Dental Consultants—Charlotte, NC
Meet Your Personal Advisors
There is a long history of kings, queens, emperors, and presidents having advisors by their side, because even really smart and accomplished people can’t know everything. Kelly and Anna Schwartz are ready to be your guides to a brighter and more fulfilling future while ensuring your goals and values are prioritized every step of the way.
Kelly founded Schwartz Consulting Group in 1993 and since then has coached over 300 offices in 26 states. His offices have a combined revenue of over $900,000,000 annually while increasing revenues by over 35% year over year. His practices have a combined patient base of over 2 million.
Kelly’s desire for Schwartz Consulting Group, Inc. is to offer an exclusive approach with each dental office that maintains accessibility, availability, and creates an individual, personal relationship with each doctor and staff member. This is achieved by developing a customized training program for each dental office in which they increase profitability, reduce stress, and improve systems by establishing a strong sense of teamwork through goal setting, and accountability. Their goal is to develop a customized training program at their pace and to introduce ideas and concepts that have been proven to maximize the potential of any dental practice.
Kelly works tirelessly for not only his business but for his family as well. He and his wife Anna are the proud parents of Kiley and Logan who have both adopted their strong work ethic and commitment to family. He also is the grandfather to Anna Leigh and Andrew James (AJ) who keep him on his toes and laughing. Kelly enjoys spending his free time with his loved ones.
The work that Kelly and his team do is a labor of love created for the amazing dental offices that they have the privilege of working with. Their hope and ultimate goal is to support and guide their clients as they grow and become the practice of their dreams.
Anna Schwartz is a co-founder and owner of Schwartz Consulting Group. She has been an incredible resource and vital for growing Schwartz Consulting Group into what it is today. With an extensive background in dental assisting, front office coordination, and practice management, Anna brings the skills needed to effectively empower and educate dental practices. She is a practice builder, team motivator, and business coach who takes pride in her work. With a focus on all team systems, Anna leaves practices and staff empowered and confident resulting in unmatched patient care. Whether it is team, business, financial or operation management her goals are always to reduce stress, risks, and inefficiencies while increasing rewards.
Along with her husband, Anna has had the honor of not only growing a successful business but also raising two wonderful childern. Her son Logan, who is a vital part of the Schwartz Consulting team and her daughter Kylie, who is a successful business owner herself and is raising Anna and Kelly's two beautiful grandchildren. To add to Anna's already impressive resume, Anna has earned her third degree blackbelt in karate and also has devoted time over the last nine years as a volunteer member of the security team for Elevation Church. Her care and dedication expand throughout both her business and her home.
With a background in multidisciplinary office administration and dental practice management, Ana offers insight and experience from a front desk perspective. She finds joy and excels in making personal relationships with patients and clients where communication and trust stand at the forefront. .
Prior to working with Schwartz Consulting Group, she was not only a private dental practice manager but also a client of Kelly and Anna Schwartz. As a client, she gained a strong foundation in practice management, office procedures, staffing, patient retention, treatment presentation, and policy creation. The knowledge passed down to her by Kelly and Anna is what she now uses to help other dental practices grow and thrive as a member of the Schwartz Consulting team.
Originally from Western North Carolina, and after moving all over the country, Ana and her family now happily call Charlotte, NC home. During her free time she enjoys spending time hiking at the National Whitewater Center, visiting family in the Blue Ridge Mountains, and cheering on our Charlotte FC. She also sits as a member of the Carolinas Chapter Advisory Board for DreamOn3, a non-profit organization that provides sports related experiences for children with life altering conditions.
Logan is a graduate of Penn State University where he received a B.S. in Finance with an emphasis in Investment Risk Analysis and Financial Planning. He currently works as a financial planner with NaviPath Financial Services. Logan has several years of experience working with Schwartz Consulting Group as a customer success manager and has previously assisted in marketing campaigns and client relations.
Now, his primary focus with Schwartz Consulting Group is to help our clients achieve financial security by offering creative and insightful financial solutions. He presents significant savings that translate into the next step of financial freedom. His experience and knowledge are invaluable to Schwartz Consulting Group and our clients alike.
When Logan is not assisting clients, he can be found on a golf course, at the gym, or exploring the city for new places to eat.