Money Mgmt Program
Manage & Lead Program
GOT GOALS!! Program
Accounting System Coaching
Administrative Coaching
Practice Mgmt Coaching
Study Clubs/Workshops
Trusted Partners
Good Reads

Our Team

                                              JENNIFER STEVENS

Jennifer established J&G Money Matters, Inc. (JGMM) in January 1993. JGMM offers an array of services in managerial accounting and practice management to dentists and other innovative businesses.

"Our approach is a no-nonsense approach. We want our clients to be involved in the process, understand the systems, implement and entrust responsibility to team members."

For over 12 years, Jen has worked closely with the Pankey Institute to develop systems to assist dentists to "think” as a CFO. Since 2000 Jen has been a guest faculty member at the Pankey Institute where she lectures in Financial Management courses. She has also lectured for AACD focusing on Financial Prosperity. She offers a different perspective about practical money management and coaching the dentist on the importance of being an exceptional business manager and leader.

Jen holds a B.S. degree in Social Work. She considers herself a full time student, always involved with her clients and taking CE courses alongside them.

She resides in Northern Virginia with her husband Greg and three children.

                                                 GREG STEVENS

Greg joined the J&G Money Matters, Inc. team in 2001, bringing years of experience in general business and real estate. Greg has a keen eye for identifying and tracking key areas of a dentist’s business that require additional focus or improvement.

Along with providing administrative and accounting support, Greg also provides support to clients with financial arrangements and contract administration. He partners with clients to explore various scenarios in successfully navigating their practice or small business through periods of change. He enjoys working on a few projects a year surrounding new dental office construction/remodeling and practice financing.

Greg holds a BA in Economics and a MBA in Finance. Since 2001, Greg has been a guest faculty member at the Pankey Institute, where he lectures in Financial Management courses. He has also participated in several trainings with the AACD.

                                                     HOLLY BALLARD

Holly joined J&G Money Matters, Inc. in 2007. She brings a wealth of knowledge in general business practices, especially numbers detail. Prior to joining the JGMM team, Holly worked in finance and loan processing and interacted with a variety of businesses. She has become a key team member with our dental clients and our business family.

Having been raised in New York, Holly moved to northern VA in 1995. She enjoys reading, baking and spends most of her weekends on the soccer field watching her daughter play.