Louisville, KY

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Professional Experience

John has robust experience providing audit and consulting services to clients of various sizes and industries. John began his public accounting career at PricewaterhouseCoopers (PwC), where he excelled as a leader within the assurance practice in Louisville, Kentucky and served as a Director of Quality Management within PwC’s national office in New Jersey. At PwC, John was the lead audit director on both public and private companies with multiple locations and international operations.

His experience includes a vast knowledge of US and international accounting standards, as well as both SEC and AICPA rules and regulations. John has assisted clients with key technical accounting issues such as acquisitions and divestitures, debt issuance and modification, IFRS to US GAAP differences, implementation of accounting standards, valuation of goodwill and intangible assets, and share-based compensation arrangements.

John serves on the firm’s nonprofit, healthcare, real estate, and manufacturing industry teams and has extensive experience in providing audit and consulting services to each of these industries. As an Assurance Director, John is responsible for several Dean Dorton engagements in Kentucky, Southern Indiana, and North Carolin, where he focuses on building long-term, value-add relationships with clients and advising them on issues and opportunities affecting their business.

In addition, John also serves as the leader of the Assurance practice for Dean Dorton and a member of the COVID-19 response team specializing in the CARES Act and the Paycheck Protection Program, Shuttered Venue Operator Grants, and Employee Retention Credits.

Professional Activities

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

Certifications

  • Certified Public Accountant

Community Involvement

  • Junior Achievement of Kentuckiana, Inc., Board Member
  • Leadership Louisville Class of 2021

Board Involvement

  • Home of the Innocents, Audit and Finance Committee Member

Education

  • Bachelor of Business Administration in Accounting, University of Kentucky, Lexington, Kentucky

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Professional Experience

Missy is a director in the firm’s litigation support and business valuation groups. Prior to joining the firm in 2008, she 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.

Matrimonial Disputes

Missy specializes in helping attorneys and their clients understand the financial and tax issues specific to the divorce process through a variety of services, including:

  • Disposable income and cash flow analysis
  • Forensic accounting services
  • Preparation of marital estate balance sheet
  • Marital and non-marital tracing
  • Alimony calculations
  • Business valuations
  • Expert witness testimony

Business Valuation

Missy performs business valuations in a variety of contexts, including estate, gift, and income tax planning and reporting, marital dissolutions, shareholder transactions, and mergers and acquisitions. She has valued a variety of retail establishments, service businesses, and holding companies owning real estate, marketable securities, closely-held stock, and other assets in the manufacturing, healthcare, and wholesale distribution industries.

Professional Activities

  • American Institute of Certified Public Accountants, Certified Public Accountant
  • American Institute of Certified Public Accountants, Certified in Financial Forensics
  • National Association of Certified Valuation Analysts, Master Analyst in Financial Forensics, specializing in Matrimonial Litigation
  • Kentucky Collaborative Family Network, President

Certifications

  • Certified Public Accountant
  • Certified in Financial Forensics
  • Certified Valuation Analyst
  • Master Analyst in Financial Forensics

Community Involvement

  • Greater Clark County Schools Educational Foundation Board Trustee, “Coaches Raising the Bar for Kids” Event Chair
  • Greater Clark County Schools Board Trustee, Secretary (Elected position, July 2006 – June 2010)
  • Metro United Way, Chairperson, local campaign, 2009 – 2011
  • National School Board Association and Indiana School Board Association, 2006 – 2010

Education

  • Master of Business Administration, Indiana University, Bloomington, Indiana
  • Bachelor of Arts in Accounting, magna cum laude, Bellarmine University, Louisville, Kentucky

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Professional Experience

Amelia is a seasoned public accounting professional with over 18 years of experience delivering tax compliance, consulting, and accounting services across a wide range of industries. Her expertise spans nonprofit organizations, healthcare, real estate, and individual tax planning, with a strong focus on helping clients navigate complex financial landscapes. Amelia works closely with S corporations, partnerships, tax-exempt entities, and high-net-worth individuals, offering strategic insights and personalized solutions that support long-term success.

Professional Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Kentucky Society of CPAs (KyCPA)
  • KYCPA Leadership Academy, 2014 Graduate
  • Leadership Louisville Center, 2016 Graduate of Ignite Louisville
  • Leadership Louisville, Member of Leadership Louisville Class of 2026

Certifications

  • Certified Public Accountant

Community Involvement

  • Hand in Hand Ministries, Budget and Finance Committee Member, present
  • University of Louisville College of Business Alumni Council

Board Involvement

  • Spirit of Louisville Foundation, Board Member, present

Education

  • Bachelor of Science in Business Administration, University of Louisville, Louisville, Kentucky

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Professional Experience

Adam has more than 20 years of experience providing healthcare consulting services to numerous healthcare organizations, including community-based hospitals, specialty surgery hospitals, multihospital systems, multi-specialty physician clinics, and managed care payers. In addition to leading Dean Dorton’s healthcare consulting services group, Adam performs revenue cycle operational assessments and process improvement engagements.

Prior to joining Dean Dorton in 2009, Adam served in consulting capacities with Progressive Healthcare, a boutique consulting firm in Nashville, Tennessee, and in Ernst and Young’s national health sciences advisory services practice, where his work was focused on improving revenue cycle performance.

Adam’s overall experience is tailored toward strategically managing accounts receivable and improving overall cash performance for hospitals and physician groups. Past consulting services engagements have included interim leadership roles, cash acceleration initiatives, patient access and patient accounting management, revenue cycle assessments and redesign, and denials and staffing analyses. Adam also oversees Dean Dorton Healthcare Solutions, Dean Dorton’s physician medical billing and credentialing services division.

Professional Activities

  • Healthcare Financial Management Association, CHFP and FHFMA Certification
  • McGladrey Partner Development Program
  • Louisville Healthcare Fellows, Class of 2011
  • Health Enterprises Network, Board Member
  • Kentucky Association of Healthcare Facilities, Finance Committee

Certifications

  • Fellow of the Healthcare Financial Management Association

Community Involvement

  • Seven Counties Services Board, Member
  • Louisville Leukemia and Lymphoma Society, Executive Leadership Committee 2011

Education

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

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Professional Experience

Kristen is an assurance director with more than 20 years of experience in public
accounting with a focus on audit, consulting, and advisory services. She has worked for
global and regional accounting firms providing assurance services.

Her experience includes guiding clients through complex accounting and financial
reporting challenges such as the adoption of new accounting standards, business
combinations, divestitures, impairments, and other unique transactions. Kristen is
recognized for her ability to provide practical insights and strategic guidance that help
organizations navigate change with confidence.

Industry Expertise

At Dean Dorton, Kristen leads the firm’s Life Sciences industry team, where she brings
deep knowledge and a collaborative approach to serving clients in this dynamic sector.
She has extensive audit and attestation experience in multiple industries, including life
science, construction, manufacturing, financial services, higher education, marketing and
non-profit.

Kristen also provides assurance services for employee benefit plans in a variety of
industries and leads the firms ERISA team. She is the designated contact for the AICPA
employee benefit plan audit quality center.

Professional Activities

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

Certifications

  • Certified Public Accountant

Education

  • Masters, Business Administration, Bellarmine University, Louisville, Kentucky
  • Bachelor of Arts, Business Administration, Bellarmine University, Louisville, Kentucky

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Professional Experience

Jack has 40 years of public accounting (mainly “Big 4”) and public company experience. He has extensive experience in tax planning for corporations, mergers and acquisitions transactions, and accounting for income taxes for public and private companies. He also has substantial experience in accounting methods, international taxation, partnerships, and non-profit entities.

During his career, Jack has gained valuable experience serving clients in several industries including real estate, healthcare, manufacturing, service companies, financial institutions, and tax-exempt organizations. Jack’s expertise includes corporate reorganizations and transactions, debt restructuring and financial instruments, partnership formation and allocations, and S corporation tax matters.

Professional Activities

  • American Institute of Certified Public Accountants: certified in Kentucky, Ohio, and Illinois

Certifications

  • Certified Public Accountant

Education

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

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