Louisville, KY

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Professional Experience

Faith works primarily with privately owned businesses and high-net-worth family groups. She provides tax compliance and planning services in a variety of areas, including estate, gifts, and trust planning, real estate, and nonprofits. She has extensive experience working with multi-generational owner groups, real estate investors and developers, and high-net-worth individuals. Faith also assists the litigation consulting group with various tax analyses.

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants
  • National Institute for Excellence in Professional Education, Certified Specialist in Estate Planning
  • Licensed in Kentucky and Tennessee
  • Estate Planning Council of Metro Louisville

Certifications

  • Certified Public Accountant
  • Certified Special Events Professional

Board Involvement

  • Olmsted Parks Conservancy Trustee and Finance Committee Chair, 2021-present
  • Olmsted Parks Treasurer and Executive Committee, 2022-present

Community Involvement

  • Olmsted Parks, Volunteer
  • Kentucky Humane Society, Volunteer
  • Estate Planning Council of Metro Louisville Executive Committee and Officer, 2019-22
  • Leadership Louisville, 2014
  • Focus Louisville, 2010

Education

  • Bachelor of Arts in Accounting, Transylvania University, Lexington, Kentucky

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Professional Experience

Kevin has been in public accounting in the areas of audit and information technology (IT) systems since 1991. He currently manages and performs System and Organization Controls (SOC) engagements, outsourced and co-sourced IT internal audit engagements, SOX/JSOX compliance testing, cybersecurity assessments, HIPAA security risk assessments, PCI gap assessments, IT risk assessments, as well as other IT compliance and regulatory engagements.

Industry Expertise

  • Energy & Natural Resources
  • Financial Institutions
  • Healthcare
  • Higher Education
  • Software & Technology

Speaking Engagements

  • Highway to HealthSec, Webinar (March 2026)
  • Auditing AI, AHIA Conference (August 2025)
  • Higher Ed Cybersecurity Compliance, Higher Ed Conference (May 2025)
  • AI for Higher Ed, Webinar (April 2025)

Professional Activities

  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants
  • Indiana Society of Certified Public Accountants
  • ISACA Kentuckiana Chapter

Certifications

  • Certified Public Accountant
  • Certified Information Systems Auditor
  • Certified Information Technology Professional
  • CMMC Registered Practitioner

Education

  • Bachelor of Science in Business with a Concentration in Accounting, Indiana University Southeast, New Albany, IN

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Professional Experience

Nikki joined Dean Dorton Healthcare Solutions in May of 2005. Since that time, she has served as a medical biller, coder, and account manager for numerous practices and specialties. In her current role, Nikki works closely with both clients and staff to ensure accuracy in medical coding and billing, allowing practices to capture maximum reimbursement from payers.

Nikki is experienced with multiple billing and EHR platforms including PBSI, NextGen (Meditouch), Kareo, and Athena.

Professional Activities

  • American Academy of Professional Coders

Certifications

  • Certified Professional Coder

Education

  • Bachelor of Arts in Accounting, Lindsey Wilson College, Columbia, KY

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Professional Experience

Mark has more than 25 years of experience providing family office services to families with complex wealth. Before joining Dean Dorton, Mark was co-founder of a local family office where he served as the Managing Director. Mark has spent much of his time advising families on estate planning, providing strategic risk management support to clients in both personal and entity administration, and providing support with real estate and human resource matters.

Mark has extensive knowledge in the areas of estate planning, gifting, philanthropy, business administration, insurance, and employee relations.

Professional Activities

  • Financial Planning Association, Member
  • University of Louisville Family Business Center, Professional Advisor Member

Certifications

  • Certified Financial Planner

Community Involvement

  • Felix Martin Jr. Foundation, Vice Chair
  • Community Foundation of Louisville, Advisor, Impact Capital Committee

Education

  • Master of Business Administration, Bellarmine University, Louisville, KY
  • Associate of Applied Science/Business Administration, Bellarmine University, Louisville, KY

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