Meet Our Team

History of HMC

Developing long-term relationships, consistently exceeding client expectations, and facilitating financial success for healthcare professionals have been guiding principles for the staff of Healthcare Management Consultants since its inception in 1966. Achieving notable progress since its early days of providing accounting, tax and collection services for medical practices, Healthcare Management Consultants offers a comprehensive menu of services which touch every facet of practice operation from strategic practice consulting to payroll and retirement plan administration.

Healthcare Management Consultants relies on cutting edge technology along with a talented staff of professionals to provide the level of client service required for today’s challenging and dynamic healthcare practice environment. Company founder, Daniel Dagenhart’s vision of combining integrity and professional expertise to assist healthcare professionals with managing the business affairs of their practices has led to our continued success.

Our talented staff of professionals, led by partners Todd Dagenhart, CHBC, Stan Jordan, CPA, CHBC, Tom Loeblein, CHBC, CFP and Tim Norris, MBA, SPHR, SHRM-SCP, is as committed as ever to the philosophy of easing the burdens of practice management in order for physicians to more fully enjoy what they have dedicated their lives to do – to practice medicine.

Meet the Team Ready to Support You

Click on each team member’s image/name to view their bio

Tom Loeblein, CHBC, CFP®

President/CEO/Client CFO

Tom Loeblein, CHBC, CFP®

President/CEO/Client CFO

While his official title is President and CEO, Tom’s real title is “Visionary”. He sets our organization’s vision, creates and maintains the company’s culture, and builds relationships with clients and stakeholders. In strategic accounts, Tom steps in as the lead CFO.

Tom sees his role as critical to developing new approaches and strategies that ultimately benefit our clients.

Before joining our team, Tom was a Marine Corps officer. He graduated from the United States Naval Academy.

Tom has been active in many leadership positions in Rowan County and is active in his church.

He enjoys life on the lake, where he lives with his wife, Leigh Ann, and black lab, Lilly. When he spends time away from work, Tom enjoys visiting with his two grown daughters and heading out west each year to be a cowboy for a week at a “dude ranch,” where he recently rode his first mustang.

Stan Jordan, CPA, CHBC

Vice President/CFO/Client CFO

Stan Jordan, CPA, CHBC

Vice President/CFO/Client CFO

Stan Jordan is the internal CFO of our company. In his role as Vice-President and CFO, Stan focuses on managing our finances effectively. In addition, he’s a tax expert. So, he jumps in on client projects when a complex issue needs a resolution.

Stan is a Certified Public Accountant (CPA) and a Certified Healthcare Business Consultant (CHBC). He graduated from the University of North Carolina at Chapel Hill.

He’s involved in several non-profits, including Guatemalan Relief Assistance for Children’s Educations Services (GRACES), where he serves as treasurer. He’s also the Treasurer of Downtown Salisbury, Inc., a revitalization organization in Salisbury, NC.

Stan enjoys spending time in the mountains and hiking. He’s an avid golfer and recently sunk a hole-in-one at the Country Club of Salisbury (a dream shot with his 3-hybrid from 193 yards).

Stan has been married to his wife, Sandy, for 41 years and loves being with his grandkids, Ruby and Lincoln.

Todd Dagenhart, CHBC

Vice President / COO / Client CFO

Todd Dagenhart, CHBC

Vice President / COO / Client CFO

Todd joined The Dental CFO® in 1986 after college. His father, Dan Dagenhart started our parent company in 1966. When he joined the family business, it was a team of fewer than ten employees.

Todd computerized all functions of the retirement plan administration and tax services departments in his first few years of employment. He then began handling all retirement plan administration functions and was a member of the tax preparation team.

Five years into his career, Todd was promoted to healthcare management consultant. Since then, he’s been involved with practice consulting and tax planning & preparation. He is a Charter Member of the National Society of Certified Healthcare Business Consultants (NSCHBC).

Todd loves working with dentists to help them grow their businesses and to improve their lives.

He enjoys spending time with his wife, three adult children, and two grandchildren. Todd and his wife recently renovated a home together. He’s also used these skills on three Downtown commercial property projects, including a new office for our company.

Tim Norris, MBA, SPHR, SHRM-SCP

Leadership Coach

Tim Norris, MBA, SPHR, SHRM-SCP

Leadership Coach

Tim is a Leadership Coach for The Dental CFO®. He’s an entrepreneur at heart.

Tim manages daily activities and guides the organization toward our goals. Tim joined The Dental CFO® in 2004 and has over 30 years of experience in human resources, organizational development, and strategic planning.

Tim is an Appalachian State University alumnus and received an MBA from Pfeiffer University.

He has dual certifications as a Senior Professional in Human Resources through the HR Certification Institute. He is a Senior Certified Professional in Human Resources through the Society For Human Resources Management (SHRM).

Tim is a Kolbe Certified Consultant and completed Dave Ramsey’s Master Financial Coaching program.

Tim serves in numerous leadership positions in the community and is passionate about serving others. In 2021, Tim was appointed by the N.C. Speaker of the House to the Board of Directors of the NC Institute of Medicine. He is currently serving on the Executive Committee as Secretary of the Board.

He and his family love to spend time away at the beach and in Pinehurst, North Carolina.

Director of Tax Services & Integrator

Director of Tax Services

Director of Tax Services & Integrator

Director of Tax Services

Charles Whaley is the guy who makes sure taxes don’t catch you off guard. As Director of Tax Services at The Dental CFO, he leads our tax team and helps clients make smart, informed decisions—especially when it comes to the tax impact of big moves in their business.

Charles also wears another important hat: he’s our Integrator. He’s the one who turns vision into action. He keeps the team aligned, ensures things get done, and helps maintain traction across all areas of our company.

Before joining The Dental CFO, Charles spent seven years in public accounting with one of the Big Four firms. He holds credentials as both a Certified Public Accountant (CPA) and a Certified Healthcare Business Consultant (CHBC). He earned his undergrad at NC State (Go Wolfpack!) and his Master’s in Accounting from Appalachian State.

Outside the office, Charles is big on giving back. He serves on the boards of Meals on Wheels – Rowan and Main Street Marketplace & Meeting Place, two nonprofits close to his heart. When he’s not working or volunteering, you’ll probably find him hiking a trail, playing the piano, experimenting in the kitchen, or planning his next family trip. He lives in Salisbury with his wife Lauren, their two awesome kids, Margaret and Banks, and their Cavalier King Charles Spaniel, Ginger.

Stephanie Webb, CPA

Director of Accounting

Stephanie Webb, CPA

Director of Accounting

When you begin working with The Dental CFO®, you’ll meet Stephanie. As the Director of Accounting, she leads our accounting team and manages all new client onboarding. She’ll work with you to set expectations and ensure your relationship with us is off to a great start.

Stephanie joined our team in 2013. She received her bachelor’s degree from Gardner Webb University and is a Certified Public Accountant (CPA).

Stephanie is active in her church and is the head coach of her daughter’s middle school volleyball team. She likes to be outdoors with her family by gardening, hiking, and traveling.

Bo Hancock, EA, CHBC

Client CFO / Client Tax Specialist

Bo Hancock, EA, CHBC

Client CFO / Client Tax Specialist

Bo Hancock brings over 20 years of experience in tax and accounting, offering trusted guidance and strategic insight to dental and healthcare professionals. As a Client CFO, she partners with practice owners to strengthen financial performance and long-term profitability. She also prepares both business and personal tax returns and specializes in proactive tax planning to help clients minimize liability and avoid surprises.

Bo is also a Certified Healthcare Business Consultant (CHBC) and serves on the Board of the National Society of Certified Healthcare Business Consultants (NSCHBC). She has been a valuable part of our team since 2020.

A graduate of the University of Phoenix, Bo is an active member of the National Society of Enrolled Agents, the North Carolina Society of Enrolled Agents, and NSCHBC.

Outside of work, Bo is a proud military wife who enjoys traveling and spending time with her family.

Aileen Medina-Sanchez

Executive Administrative Assistant

Aileen Medina-Sanchez

Executive Administrative Assistant

Aileen works closely with our team as an Executive Administrative Assistant. And she knows the dental industry.

Before joining The Dental CFO®, Aileen worked at a pediatric dental office. Aileen plays a key role in furthering our company’s mission and vision. And she helps our leadership team stay focused on big-picture projects. She received a degree in Medical Office Administration from Rowan-Cabarrus Community College, where she was a member of the Phi Theta Kappa honor society.

Aileen loves spending time with her husband and young daughters. She also volunteers at WeAreDREAMERS, which offers free resources designed to empower and educate immigrants.

Chrystal Foote

Director of Administration

Chrystal Foote

Director of Administration

Chrystal works closely with our executive team every day. She helps our leadership move our mission forward and ensures nothing falls through the cracks.

Chrystal works with our marketing team and manages external stakeholder relationships, and also co-chairs our internal wellness and community outreach committee.

Before joining The Dental CFO®, Chrystal worked as an executive assistant at other organizations and as a paralegal. She attended Davidson Davie Community College, where she was a member of Phi Theta Kappa and received a paralegal degree. Chrystal loves to craft.

She spends a lot of time making beautiful crochet blankets to donate and hand-crafting earrings for her neighbors and friends.

Chrystal also enjoys spending time with her husband, three kids, and her granddaughter, Riley.

Penny Harris

Client Accounting Specialist

Penny Harris

Client Accounting Specialist

Penny has been part of our team for more than 15 years.

She works closely with our clients and leadership team as a Client Accounting Specialist. She has a great understanding of the kinds of info needed to make an office run smoothly.

Penny attended Stanly Community College and received an associate’s degree.

She enjoys spending time with her husband, Mark, reading, putting together puzzles, working in her flower beds, and exercising through swimming and Zumba.

She’s a big fan of Charlotte sports and roots for the Panthers and Hornets.

Leah Ann Honeycutt

Project Manager

Leah Ann Honeycutt

Project Manager

Leah Ann wears a lot of hats at The Dental CFO®. She is a systems expert and manages our client database and portal system. She’s your go-to when there’s an issue logging into our system, or you have any technical questions.

She joined our team in 2010 after spending several years working for the “Big Six” and Employee Benefits Consulting Firms consulting with Fortune 500 organizations.

Leah Ann (and her entire family) attended the University of North Carolina at Chapel Hill. She was a scholarship athlete, competing on the Track & Field team, and was a member of the 1988 Indoor and Outdoor ACC Championship team.

Now, she enjoys spending time with her family, watching her son play baseball for the Baltimore Orioles organization, reading, traveling, and running.

Miyuki Rutkofske

Client Accounting Specialist

Miyuki Rutkofske

Client Accounting Specialist

Miyuki ensures your practice’s books are accurate and organized and paints a detailed picture of your business.

As a Client Accounting Specialist, Miyuki works closely with our clients to review and reconcile accounts, manage payroll, and generate reports. And she’s there to support you when there’s a question.

Miyuki joined our team in 2000. She previously lived in Japan, where she worked for a stock company.

She graduated from Sandhills Community College with an accounting degree. Miyuki loves traveling, especially to the beach or mountains and other countries.

When she’s not exploring new places, Miyuki enjoys watching cooking shows so she can find her new favorite recipe to try.

Elizabeth (Beth) Van Arsdale

Client Accounting Specialist

Elizabeth (Beth) Van Arsdale

Client Accounting Specialist

Beth does her best work as a Client Accounting Specialist by preparing accurate financial records for our clients, so they can focus on their practice. She’s been with our company since 2003.

Before joining The Dental CFO®, Beth owned and operated a family ceramic tile installation business. Prior to running her own company, she worked in various financial and tax support roles.

Beth enjoys spending time with her husband, Tom, her daughter, Audrey and son-in-law, Alex. She volunteers at her church, where she helps with the finance office. Beth likes to read, cycle, garden, and take trips to the beach. She’s a tennis fan and loves cheering on the Duke basketball team.

Brenda Stone

Client Accounting Specialist

Brenda Stone

Client Accounting Specialist

Brenda Stone joined The Dental CFO® in 2013 as a Client Accounting Specialist.

Brenda has over 30 years of experience in accounting, finance, payroll, and customer service gained through a diverse background including a Fortune 500 Company, one of the largest privately-owned wholesale greenhouses in the Southeast, and a regional power sports dealer.

In her spare time, Brenda enjoys listening to live music, gardening, traveling and being a Dallas Cowboys fan!

Karen Troutman

Client Tax Specialist / Client Accounting Specialist

Karen Troutman

Client Tax Specialist / Client Accounting Specialist

Karen Troutman helps keep your records in order. As a Client Accounting Specialist, she works on preparing our client’s monthly accounting and financial statements.

She also has more than 15 years of tax experience, so she plays a crucial role in your tax planning and strategy.

Karen earned an accounting degree from Liberty University.

She enjoys being active at her church, where she volunteers in preschool.

Karen spends much of her free time traveling to their family farm in West Virginia with her husband.

They also go on trips to see their grandchildren in Boone, NC

Natalie Mitchell, EA

Tax Advisor

Natalie Mitchell, EA

Tax Advisor

Natalie joined our team in 2024 as a tax advisor. She received her Bachelor's degree from the College of Charleston and is a licensed Enrolled Agent with the IRS. Natalie has a combined 14 years of experience working for public accounting firms and small businesses, with an emphasis on serving clients in the medical and entertainment industries. She is also pursuing a Master’s Degree in Tax with an emphasis on Tax Research. Natalie is a member of the National Association of Tax Preparers and AFWA (Accounting and Financial Women's Alliance).

In her spare time, Natalie enjoys activities related to theatre arts and music, as well as traveling with her family.

Amber Lowe, EA, CTRS

Tax Advisor

Amber Lowe, EA, CTRS

Tax Advisor

Amber is an experienced Enrolled Agent who brings a warm, approachable style to the world of tax and accounting. Since 2017, she has helped individuals and small businesses navigate complex financial matters with clarity and confidence.

As a Certified Tax Resolution Specialist, she specializes in resolving tough IRS issues by offering expert guidance on audits, back taxes, payment plans, and more. Her passion lies in helping clients find peace of mind and real solutions when they need it most. As a proud member of the American Society of Tax Problem Solvers (ASTPS), she stays current on best practices and IRS procedures to provide her clients with top-tier representation and support with even the most challenging tax problems.

Known for her friendly, outgoing nature and no-judgment approach, she makes even the most stressful tax situations feel manageable. Whether it’s tackling tax problems or providing year-round advice, she’s committed to building lasting client relationships based on trust and transparency.

Outside of the office, Amber enjoys a creative life filled with crafting, crocheting, reading, and gardening alongside her husband.

Meet Our Team

History of HMC

Meet the Team Ready to Support You

Tom Loeblein, CHBC, CFP®

Stan Jordan, CPA, CHBC

Todd Dagenhart, CHBC

Tim Norris, MBA, SPHR, SHRM-SCP

Director of Tax Services & Integrator

Stephanie Webb, CPA

Bo Hancock, EA, CHBC

Aileen Medina-Sanchez

Chrystal Foote

Penny Harris

Leah Ann Honeycutt

Miyuki Rutkofske

Elizabeth (Beth) Van Arsdale

Brenda Stone

Karen Troutman

Natalie Mitchell, EA

Amber Lowe, EA, CTRS

Here’s What Other Practices Say

GENERAL CLIENT
RESOURCES

TAX-RELATED
RESOURCES

NEW EMPLOYEE
FORMS

Meet Our Team

History of HMC

Meet the Team Ready to Support You

Here’s What Other Practices Say

GENERAL CLIENTRESOURCES

TAX-RELATEDRESOURCES

NEW EMPLOYEEFORMS

GENERAL CLIENT
RESOURCES

TAX-RELATED
RESOURCES

NEW EMPLOYEE
FORMS