, helping originate and package SBA loans for dentists and doctors across the country. Now, as General Manager of the Healthcare lending team, she leads efforts in providing financing that helps doctors and dentists build or buy the practice of their dreams.

Bassim Michael

Certified Public Accountant, Michael & Company

Bassim Michael, CPA, CVA, MSTax is the founder and president of Onlyfordentists.com, a division of Michael & Company, CPA. Bassim and his team are dedicated to helping dentists understand their financial information, improve their profitability and lower their taxes. For more than 20 years, Bassim has worked with hundreds of dentists throughout the United States to help them become better managers and leaders.

Bassim is a frequent speaker on topics such as practice management, tax planning and exit planning. He has been quoted in many articles and publications such as the Wall Street Journal, Dow Jones Wire, and many more.

CJ Williams

Vice President of Dental Financing, Bank of America Practice Solutions

CJ began his career with Bank of America Practice Solutions in 2012 and was promoted three years ago to be the Regional Business Development Office for the Pacific Northwest (AK, WA, OR, MT, ID). More recently he has relocated and transitioned to that same position in Northern California and will continue to specialize in dental projects and focus on practice start-ups, commercial real estate, debt consolidation and equipment financing. CJ's goal will be to provide resources to dentists to get their projects done on time and within budget.

Bert Smith

Senior Loan Officer, Live Oak Bank

Bert Smith is a Loan Officer from Dental & Medical financing team of Live Oak Bank. He has helped hundreds of dentists across the United States obtain financing for real estate and construction projects. Previously, he worked with pharmacy customers in Live Oak Bank's Business Advisory Group. He is a graduate from the Gatton School of Business and Economics at the University of Kentucky with specializations in economics and finance.

Brandy Keck

Senior Loan Officer, Live Oak Bank

Brandy joined the Live Oak Bank team in 2017. Prior to joining the team, she worked at Bank of America Practice Solutions in dental and medical practice lending, and Carr Healthcare Realty as brokerage liaison. Brandy has been helping dentists and physicians achieve their goals of private practice ownership for the vast majority of her career. A graduate of Mount Union University and a native of Northeast Ohio, she is now a loan officer on the healthcare team, working within SBA programs to assist healthcare professionals with their practice finance needs.

Lauren Walchek

Operations Manager,
HR for Health

Lauren is the Operations Manager at HR for Health. She is responsible for onboarding, culture development, and overseeing client facing departments within HR for Health while working closely with their development team on new features and products to ensure full compliance. Lauren graduated from Sacramento State University with a degree in Business Management with a concentration in Human Resources Management. She started with HR for Health as an HR Specialist in 2015 and has since then deepened her passion for learning including obtaining an HR certification as a Society of Human Resources Management (SHRM) Certified Professional. In her free time, Lauren enjoys traveling with her husband, Beau, being outdoors, and spoiling her pup, Selah.

Kayhon Sazegari

Client Success Manager,
HR for Health

Kayhon started his career at HR for Health in the sales department in 2015. He quickly changed focus, helping start multiple departments with both internal and client focus. His current role focuses primarily on client retention. Kayhon's role requires him to understand the technical components of HR for Health's software as well as the intricacies of state and federal employment law in order to provide insight to clients on how to apply best practices. Outside of HR for Health, Kayhon frequently speaks to business owners in the Bay Area focusing on leadership development and team building. Kayhon loves to stay active, spend time with friends and family and is always laughing.

Mike Montgomery

Senior Loan Officer,
Live Oak Bank

Mike joined the Live Oak team in early 2013 after seven years as a retail and investment banker at SunTrust Bank. A native of Raleigh, NC, Mike attended the University of North Carolina Wilmington where he graduated with a degree in Business Administration and Finance in 2007. As a Loan Officer, Mike's favorite part of his job is meeting each and every doctor that he does business with and seeing their project become a reality.

Jeremy Keck

CEO,
Tower Realty

As the CEO of Tower Realty, Jeremy brings 20 years of dental finance and real estate expertise. He has held numerous sales, leadership, and executive team roles with Bank of America, CARR Healthcare Realty, and Lending Club. Jeremy has been living in CO for the last 14 years, and has worked with hundreds of dentists throughout his career.

Lamar Hull

CEO,
Med Rank Interactive

Lamar Hull is the Founder of Med Rank Interactive, a full-service digital marketing agency in Charlotte that specializes in local SEO exclusively for dentists, orthodontists, pharmacists, independent physicians, and multi-location medical practices.

Lamar has an MBA in Internet Marketing and uses a lot of his time learning new strategies in the field of online marketing and healthcare. Lamar attended Davidson College where he played basketball for Bob McKillop.

Lamar enjoys spending time with his family, watching movies, playing basketball, reading, and leading an amazing team of digital marketing ninjas.

Meet Our Instructors

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