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.

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.

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!

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.

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.

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.

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.