Lexington, KY

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Professional Experience

Bert has more than 30 years of accounting experience in both public accounting and industry. In addition to his public accounting experience, he has worked as a chief financial officer for an integrated natural gas company and as an investment advisor for an independent financial services firm. His current areas of practice emphasis include corporate tax compliance, corporate and partnership taxation, and general tax planning.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants
  • Institute of Management Accountants
  • The Institute of Internal Auditors
  • Member of Beta Gamma Sigma International Business Honor Society

Certifications

  • Certified Public Accountant

Community Involvement

  • LEAD Brevard, 2017 Graduating Class
  • Junior Achievement of the Space Coast, Past Treasurer, Past Executive Board of Director

Education

  • Master of Science in Accounting, University of Kentucky, Lexington, Kentucky
  • Bachelor of Arts in Accounting, Hillsdale College, Hillsdale, Michigan

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Professional Experience

Eric Riley is a healthcare executive with more than 36 years of public and private experience in the healthcare industry. Prior to joining Dean Dorton’s healthcare consulting services group, Eric served as the Chief Administrative Officer of Lexington Clinic – one of the largest physician group practices in the Southeast, with more than 180 providers and 1,000 staff, 35 specialties, and 25 locations. Eric has held several senior management positions in areas of clinical operations, revenue cycle design, electronic health record implementation, ancillary services development, practice valuation and acquisition and payer/population health strategy implementation.

Eric’s healthcare experience includes comprehensive background related to certificate of need, strategic planning, provider and facility contracting, bundled payment contracting, Direct To Employer contracting, cancer programing in medical and radiation oncology, and multi-specialty group practice development.

Eric is also a prolific speaker, giving presentations on various healthcare topics throughout his career. Examples of presentations he has given and panels on which he has recently participated follow.

  • Optum Forum, Practical Insights in Developing and Employer – Provider Network, via Population
    Health and Risk Analytics Readiness, 2017
  • Health Plan Innovation Forum, The Population Health Revolution, 2018
  • Leading Light Forum, Advisory Board, Employer Provider Partnerships, 2018
  • AMGA Annual Conference, Employer Provider Partnerships, 2019
  • Health Plan Innovation Forum, 2019 & 2020
  • MGMA Annual Financial Management Conference, Developing and Optimizing Payer Contracts, 2022

In addition to his speaking engagements, Eric has also written articles which have been published in the following publications and as white papers:

  • AMGA Group Practice Journal, September/October 2017
  • Health Plan Economics of Preferred Network Implementation: An Employer Perspective
  • Advancing The Triple Aim Through Shared Provider, Patient and Employer Risk (White Paper)
  • Health Plan Assessment of Population Analytics Driven Preventive Care Opportunities: A Multi Employer Based Case Study (White Paper)
  • Health Plan Assessment of Ancillary Care Benefit Optimization: An Employer Based Case Study (White Paper)
  • Health Plan Economics of Preferred Network Implementation: An Employer Perspective (White Paper)

Professional Activities

  • American Medical Group Association
  • Medical Group Management Association
  • American College of Healthcare Executives

Education

  • Bachelor of Science in Health Administration, California College, San Diego, California
  • Radiation Therapy, West Virginia University, Morgantown, West Virginia

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Professional Experience

Jen began her career at a Big 4 accounting firm, specializing in international individual tax. Since joining Dean Dorton in 2003, she has served as a trusted advisor to high-net-worth families and their related businesses, trusts and foundations, providing strategic tax and operational planning guidance. 

Industry Experience

Jen leads the firm’s equine practice and has extensive experience in international tax, real estate, and a broad range of complex industries. She also represents horse and farm owners in IRS controversy matters.

Certifications

  • Certified Public Accountant

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants
  • Thoroughbred Owners and Breeders Association

Speaking Engagements

Jen is a recognized speaker and advisor in the equine industry, known for delivering practical, insightful guidance on tax, accounting, and business strategy. She regularly presents at national conferences, webinars, and industry programs on topics including tax planning for horse and farm owners, international investment in horses and structuring equine activities for long-term success. 

Community Involvement

  • Thoroughbred Aftercare Alliance, Treasurer
  • Horse Country, Inc., Finance Committee Member
  • Bluegrass Land Conservancy, Finance and Investment Committee Member
  • Equine Financial Group, Member
  • Bluegrass Care Navigators, Former Executive Committee Member and Treasurer

Education

  • Bachelor of Science in Accounting, University of Kentucky, Lexington, Kentucky

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Professional Experience

Harvey has more than 28 years of public accounting experience and has performed a variety of audit, tax, and business consulting services for clients in multiple industries. Harvey’s practice consists primarily of tax compliance, accounting services, and business advisory services to closely-held businesses and the related individual owners. He works with a variety of small businesses with concentrations in healthcare, equine, agriculture, and exempt organizations.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants
  • Institute of Management Accountants
  • The Open 2009 Leadership Academy Graduate
  • Healthcare Advisors Association

Certifications

  • Certified Public Accountant
  • Certified Management Accountant

Community Involvement

  • Ronald McDonald House Charities of the Bluegrass, Treasurer and Board Member, 2010-2015
  • Ronald McDonald House Charities of the Bluegrass, Life Member, 2016-present
  • Commission on Interscholastic Athletics – The Kentucky Board of Education, 2007
  • Commerce Lexington , Leadership Lexington Class of 2001
  • Lexington Dream Factory, Treasurer and Board Member, 1993-2002
  • Lexington Citizen’s Police Academy, 1999

Education

  • Bachelor of Business Administration with a Concentration in Accounting, summa cum laude, Morehead State University, Morehead, Kentucky

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Professional Experience

Mike has more than 29 years of public accounting experience. He has been a shareholder at Dean Dorton for more than 18 years, currently serving as a Director of Tax Services and one of the Construction Team industry leaders. 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 spends the majority of his time working with clients in the Construction Industry.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants
  • Leadership Lexington

Certifications

  • Certified Public Accountant

Community Involvement

  • Kentucky Pink Connection, Treasurer
  • Bluegrass Crimestoppers Board, Past Chair

Education

  • Bachelor of Science in Accounting, Georgetown College, Georgetown, Kentucky

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Professional Experience

Brandi works primarily with real estate and healthcare clients in Lexington and surrounding communities, providing tax compliance, planning, and cost segregation studies. She also specializes in financial institutions and serves as a member of Dean Dorton’s healthcare team.

Professional Activities

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

Certifications

  • Certified Public Accountant

Education

  • Bachelor of Science in Accounting, University of Kentucky, Lexington, Kentucky

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