Member Directory
Founder of Woody and Associates, Paul Woody, CPA, EA, CVA, MSA, leads the CPA firm that serves the Academy of Dental CPAs. With broad expertise in dental entrepreneurship and practice management, he helps dentists understand the rules surrounding Social Security — including when a dentist should take his or her benefits, how a restricted application works, and other rules a clinician approaching Social Security age should know.
A certified financial planner and investment advisor with NPB Financial Group, Brian Conners, CFP, MBA, has more than 30 years’ experience advising high-net-worth individuals and successful practice owners on financial, tax and investment matters that impact their businesses and net worth. He consults with clients on a broad range of topics, including financial management, insurance, tax and retirement planning, exit strategies, and mortgage and loan analysis and restructuring.
As director of partnerships at Dental Intelligence, Curtis Marshall helps dentists take their practices to the next level by providing the tools to make business decisions using calculated analyses, not emotions. Using data obtained from the office’s management systems, Dental Intelligence’s innovative software monitors the practice’s economic health. Ultimately, these simple technology solutions allow practices to increase production and reach their full potential.
Cofounder and CFO of Kent Mortgage, Roger Williamson is an expert in all facets of the mortgage business. By providing insights into debt management and how banks and finance companies evaluate a prospective borrower’s credit, he helps clinicians establish excellent credit ratings that will open new opportunities for financing their personal and professional goals.
Founder of Spiel Consulting, Bob Spiel, MBA, has been helping dental practices achieve increased production and profitability since 1988. Founded to leverage his passion to bring business and leadership solutions to health care, Spiel Consulting employs a whole systems methodology that focuses on having the right people and processes in place. Data gathered during an initial review are used to develop solutions to fundamental issues that might otherwise prevent practices from achieving optimal results.
Skilled in business planning and development, Teri McAviney is founder and CEO of MaK Concepts, a dental transition and practice management consulting firm. With more than 35 years of experience in the dental industry, she provides comprehensive evaluations and coaching that will help dentists meet their financial and professional goals.
