Our Team

 

Theodore C. Schumann: II, MBA, MSF, CFP®, AIF®, Partner

A third generation financial planner, Theodore C. Schumann, II, MBA, MSF, CFP®, AIF® is an Investment Advisor Representative and managing partner of DBS Investment Advisers, LLC. From portfolio management to comprehensive retirement and financial planning, debt-reduction strategies and fiduciary client service, Schumann serves as a direct point of contact for DBS investment services. Ted is a graduate of Central Michigan University and earned his MBA and Master of Finance from Walsh College.

Ted is also the managing partner of DBS Dental Sales. Using his financial planning background, Ted advises clients on financial considerations for buying/selling a practice and helps clients develop the best transition strategy for their unique situation. He also works with clients to create debt-reduction strategies, manages clients’ office retirement plans, and manages clients’ investment portfolios.

 

 


Christine Mason, MS, DDS: Transition Specialist

Christine has 25+ years of experience as a practicing dentist and has worked in a group as well as been a solo owner. She has worked closely with the DBS companies as a dentist and mentor for new clinicians. This experience, along with her own analytical nature, gives Christine a unique perspective on the practice transition process. Christine strives to provide step-by-step coordination of practice transitions for a smooth experience for doctors, staff and patients alike.

 

 

 

 


Kelley Kelly-Johnson: Administrative Assistant

Kelley has been with The DBS Companies for 10+ years. She is the communication hub for all your practice transition needs. She assists clients by: gathering information for a practice valuation; scheduling showings; coordinating financing options for buyers; and maintaining communication between the sellers, buyers, their attorneys, lenders, and title company. From start to finish, Kelley will support clients in all aspects of the practice transition.