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.
Click on each team member’s image/name to view their bio
President/CEO/Client CFO
Vice President/CFO/Client CFO
Vice President / COO / Client CFO
Leadership Coach
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.
Director of Accounting
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.
Executive Administrative Assistant
Director of Administration
Client Accounting Specialist
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.
Client Accounting Specialist
Client Accounting Specialist
Client Accounting Specialist
Client Tax Specialist / Client Accounting Specialist
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.
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.
We have worked with Healthcare Management for several years now. They have been able to help us evolve from having a large turnover in staff to functioning with a dedicated, well-trained staff. They helped with the hiring process, training, and salary negotiations. They are always available to answer any questions that happen to arise running a busy Internal Medical Practice
Administrator / Sumter Pediatrics, P.A.
Healthcare Management Consultants always provide the very best of service! We have worked with them for a number of years and they are always willing to help with even the smallest of HR issues in a prompt and professional manner.
Practice Administrator / Carolina Specialty Care, PA
I have had the most outstanding experience working with Healthcare Management Consultants! The knowledge and expertise that they have brought to our practice is irreplaceable. The relationship with Healthcare Management Consultants is indescribable. I am truly honored to work with such a great group of people.
Carolina Skin Surgery Center
Working with Healthcare Management Consultants has been a great experience. We appreciate the level of expertise that they bring to the table, their willingness to assist us as quickly as possible, and their ability to coach us through any HR situation.
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Tina English
Practice Manager / Matthews Internal Medicine