Who We Are
We are proud to announce the 2020 merger of Rosen Dental Consulting, LLC, a division of Rosen & Associates, LLP, directed by Michael Zepf, and Summit Dental Partners, LLC, directed by Nancy Kagan. Our new company, Rosen Summit Dental Advisors, LLC, was created to better serve our clients and provide a more comprehensive resource for all aspects of your dental practice.
With the help of our highly experienced team, this partnership will allow us to provide you with a full suite of services so we can assist you from the initial booking of an appointment, to the collecting of the final bill, and everything in between.
Rosen Summit Dental Advisors, LLC is putting our vision of working with your office into practice by creating two main divisions to best serve your needs: In-Office Practice Management Consulting (also known as Field Operations) and Outsourcing.
Our Practice Management Consulting division focuses on the main aspects of every practice: Day-to-Day Operations, (both clinical and non-clinical), Marketing, Human Resources, Facility Management, Finance, Training, and Compliance. Our team can be there to help with both short-term compliance projects due to COVID-19, long term operational management issues, or any other part of the practice that will help you run your office more efficiently, safely, and profitably.
Our Outsourcing division manages the overall insurance and collection protocols of the dental office. Our team is responsible for your Accounts Receivable, Outstanding Insurance Claims and Insurance Payment Posting. This service will ensure that your systems are set up properly and accurately to help your practice collect every dollar possible. Should you add an associate or start a new practice, let our experts manage the insurance credentialing process for you.
We are very excited to share this news with you and embark on this new journey together.
Our Team
Nancy Kagan
COO/Partner
Nancy Kagan is a fixer. Give her a problem and watch it disappear. By nature, Nancy is a positive and dynamic person passionate about making a difference. She has natural leadership skills and a desire to build strong and productive businesses. She truly believes that success comes organically when individuals and teams are given the tools they need to succeed and grow. Nancy’s entrepreneurial experience in creating and running three companies over her career made her a perfect fit for owning and leading Rosen Summit Dental Advisors.
Mike Zepf
Director of Consulting
Michael Zepf, “loves engaging with dentists and owners and discussing proper strategic operational moves to help them achieve their goals.” Mike’s philosophy is based on the six key areas of management: Day-to-Day Operations, Marketing, Finance, Human Resources, Compliance, and Facilities Management. His merger with Summit Dental Partners in 2020 was perfectly aligned with his policies. “Our goal is to implement the strategies that improve the quality of life of our partners: True Team Development, Profit Maximization, and Operational Management.”
Meet our Business and Consulting Team who are joined by over 20 Outsourcing Specialists
Kris Henderson
Business Manager and Clinical Advisor
Kris Henderson is a motivator. She is a graduate of the University of Rhode Island with a Degree in Dental Hygiene and a Bachelor’s Degree in Human Sciences and Services. She practiced as a dental hygienist for thirty years and gained experience in the workings of private practice. Kris provides inspiration with a positive work approach and enjoys creating teams that work successfully together. Her clinical experience as well as her understanding of the business of dentistry made her a perfect fit to lead us as our Business Manager and Clinical Advisor.
Danielle McDonald
Outsourcing Manager
Danielle McDonald is dedicated, diligent, and witty. ‘On-boarding’ all new dental offices, she loves helping practices thrive. Actively involved with the front office, she brings hands-on experience to the job. After attending dental assistant school at Health Care Training in Avon, she worked as an assistant manager under the mentorship of a woman who was compassionate and understanding. She emulates those qualities as she strives to solve problems and create a flourishing work environment. She’s happiest when she “has all the balls in the air” and juggles them successfully each day.
Blake Cohen
Senior Consultant
Blake Cohen is the teacher. A graduate of Bentley University with a Degree in Business Management coupled with years of dental practice consulting, has earned him a tremendous reputation in the dental community as an educator and mentor. He has a vast knowledge of the workings of a dental practice with a specialty in finance, which makes him a perfect fit as our Senior Consultant. A keen observer of human nature, Blake relates well with people and takes great pride in making a difference in each office he visits.
Lizie Montanez
Lead Consultant
Enthusiastic and receptive, Lizie Montanez loves everything about dentistry. With over twenty years in the field, she has experience as a receptionist, a billing specialist, a dental assistant and an office manager. As a Dental Consultant, she works with staffing issues, payroll, and training. Maximizing profitability, she restructures billing systems, increases collections, and is eager to problem-solve. Moreover, she ensures there is a well-established relationship between the doctors and their staff. Lizie, who grew up in a family of six siblings, works well with a team in order to get an office running smoothly.
