Firm Directors
  1. Danielle Adair,  CPA

  2. John J. Balbach, CPA

  3. Adam T. Blackwell

  4. David C. Bundy, CPA

  5. Faith H. Crump, CPA, CSEP 

  6. Douglas P. Dean, CPA, ABV 

  7. Melissa G. DeArk, CPA, CFF, MBA, CFFA 

  8. Gary J. Ermers, MBA

  9. Crissy R. Fiscus, CPA

  10. James E. Green

  11. Paula C. Hanson, CPA

  12. Michael R. Harbold, CPA

  13. John W. Herring, CPA, ABV, CFF

  14. Melissa Hicks, CPA

  15. Simon M. Keemer, CPA, CGMA, ACA

  16. William J. "Bill" Kohm, CPA

  17. Lance Mann, CPA, CFE, CGMA

  1. Brandi N. Marcum, CPA

  2. Leigh McKee, CPA

  3. Jason D. Miller

  4. C. Robert Montgomery, CPA

  5. Joseph Overhults, CPA

  6. David A. Parks, CPA

  7. David W. Richard, CPA

  8. Allison Rogers, CPA

  9. Gary R. Roth, CPA

  10. Jen Shah, CPA

  11. Michael T. Shepherd, CPA

  12. Adam Shewmaker, FHFMA 

  13. James J. Tencza, CPA, CGMA

  14. Gwen E. Tilton, CPA

  15. Mike Wade, CPA

  16. Elizabeth Z. Woodward, CPA/CFF, CFE


  1. Danielle Adair,  CPA


    • Tax Manager 

    • Education 
      Master of Science in Accounting, summa cum laude, 2004, University of Kentucky, Lexington, KY Bachelor of Science in Accounting, summa cum laude, 2003, University of Kentucky, Lexington, KY  

    • Professional Experience
      Danielle is a member of both the Manufacturing and Energy & Natural Resources industry teams. Danielle has a broad range of clients across a variety of industries, including manufacturing, real estate, healthcare, natural resources, and investment companies. She works mostly in the tax compliance area and is also involved with internal training.

      Professional Activities
      American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants

    • Community Involvement
       
      Lyric Theatre & Cultural Arts Center, Treasurer
       


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  2. John J. Balbach, CPA


    • Director of Tax Services

    • Education  
    • Bachelor of Science in Accounting, 1974, Murray State University, Murray, KY

    • Professional Experience  
    • John has been involved in public accounting since 1975.  His practice is directed to taxation for corporations, partnerships, individuals, and estates.  John is also involved in business consultation covering topics such as business acquisitions or dispositions, design and administration of fringe benefit plans, and design and implementation of accounting systems.

    • Professional Activities 
    • American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants

    • Community Involvement  
    • Tom Sawyer State Park Foundation, Treasurer Old Dorsey Home Owners Association, Treasurer Our Lady's Rosary Makers, Chairman of the Board Kentucky Retirement Systems, Past Trustee, Past Investment Committee Chair and Member St. Margaret Mary Church, Past Finance Committee Chair, Past Budget Committee Co-Chair
       


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  3. Adam T. Blackwell


    • Associate Director of Healthcare Consulting Services

    • Education  
    • Bachelor of Science in Management with Finance minor, 2005, Lipscomb University, Nashville, TN

    • Professional Experience    
    • Adam joined Dean Dorton Allen Ford in 2013 after spending four years as a Reimbursement Manager at Vanguard Health System’s corporate headquarters. Additionally, Adam has more than five years of experience in a Big Four consulting environment. His overall experience includes deep knowledge of Medicare Disproportionate Share (DSH), ARRA Hi-Tech Electronic Health Records, Medicare and Medicaid Incentive Programs, monthly operating contractual / financial reviews and Medicare Bad Debt audits. He holds additional competence in Medicare cost reporting, Medicare audits, rate testing, health reform modeling, budgeting and state specific provider tax and other financial programs.

      Professional Activities  
    • Vanguard Management Academy 2012-2013
    • Tennessee Healthcare Financial Management Association 2006-2013
    • Spring Institute Committee Member 2009
    • Kentucky Healthcare Financial Management Association 2013-present
         


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  4. David C. Bundy, CPA


     

    • President and CEO

    • Education   
    • Bachelor of Science in Accounting, magna cum laude, 1987, Murray State University, Murray, KY

    • Professional Experience    
    • David is President and CEO of the firm. He previously served as Managing Director of our Lexington office as well as the leader of our Healthcare industry team and Consulting Services Group. David continues to oversee our Healthcare Consulting services. David has more than 25 years of experience in public accounting and private industry. Most of the clients David serves operate in the healthcare industry. David has worked with hospital systems, hospitals, large multi-specialty physician practices, single-specialty practices, long-term care providers and managed care companies. He provides assurance and advisory services. Recent advisory services include:

    • - Strategic plan development
    • - Operational assessments and development of improvement plans
    • - Mergers and acquisitions
    • - Physician integration - strategy and implementation
    • - Negotiation of managed care contracts

    • Professional Activities  
    • Medical Group Management Association, Healthcare Financial Management Association, American Institute of Certified Public Accountants, Kentucky Society of Certified Public Accountants, American College of Healthcare Executives

    • Community Involvement 
    • Lexington Christian Academy, Chairman, Board of Directors, Lexington Christian Academy, Past Finance Committee Chairman, Southland Christian Church, Past Treasurer  


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  5. Faith H. Crump, CPA, CSEP 


     
       
    • Associate Director of Tax Services

    • Education 
    • Bachelor of Arts in Accounting, summa cum laude, 2002, Transylvania University, Lexington, KY

    • Professional Experience  
    • Faith  has spent the majority of her career providing tax services and attest support, primarily with privately held businesses. She provides tax compliance and planning services to both corporate and individual clients in a variety of areas, including real estate, acquisitions and estate and succession planning. Her current emphasis includes family owned businesses and assisting clients in professional and personal tax situations to provide comprehensive guidance for their overall financial goals.

    • Professional Activities 
    • Certified Specialist in Estate Planning (CSEP), awarded by The National Institute for Excellence in Professional Education, LLC
      Certified Public Accountant Licensed in Kentucky and Tennessee
      Greater Louisville, Inc., Tax Committee Member
      American Institute of Certified Public Accountants
      Kentucky Society of Certified Public Accountants

    • Community Involvement 
    • Focus Louisville, Class of 2010

     



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  6. Douglas P. Dean, CPA, ABV 


    • Director of Tax Services

    • Education 
    • Bachelor of Arts in Management Sciences, 1971, Duke University, Durham, NC

    • Professional Experience 
    • Doug has extensive experience in providing tax, estate planning, merger and acquisition, and business valuation services to individuals and businesses. He has represented clients in dealings with the Internal Revenue Service, Kentucky Revenue Cabinet, and other state and local tax authorities. He has taught numerous tax and estate planning courses, written many articles mainly on equine industry topics, and has made presentations on a variety of topics relating to his practice areas.

    • Professional Activities 
      American Institute of Certified Public Accountants
      Kentucky Society of Certified Public Accountants
      Thoroughbred Owners and Breeders Association
      American Horse Council
      Lexington Estate Planning Council, Past President
      Churchill Tax-Free Fund of Kentucky, Trent Equity Fund, and Churchill Cash Reserves Trust registered investment companies, Past Trustee

    • Community Involvement 
      Bluegrass Conservancy, Board Member, Executive Committee, and Chair of Finance and Investment Committee Bluegrass Community Foundation, Past Board Member Centenary United Methodist Church, Member, Past Chair of Church Council, and Past Finance Committee Chair Commerce Lexington, Past Treasurer and Board Member Lexington Hearing and Speech Center, Past Chair of the Board of Directors Opera House Fund, Treasurer and Board Member Saint Joseph Healthcare, Past Chair of Finance Committee and Board Member Tubby Smith Foundation, Treasurer and Board Member Worldwide Hearts and Hands, Board Member Triangle Foundation, Board and Executive Committee Member 
       


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  7. Melissa G. DeArk, CPA, CFF, MBA, CFFA 


    • Associate Director of Litigation and Business Consulting Group

    • Education 
    • Master of Business Administration, 1995, Indiana University, Bloomington, IN
    • Bachelor of Arts in Accounting, magna cum laude, 1991, Bellarmine University, Louisville, KY

    • Professional Experience 
    • Missy DeArk joined Dean Dorton in 2008. Missy is practice manager of the Louisville Client Accounting Practice and the Litigation Consulting Group. She is responsible for the overall department and management of both groups. Prior to joining the firm, Missy was a controller and Chief Financial Officer for more than 16 years with full responsibility for all financial, administrative, and human resource functions for multi-million dollar organizations.

    • Professional Activities
      American Institute of Certified Public Accountants, Certified in Financial Forensics
      Kentucky Society of Certified Public Accountants
      National School Board Association and Indiana School Board Association, 2006 - 2010

    • Community Involvement
      Greater Clark County Schools Educational Foundation Board Trustee, Chair of the "Coaches Raising the Bar for Kids" event in June 2011, Greater Clark County Schools Multicultural Advisory Board, Greater Clark County Schools Board Trustee, Past Secretary (Elected position, July 2006 - June 2010), Metro United Way, Chairperson, local campaign, 2009 & 2010
      Northside Christian Church, Member and Teacher for Kidstuff Ministry
       


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  8. Gary J. Ermers, MBA


     
       
    • Associate Director of Healthcare Consulting Services

    • Education 
    • Master of Business Administration — Finance, with Distinction, 1993, DePaul University, Chicago, IL
    • Bachelor of Business Administration in Accounting, magna cum laude, 1982, University of Wisconsin-Eau Claire

    • Professional Experience 
    • Gary Ermers joined Dean Dorton in 2013 as Associate Director of Healthcare Consulting Services. Gary has more than 30 years of experience in healthcare from public accounting to industry. He served as Chief Financial Officer for over 21 years, the most recent 16 with a large multihospital and physician regional system as part of a national healthcare system Gary has worked with large hospital systems and hospitals ranging from small rural to large urban tertiary facilities. His work with system expansion, joint ventures, and mergers focused on negotiating transactions and leading integration and synergy teams for business processes and operations improvement. His financial leadership included strategic planning and analysis, budget and capital management, profitability analysis, revenue cycle, managed care contract negotiation, supply chain, operations improvement, and hospital-physician enterprise integration.

      Professional Activities  
    • Healthcare Financial Management Association
    • American Institute of Certified Public Accountants
    • Wisconsin Institute of Certified Public Accountants

    • Community Involvement 
    • Bluegrass Tomorrow, Board Member KORE Academy, Past Board Member Lexington Schools Healthy Kids Center, Past Board Member 

     



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  9. Crissy R. Fiscus, CPA


    • Director of Assurance Services

    • Education  
    • Master of Science in Accounting, 1994, University of Kentucky, Lexington, KY  
    • Bachelor of Science in Accounting, 1993, University of Kentucky, Lexington, KY

    • Professional Experience 
    • Crissy leads the firm’s Assurance Services Group.  Her public accounting experience has included providing audit, tax, and consulting services to clients in various industries. She devotes the majority of her time to serving clients in the not-for-profit (including colleges and universities) and construction industries. Crissy is a leader of the firm's Colleges & Universities team and OMB A-133 audit practice.
    •  
    • Professional Activities 
    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants
    • Construction Financial Management Association
    • Past President Construction Industry CPAs/Consultants (CICPAC)
    • Past Executive Committee Member Associated Builders and Contractors

    • Community Involvement 
    • American Cancer Society, Past Board Member & Treasurer Leadership Lexington Class of 2004 Central Christian Church Child Care Center, Board Member Kentuckians for Better Transportation, Board Member
       


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  10. James E. Green


       
     
       
    • Director of Administration and CFO Services

    • Education 
    • Master of Business Administration, 1987, University of Kentucky, Lexington, KY
    • Bachelor of Business Administration in Finance, 1981, University of Kentucky, Lexington, KY

    • Professional Experience 
    • Jim has over thirty years of experience and accomplishments in helping businesses succeed. Since 1994, Jim has worked with professional service firms, helping them solve a variety of business problems and management issues. He focuses on helping organizations improve profitability and achieve their financial goals.  Jim also specializes in providing CFO consulting services to clients in a variety of industries.

    • Community Involvement 
    • Amyotrophic Lateral Sclerosis Association, Advisory Council, Kentucky Chapter Good Shepherd Episcopal Church, Member and Past Senior Warden Lexington Rotary Club, Member

     

     



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  11. Paula C. Hanson, CPA


    • Director of Tax Services

    • Education 
    • Bachelor of Science in Accounting, 1980, University of Kentucky, Lexington, KY

    • Professional Experience 
    • Paula has more than thirty years of tax planning and compliance experience working in various industries including manufacturing, construction, law firms and not-for-profit organizations. She also works in estate planning and financial and tax planning for individuals and their businesses. Paula also works with many financial institutions providing fiduciary tax compliance and consulting services.

    • Professional Activities 
    • American Institute of Certified Public Accountants
    • Past Board of Directors Kentucky Society of Certified Public Accountants
    • Past President and Board of Directors Lexington Estate Planning Council
    • Past President Construction Financial Management Association
    • Federal Reserve Bank, Cincinnati, Advisory Board

    • Community Involvement
    • Kentucky Chamber of Commerce, Board of Directors
    • Commerce Lexington, Past Chairman of the Board and current Board Member
    • United Way, Past Chairman of the Board and current Board Member
    • Junior Achievement, Past President
    • Lexington Forum, Past President
    • YMCA Metro Board, Past Treasurer
    • UK School of Accountancy Advisory Council
    • Transylvania Accounting Advisory Board
    • Leadership Kentucky, Past Treasurer and Class of 1995
    • Governor’s Scholars Program Board, Past Treasurer
    • Kentucky Chamber’s Postsecondary Education Task Force
    • Women Leading Kentucky, Advisory Board Member
       


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  12. Michael R. Harbold, CPA


    • Director of Tax Services
    •  
    • Education 
    • Bachelor of Business Administration in Accounting with High Distinction, 1992, University of Dayton, Dayton, OH

    • Professional Experience  
    • Mike has more than 20 years of experience in providing tax services to Kentuckiana companies. He has assisted manufacturing, natural resources, healthcare, retail, and service companies with tax planning and compliance with a focus in state and local taxation, including income/franchise tax, sales tax, property tax, severance tax and incentives and credits.

    • Professional Activities
      American Institute of Certified Public Accountants
      Kentucky Society of Certified Public Accountants, Tax Committee
      Greater Louisville Inc., Tax Committee Member
      Frequent Speaker on Kentucky and Multistate Tax Issues
      Contributor to CCH State Income Tax Alert

    • Community Involvement
    • Focus Louisville, Class of 2006
       


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  13. John W. Herring, CPA, ABV, CFF


      • Associate Director of Business Consulting Services

      • Education 
      • Bachelor of Science in Commerce with a concentration in Accounting and Management Information Systems, 1986, University of Virginia, Charlottesville, VA          

      • Professional Experience 
      • John has more than twenty-five years of experience, with nineteen years in public accounting. He has performed a variety of audit and business consulting services for clients in multiple industries. John has performed business valuations in a variety of contexts, including estate and gift tax planning and reporting, marital dissolutions, shareholder transactions, and mergers and acquisitions. He has valued companies engaged in the coal, oil, 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. In addition to his valuation work, John continues to serve clients in the contracting, wholesale distribution, and retail industries, providing various consulting services. 

      • Professional Activities
        Accredited in Business Valuation by the AICPA, Certified in Financial Forensics
      • American Institute of Certified Public Accountants
      • Kentucky Society of Certified Public Accountants

                        Community Involvement
                        Kentucky Tennis Association, President Elect, Bluegrass Tennis Association, Treasurer and Board Member 


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  14. Melissa Hicks, CPA


    • Tax Manager
    •  
    • Education 
    • Bachelor of Business Administration with an emphasis in Accounting, 2002, Morehead State University, Morehead, KY        
    •  
    • Professional Experience 
    • Melissa has spent the majority of her career providing tax planning and compliance services for both individuals and privately-held businesses. Melissa works with various industries, but is actively involved in the equine industry.
    •  
      Professional Activities 
      American Institute of Certified Public Accountants
      Kentucky Society of Certified Public Accountants
       


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  15. Simon M. Keemer, CPA, CGMA, ACA


    • Director of Assurance Services
    •  
    • Education 
    • Bachelor of Arts, Honors, 1994, Birmingham University, England

    • Professional Experience  
    • Simon has worked for international, national, and regional CPA firms in the UK and USA since 1994.  He has provided audit and accounting, and management advisory and consulting services to closely held and international businesses, nonprofit organizations, universities and colleges, and governmental agencies.  Throughout his career, Simon has been actively involved in the manufacturing and construction industries.  Simon has extensive experience in reporting under governmental generally accepted auditing and accounting principles, and in compliance with OMB requirements.
      Simon has experience in public speaking on topics such as understanding and interpreting financial statements, GAAP and GAAS updates, auditing for staff accountants, construction accounting and auditing, the Risk Assessment Auditing Standards and International Financial Reporting Standards to a variety of audiences for the CFMA, AGC, California State Board of Accountancy, Bankers, Universities and Colleges, internal firm trainings and other organizations.

      Professional Activities
    • American Institute of Certified Public Accountants
      Kentucky Society of Certified Public Accountants, Chairman of the CPE Committee and Construction Industry Task Force, Member of the Government Accounting Committee Leadership Council, International Business Task Force
      California Society of Public Accountants
      Institute of Chartered Accountants in England and Wales
      Association of Chartered Accountants in the United States
      Leadership Louisville, Class of 2011, Focus Louisville, 2006
      Construction Financial Management Association
      Associated General Contractors of America
      Kentucky Surety Association
    •  
    • Community Involvement
    • Habitat for Humanity of Metro Louisville, Finance Committee Member


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  16. William J. "Bill" Kohm, CPA


    • Director of Assurance Services

    • Education
      Master of Business Administration, 1996, University of Kentucky, Lexington, KY
      Bachelor of Science in Accounting, 1994, University of Missouri, Columbia, MO

    • Professional Experience 
    • Bill has assisted clients in various industries, including coal mining, oil and gas, manufacturing, and technology. He has taken on a variety of projects outside the normal audit procedures, including assisting clients with public filings, due diligence procedures, Section 404 internal controls assessments, bankruptcy accounting, and purchase accounting. Additionally, he has been influential in helping clients implement new accounting standards. Along with providing excellent client service, Bill has trained several staff and senior auditors with the focus on understanding the risks of the client’s business and identifying process improvement recommendations. 

    • Professional Activities 
    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants, Natural Resources Planning Committee
    • Kentucky Coal Association, Firm Representative
    • Kentucky Oil and Gas Association
    • Board Member of Central Kentucky YMCA (North Branch) 
    •  


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  17. Lance Mann, CPA, CFE, CGMA


    • Associate Director of Assurance Services

    • Education 
    • Bachelor of Business Administration in Accounting, 2005, Kennesaw State University, Kennesaw, GA

    • Professional Experience
    • Lance serves the firm as an associate director in the assurance services group. Lance’s focus is providing assurance, audit, accounting and business advisory services to a variety of companies and organizations.
    • Lance is the leader of our Manufacturing industry team. He has extensive experience in auditing and providing professional accounting and consulting services for manufacturing companies. Lance also serves on our Colleges & Universities , Nonprofit and Construction teams.
    • In addition to assurance services, Lance has significant experience working in valuations and strategic financial tax services. Lance also serves on our litigation consulting group as a Certified Fraud Examiner.

    • Professional Activities
      American Institute of Certified Public Accountants
    • Association of Certified Fraud Examiners
    • Bluegrass Chapter of the Construction Financial Management Association
    • Kentucky Association of Manufacturers
    • Kentucky Society of Certified Public Accountants
    • Kentucky World Trade Center
    • Surety Association of Kentucky, Past Treasurer
    • United Way of the Bluegrass, Board Member

     



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  18. Brandi N. Marcum, CPA


    • Associate Director of Tax Services

    • Education 
    • Bachelor of Science in Accounting, 2001, University of Kentucky, Lexington, KY
    • Professional Experience 
    • Brandi works primarily with real estate clients in Lexington and surrounding communities, as well as healthcare clients, providing tax compliance, planning and cost-segregation studies. She also specializes in financial institutions and serves as a member of Dean Dorton Healthcare team.

    • Professional Activities 
    • American Institute of Certified Public Accountants  
    • Kentucky Society of Certified Public Accountants
    • Commercial Property Association of Lexington


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  19. Leigh McKee, CPA


    • Director of Tax Services

      Education 
    • Postbaccalaureate work in Accounting, 1995, School of Accountancy, University of Kentucky, Lexington, KY
    • Master of Arts in International Commerce, 1990, Patterson School of Diplomacy and International Commerce, University of Kentucky, Lexington, KY
    • Bachelor of Science in Foreign Services, 1987, Georgetown University, Washington, DC
    •  
    • Professional Experience
    • Leigh works with nonprofit organizations on a wide range of issues and also works in the international, estate, gift and trust, equine, and energy and natural resources areas. She is a member of the Nonprofit, College & Universities, Healthcare, Energy & Natural Resources, and Equine industry teams. Leigh is a frequent speaker on tax topics in her areas of expertise. Prior to working in public accounting, Leigh staffed and managed international exchange and training programs with foreign public officials.
      •  
    • Professional Activities
    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants
    • Bluegrass Estate Planning Council Member and Past President
    • Central Kentucky Planned Giving Council, Member and Board of Directors

    • Community Involvement
    • Lexington Center Corporation, Past Board of Directors and Lexington Children's Museum, Past Treasurer 


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  20. Jason D. Miller


    • Director of Technology Consulting

      Education 
    • Bachelor of Science in Industrial Technology Management, 1998, Berea College, Berea, KY

      Professional Experience 
    • Jason has over 17 years of experience providing technology and business consulting services to small and mid-sized clients. Jason focuses primarily in the healthcare, equine, legal services, and nonprofit industries. He is currently responsible for overseeing the design, implementation, and support of business networks for Dean Dorton’s clients. Jason is also responsible for managing the evaluation, implementation, and support of accounting and business management systems for clients.

      In addition to his general technology consulting experience, Jason has over 12 years of experience in IT auditing. Jason leads our IT audit function for our traditional audit engagements, our SSAE 16 SOC Reporting (formerly SAS70) engagements, and Sarbanes Oxley 404 IT compliance, and other specialized IT audit and assessment projects. Jason assists our clients on Payment Card Industry Data Security Standards (PCI DSS) compliance matters. Jason also leads our outsourced internal IT audit engagements.

    • Professional Activities 
    • American Institute of Certified Public Accountants Technology Section 
    • Lexington Young Professionals Association

    • Community Involvement
    • Lexington Christian Academy, Long Range Planning Committee Member and Sunday School Teacher for Trinity Hill United Methodist Church 

     



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  21. C. Robert Montgomery, CPA


    • Director of Tax Services

      Education
       
    • Bachelor of Science in Commerce, Major in Accounting, 1968, University of Louisville, Louisville, KY

      Professional Experience 
    • Bob has been in public accounting since 1968. He served as President of Cotton + Allen from 1994 to 2007.  Bob's practice is directed to tax planning, business valuations, and management advisory services.  His focus is centered in planning for privately-held businesses ("S" corporations and partnerships) and their owners, including gift and estate taxes, succession planning, and wealth management. 

      Professional Activities 
    • American Institute of Certified Public Accountants Kentucky Society of Certified Public Accountants

    • Community Involvement
      Greater Louisville, Inc., Business Counselor, FAST TRAC II Program Governmental Task
      Force Committee, Inc. Tank Advisory Board Member, Chairman of CEO Strategic
      Planning Program, and Focus Louisville Mentor
      Rotary Club of Louisville, Inc.
      Big Brothers and Big Sisters, Board Member and Executive Committee Member.
      Chairman of the Building/Capital Campaign Committee
      Bellarmine University, W. Fielding Rubel School of Business Executive Advisory Board
      Member, Member of the Planned Giving Committee of the Caritas Foundation
      Beta Alpha Psi, University of Louisville, Outstanding Accounting Alumnus 1997

     



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  22. Joseph Overhults, CPA


    • Associate Director of Assurance Services

      Education 
    • Bachelor of Science in Accounting, 1999, University of Kentucky, Lexington, KY

    • Professional Experience 
    • Joseph has been in public accounting since 1999 and provides audit and assurance services to clients throughout Kentucky. His specialized areas include energy and natural resources, healthcare, nonprofit, construction, and employee benefit plans. He serves as the chair of the firm's audit policies and procedures committee. He is also a member of the firm's Energy & Natural Resources, Healthcare, and Construction industry teams. In addition to his audit experience, Joseph provides clients with internal audit assistance, internal control assessments, and assistance with implementation of accounting standards.

    • Professional Activities
      American Institute of Certified Public Accountants
      Kentucky Society of Certified Public Accountants
      Kentucky Oil and Gas Association

     

     



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  23. David A. Parks, CPA


    • Director of Business Valuation Services

      Education 
    • Master of Science in Business Administration, 1990, Murray State University, Murray, KY Bachelor of Science in Accounting, summa cum laude, 1987, Murray State University, Murray, KY

    • Professional Experience
      David has over twenty-five 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. David currently spends most of his professional time in performing business valuations and related consulting and litigation support services. He has performed valuations in a variety of contexts, including estate, gift, and income tax planning and reporting, marital dissolutions, shareholder transactions, and mergers and acquisitions. He has valued companies engaged in the coal, oil, gas, construction, manufacturing, equine, transportation, 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 to his valuation work, David also continues to serve clients in the construction industry, overseeing their financial statement audits and tax preparations, and providing various consulting services.

    • Professional Activities
      Accredited in Business Valuation by the AICPA
      American Institute of Certified Public Accountants, Business Valuation & Litigation Services Section
      Kentucky Society of Certified Public Accountants, Member of the Financial Consulting Group

     



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  24. David W. Richard, CPA


    • Director of Assurance Services

      Education 
    • Bachelor of Arts in Accounting, 1987, Transylvania University, Lexington, KY

    • Professional Experience
      David serves the firm as the assurance services group’s professional practice technical director and leads the Nonprofit and Insurance industry teams. David is also a member of the Healthcare, Energy & Natural Resources, and Equine industry teams. David provides audit and accounting services to clients throughout Kentucky. David’s clients have ranged in size and complexity from small nonprofit organizations to large, publicly traded companies.

    • Professional Activities
      American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants
    • Healthcare Financial Management Association
    • National Association of College and University Business Officers

    • Community Involvement
      Commerce Lexington, Leadership Bluegrass Class of 1994, Deacon at Central Christian Church, Foundation for Affordable Housing Board Member,
      Past Board Member of Junior Achievement, Past Chair of LexArts, President of Lexington Country Club
         

     



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  25. Allison Rogers, CPA


    • Associate Director of Assurance Services
      •  
    • Education 
    • Bachelor of Science in Accounting, summa cum laude, 1997, University of Kentucky, Lexington, KY

    • Professional Experience 
    • Allison has more than fifteen years of experience in public accounting, including ten years with KPMG. Her experience includes providing audit and assurance services to clients throughout Kentucky. She devotes the majority of her time to serving clients in the nonprofit and insurance industries. She also leads the firm's employee benefit plan audit group.

    • Professional Activities 
    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants
    • Healthcare Financial Management Association
       


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  26. Gary R. Roth, CPA


    • Associate Director of Tax Services

    • Education 
    • Bachelor of Science in Commerce, Major in Accounting, 1977, University of Louisville, Louisville, KY

    • Professional Experience
      Gary has more than thirtyfour years of experience in both public accounting and industry.  His practice is directed to privately held companies, primarily in manufacturing, construction, wholesale, retail industries, and professional services.  In addition to audits, compilations, and reviews, Gary provides management advisory services and corporate and partnership tax returns.

    • Professional Activities
    • American Institute of Certified Public Accountants
    • Kentucky Society of Certified Public Accountants, Leadership Council and Small Business Committee
    • American Business Club
    • Construction Financial Management Association
    • Kentucky Surety Association
    • Associated Builders & Contractors
    • Focus Louisville

    • Community Involvement
    • Jefferson County Medical Society Outreach Program
    • Derby Festival, Volunteer
    • Holy Spirit Church, School Finance Committee, Ad Hoc
    • St. Vincent de Paul Society, Finance Committee

     



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  27. Jen Shah, CPA


    • Director of Tax Services

    • Education  
    • Bachelor of Science in Accounting, 1998, University of Kentucky, Lexington, KY

    • Professional Experience
      Jen provides tax planning and compliance services and has extensive experience with Federal, international, and multistate tax issues for both individuals and businesses. Her career includes a short-term assignment to Geneva, Switzerland, and several speaking engagements on tax-related topics. Jen works with various industries, but is actively involved in both the international industry and the equine industry, assisting both private and publicly-traded companies and individuals in these areas.

    • Professional Activities
      American Institute of Certified Public Accountants
      Kentucky Society of Certified Public Accountants
      Kentucky World Trade Center

    • Community Involvement
      Women Leading Kentucky, Chair and Board Member
      Hospice of the Bluegrass, Treasurer and Board Member
      Commerce Lexington, Leadership Lexington Class of 2006 - 2007
      Kentucky Equine Education Project
      University of Kentucky Alumni Association, Lifetime Member
      Lexington Art League
      Vision 20/20 Member
      Equine Financial Group Member

     



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  28. Michael T. Shepherd, CPA


    • Director of Tax Services

    • Education
      Bachelor of Science in Accounting, Honors, 1991, University of Kentucky, Lexington, KY

    • Professional Experience
      Mike has more than twenty years of public accounting experience, primarily in the tax area. He has worked extensively in the medical and real estate industries and practices primarily with small to mid-sized businesses and high-wealth individuals.

    • Professional Activities
      American Institute of Certified Public Accountants
      Kentucky Society of Certified Public Accountants

    • Community Involvement
      Lexington Clinic Foundation, Treasurer of the Board of Directors
      BB&T Insurance, Advisory Board
      Lexington Humane Society, Board Member and Past Treasurer of the Board of Directors 
      Central Kentucky Region of the SCCA, Past Treasurer of the Board of Directors
      Bluegrass PCA, Past Treasurer Board of Directors
      Professional Rehabilitation Network, Chief Financial Officer
      Champion Trace Golf Club, Member


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  29. Adam Shewmaker, FHFMA 


     
    • Associate Director of Healthcare Consulting Services

    • Education
      Bachelor of Science in Healthcare Administration, magna cum laude, 2001, Western Kentucky University, Bowling Green, KY

    • Professional Experience
      Adam provides healthcare consulting services to multiple healthcare providers and entities, including community-based hospitals, specialty surgery hospitals, multi-hospital systems, multi-specialty physician clinics, and managed care payers.  In addition to leading Dean Dorton’s Healthcare industry team, Adam performs revenue cycle operational assessments and process improvement engagements.  Prior to joining the firm in 2009, Adam spent time in Ernst and Young’s Health Sciences Advisory Services group, a community hospital in Southern Indiana, and Progressive Healthcare, a boutique consulting firm located in Nashville, TN.  Adam’s overall experience is tailored towards strategically managing Accounts Receivable and improving overall cash performance for healthcare organizations. 

    • Professional Activities
      American Association of Healthcare Administrative Management
      Healthcare Financial Management Association

     



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  30. James J. Tencza, CPA, CGMA


    • Director of Assurance Services

    • Education
      Bachelor of Arts in Accounting, 1989, Bellarmine University, Louisville, KY

    • Professional Experience
      Jim began his public accounting career in 1990 and has more than 19 years of experience with national accounting firms. His experience includes providing audit, assurance and business consulting services to a wide range of organizations from small privately held companies to large international publicly held companies. He is a member of several of our industry teams including Manufacturing, Energy & Natural Resources, Healthcare, and Nonprofit. In addition, he leads our internal audit services and International Financial Reporting Standards Services.

    • Professional Memberships
      Certified Public Accountant in the states of Kentucky, Indiana and Ohio
      American Institute of Certified Public Accountants
      Kentucky Society of Certified Public Accountants
      International Foundation of Employee Benefit Plans, Member

    • Community Involvement
      Leadership Louisville, Class of 2007, Bellarmine University Board of Overseers, Member, St. Mary Academy, Football Coach and Board Member
      Trinity High School Foundation, Board Member


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  31. Gwen E. Tilton, CPA


    • Louisville Managing Director

    • Education
      Bachelor of Science in Accounting, magna cum laude, 1979, University of Kentucky, Lexington, KY

    • Professional Experience
      Gwen is the Managing Director of the Louisville Office and is currently a member of Dean Dorton’s board of directors.  She has more than twenty-five years of experience in public accounting, including a position with a national accounting firm, as well as serving as a tax specialist in industry.Gwen has been qualified as an expert witness in Jefferson Circuit and Family Courts, Federal Bankruptcy Court, and Oldham County Circuit Court.  She has testified (through live testimony, deposition and/or written reports) on business valuation and commercial damages issues including, but not limited to, lost profit claims and contract disputes as well as forensic accounting relating to hidden assets in marital dissolution cases and tax consequences relating to division of marital assets. 

    • Professional Activities
      American Institute of Certified Public Accountants, Past Council Member
      Kentucky Society of Certified Public Accountants, Former President and Past Board Member
      American Society of Appraisers (Business Valuation Certification, Candidate for Certification)

    • Community Involvement
      Actors Theatre of Louisville, Board Member and Executive Committee Member
      Louisville Olmsted Parks Conservancy Board, Trustee and Past Treasurer
      Public Radio Partnership Board, Past Board Member and Secretary
      Easter Seals Center, Past Board Member and Treasurer
      BPW Woman of Achievement Candidate, 2003
      National Multiple Sclerosis Society Community Leadership Award, 1999
      Young Career Women, River City BPW, 1988


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  32. Mike Wade, CPA


     

    • Director of Tax Services

    • Education
      Bachelor of Art in Accounting, 1995, Bellarmine University, Louisville, KY

    • Professional Experience
      Mike’s knowledge and experience in both the public and private sectors has allowed him to serve a client base ranging from high-wealth individuals to Fortune 500 companies. Mike's technical experience includes tax compliance and consulting for C & S-Corporations, partnerships, limited liability companies, and high-wealth individuals covering a wide-range of industry sectors including, manufacturing, healthcare, restaurants, real estate, chemicals, energy, and financial services. Mike also has extensive knowledge in the accounting for income tax area for which he formerly served as the lead tax reviewer to six public companies for a large national firm. He has assisted clients with maximizing cash flow through implementation of tax accounting methods, maximizing NOL carryback and carryforward opportunities, and has assisted clients with federal and state audits including development of strategies for audit communication and closure.

    • Professional Activities
      American Institute of Certified Public Accountants
      Kentucky Society of Certified Public Accountants
      Involved with American Heart Association and Junior Achievement


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  33. Elizabeth Z. Woodward, CPA/CFF, CFE


     
    • Director of Forensic Accounting and Litigation Support

    • Education
      Master of Business Administration with a Concentration in Accounting, 1994, University of Kentucky, Lexington, KY
      Bachelor of Arts in Philosophy, 1989, University of Kentucky, Lexington, KY

    • Professional Experience
      Elizabeth leads our Litigation Support and Forensic Accounting team.  She specializes in bankruptcy, litigation support, and forensic accounting services. In addition to her Certification in Financial Forensics, (CFF), Elizabeth is a Certified Fraud Examiner.  She began her career in assurance services, primarily auditing. She also is a member of our Energy & Natural Resources industry team.. Elizabeth teaches professional ethics within the firm and for the Kentucky Society of Certified Public Accountants.

    • Professional Activities
      Kentucky Society of Certified Public Accountants Ethics Committee (Chairperson)
      American Institute of Certified Public Accountants, Forensic and Valuations Services Committee 
      Fraud Task Force (Past Member)
      Kentucky Society of Certified Public Accountants
      Association of Certified Fraud Examiners

    • Community Involvement
      Lexington and Fayette County Parking Authority, Former Commissioner, Eastern Little League, Past Board Member and Treasurer, Commerce Lexington, Leadership Bluegrass Class of 1998, North Lexington Family YMCA, Past Chairman

     



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