Tax Experts at Your Service
Meet the team behind HMC Tax Group
Charles Whaley, CPA, CHBC
Managing Partner/Tax Advisor
Charles Whaley will make sure you plan for taxes. As our Director of Tax Services, Charles oversees all tax operations at The Dental CFO®. His job is to help you understand the tax implications of significant business decisions.
Charles spent seven years working for the Big Four in public accounting. He’s a Certified Public Accountant (CPA), as well as a Certified Healthcare Business Consultant (CHBC). He earned his undergraduate degree from North Carolina State University and his Master of Accountancy from Appalachian State University.
Charles serves on the board of Meals on Wheels-Rowan. He enjoys hiking, playing the piano, traveling, cooking, and cheering on the Wolfpack. He and his wife, Lauren, have two kids and a Cavalier King Charles Spaniel named 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
Tax Advisor
Bo is the person you want on your side when you’re trying to solve tax problems.
As a Client CFO, she develops strategies to help your practice maximize its financial performance. She helps prepare business and personal tax returns. Bo’s your first call because she is an Enrolled Agent with the IRS and can represent you when an issue arises. She is also a Certified Healthcare Business Consultant (CHBC).
Bo has been on our team since 2020 and has worked in tax and accounting for over 20 years.
A graduate of the University of Phoenix, she’s a member of the National Society of Enrolled Agents, the North Carolina Society of Enrolled Agents, and the National Society of Certified Healthcare Consultants (NSCHBC).
Bo is a military wife and enjoys hanging out with her three kids. She’s very active and has completed a triathlon. She also enjoys kayaking, hiking, and swimming.
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 technical go-to when there’s an issue logging into our system, or you have questions. Leah Ann also disburses tax and accounting info to all of our clients.
She joined our team in 2010 after spending several years working for the “Big Six” and Employee Benefits Consulting Firms working 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 watching her son play baseball for UNC, reading, traveling, and running. She volunteers with several organizations in her community, including Waterworks Art Museum, Overton Elementary PTA, and others.
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 38 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 preparer. She received her Bachelor's degree from the College of Charleston and is a licensed Enrolled Agent with the IRS. Natalie has a combined 13 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 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
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.
