OrthoFi Accessibility Statement

OrthoFi is committed to facilitating the accessibility and usability of its website, orthofi.com, for everyone. OrthoFi aims to comply with all applicable standards, including the World Wide Web Consortium's Web Content Accessibility Guidelines 2.0 up to Level AA (WCAG 2.0 AA). OrthoFi is proud of the efforts that we have completed and that are in-progress to ensure that our website is accessible to everyone.

If you experience any difficulty in accessing any part of this website, please feel free to call us at 1.877.766.5220 or email us at support@orthofi.com and we will work with you to provide the information or service you seek through an alternate communication method that is accessible for you consistent with applicable law (for example, through telephone support).

GET ORTHOFi IN MY PRACTICE

Our Team

Our team believes that the most important thing anyone can do is improve someone else’s life. That perspective is what drove us to create OrthoFi, and it’s what inspires every member of our team on a daily basis. For patients, we make it easier to receive all the benefits that come with a beautiful smile and a healthy bite – from improved self-confidence to better oral and overall health. For our member-practices, we manage complicated issues like insurance processing and payment management, so they can focus all their energy on providing the very best care to patients. When you choose an OrthoFi practice, you’ve found a provider who understands that excellent care should be available to everyone, and that no patient should ever have to compromise.



Meet The Leadership Team

Minds Behind the OrthoFi Program

At OrthoFi, you won’t find executives in swanky corner offices with personal assistants. You won’t see people managing from the sidelines. We just don’t work that way. Our leaders are invested in our success and committed to our people, and they’re mixed right in with everyone else. The way we see it, that’s better for our team and for the hundreds of thousands of patients who use our platform to get the smiles they’ve always wanted. We’re all in this together…and that’s the way we like it.

Dave Ternan

Chief Executive Officer

“People won’t care how much you know until they know how much you care.” – Teddy Roosevelt

Dave is a co-founder of OrthoFi and brings a unique blend of startup experience with a broad range of management & strategic consulting for numerous fortune 100 companies ... Read more

Dave Ternan, Chief Executive Officer

Dave is a co-founder of OrthoFi and brings a unique blend of startup experience with a broad range of management & strategic consulting for numerous fortune 100 companies. Prior to joining the startup world, Dave spent over 10+ years with Accenture and Slalom Consulting and consulting for PepsiCo, General Motors, Caterpillar, Dow Chemical and Newmont Mining. Dave spent over three years working for prior startups, first with New York Video School as the VP of Technology and Operations and then at Live Smart Solutions as the Program Director responsible for technology and product development. He is passionate about problem-solving, bringing amazing solutions to clients and building great teams. Originally from Michigan, Dave earned his Bachelor of Science degree in Mechanical Engineering from the University of Michigan. He is an avid volleyball player, skier, and golfer but spends most of his spare time with his wife and young daughter.

Education

University of Michigan

Bachelor of Science in Mechanical Engineering

Oliver Gelles

Chief Marketing Officer

“Do or do not. There is no try.” – Yoda

Oliver Gelles is the Chief Marketing Officer at OrthoFi and has over 20 years experience in the Orthodontic industry, establishing himself as one of the industry's most trusted and well-respected strategic brand-building and data experts ... Read more

Oliver Gelles – Chief Marketing Officer

Oliver Gelles is the Chief Marketing Officer at OrthoFi and has over 20 years experience in the Orthodontic industry, establishing himself as a strategic brand-building expert, contributing to Ormco’s leadership in self-ligation, continuing education events and technology innovation for nearly a decade. Oliver has a passion for the specialty, and has leveraged his zeal for data and analytics as well as business acumen to lecture to practices around the world on many of the core concepts that prompted the creation of OrthoFi. Oliver graduated from Georgetown University’s Foreign Service Program with focus in international business and currently lives in Southern California with his family.

Education

Georgetown University

Bachelor of Science in Foreign Service with focus in International Business

Greg Cully

Chief Operating Officer

“When a defining moment comes along, you can do one of two things. Define the moment, or let the moment define you.” – Roy McAvoy

Greg’s career spans over 25 years in the software, technology, telecommunications, and consulting industries ... Read more

Greg Cully, Chief Operating Officer

Greg’s career spans over 25 years in the software, technology, telecommunications, and consulting industries. Prior to joining OrthoFi, he helped bootstrap two startups and held leadership roles at T-Mobile, Verint, Kana Software, and eVergance delivering solutions for iconic brands such as eBay, Adobe, Paypal, Walmart, and USPS. Greg brings deep expertise in global SaaS operations, business operations, product development, engineering, professional services, and marketing. As COO, he’s responsible for helping OrthoFi’s customers grow profitably through seamless delivery of OrthoFi’s SaaS and services solutions. As a lifelong problem-solver, his passion is simplifying the complex, accepting the greatest challenges, and helping teams realize their potential. Greg grew up in rural Nebraska, then migrated to Kansas to earn a Bachelor of Science degree in Industrial Engineering from Kansas State University. Now residing in the Kansas City Metro, Greg enjoys the outdoors and traveling with his wife and three children.

Education

Kansas State University

Bachelor of Science in Industrial Engineering

Rachel Kopp

Chief People Officer

“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou

Rachel collaboratively works towards building a team of engaged, passionate people who are driven to make an impact in the OrthoFi Community ... Read more

Rachel Kopp – Chief People Officer

Rachel collaboratively works towards building a team of engaged, passionate people who are driven to make an impact in the OrthoFi Community. Rachel gained a love and passion for the orthodontic industry through the implementation and account management of more than 60 practices as an Ortho Success Manager upon joining the OrthoFi Team in 2014. Rachel has spent her career building and motivating teams in dynamic environments through strategic planning, tactical delivery, and a people-first approach. Prior to OrthoFi, she built and grew sales teams in other technology start-ups. She was an instrumental sales leader during the growth and IPO of Groupon – named as “The Fastest Growing Company Ever” by Forbes in 2010. Rachel resides in Denver with her husband, Rok, and their daughter where they enjoy being outdoors and exploring Colorado. Rachel’s appreciation for synergy spans across her personal life as well. She is a Certified Sommelier and loves to find the “perfect blend” in a bottle of red, just as she does in a high performing team!

Education

Purdue University

Bachelor of Communications and Psychology

Wendy Glickenhouse

Vice President, Finance

“There will be obstacles. There will be doubters. There will be mistakes. But with hard work, there are no limits.” – Michael Phelps

Wendy is responsible for the overall financial strategy, corporate development, and accounting functions to enable OrthoFi’s aggressive growth strategy and meet its client and investor expectations ... Read more

Wendy Glickenhouse – Vice President, Finance

Wendy is responsible for the overall financial strategy, corporate development and accounting functions to enable OrthoFi’s aggressive growth strategy and meet its client and investor expectations. Wendy is committed to maximizing long-term shareholder value, ensuring a balanced portfolio of growth initiatives and maintaining a high level of integrity and transparency. Prior to joining OrthoFi, Wendy spent five years at Healthgrades, starting as a FP&A Analyst, working her way up as Vice President of the Finance team. Wendy started her career at Rothschild Investment Bank in NYC, focusing on mergers and acquisitions in a variety of industries. Originally from New York, Wendy earned her Bachelor of Science degree in Business Management from Babson College. Wendy spends her spare time running, hiking, skiing and exploring the world. She also loves volunteering and spent 3 years as a volunteer firefighter in her hometown.

Education

Babson College

Bachelor of Science in Business Management

Dan Santiago

Vice President of Customer Success

“As a coach, I play not my eleven best, but my best eleven. The secret is to work less as individuals and more as a team.” – Knute Rockne

Dan leads all client facing teams and is responsible for all aspects of the Practice Lifecycle beginning with Training, Implementation & Adoption, Growth & Renewals, Practice Support, and overall Practice Satisfaction ... Read more

Dan Santiago, Vice President of Customer Success

Dan leads all Practice facing teams and is responsible for all aspects of the Practice Lifecycle beginning with Training, Implementation and Adoption, Growth and Renewals, Practice Support and overall Practice Satisfaction. He joined OrthoFi in 2018, bringing with him nearly 20 years experience in Customer Success, Sales, Operations, and Strategy. Prior to OrthoFi, Dan spent 17 years at ServiceSource, a global leader in outsourced Customer Success and Renewals, working in various executive roles across the business. Among other notable achievements, he co-led ServiceSource’s first international expansion by establishing EMEA operations in Dublin, Ireland; growing and scaling the business from 8 people to over 400 in just under four years’ time.

Education

Bentley University

Neil Hoover

Vice President of Sales

“Don’t confuse activity for accomplishment” – Unknown

Neil Hoover, MBA believes the entrepreneurial spirit is the backbone of the dental industry and has a 17 year dental track record building strategic partnerships and business plans unlocking value for dental offices, DSOs and patients ... Read more

Neil Hoover, Vice President of Sales

Neil Hoover, MBA believes the entrepreneurial spirit is the backbone of the dental industry and has a 17 year dental track record building strategic partnerships and business plans unlocking value for dental offices, DSOs and patients. Neil’s expertise is leading sales teams managing complex broad product portfolios and delivering profitable high growth revenue outcomes. His work history is highlighted with successful company and product integrations into a rationalized scalable selling portfolio. Over the last 11 years Neil has been consulting with Dental Support Organizations (DSOs) creating growth plans through dental specialty expansion and technology adoption for the general practitioner.

Education

Marquette University – MBA

Ohio University Bachelors of Science in Neuroscience

Marla Merritt

Vice President of Strategic Partnerships

“How you do anything is how you do everything. It is all cumulative and it all matters.” – Martha Beck

Marla led the commercial team at OrthoBanc LLC for 20 years by continually cultivating a customer-focused mindset and has helped OrthoBanc & OrthoFi become Stronger Together as a trusted leader focused on strengthening industry relationships and partnerships ... Read more

Marla Merritt, Vice President of Strategic Partnerships

Marla led the commercial team at OrthoBanc LLC for 20 years by continually cultivating a customer-focused mindset. When OrthoBanc and OrthoFi became Stronger Together, Marla’s role shifted to focus solely on industry relationships and partnerships. Some of her proudest moments include leading OrthoBanc to achieve 5 consecutive Inc. 5000 listings, winning Exhibitor Magazine’s Sizzle award, and scoring the coveted TradeShow Marketing All-Star award. She contributes each of these successes to her fabulous team and their commitment to always provide memorable customer service.

Education

University of Tennessee at Chattanooga

Bachelor of Communications with Advertising focus and Bachelor of Psychology

Steve O'Quin

Vice President, Technology

“The price of success is hard work, dedication to the job at hand, and the determination that whether we win or lose, we have applied the best of ourselves to the task at hand.” – Vince Lombardi

Steve is a technology professional with over 15 years experience leading software development teams and works collaboratively in building the technical solutions for OrthoFi's products, including leading engineers in building product features and focusing on product performance and stability ... Read more

Steve O’Quin – Vice President, Technology

Steve is a technology professional with over 15 years experience leading software development teams. At OrthoFi he works collaboratively with the business in building the technical solutions for the product, including leading engineers in building product features and focusing on product performance and stability. Steve is passionate about solving complex problems and doing so with a collaborative group of motivated teammates. Prior to OrthoFi, Steve has held Software Engineer and Leadership positions within the technology industry, most recently from Healthgrades. He earned a Bachelors of Science in Mathematics with a Minor in Computer Science from Colorado State University – Pueblo. Steve grew up a Colorado native and certainly has an appreciation for the outdoors. He enjoys playing golf and spends the majority of his personal time on his other “job,” which is being a husband and father of three boys.

Education

Colorado State University – Pueblo

Bachelor of Science in Mathematics with a Minor in Computer Science

Mike O’Muireadhaigh

Director of Culture and Performance

“Out of your vulnerabilities will come your strength” – Freud

Having a purpose and helping people thrive is at the heart of Michael's professional experience. His expertise in leadership and culture comes from building and fostering strong supportive, inclusive environments in a number of different industries ... Read more

Mike O’Muireadhaigh, Director of Culture and Performance

Having a purpose and helping people thrive is at the heart of Michael’s professional passion. Having spent the early part of his career working on an Ambulance in NYC, Michael learned to lead cross functionally before expanding his reach by working in the school system where he changed his focus to Project management. Michael received his Advanced Project Management certification from Stanford University. His expertise in leadership and culture comes from building and fostering strong supportive, inclusive environments in a number of different industries.

Education

New York Institute of Technology

MPS, Clinical Counseling, Bachelors of Science in Interdisciplinary Studies