Our Story

“Our purpose is to radically improve the way patients access and pay for quality elective care.”

Since our founding in 2013 by orthodontists for orthodontists, we have been committed to providing tech-enabled, expert-driven solutions that help practices accelerate growth and deliver exceptional patient care. Our team is passionate about shaping the future of the industry through our dedication to continuous innovation and improvement.

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Leadership

At OrthoFi, you won’t find executives with personal assistants in swanky corner offices. You won’t see people managing from the sidelines. We don’t work that way. Our leaders are invested in our success and committed to our people; they’re mixed right in with everyone else. The way we see it, that’s better for our team and 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 how we like it.

Dave Ternan 5 t
Chief Executive Officer

Dave Ternan

Dave Ternan is a co-founder of OrthoFi and brings a…

Wendy Glickenhouse 4 t
Chief Financial Officer

Wendy Glickenhouse

Wendy Glickenhouse is responsible for the overall financial strategy, corporate…

Greg Cully 1 1 1 e1743606853607
Chief Operating Officer

Greg Cully

Greg Cully’s career spans over 25 years in the software,…

Juhi Jaiswal
Chief Technology Officer

Juhi Jaiswal

Juhi Jaiswal is a technology executive with more than 17…

Chris Erickson King 1
Chief Revenue Officer

Chris Erickson-King

Chris Erickson-King is a go-to-market executive with over 21 years…

Daniel Santiago
Senior VP of Customer Success

Dan Santiago

Dan Santiago leads all Practice facing teams and is responsible…

Aaron Lacheta VP of Product OrthoFi
VP of Product

Aaron Lacheta

Aaron Lacheta is a product executive with more than 20…

Marla Merritt 1 t
VP of Strategic Partnerships

Marla Merritt

Marla led the commercial team at OrthoBanc LLC for 20…

Charley Brown, Vice President of Sales Operations and CRM at OrthoFi
VP of Sales Operations

Charles Brown

Charley Brown is Vice President of Sales Operations and CRM…

Ashley Haga VP of Marketing at OrthoFI
VP of Marketing

Ashley Haga

Ashley Haga is a growth-focused marketing leader. She brings experience…

Michael O Muireadhaigh OF Headshot 4 1 1 e1739530395529
Director of People Operations

Mike O’Muireadhaigh

Michael O’Muireadhaigh is the Director of People Operations at OrthoFi,…

Kevin Gladstone 2 1 e1743607227150
Director of Sales

Kevin Gladstone

Kevin Gladstone is a seasoned leader in the dental industry…

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Dave Ternan 5 t

Education:

University of Michigan

Bachelor of Science in Mechanical Engineering

Chief Executive Officer

Dave Ternan

Dave Ternan 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.

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Wendy Glickenhouse 4 t

Education:

Babson College

Bachelor of Science in Business Management

Chief Financial Officer

Wendy Glickenhouse

Wendy Glickenhouse 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.

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Greg Cully 1 1 1 e1743606853607

Education:

Kansas State University

Bachelor of Science in Industrial Engineering

Chief Operating Officer

Greg Cully

Greg Cully’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.

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Juhi Jaiswal

Education:

DAVV Indore India

Master of Computer Applications (MCA), Computer Science

Bachelor of Science (B.Sc.), Computer Science

Chief Technology Officer

Juhi Jaiswal

Juhi Jaiswal is a technology executive with more than 17 years of experience building, scaling, and modernizing software platforms for high-growth healthcare technology organizations. She joined OrthoFi in 2025 as Chief Technology Officer, where she leads the company’s technology strategy, engineering organization, data platforms, security, and innovation initiatives. Juhi’s strength and passion lie in solving complex business challenges through technology, building high-performing engineering teams, and creating scalable, resilient systems that support long-term growth. She is especially focused on using data, automation, and AI to improve operational efficiency, product scalability, and customer outcomes.

Prior to joining OrthoFi, Juhi spent nearly two decades at GHX, rising from Software Engineer to Vice President of Engineering and helping scale the company into a global healthcare technology leader with more than $420 million in annual revenue and 1,500 employees worldwide. Her experience spans platform modernization, enterprise integrations, data products, cloud transformation, and leading global engineering teams. She lives in Colorado with her family.

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Chris Erickson King 1

Education:

University of California, Berkeley

BA, Economics and Political Science

Chief Revenue Officer

Chris Erickson-King

Chris Erickson-King is a go-to-market executive with over 21 years of experience, specializing in the building and scaling teams and enterprise level processes required to take companies from $1M to $300M+ in revenue.  He joined OrthoFi in 2025 as Chief Revenue Officer responsible for Sales, Solutions Engineering, Marketing, and Partnerships.  Chris’s strength and passion is teaching teams to build messaging and GTM processes that accelerate customer and revenue growth for complex B2B software and managed-services solutions.  Prior to joining OrthoFi, Chris had leadership roles with ServiceSource, MuleSoft, LQ Digital and Reef.ai.  He lives with his wife in Denver, CO.

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Daniel Santiago

Education:

Bentley University

Senior VP of Customer Success

Dan Santiago

Dan Santiago 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.

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Aaron Lacheta VP of Product OrthoFi

Education:

Gies College of Business – University of Illinois Urbana-Champaign

Bachelor of Science, Marketing

VP of Product

Aaron Lacheta

Aaron Lacheta is a product executive with more than 20 years of experience leading strategy, product management, operations, and entrepreneurship across vertical B2B SaaS businesses. As Vice President of Product at OrthoFi, he leads product strategy and innovation, with a focus on building solutions that help orthodontic organizations grow, improve financial performance, and deliver exceptional patient experiences.

Before joining OrthoFi, Aaron held leadership roles at DaySmart and EverCommerce as well as growth-stage, private equity-backed, and public company environments. He is also a three-time entrepreneur and co-founder with a track record of building and scaling technology businesses, strengthening product organizations, and connecting strategy to measurable business outcomes. Aaron is passionate about solving meaningful customer problems and building products that create lasting value. He earned a Bachelor of Science in Marketing from the University of Illinois.

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Marla Merritt 1 t

Education:

University of Tennessee at Chattanooga

Bachelor of Communications with Advertising focus and Bachelor of Psychology

VP of Strategic Partnerships

Marla Merritt

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.

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Charley Brown, Vice President of Sales Operations and CRM at OrthoFi

Education:

University of North Texas

Bachelor’s Degree

VP of Sales Operations

Charles Brown

Charley Brown is Vice President of Sales Operations and CRM at OrthoFi, where he leads sales operations, CRM strategy, revenue processes, reporting, and go-to-market systems. With more than 15 years of leadership experience across sales operations, revenue operations, product management, and technology, he is passionate about building scalable systems and high-performing teams that drive growth and enable data-driven decision-making.

Prior to joining OrthoFi, Charley co-founded Comprehensive Finance, Inc. (CFI), a dental fintech company focused on expanding access to care while helping providers improve financial performance. As Co-Founder and Chief Operating Officer, he helped build and scale the organization for more than a decade, leading operations, product, and strategic growth initiatives through its acquisition by OrthoFi in 2021.

Outside of work, Charley is an active member of First Baptist Dallas and enjoys spending quality time with his family.

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Ashley Haga VP of Marketing at OrthoFI

Education:

Colorado State University

VP of Marketing

Ashley Haga

Ashley Haga is a growth-focused marketing leader. She brings experience leading demand generation, brand strategy, and go-to-market programs for technology-enabled organizations. She joined OrthoFi in 2026 as Vice President of Marketing, where she leads the company’s marketing strategy.

Prior to joining OrthoFi, Ashley led Marketing for EverDriven, a $250 million private equity-backed company serving the K–12 education market. Earlier in her career, she worked in agency and in-house leadership roles building revenue-focused marketing organizations across healthcare, technology, and education.

Ashley is passionate about building high-performing teams, aligning marketing and sales, and creating strategies that drive measurable business outcomes. A Colorado native, she enjoys competitive beach volleyball, hiking, and spending time with her family.

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Michael O Muireadhaigh OF Headshot 4 1 1 e1739530395529

Education:

New York Institute of Technology

Master’s degree, Clinical, Counseling and Applied Psychology

Bachelor’s degree, Interdicplinary Studies

Director of People Operations

Mike O’Muireadhaigh

Michael O’Muireadhaigh is the Director of People Operations at OrthoFi, where he leads initiatives focused on employee development, leadership effectiveness, culture, and organizational performance. Since joining OrthoFi in 2015, Michael has played a key role in scaling the organization, first helping practices successfully implement OrthoFi’s solutions before transitioning into roles dedicated to building high-performing teams and strengthening company culture.

Michael brings more than 20 years of experience leading people, programs, and operational initiatives across healthcare, education, and technology. His background includes founding and scaling a home health organization, managing large-scale community programs, and driving strategic projects within public education. He is passionate about creating environments where people feel supported, empowered, and equipped to do their best work.

Michael holds a master’s degree in Clinical, Counseling, and Applied Psychology from the New York Institute of Technology, an Advanced Project Management certification from Stanford University, and is a SHRM Certified Professional (SHRM-CP).

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Kevin Gladstone 2 1 e1743607227150

Education:

Saint Joseph’s University

BS, Food Marketing

Director of Sales

Kevin Gladstone

Kevin Gladstone is a seasoned leader in the dental industry with over 20 years of experience in sales, business development, and strategic account management. As OrthoFi’s Director of Sales since 2022, Kevin drives innovative financial and operational solutions, fostering partnerships and streamlining financial processes to enhance patient care. His passion lies in empowering dental professionals to achieve operational excellence while delivering exceptional patient experiences. Prior to joining OrthoFi, Kevin spent 17 years at Dentsply Sirona, excelling in roles like National Account Manager and Regional Sales Manager. He is known for mentoring high-performing teams, exceeding sales targets, and building strong client relationships. Based in Cleveland, OH, Kevin and his wife enjoy supporting Cleveland sports teams, coaching youth sports, and embracing the lively pace of life with their four children.

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Our Team

OrthoFi is a community of passionate, skilled professionals driven to make a meaningful impact. Our culture thrives on creativity, collaboration, innovation, and fostering an environment where every voice is heard and every idea is valued. We believe that investing in our team is the key to achieving our shared goals.

Our Mission

To connect more patients with quality dental and orthodontic care and help make treatment accessible to over 1 million patients a year.

Our Core Values

Circling arrows

Embrace Change:

Adapt to changing circumstances by viewing challenges as an opportunity for growth.

Person withy shapes around

Seek Diversity:

The best idea wins; The best solutions stem from collaboration between groups formed from diverse points of view.

Person holding arrows

Get better
everyday:

Improve, learn, and grow constantly.

People messaging

Direct & timely
feedback:

Seek to give and receive feedback that is both direct and timely in order to positively contribute to the growth and development of the community and its members.

Star on graph

Own it:

Own your mistakes with the same intensity that you own your successes.

Person with checkmark

Obsess over
the customer:

Continuously seek to better understand our customers and to deliver a product and service that delights.

Headset

Team First:

Selflessly offer help and seek help without ego.

Heart in hands

Do what’s right:

Act with integrity, choosing to do what’s right and treat others the way you’d want to be treated.

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