Dean Dorton provides an integrated suite of audit, tax, business management, consulting, and technology solutions. The firm helps clients strategize, adapt, and change in every stage of business, from startup to growth and proper succession planning. Dean Dorton emphasizes smart technology, leading a cloud revolution of financial, operational, and compliance tools that are transforming the way companies do business.

Accounting

Dean Dorton

Harvey Thompson is the Tax Associate Director at [Dean Dorton](/org/dean-dorton). Harvey has over 20 years of experience in accounting and finance. Prior to joining [Dean Dorton](/org/dean-dorton), Harvey was the Director at Barr Anderson & Roberts, PSC from February 1998 to December 2015. Before that, they were the Controller at Tempur-Pedic, Inc. from July 1997 to January 1998 and the Assistant Controller at Minerich, Inc. from July 1996 to July 1997. Harvey began their career as a Staff Accountant - Manager at Potter & Company from December 1991 to June 1996 and then at Long John Silver's, Inc. from June 1986 to November 1991.

Harvey Thompson has a Bachelor of Business Administration (B.B.A.) in Accounting from [Morehead State University](/org/morehead-state-university) as well as a certification from the KY State Board of Accountancy as a Certified Public Accountant. Harvey also has a certification from the Institute of Management Accountants as a Certified Management Accountant.



Harvey Thompson

Kaydee Ruppert is an Accounting & Financial Outsourcing Manager at [Dean Dorton](/org/dean-dorton). Kaydee has over 15 years of experience in financial leadership positions. Prior to joining [Dean Dorton](/org/dean-dorton), they served as the Outsourced Nonprofit CFO for Wipfli LLP, CFO for Fox Cities Performing Arts Center, Inc., and VP of Finance & Operations for St. Francis Xavier Catholic School System, Inc.

Kaydee Ruppert holds a Master’s Degree in Administrative Science with an emphasis in Quality Management & Systems Design from the University of Wisconsin-Green Bay. Kaydee also holds a Bachelor’s Degree in Accounting from [Viterbo University](/org/viterbo-university). In addition, they are a Certified Sage Intacct Accounting Specialist.

Kaydee Ruppert reports to Justin Hubbard, Accounting & Financial Outsourcing Director.

Kaydee Ruppert

David Bundy is the current President & CEO at [Dean Dorton](/org/dean-dorton). Prior to this, they were with [Dean Dorton](/org/dean-dorton) Allen Ford, PLLC and before that they were Chief Financial Officer at Lexington Clinic from 1996 to 1998. Prior to that, they were with [KPMG](/org/kpmg) from 1991 to 1996 as a Senior Manager.

Some individuals on their team include David Parks - Business Valuation Director & Senior Wealth Advisor, Kevin Cornwell - IT Audit Associate Director, and Jason Miller - Business Consulting Director.

David Bundy

Joe Johnston is the Tax Director at [Dean Dorton](/org/dean-dorton). Joe was previously a Tax Partner at Strothman & Company from July 2011 to August 2019 and the Director of Tax/Senior Manager from March 2008 to June 2011.

Joe Johnston studied accounting at the [University of Louisville](/org/university-of-louisville), where they earned a Bachelor of Science degree.

Joe Johnston

Bill Kohm is the current Assurance Director at [Dean Dorton](/org/dean-dorton). Bill has been with the company since July 2003, and in their current role since January 2011. Prior to [Dean Dorton](/org/dean-dorton), Bill was with [Deloitte](/org/deloitte) for one year as a Manager from June 2002 to July 2003. Before that, they spent six years at Arthur Andersen LLP from December 1995 to December 2001, where they were an Audit Supervisor.

Bill Kohm has a Master of Business Administration (MBA) from the [University of Kentucky](/org/university-of-kentucky) and a BS in Accounting from the University of Missouri Trulaske College of Business.

Bill Kohm

Jim has worked in public accounting since 1990 with a focus on providing assurance, audit (internal and external), accounting, and business advisory services to organizations of various sizes and industries. He is the firm’s Louisville Market Leader, as well as leader of the firm’s internal audit services. Prior to joining [Dean Dorton](/org/dean-dorton), he had 19 years of experience with global accounting firms and became a partner with Ernst & Young in 2005. At Ernst & Young, he worked extensively with public companies and large private companies with multiple locations and international operations.

Jim has extensive experience in dealing with complex accounting, financial reporting, and auditing issues, including purchase accounting, consolidations, divestitures, impairments, and unusual transactions. At [Dean Dorton](/org/dean-dorton), he often serves as the engagement quality reviewer on audits, ensuring that significant judgments and conclusions made by the engagement team are appropriate. He also provides a final review of financial statements prior to issuance.

Jim’s internal audit experience includes providing co-sourced and outsourced internal services, internal audit director responsibilities, risk assessments, and numerous consulting engagements, many of which included developing policies and procedures to strengthen internal controls. He has worked closely with management of audit committees of public companies to ensure compliance with the requirements of the Sarbanes-Oxley Act or J-SOX.

Jim is a member of several of our industry teams, including manufacturing, energy and natural resources, nonprofit, and governmental organizations.

Jim has public speaking experience on topics such as internal auditing, risk management, risk assessments, internal controls, corporate governance, as well as [AICPA](/org/aicpa), FASB, SEC, and PCAOB updates.

Jim Tencza

Simon has worked for international, national, and regional CPA firms in the United Kingdom and United States since 1994. He leads the firm’s governmental and construction industry teams and the firm’s assurance group technical committee. Simon has extensive experience providing audit, accounting, and management advisory and consulting services to closely held and international businesses, construction contractors and subcontractors, nonprofit organizations, manufacturers, governmental agencies, and higher education institutions.

Simon is also a member of the firm’s internal audit practice and has performed numerous engagements, providing internal audit and accounting assistance to a range of commercial, nonprofit, SEC, and governmental entities. His experience includes performing internal inspections of compliance with the entity’s policies and procedures, development of policies and procedures manuals, cost audits, expert witness testimony, and assistance with the preparation of financial information.

Simon leads the firm’s governmental team and serves as lead auditor on a majority of the firm’s governmental clients. Simon provides audit and consulting services to retirement systems, utilities, cities, fiscal courts, fire protection districts, special taxing districts, and urban county governments.

Simon Keemer

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](/org/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.

Amelia Sebastian

Justin currently leads [Dean Dorton](/org/dean-dorton)’s Accounting and Financial Outsourcing (AFO) group, providing outsourced accounting and business consulting services to clients throughout the country in a variety of industries. A primary focus of the AFO group is leveraging technology to automate processing, while gaining greater insights to information that will help business leaders make decisions and achieve business goals.

Upon obtaining his Bachelor degree from the [University of Kentucky](/org/university-of-kentucky) in 2003, Justin spent two years overseeing the accounting department of a privately held coal company. In December 2005, he obtained his Master’s degree in Accounting from the [University of Kentucky](/org/university-of-kentucky) and began practicing public accounting at [Dean Dorton](/org/dean-dorton) in January 2006. He has provided audit, tax, and consulting services for clients in various industries throughout Kentucky.

Justin has 13 years of public accounting experience, providing assurance, accounting, business advisory, and tax services to clients in the healthcare, construction, natural resource, nonprofit, and higher education industries. Justin works specifically within our healthcare and natural resource industry teams. Prior to coming to [Dean Dorton](/org/dean-dorton), Justin worked for various small businesses and has a passion for working alongside small business and local entrepreneurs.

Justin Hubbard

Melissa obtained her Bachelor of Business Administration with an emphasis in Accounting from [Morehead State University](/org/morehead-state-university) in 2002. Since that time, she has been practicing public accounting at [Dean Dorton](/org/dean-dorton). The majority of her career has been spent providing tax planning, compliance and accounting services for privately-held businesses and individuals.

Melissa has over 17 years of public accounting experience—all at [Dean Dorton](/org/dean-dorton). During her tenure at [Dean Dorton](/org/dean-dorton), she has become a go-to technical advisor, specifically specializing in partnership taxation. She is the leader of [Dean Dorton](/org/dean-dorton)’s tax training team and spear-headed the internal training of [Dean Dorton](/org/dean-dorton)’s tax team on Tax Cuts and Jobs Act of 2017.

Additionally, Melissa has worked with a broad range of clients across a variety of industries including automobile dealerships, professional services firms, and specialty trade contractors. She is actively involved in the equine industry, serves as an executive member of the firm’s equine industry team, and works with many Thoroughbred operations in central Kentucky and across the United States.

Melissa Hicks

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.

Faith Crump

Elizabeth obtained her Master of Business Administration with a concentration in accounting from the [University of Kentucky](/org/university-of-kentucky) in 1994. She worked in the audit group of [KPMG](/org/kpmg) for six years, and joined [Dean Dorton](/org/dean-dorton) in 2000. She has over 25 years of experience in public accounting.

Elizabeth leads the firm’s Forensic Group, specializing in bankruptcy accounting matters, litigation support, and forensic accounting services. In addition to her Certification in Financial Forensics (CFF), Elizabeth is a Certified Fraud Examiner (CFE). She has served in several fiduciary roles, including Chief Restructuring Officer, Receiver, and Fee Examiner. She has acted as a Compliance Ethics Monitor/Independent Monitor of a rural electric cooperative, reporting to two branches of the Federal government. Elizabeth has testified in state and federal courts, and currently serves as a Subchapter V Bankruptcy Trustee.

Elizabeth teaches professional ethics frequently, for our firm and for the Kentucky Society of CPAs. She also speaks on fraud prevention and detection, and on forensic accounting.

Elizabeth Woodward

Jason currently serves as the service group leader for [Dean Dorton](/org/dean-dorton)’s business consulting group, which specializes in technology, healthcare consulting, forensic accounting services, business valuation, human resources consulting, and accounting and financial outsourcing services.

Jason’s primary technical focus is in the area of technology consulting. He is currently responsible for overseeing the design, implementation, and support of business networks for [Dean Dorton](/org/dean-dorton)’s clients. He is also responsible for managing the evaluation, implementation, and support of accounting and business management software solutions for clients.

In addition to his general technology and business consulting experience, Jason has over 18 years of experience in IT auditing. He leads the firm’s IT audit function for its traditional audit engagements, System and Organization Controls (SOC ) reporting engagements, and internal IT audit outsourcing, as well as other specialized IT assessment and audit projects. Jason assists our clients on Payment Card Industry Data Security Standards (PCI DSS) compliance matters.

Most recently, Jason has been instrumental in building the firm’s dedicated cybersecurity services team. This team provides outsourced information security office services and cybersecurity assessment services.

Jason focuses primarily in the healthcare, equine, legal services, nonprofit, and natural resources industries.

Jason Miller

Philip is the former President and Founder of Massey Consulting. For over 20 years, he has spent time on the software side of the accounting industry, working with applications like Sage Intacct and Microsoft Dynamics GP (formerly known as Great Plains). His software implementation experience includes programs such as Peachtree, MAS 90, and Microsoft Dynamics GP.

In 2002, Philip founded Massey Consulting, which specialized in Microsoft Dynamics GP implementations. For many years, Massey focused exclusively on Dynamics GP, but in 2011, Philip felt the need to get an early start on the coming “cloud” revolution and added Sage Intacct as their system of choice. The decision was a great one as Massey was named a Sage Intacct Premier Partner and achieved the President’s Club designation before becoming a part of the [Dean Dorton](/org/dean-dorton) organization via merger in January 2019. Philip now oversees the financial software services division of [Dean Dorton](/org/dean-dorton), where he is responsible for managing the evaluation, implementation, and support of business management software solutions for clients.

Philip focuses primarily on technology companies (e.g., software, SaaS, and biotech), nonprofit, professional services, and healthcare organizations.

Philip Massey

Nick specializes in fraud prevention, detection and deterrence. Prior to joining [Dean Dorton](/org/dean-dorton) in 2014, he worked with a top national accounting firm in Chicago. He has performed a variety of forensic accounting, fraud investigation, and fraud prevention projects and speaks regularly on those topics.

Nick has managed a variety of investigations and forensic accounting assignments related to asset misappropriation, financial statement manipulation, Ponzi schemes, product diversion, shareholder dilution schemes, and corruption. Nick has provided forensic accounting services to clients in diverse industries including oil and gas, construction, real estate, manufacturing, nonprofit, retail, banking and other financial services.

Nick has assisted with the computation of damages in a variety of matters related to companies engaged in manufacturing, wholesale distribution, construction and financial services. He has also performed calculations for the neutral arbitrator in post-acquisition disputes including working capital adjustments and earn-out agreements.

Nick has conducted numerous fraud risk assessments and internal control evaluations for clients. He evaluates the company’s internal control environment, identifies weaknesses and assists with implementing cost effective controls to prevent and deter fraud within the organization. Nick has provided internal control and fraud risk assessments to clients in diverse industries including healthcare, retail, farming, real estate and manufacturing.

Nick has managed background investigations and asset tracing assignments to assist with the collection of court judgments, pre-transaction due diligence and to support financial investigations by identifying undisclosed related-party relationships. He has provided these services on behalf of manufacturers, nonprofit entities, insurance companies, banks, private investors and individuals in divorce proceedings.
Professional Activities

Nick Lynch

Kevin has been in public accounting in the areas of audit and information technology (IT) systems since 1991. He currently manages and performs System and Organization Controls (SOC) engagements, outsourced and co-sourced IT internal audit engagements, SOX/JSOX compliance testing, cybersecurity assessments, HIPAA security risk assessments, PCI gap assessments, IT risk assessments, as well as other IT compliance and regulatory engagements.

When not auditing, Kevin also manages the consulting and support of daily IT operations for a number of organizations. This gives him a hands-on perspective that is beneficial for performing IT audits. He has developed numerous unique technological solutions for a wide range of business needs. Many of the solutions he has implemented have included redesigning policies, procedures, and related information systems controls.

Kevin’s industry experience includes providing IT audit and compliance services for organizations with recent emphasis on the energy, finance, manufacturing, and healthcare sectors.

Kevin Cornwell

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](/org/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.

David Richard

Lance has more than 15 years of experience providing assurance, risk management, internal audit, and business advisory services for entities in a variety of industries ranging from healthcare to manufacturing. In addition to providing traditional audit and compliance related services, he serves as a business advisor and CFO for middle-market companies, assisting them with everything from budgeting, strategic planning, and financial management to risk advisory services, including governance, regulatory compliance, internal audit, due diligence, insurance, fraud investigations and internal control assessments and design.

In addition, Lance serves on our litigation consulting team as a Certified Fraud Examiner. In that role, he performs forensic investigations, provides litigation support services, and assists companies in designing internal controls to prevent and detect fraudulent behavior. He also manages whistleblower/ethics hotlines.

Lance serves on the firm’s manufacturing, healthcare, and higher education leadership committees. He has extensive experience in providing audit and consulting services to manufacturers, healthcare organizations, contractors, entrepreneurs, colleges and universities, nonprofits, real estate companies, and hospitality companies.

Lance Mann

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.

Allison Carter

John has more than 10 years of experience providing audit and consulting services to clients of various sizes and industries. John began his public accounting career at Pricewaterhouse Coopers (PwC), where he excelled as the leader of the assurance practice in Louisville, Kentucky and served as a Director of Quality Management withing PwC’s national office in New Jersey. At PwC, John was the lead audit director on exclusive public and private companies with multiple locations and international operations.

John’s experience includes a vast knowledge of US and international accounting standards, as well as SEC rules and regulations. John has assisted clients with key technical accounting issues such as acquisitions and divestitures, debt issuance and modification, International Financial Reporting Standards to U.S. GAAP differences, implementation of accounting standards, valuation of goodwill and intangible assets and share based compensation arrangements.

John serves on the firm’s nonprofit industry team and has extensive experience in providing audit and consulting services to nonprofits, consumer retail, health care, and industrial service industries. John serves as either the first or second Director on a number of [Dean Dorton](/org/dean-dorton) healthcare engagements in Kentucky and Southern Indiana. He has extensive experience working with public and privately held healthcare companies, including university hospitals and physician owned practices, among others. In addition, John is also serves as [Dean Dorton](/org/dean-dorton)’s healthcare leader for ASC 606 revenue recognition.

John Wurtenberger

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](/org/dean-dorton)’s healthcare consulting services group, Adam performs revenue cycle operational assessments and process improvement engagements.

Prior to joining [Dean Dorton](/org/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](/org/dean-dorton) Healthcare Solutions, [Dean Dorton](/org/dean-dorton)’s physician medical billing and credentialing services division.

Adam Shewmaker

Mike obtained his Bachelor of Science degree in Accounting from the [University of Kentucky](/org/university-of-kentucky) in 1991 and joined the national accounting firm [KPMG](/org/kpmg) Peat Marwick. He left [KPMG](/org/kpmg) for an opportunity with [Dean Dorton](/org/dean-dorton) in 1994. Throughout his career, he has provided tax accounting and consulting services for clients in various industries throughout Kentucky.

Mike led the firm’s tax practice for over a decade and has more than 29 years of public accounting experience. He has worked extensively with real estate, service companies, dealerships, and high net wealth individuals.

Mike has experience in public speaking on topics such as tax law updates, choice of entity, advanced partnership tax rules, real estate law, and S corporation tax rules.

Mike Shepherd

 Gui has 20 years of experience in cybersecurity and successfully implements pragmatic and risk-based security programs to meet compliance with organizations’ security requirements. Gui leads a team responsible for delivering enterprise cybersecurity services and personally specializes in information security program development, implementation, and assessment. His work is focused on positioning organizations to successfully identify and manage their information security risks. 

Prior to joining Dean Dorton, Gui served in various Information Security leadership roles including implementing the Security Risk Management program for one of the nation’s largest health systems, leading teams of cybersecurity consultants, and serving as Chief Information Security Officers for organizations in various industries. 

Gui has extensive experience in healthcare, financial services, public sector, and biotech industries. 

Gui Cozzi

Joseph has over 20 years of public accounting experience. He serves as the quality control director for [Dean Dorton](/org/dean-dorton)’s assurance practice and leader of the firm’s employee benefit plan audit practice. Throughout his career, he has provided audit, accounting, and consulting services to clients in a wide variety of industries, including, but not limited to, government, insurance, third party administrators,
nonprofit, and healthcare.

Joseph is member of the firm’s natural resources, healthcare, and nonprofit industry teams. His client roster includes organizations with up to $16 billion in assets.

Joseph Overhults

John has more than 33 years of accounting experience, with 27 years in public accounting. During the last nine years, John has spent most of his professional time performing business valuations and related litigation consulting and litigation support services. In addition to his valuation and litigation work, he continues to serve clients in the contracting, wholesale distribution, sports entertainment, and retail industries, providing various business advisory consulting services.

John has performed valuations in a variety of contexts, including marital dissolutions, estate, gift, and income tax planning and reporting, shareholder transactions, and mergers and acquisitions. He has valued companies engaged in the coal, oil and gas, construction, manufacturing, equine, healthcare,
and wholesale distribution industries. He has also valued a variety of retail establishments (including restaurants), service businesses, and holding companies owning real estate, marketable securities, closely-held stocks, and other assets.

John Herring

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](/org/dean-dorton) in 2015.

David specializes in [Dean Dorton](/org/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.

David Rice

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. Over the last 15 years, David has spent most of his professional time performing business valuations and related consulting and litigation support services. He has performed valuations and related services in a variety of contexts, including estate, gift, and income tax planning and reporting, marital dissolutions, shareholder transactions, and mergers and acquisitions. David currently spends most of his professional time serving as a senior wealth advisor for the firm’s affiliate, Dean Dorton Wealth Management.

David has valued companies engaged in the coal, oil and gas, construction, manufacturing, transportation, equine, healthcare, banking, and wholesale distribution industries. He has also valued a variety of retail establishments (including restaurants), service businesses, and holding companies owning real estate, marketable securities, closely-held stocks, and other assets. In addition, David provides various tax and consulting services to companies engaged in the construction industry.

David Parks

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.

David Smith

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.

Erica Horn

Jeremy Raines

Kristen is an Audit Director with more than 14 years of experience in public accounting with a focus on assurance, audit and consulting. She has worked for global and regional accounting firms providing audit services. Prior to joining [Dean Dorton](/org/dean-dorton), Kristen started her career at [KPMG](/org/kpmg) then joined BLD, PLLC in 2005.

Kristen has extensive audit and attestation experience in a variety of industries. In addition to dealing with complex accounting and reporting issues, she is responsible for final review of financial statements prior to issuance.

Kristen has served clients in a variety of industries including manufacturing, pharmaceuticals, financial services, employee benefits, nonprofit, country club and mortgage banking.

Kristen Taylor

Christie joined Dean Dorton Healthcare Solutions in October 2007. As an associate director of medical billing and consulting services, Christie supports clients and team members through a variety of roles, including client relations, physician coding, medical billing, and contracting and credentialing. 

Christie works closely with our surgical practices. She is well versed on multiple software and EHR platforms including Nextgen, Kareo, Centricity, Athena, [Allscripts](/org/allscripts), Medstreaming and PBSI. 

Christie Atzinger

Nikki joined Dean Dorton Healthcare Solutions in May of 2005. Since that time, she has served as a medical biller, coder, and account manager for numerous practices and specialties. In her current role, Nikki works closely with both clients and staff to ensure accuracy in medical coding and billing, allowing practices to capture maximum reimbursement from payers.

Nikki is experienced with multiple billing and EHR platforms including PBSI, NextGen (Meditouch), Kareo, and Athena.

Nikki Corbett

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.

Christy Woodward

Matt’s area of practice consists of tax planning and compliance services, accounting services, business management consulting, and fraud prevention consulting. Matt provides value to his clients by minimizing tax liabilities with tax planning strategies, increasing profitability with management suggestions based on budgeting, benchmarking, and other financial analysis, and by listening, understanding, and working together to resolve problems and achieve goals.

Matt focuses primarily on healthcare entities such as dentist- and physician-owned practices, and the related dentist and physician owners. He is a frequent speaker at industry events on topics related to tax planning, practice management, cash flow, and best practices for dental and physician practices.

Matt Smith

Jen began her public accounting career at a Big 4 accounting firm, where she specialized in individual international tax matters. Jen joined [Dean Dorton](/org/dean-dorton) in 2003 and advises business and individual clients on tax and general business consulting matters. She has worked with a variety of clients in many different industries, but spends much of her time working with high net worth individuals and related entities including businesses, trusts, and foundations.

Jen currently leads the firm’s equine practice. In addition to working extensively with participants in the equine industry, she advises clients on general international tax matters. She has worked with many clients in diverse industries, with an additional concentration on advising software companies with tax matters.

Jen Shah

Polina has more than eight years of experience in technology management and IT consulting services, and works very closely with a broad range of clients to provide technical and business consulting services. She is primarily responsible for the implementation and support of server and network infrastructures. Polina and her team also provide local support for a variety of specialized software and technology solutions. [Dean Dorton](/org/dean-dorton) clients rely on Polina and her team to maintain their investment in technology and ensure their employees are operating as efficiently as possible.

While Polina works with clients in a variety of different industries, she has a special focus in legal, equine, and nonprofit industries.

Polina Nikolova

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.

Jack Miller

Mike has more than 24 years of public accounting experience. He has been a shareholder at [Dean Dorton](/org/dean-dorton) for more than 11 years, currently serving as a Director of Tax Services. He has extensive experience in providing tax planning and compliance services to corporate and individual clients. He has discovered his passion for building relationships with small and medium sized businesses and individual clients, while helping them reach their financial goals.

During his time, Mike has gained valuable experience serving clients in several industries including healthcare, natural resources, real estate, construction, equine, and high wealth individuals.

Mike McCreary

Lee has more than 10 years of public accounting experience, providing tax compliance and accounting services to a broad range of clients in various industries, including equine, real estate, construction, natural resources and healthcare. Lee specializes in high net worth individuals and closely held businesses in a variety of industries on tax, general business consulting matters and financial planning.

Lee has a broad range of clients across a variety of industries, including construction, equine, health care, natural resources, and real estate and investment companies. He works mostly in the tax compliance area, with a concentration in multi-state businesses, family offices, and high net worth individuals.

Lee Livingood

In addition to her work with tax clients, Kathy has more than 22 years of experience with employee benefit plan clients, including plan consulting, plan record keeping, and benefit plan audits. Kathy is the technical advisor for all of the firm’s employee benefit plan audits and works closely with both the audit team and the client.

Kathy is member of [Dean Dorton](/org/dean-dorton)’s tax services group and provides a variety of tax and business consulting services to individuals and privately-held businesses.

Kathy Jaeger

Susan has more than 30 years of experience in providing tax compliance and consulting services to small businesses and individual clients in a variety of areas. These include real estate, estate and gift tax planning opportunities, and trust taxation. She has experience with a broad client base including S Corporations, Partnerships, Fiduciaries, and high net worth individuals.

Susan has worked with numerous individual and family clients assisting them with their tax compliance and planning needs. She enjoys working small businesses and their owners. She also has practiced extensively with tax exempt organizations, with including working with private foundations.

Susan Howard

Beginning public practice in 2005 with Barr, Anderson & Roberts PSC (now an integral part of [Dean Dorton](/org/dean-dorton)), Stefan has significant experience assisting corporate and individual clients in the areas of income tax planning, preparation, financial statement preparation, business valuation, and consulting. Additionally, his past experience includes private accounting in the construction industry.

Stefan focuses on closely held companies and their owners as a business advisor and consultant. His industries of emphasis include construction, real estate, manufacturing, healthcare, automotive, and hospitality.

Stefan Hendrickson

Mike has more than 25 years of experience in providing tax services to large and small Kentucky and Indiana companies. He has experience with a client base including C corporations, S corporations, partnerships, and high net worth individuals, and has assisted companies in the areas of manufacturing, natural resources, healthcare, equine, and retail as well as service providers. He has consulted with these companies in all areas of tax compliance and planning, with a focus on state and local taxation.

Mike leads the firm’s state and local tax group, which deals with tax compliance and consulting in the areas of income and franchise tax, sales tax, property tax and incentives and credits, as well as multistate tax planning and controversy. Mike is a frequent speaker and author on Kentucky and multi-state tax issues.

Mike Harbold

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.

Danielle Adair

The leadership team at Dean Dorton has a wealth of experience in financial management, cybersecurity, and information technology. The team includes a former Chief Financial Officer at Lexington Clinic, a Senior Manager at KPMG, and the Cybersecurity and Privacy Solutions Leader at Crowe. The team also has a Director of Security Consulting Group & Chief Information Security Officer at SDGblue, LLC, as well as a Director of Security Strategy and Risk Management at Catholic Health Initiatives. In addition, the team has a Security Specialist / Network Engineer at Saint Joseph Health System and a Network Analyst at Kentucky Department of Education. Finally, the team includes a Remote Systems Engineer at NetGain Technologies, LLC, and a Help Desk Work-study at Sullivan University.

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