Dez Merrow is a real estate professional with CARR Healthcare Realty.  She has been involved in the healthcare field for 30 years, primarily in Dental and Veterinary.  Through CARR’s laser focus on the healthcare industry, she can apply her knowledge and experience to assist all healthcare providers in locating and negotiating the perfect place for their startup, second, or satellite practice.  She can offer lease renegotiation services that can save clients tens to hundreds of thousands of dollars over the term of their lease.  As a tenant/buyer only representative, she does not work for landlords or sellers.  This means there are no conflicts of interest and she does this all at no cost to her clients. 

Carr.us
Me****@ca**.us"" target="_blank" rel="noopener noreferrer">Dez Me****@ca**.us
904.686.5336
 

As the Northeast Florida Technology Consultant for Advantage Technologies, Marty strives to inform potential dental clients regarding their current technology needs. His company, Advantage Technologies is known as the Dental IT experts and Advantage Technologies knows how to get your practice management, imaging and CBCT to work together. By doing a no cost onsite technical and data security assessment, he can provide a hassle fee IT solution. Being a former full-time teacher, I enjoy educating business owners about how to overcome their technology struggles by providing them with a choice of solution options.

ADV-Tech.com

Ma*************@ad******.com

877.723.8823 ext 674

Mark Sizemore is a CPA with over 25 years of experience.  He has held a variety of positions in public, private, and non-profit organizations. Mark is a problem solver.  He thrives on synthesizing data to solve problems for his clients. No matter the size of the issue. Mark remains objective, determines the obstacles, and identifies opportunities.  The results develop a creative solution that lowers taxes, increases productivity, and allows his clients to put more money in their pockets. Mark is the Principal and owner of Sizemore & Associates, CPA’s PLLC. He holds a Master of Accountancy with a concentration in Taxation from the University of North Florida and bachelor’s degrees from the University of Florida and the University of North Florida. In addition to being a CPA, Mark holds a special designation as a Certified Tax Coach.

www.dental-cpafirm.com

904.334.4561

6550 St. Augustine Road, 
Suite 304
Jacksonville, FL 32217

A nationally recognized healthcare risk management and compliance expert, Linda Harvey, MS, RDH, HRM, assist dentists and teams in navigating regulatory requirements. She is the founder and president of two compliance-related companies, the Institute for Dental Compliance and the Linda Harvey Group, Inc. Linda’s private practice experience coupled with corporate risk management experience enables her to bring unique insights into your practice.

During her programs, Linda draws from real-world experience, having worked with offices that have undergone HIPAA, OSHA, and Infection Control audits. Linda’s programs will challenge you to look at your compliance programs from a different perspective, particularly in light of the COVID-19 crisis.

LindaHarvey.net
Li***@Li*********.net 
904.573.2232
The Linda Harvey Group
PO Box 7238
Jacksonville, FL 32238

Mary Fisher founded the Fisher Agency in 1989. Today, we are a full-service advertising agency specializing in digital and traditional marketing and currently have a creative team of 20 professionals. Healthcare has always been our forte’, with a major emphasis on dentistry. Mary Fisher is a HIPAA-certified member of the Associated Medical Office Experts and the Medical Group Practice Management and offers a no-cost initial consultation. After that consultation, we will put together a proposal of cost-effective a-la-carte marketing services. We will never propose marketing that we do not believe will bring you patients or grow your brand. When working with our dental practices, we will typically start with a marketing plan, logo, and branding, including signage and stationery. Next, we will develop a website that is focused on bringing you new patients. We put an emphasis on search engine optimization (making the website rank on the search engines). Unlike other advertising and marketing companies, our creative team works directly with their clients, enabling a direct line of communication that results in outstanding, cost-effective sales and marketing materials that effectively hit their mark the first time.

Mary Fisher, CEO

Fisher Agency

(c) 904-910-2380

(o) 904-398-3699 x 1

ma**@fi**********.com

25*****************@ad******.com%257C60505f16549841b24a9908da642a9d95%257C182ace176078412b9c21af55aad32591%257C1%257C0%257C637932431473840392%257CUnknown%257CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0=%257C3000%257C%257C%257C&sdata=qX8Nd0ZvQj1LRKwCTmc0iHvXEvFEiS3id5llzbPY7Gk=&reserved=0">www.FisherAgency.com

Pat Buckley is a payments consultant and a trusted resource at Tabs Payment Solutions providing expertise and customized solutions for dental practices. Tabs takes a consultative approach allowing them to thoroughly understand their client’s needs in order to provide the best possible payments platform for each practice. Tabs can deliver an integrated platform posting payments to ANY dental practice management software and provide flexible patient payments such as online, text-to-pay and QR code payments in a single platform. Tabs will work with your team to streamline the payments process, reduce billing expenses and minimize accounts receivable.

Pat and his company pride themselves on high levelsof service, complete transparency throughout the process and prioritize customer satisfaction above all else.

A native Floridian, Zach grew up in Palm Beach Gardens and earned his Bachelor’s degree in Hospitality Management from Florida International University. From the beginning, Zach knew his professional career would involve public relations and service. Now, as a Financial Advisor, his profession allows him to combine his talent for interpersonal relations with his business acumen. 

“It’s all about service and the relationship we develop with our clients.”

Beginning his career in 2011 as the Brokerage Director for the Guardian Life Insurance Company in Jacksonville, Zach specialized in disability income protection and estate preservation. Collaborating with Financial Advisors and Agents, throughout Northeast Florida, Zach diligently researched the best opportunities and strategies for asset protection.   Zach frequently educates medical and dental residencies at UF Health, St. Vincent’s and other medical facilities on the importance of asset protection and understanding the options and solutions available to them.

2016 became a pivotal year for Zach when he joined St. Johns Asset Management as a Financial Advisor. Concentrating on the responsibility of finding the uniqueness in each family and each individual client he works with.  

Starting In 2021, Zach created Cohen Wealth Advisory.  He has the opportunity to blend his passion for financial planning and superior client service into his own independent firm.  Zach provides financial solutions by providing skilled and unbiased solutions that match each client’s needs. Zach holds financial advisory licenses: series 6, series 63, series 65 security licenses and 2-15 life, accident and health insurance license and is currently completing the graduate Certified Financial Planning program through the University of Florida.

“This is a process that requires trust, getting to know my clients and finding the best financial strategies that offer protection and growth while meeting the unique parameters of each situation.”

Zach’s strengths and focus are in the areas of asset protection, business planning strategies and wealth management.  Zach’s passionate about music, golf, watching sports and especially family- my beautiful wife, Cara, my baby boy, Sammy, and my Australian Shepherd, Reggie.

Securities offered by J.W. Cole Financial Inc.(JWC) Member FINRA/SPIC.

Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA)

Cohen Wealth Advisory and JWC are unaffiliated entities.

Non-Security products are not offered by J.W. Cole

The Meek Companies are dedicated to providing superior real estate and facilities development, advisory and management services to our clients. Our mission is to serve these clients to the best of our ability in meeting their specific needs. Our expertise in all areas of real estate and project management enables our clients to obtain the best team of professionals who collectively will meet each client’s specific needs in the most efficient and cost-effective manner.

MaryAnn Serkin is celebrating 15 years as the Northeast Agent for Doctor’s Choice Companies, Inc. – the oldest and largest Dental Practice Brokerage in Florida. She is an active member of the National Association of Practice Brokers, and is a multiple recipient of the Doctor’s Choice Top Agent Award. With over 100 Florida Practices available for immediate Sale on their website, they have become the ‘go to’ Agents for Buyers. Whether a ‘first time’ Buyer, or looking for another location, MaryAnn considers long-term objectives, personality, and skill-set to identify the right Practice to promote a successful transition. MaryAnn is equally attentive to the Owners, who are looking to Sell their Practices. Having consulted and managed a family Dental Practice in Central Florida for nearly ten years, she understands and values many elements in addition to Collections, when determining the Purchase Price. Doctor’s Choice offers a complimentary on-site Practice Assessment for anyone looking to Sell – whether now or a few years out. MaryAnn has consistently delivered ‘top dollar’ returns for her Clients with the Sale of their Practices.

MaryAnn Serkin, Lic. Agent

Doctor’s Choice Companies, Inc.

(c)407-310-4829

(o)386-437-9621

FAX:561-746-9601

www.Doctors-Choice.com