Mallory's Experience Highlights

7 years managing finances for single and multi-doctor orthodontic practices across various states

MBA education applied to P&L restructuring and financial reporting aligned with orthodontic industry standards

Vendor relationship management, including contract reviews, fee negotiations, and payment processing analysis

Monthly cash flow analysis and forecasting to support practice financial planning and decision-making

Expense review and overhead analysis to identify opportunities for improved profitability

Experience supporting practice transitions, acquisitions, and financial system updates

Getting to know Mallory

With an MBA and over 7 years of managing finances for single- and multi-doctor practices, Mallory brings a fresh, analytical perspective to financial operations. She understands that every dollar in a practice matters, and her approach balances industry best practices with customized financial strategies that optimize profitability. Mallory helps practice owners achieve clarity in their numbers and confidence in their financial decisions.

 

Coming from a family deeply rooted in orthodontics, her father and brother are both orthodontists she has worked with and continues to support, she has firsthand insight into the financial operations of a thriving practice. Her methodical approach uncovers hidden profit opportunities, and her clear communication style makes complex financial concepts accessible to entire teams.

Where Strategy Takes Root, Growth Follows

Partnering with orthodontic practices to deliver thoughtful strategy, hands-on implementation, and sustainable growth – built on experience, data, and human connection.