Tax Experts at Your Service
Meet the team behind HMC Tax Group
Charles Whaley, CPA, CHBC
Director of Tax Services & Integrator
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.
Todd Dagenhart, CHBC
Partner/Tax Advisor
Todd joined The Dental CFO® in 1986 after college. His father, Dan Dagenhart started our parent company in 1966. When he joined the family business, it was a team of fewer than ten employees.
Todd computerized all functions of the retirement plan administration and tax services departments in his first few years of employment. He then began handling all retirement plan administration functions and was a member of the tax preparation team.
Five years into his career, Todd was promoted to healthcare management consultant. Since then, he’s been involved with practice consulting and tax planning & preparation. He is a Charter Member of the National Society of Certified Healthcare Business Consultants (NSCHBC).
Todd loves working with dentists to help them grow their businesses and to improve their lives.
He enjoys spending time with his wife, three adult children, and two grandchildren. Todd and his wife recently renovated a home together. He’s also used these skills on three Downtown commercial property projects, including a new office for our company.
Bo Hancock, EA, CHBC
Client CFO & Tax Advisor
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.
Leah Ann Honeycutt
Tax Operations Facilitator
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.
Stan Jordan, CPA, CHBC
Partner/Tax Advisor
Stan Jordan is the internal CFO of our company. In his role as Vice-President and CFO, Stan focuses on managing our finances effectively. In addition, he’s a tax expert. So, he jumps in on client projects when a complex issue needs a resolution.
Stan is a Certified Public Accountant (CPA) and a Certified Healthcare Business Consultant (CHBC). He graduated from the University of North Carolina at Chapel Hill.
He’s involved in several non-profits, including Guatemalan Relief Assistance for Children’s Educations Services (GRACES), where he serves as treasurer. He’s also the Treasurer of Downtown Salisbury, Inc., a revitalization organization in Salisbury, NC.
Stan enjoys spending time in the mountains and hiking. He’s an avid golfer and recently sunk a hole-in-one at the Country Club of Salisbury (a dream shot with his 3-hybrid from 193 yards).
Stan has been married to his wife, Sandy, for 41 years and loves being with his grandkids, Ruby and Lincoln.
Tom Loeblein, CHBC, CFP®
Partner/Tax Advisor
While his official title is President and CEO, Tom’s real title is “Visionary”. He sets our organization’s vision, creates and maintains the company’s culture, and builds relationships with clients and stakeholders. In strategic accounts, Tom steps in as the lead CFO.
Tom sees his role as critical to developing new approaches and strategies that ultimately benefit our clients.
Before joining our team, Tom was a Marine Corps officer. He graduated from the United States Naval Academy.
Tom has been active in many leadership positions in Rowan County and is active in his church.
He enjoys life on the lake, where he lives with his wife, Leigh Ann, and black lab, Lilly. When he spends time away from work, Tom enjoys visiting with his two grown daughters and heading out west each year to be a cowboy for a week at a “dude ranch,” where he recently rode his first mustang.
Natalie Mitchell, EA
Tax Advisor
Natalie joined our team in 2024 as a tax advisor. She received her Bachelor's degree from the College of Charleston and is a licensed Enrolled Agent with the IRS. Natalie has a combined 14 years of experience working for public accounting firms and small businesses, with an emphasis on serving clients in the medical and entertainment industries. She is also pursuing a Master’s Degree in Tax with an emphasis on Tax Research. Natalie is a member of the National Association of Tax Preparers and AFWA (Accounting and Financial Women's Alliance).
In her spare time, Natalie enjoys activities related to theatre arts and music, as well as traveling with her family.
Karen Troutman
Tax Advisor & Client Accounting Specialist
Karen Troutman helps keep your records in order. As a Client Accounting Specialist, she works on preparing our client’s monthly accounting and financial statements. She also has more than 15 years of tax experience, so she plays a crucial role in your tax planning and strategy.
Karen earned an accounting degree from Liberty University.
She enjoys being active at her church, where she volunteers in preschool. Karen spends much of her free time traveling to their family farm in West Virginia with her husband. They also go on trips to see their grandchildren in Boone, NC.
Amber Lowe, EA, CTRS
Tax Advisor
Amber is an experienced Enrolled Agent who brings a warm, approachable style to the world of tax and accounting. Since 2017, she has helped individuals and small businesses navigate complex financial matters with clarity and confidence.
As a Certified Tax Resolution Specialist, she specializes in resolving tough IRS issues by offering expert guidance on audits, back taxes, payment plans, and more. Her passion lies in helping clients find peace of mind and real solutions when they need it most. As a proud member of the American Society of Tax Problem Solvers (ASTPS), she stays current on best practices and IRS procedures to provide her clients with top-tier representation and support with even the most challenging tax problems.
Known for her friendly, outgoing nature and no-judgment approach, she makes even the most stressful tax situations feel manageable. Whether it’s tackling tax problems or providing year-round advice, she’s committed to building lasting client relationships based on trust and transparency.
Outside of the office, Amber enjoys a creative life filled with crafting, crocheting, reading, and gardening alongside her husband.
