Cindy Lozano is the owner of CLM, a digital marketing agency dedicated to helping small and medium-sized businesses thrive. With a decade of marketing expertise and international experience, Cindy excels at tailoring messaging, selecting the right channels, and optimizing touchpoints to connect her clients with their ideal buyers. Cindy holds an MBA in Strategic Negotiations from Florida International University and resides in South Florida with her fiancé. Outside of her professional life, Cindy is passionate about cooking and enjoys experimenting with new dishes and putting innovative twists on recipes from around the world. Discover more about Cindy and CLM at get-clm.com.

Kelsey Cakmes is one of the co-founders of Dental CoNexus and is an integral piece of the puzzle as she is passionate about transforming data into meaningful and actionable insights. Kelsey earned her undergraduate degree as well as MBA from the University of Tennessee Knoxville with a concentration in Business Analytics.

I passionately believe I must understand how a client defines success and then use my expertise to help my client increase that success. I don’t stray from having difficult conversations, whether with my client or on behalf of my client. My approach to client service is driven through effective communications, detailed financial and operational analysis, and knowledge of business as a CPA. I serve clients in roles of practice advisor, tax planner, outsourced CFO, dental industry expert, buyer or seller representative, practice valuator, business strategist, or testifying expert. Clients have shared that they valued my role of “confidant” and “sounding board” on difficult business decisions.