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MEET OUR TEAM

Danny Richards, Partner and CEO

Daniel began his career in financial services at the age of 23 and has always had a passion for helping people find peace of mind in their financial future. He was a top-producing advisor and Managing Director for Northwestern Mutual Wealth Management Co. He founded CFO Dental Partners in 2015 after seeing a growing need among dental practices for long-term business support.


One thing that Daniel loves about working with dental practices is the amount of stress relief it provides to the practice owner. You can almost visibly see the weight being lifted off their shoulders! To him, it is an honor to work with so many hard-working professionals and help them see more success.


Daniel and his wife, Lynlee, live in Meridian, ID with their five children. Outside of work, Daniel's life is very busy with his kids' sports activities, dance recitals, and tons of outdoor fun. He also loves to golf, run, and is a big-time foodie. (did you miss the donut page?)

Jade Millington, Partner and CFO

Jade has 20 years of corporate finance experience and has held roles that include acquisitions analyst, portfolio manager, VP Finance and Chief Financial Officer. His experience ranges from multi-billion dollar international companies to small startups. Without question, his preference is to work in mid-size and smaller companies where a significant impact can be made. He has experience in strategic planning, operating budgets, cash management and controls, general management and fundraising.


Jade’s experience includes time in various industries including software, real estate management, consumer retail, private equity, e-commerce and golf courses/resorts. He earned a bachelor’s degree in finance at Boise State University where he loves watching his team on the blue turf, and a master’s degree in business administration at Brigham Young University’s Marriott School of Management. He enjoys camping, fishing and hiking with his wife and kids, and also enjoys firearms training.

Tammy Ota, RDH —Client Relations Director

With over 40 years of dental experience, Tammy is the Director of Client Relations. She enjoys making sure clients’ concerns are addressed and they have the training they need to be productive. Her vast experience in customer service and knowledge of the daily flow of a dental practice are invaluable. She has many tips and hints on how to be more efficient and focus on patient care. 


Tammy began her dental career as an orthodontic assistant in 1977. She is a Registered Dental Hygienist from the University of Hawaii and practiced in Honolulu and Salt Lake City for twenty years. She worked as a Salt Lake City territory manager for Patterson Dental Supply for 17 years and is excited to continue her dental career here! 


She resides in Garden City with her husband. In her spare time, she serves on the Board of Directors for MCPAWS Regional Animal Shelter in McCall, Idaho, plays the piano, hooks rugs and rides her cool purple electric bike on the Boise Greenbelt.

Antonia Armour - Bookkeeper

Antonia (Toni) offers nearly 30 years of combined accounting, bookkeeping, and legal experience. Prior to joining CFO Dental Partners, Toni was a Staff Accountant for a CPA accounting and bookkeeping firm, and was formerly a longtime firm administrator, bookkeeper, and legal assistant at a law firm. 


With extensive experience managing the financial aspects of professional small businesses, Toni uniquely understands our client needs and circumstances.


Additionally, her accounting background offers an added level of insight and expertise. Toni thrives on attention to detail, responsive communication, and efficient processes to make our client’s work lives easier. Toni and her husband, Jeff, have Midwestern roots and reside in Nebraska. Toni is active outdoors in the summer, enjoys travel adventures, and a good book by the fireplace in winter. Spending time with her husband, son, daughter, and step-daughter are her highlights in life.

Vicky Pouliot - Bookkeeper

Vicky comes to CFO Partners with a lot of excitement and experience working in the dental setting.

She worked not only as office support staff but did full charge bookkeeping in an orthodontic office for over 15 years.


Vicky’s passion is working with small businesses and building off her dental foundation. She thrives on providing the most accurate information to all her clients.


When Vicky is not working she enjoys spending time with her husband Jason, and their children

Kegan, Kassadi, Karsten and Wyatt. They reside in Maine and enjoys all four seasons doing outdoor activities and watching sports.


Gina Catalano - Executive Assistant

Gina comes to CFO Dental Partners with 9 years of experience working in the dental field as a dental assistant and sales representative for offices in the Chicagoland area. She has many years of customer service experience and loves helping dental offices run efficiently!


Gina has a passion for dentistry and loves knowing that she can be a part of a company that can help businesses flourish. She embodies the term ‘go-getter’ and is always up for a challenge!


In her free time, Gina likes spending time with her husband, two children, and Great Dane. Residing in Chicago they love spending our weekends with friends and family. Gina also enjoys taking trips up to their family property Lake Geneva, WI.

Katrina Balerio - ERC Specialist

Katrina is an ERC specialist, joining our team in 2022! Katrina comes to CFO Dental Partners with tons of enthusiasm to put an attention to detail and more than 12 years of dental experience to work. After completing her certification from the University of Colorado School of Dentistry, she furthered her career as an Expanded Functions Dental Assistant for more than 5 years. Although she loved the clinical aspect of the office, she decided to shift her focus to the administrative side of Dentistry where she went on to manage offices of every size and helped open a scratch practice. Katrina is always up for a challenge and loves working on new projects.


Born and raised in Colorado, Katrina enjoys her daily runs and spending any free time with her husband Don and two sons. When Katrina’s not watching one of her boys’ activities, she looks forward to being outdoors, traveling, and crafting.

Ashlie Nelson - Bookkeeper

Ashlie comes to CFO Dental Partners with over 25 years of administrative and office management experience. This experience has given her the opportunity to learn all sides of the business including billing, payroll, bookkeeping etc. She has worked in multiple industries from Family Law to Construction. 


Ashlie grew up with parents who ran a small Concrete Construction business, so she learned quickly how hard small business owner’s work. She has a passion for being organized, solving problems, and helping business owners achieve their goals and minimize their stress. 


When Ashlie is not working, she can be found with her husband Eric hiking in beautiful Idaho where they live.  Ashlie enjoys playing and watching sports at all levels. She has 5 sons and 2 granddaughters that she also loves to spend time with. 

Tianna Maier - Bookkeeper

Tianna joins CFO Dental with over a decade of accounting and bookkeeping experience. Since earning her bachelor’s degree in accounting in 2013, she has worked as a staff accountant and bookkeeper for multiple CPA firms.


Tianna has worked with numerous small businesses, ranging from grocery stores and restaurants to engineering companies and doctor offices. She enjoys making the numbers make sense and ensuring that the books are accurate.


Beyond the numbers, she finds joy in rock climbing, movie theatres, and creating precious moments with her husband and two daughters in their Meridian, ID home. Tianna brings not just expertise in bookkeeping, but a well-rounded passion for life to every endeavor.

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