About
Our team of skilled, financial professionals are backed by decades of experience in financial planning, accounting and working closely with medical and healthcare professionals.
We have gathered the best of their fields and are able to bring various levels of knowledge to our clients.
With an industry that is constantly shifting and evolving, we want your business to evolve with it. Our professionals take their honed knowledge and apply it to assisting clients in making smarter decisions for their financial futures. Don’t worry, we got this.
We know you have questions, we have answers. Feel free to reach out to any member of our team to learn more about our services and learn how we can benefit you, so you can focus on what’s important: your patients.
Alan Conner
President
With nearly two decades of experience in the industry, Alan Conner works hard to build long term relationships with clients. With a solid background in accounting and banking, Alan has the ability to offer the professional financial services and advice you need most. He has consulted nationwide with both start-up and well established companies, to develop corporate strategies to reduce employee turnover, increase organizational efficiency and promote stakeholder satisfaction.
Joseph Sroka
Chief Investment Officer
Joe is NovaPoint’s chief investment officer and lead portfolio manager for the firm’s investment strategies. He has over 20 years of experience in the investment management industry. Prior to founding NovaPoint, Joe was a portfolio manager at Spectrum Advisory Services and GMT Capital in Atlanta and Epoch Investment Partners in New York. He also worked as an equity research analyst at Merrill Lynch and ABN Amro. Before beginning his investment career, Joe was an Infantry officer in the U.S. Army. Joe earned his Bachelor of Science degree from the U.S. Military Academy at West Point and his MBA from the University of Chicago. He is both a Chartered Financial Analyst (CFA) and a Chartered Market Technician (CMT). Joe’s volunteer activities are focused on helping military veterans by starting the Bunker Labs Atlanta chapter and as treasurer for the U.S. Army Ranger Association..
Larry Dixon, EA
Tax Managing Partner
Larry leads NovaPoint’s accounting, tax and outsourced CFO business, NovaPoint CFO. He built his previous company, Atlas Solutions, as a solo entrepreneur before merging into NovaPoint CFO. Larry began his career as a field artillery officer in the United States Army. He earned his Bachelor of Science degree from the U.S. Military Academy at West Point, where he was a four-year letterman on the football team. Larry is a certified Enrolled Agent, recognized by the U.S. Department of the Treasury, to represent taxpayers before the Internal Revenue Service.
Samantha Whitford
Operations Manager
Samantha Whitford is the Operations Manager at NovaPoint Group, where she oversees operational strategy and execution across both NovaPoint Capital and NovaPoint CFO. With over a decade of experience in finance, operations, and client service, Samantha brings a diverse background that includes roles as Comptroller at Langdale Hyundai of South Georgia and as a virtual financial assistant to small business owners. A dedicated military spouse, she leverages her adaptability and organizational acumen to support growth, streamline workflows, and improve client experiences. Samantha holds a Bachelor of Science in Healthcare Administration and Management, providing a strong foundation in strategic planning and business operations.
Amber Ludemann
Accounting & Client Onboarding Manager
Amber serves as the Accounting & Client Onboarding Manager for The NovaPoint Group. She brings over 20 years of experience in accounting, including 16 years in automotive accounting and four years with a CPA firm specializing in tax preparation and small business services. After relocating to Del Rio, Texas in 2019 due to her husband’s service in the U.S. Air Force, Amber continued to build her career in public accounting and developed a strong interest in tax planning and client service. She graduated in June 2025 with a Bachelor’s degree in Accounting from DeVry University, earning Dean’s List honors. At NovaPoint, Amber focuses on onboarding new clients and providing support in bookkeeping, tax preparation, and full-cycle accounting. She works closely with clients to develop tailored strategies that align with their business and financial goals. Following graduation, Amber plans to pursue her Enrolled Agent (EA) certification to further expand her ability to serve clients.
Chelsea Castanza
Administrative Assistant / Accounting Clerk
Chelsea is an Accounting Administrator at NovaPoint Group, supporting clients with day-to-day transactions and providing clarity throughout the process. She plays an integral role in supporting client relationships and coordinating account openings with our trade advisory team. Chelsea brings valuable experience from her previous role in office administration at Jim Hawk Truck Trailers, where she developed a strong foundation in client communication and operational efficiency. She holds a Bachelor’s degree in Business Administration, which complements her hands-on expertise and commitment to client service.
Mallorie Nordahl
Accounting Clerk
With a strong foundation in mathematics and analytical thinking, Mallorie brings precision and dedication to her role as an Accounting Clerk. She manages day-to-day bookkeeping tasks and provides specialized accounting support for select clients, ensuring accuracy and clarity in every financial detail. Mallorie holds a Master’s degree in Math Education from San Jose State University and a Bachelor of Science in Physics. Before transitioning into accounting, she taught applied mathematics, a background that enhances her problem-solving skills and attention to detail in financial work. As a Navy spouse and mother of two young children, Mallorie understands the value of resilience, adaptability, and commitment.