Our Leaders

Path Forward is an inclusive, nationwide team of 300+ team members. Here are a few of our key personnel working to serve our team and clients:

Marshall Taylor

Manager of Development Operations

aka  “Jack of all Trades.”  Experienced solutions provider.  Dog lover.  Mentor.  Veteran.  Fun Uncle.
  • Catchphrase: “We can do that”
  • I wish I could… be playing golf
  • Favorite App: Twitter
  • Favorite PF Core Value: Empathy

Alena O’Donnell

Director of Culture

aka “The Aloha Advocator."  Coffee is my life source.  Lifelong learner.  Lover of the arts.  Supporter of local business.  Bridge builder.  Outward Bounder.  Fan of Culture Club.  Dream job is to be in the Coke commercial, “I'd Like To Teach The World To Sing.”
  • Catchphrase: “Bloom where you're planted”
  • I wish I could…  be hula-ing
  • Favorite App:  Spotify
  • Favorite PF Core Value: Inte-pathy (it’s a tie between Integrity and Empathy)

Dale Montgomery

Chief Technology Officer

aka "Sultan of Standards."  Writer of PowerShell.  Rider of choppers.  Hitter of volleyballs.  Player of the Ping Pong.  Shooter of the paintball.  Rider of the motocross.  Closet board gamer.
  • Catchphrase: "Just to be clear..."
  • I wish I could... live without sleep
  • Favorite App: ConnectWise Control
  • Favorite PF Core Value: Service

Oren Shmoel

Regional IT Manager

aka "Pro's Pro."  Healthcare whiz.  IT process simplifier.  Problem solver.  Concise communicator and fluff eliminator.  Muti-tasking guru.  Rec league basketball all-star.  Subpar golfer.
  • Catchphrase: “Let me break this down for you”
  • I wish I could… eat ice cream everyday.
  • Favorite App:  Apple News
  • Favorite PF Core Value:  Ownership

Mike Kazy

Regional IT Manager

aka “Dynamic Applicator.”  Servant leader.  Father of 2 girls.  Technology enthusiast.  Relationship builder.  Cincinnati native.  Baseball die hard.  Solutions strategist.  Active volunteer.
  • Catchphrase: “How can I serve?”
  • I wish I could… be camping
  • Favorite App:  OneNote
  • Favorite PF Core Value: Service

Adam Brock

Director of Solutions, Patient Shield

aka "Billy Backups."  Certified data protection master.  Proud papa.  Ohio born and raised.  Curator of culture.  Blue Jackets fan.  Night owl.
  • Catchphrase: "Patient Shield never sleeps"
  • I wish I could... be sleeping
  • Favorite App: Veeam
  • Favorite PF Core Value: Ownership

David Ledwith

Director of Sales

aka “People Person.”  Never met a stranger.  NC Lifer.  Dad to three.  Water sports enthusiast.  Lacrosse fanatic.  It’s a #GDTBATH.  Lover of sports.  Wannabe detective.  Give me the ball at the end of the game!
  • Catchphrase: “Tell me more”
  • I wish I could… be on a beach surfing
  • Favorite App: TripIT
  • Favorite PF Core Value: Integrity

Erin Pulsfort

Operations Director of Patient Access

aka "The Fixer."  Logistics guru.  Loves cooking and baking.  Shoeaholic.  Fueled by my next vacation/adventure.  Avid puzzler.  Movie junkie.  Wannabe gardener (green thumb).
  • Catchphrase:  "We can get the job done!"
  • I wish I could... be on a beach
  • Favorite App:  Nordstrom
  • Favorite PF Core Value: Integrity

Josh Muston

Director of Solutions, Network Architecture

aka "The Network Guy."  Tech nerd.  TX born / TN raised.  Boston Red Sox fan.  Nocturnally inclined.  Love to camp.  Fueled by caffeine and sarcasm.  Father of 2 hilarious boys.
  • Catchphrase: "Surprise!"
  • I wish I could... go camping
  • Favorite App:  MLB
  • Favorite PF Core Value: Ownership

Sarah McConnaughey

Senior Director of Finance

aka “Mathlete.”  Detail reporting and analytics guru.  British drama lover.  Wannabe professional baker.  Dance mom.  Sudoku junkie.
  • Catchphrase: “Let's run the numbers on that”
  • I wish I could… be in Alaska
  • Favorite App: Netflix
  • Favorite PF Core Value: Ownership

Nick Recker

President

aka "Dad." Eternal optimist. Sees opportunity in all challenges. Brings out the super powers in others. Patient. Visionary. Storyteller. Never met a stranger.
  • Catchphrase: “If it were easy everyone would do it"
  • I wish I could… play video games.
  • Favorite App:  Fortnite
  • Favorite PF Core Value:  All of them

Heather Recker

Chief Strategy Officer

aka “The Oracle.” Aggressively honest. Lifelong coach. Sunny days are “Heather” days. Knowledge sponge. Volleyball and Bulldog lover. Mother of three strong daughters.
  • Catchphrase: "What does the data tell us?"
  • I wish I could… Read… all day long
  • Favorite App:  Peloton
  • Favorite PF Core Value:  Respect

Katie Powers

Senior Director of Human Resources

aka “Employee Advocate.”  Lover of people and words.  1 of 7 kids.  Old soul.  Espresso and craft beer lover.  My kitchen is my happy place.  A yogi before kids.  Girl mom.
  • Catchphrase: “What are the next 3 steps?”
  • I wish I could…  be baking and drinking espresso
  • Favorite App:  Prime Now
  • Favorite PF Core Value: Transparency

Zeek Kreke

Regional IT Manager

aka "Strongest Nerd in Town."  Tech ninja.  Crossfitter.  Health nut.  Workaholic.  Car enthusiast.  Puzzle solver.  Kindness promoter.  Thrill seeker.  Feels strongly about serving others.  Loves putting smiles on people's faces!
  • Catchphrase: "Fired up, ready to go!"
  • I wish I could... Workout now!
  • Favorite App: Last pass
  • Favorite PF Core Value: Empathy

Ashlee Birt

Regional IT Manager

aka “Assassin of Problems.”  Lover of change.  Seeker of challenge.  Development guru.  Education addict.  Part-time analyst.  Radical candor believer.  Fitness enthusiast.  Animal lover.  Proud Veteran.  Climber of mountains.
  • Catchphrase:  “Just livin’ the dream”
  • I wish I could… teleport
  • Favorite App:  Sweat
  • Favorite PF Core Value: Ownership

Tabby Stoeppel

Senior Director of Operations

aka “Process Police.”  Proud soccer mom.  Softball coach. Goat farmer.  Super straight shooter.  Secret lover of math.  Wizard of organizing and persistent believer in better.
  • Catchphrase: "We can do better"
  • I wish I could... be outside
  • Favorite App:  Pinterest
  • Favorite PF Core Value:  Ownership

Dana Bowling

Senior Director of Business Development

aka “Jill of Many Trades.”  Fan of all things new.  Motivated by the words change and progress.  Music lover.  Wannabe fashion stylist.  Coffee connoisseur.  Proud wife and mother.
  • Catchphrase: “Let’s figure it out”
  • I wish I could… travel the world
  • Favorite App: Pinterest
  • Favorite PF Core Value: Service

Mindy Smyth

Director of Communications

aka "Word Nerd."  Strategy guru.  Published (ghost) writer.  Avid reader.  Dog lover.  Soccer mom.  CA native.  Aspiring health nut.  Mountain seeker.  UO Duck fan.  Mom to 3 great kids.
  • Catchphrase: "Let's keep our objective in mind"
  • I wish I could... be hiking
  • Favorite App: Rev.com
  • Favorite PF Core Value: Transparency

Catherine Stiene

Manager of Talent Acquisition

aka “The Interviewer.”  Hiring strategist.  Starbucks addict.  Dog mom.  Xavier soccer alum.  Results-driven.  Chicago native.  Exercise fanatic.  Food lover.  Passionate about helping others.
  • Catchphase: “Don’t hesitate to contact me”
  • I wish I could… be on the beach
  • Favorite App: Spotify
  • Favorite PF Core Value: Transparency

Marty O’Connor

Compliance Officer

aka “Privacy Watchdog.”  Sworn enemy of phishers and weak passwords.  Student of data integrity, privacy rights, and ancient languages.  Award-winning trainer (as in compliance, not abs).  Hustling father of four. 
  • Catchphrase: “Trust but verify.”
  • I wish I could… play center field for the Reds
  • Favorite App:  Google Podcasts
  • Favorite PF Core Value:  Ownership