About Us

Kathleen E. Hamilton, BSEd Dent Hyg, DDS, MBA, CMEA
General Dentist

Dr. Kathleen Hamilton has a history of success in the business side of dentistry. As President of the US subsidiary of a Swiss medical device company, she transformed a troubled company by cutting losses, increasing revenues and restructuring operations and sales. The US subsidiary became profitable under her direction. Kathleen understands the business reorganization; restructuring, marketing and sales required for success. She has led teams, published articles, spoken professionally and is adept at handling the challenges in today’s business environment. Kathleen served on the Board of Directors of the Dallas Regional Chamber of Commerce and on a number of their committees in a leadership capacity. She was chosen for Leadership Dallas, a group exposed to critical community issues, enabling them to develop their leadership capacities, build relationships and apply their talents throughout the community. Today, Kathleen leverages her knowledge, experience, and expertise for dentists in all phases of their career transitions.

As a former dental hygienist and a licensed Texas dentist, Kathleen understands dentistry from the inside out. She has hands-on experience working with patients and knows the struggles dentists face in both clinical and business issues. Along with Dr. Joel Small, her partner in Phase II Associates, Kathleen is dedicated to guiding dentists through some of the most difficult and life impacting decisions of their careers. Her passion lies in seeing her clients succeed financially, professionally and personally.



Joel C. Small, DDS, MBA, FICD

Dr. Joel C. Small earned his reputation as a respected endodontist and businessman throughout the course of his 35 + year career. He cofounded North Texas Endodontic Associates (NTEA) in Plano, Texas in 1992. Joel has remained active in organized dentistry throughout his endodontic career. He has served the American Association of Endodontists (AAE) in several capacities including trustee of the Research and Education Foundation. He chaired an AAE sponsored symposium on endodontic microsurgery, and he has served as a national spokesperson for the AAE. He is a past president of the Southwest Society of Endodontists. Locally, he has served as a past member of the Dallas County Dental Society Board of Directors and contributed to numerous charitable events as the president of the DCDS Foundation.

Dr Small lectures throughout the country on numerous topics pertaining to practice management, dental practice transitions, and leadership for practice owners and entrepreneurs. His recently published his first book on leadership, Face to Face: A Leadership Guide for Health Care Professionals. He is also a frequent contributor of articles on practice management for various dental journals.

Dr. Small received his DDS and endodontic post graduate training at The University of Texas Dental branch in Houston, TX. He received his Masters of Business Administration degree (MBA), with an emphasis in health care administration, from Texas Tech University. Joel brings to Phase II Associates the experience and expertise of a long career in clinical dentistry. Joel believes that no one can understand the uniqueness of transitioning a dental practice better than someone that has full knowledge of the dentist’s needs and the “know how “to meet those needs. Phase II Associates caters specifically to dentists who need guidance and assistance in practice transitions – from practice sales to associateships to purchasing a dental practice.



R. Lynn White, DDS, FICD, FACD
Oral and Maxillofacial Surgeon

A 1969 graduate of the University of Texas Dental Branch in Houston, Lynn went on to complete his residency in Oral and Maxillofacial Surgery at the Emory University School of Medicine.

Lynn has been a practicing Oral and Maxillofacial Surgeon in Austin, Texas from 1972 until his retirement from clinical practice in July 2012. He has an exceptionally distinguished record of service to the dental profession. He has served as President of the Texas Society of Oral and Maxillofacial Surgeons, and the Southwest Society of Oral and Maxillofacial Surgeons. He has served dentistry and his specialty in numerous capacities at the national level, culminating in his service as the President of the American Association of Oral and Maxillofacial Surgeons from 2008 to 2009.

Lynn has an extensive background in practice management. As a founding member of Austin Oral and Maxillofacial Surgery Associates, Lynn saw his practice grow to 13 surgeons with 10 offices throughout central Texas. His appointment as the Chairman of the AAOMS Committee on Practice Management from 1999 to 2002 is also testimony to his skill in practice management.



Lynne Gerlach, DDS, FICD, FACD
General Dentist

Dr. Lynne Spencer Gerlach earned her status as a successful restorative dentist and businesswoman in her 26+ year career practicing in various practice models. From startups to partnerships and solo private practices, her experience in transforming businesses is a passion. Practice systems and management are as much a piece of her puzzle as patient care and continuing education. Her greatest challenge came when she succeeded her father in the oilfield equipment business and served as its President for 3 years successfully growing and subsequently transitioning it to new owners and it continues today.

Dr. Gerlach’s Pankey experience began in 2001. She has served as visiting faculty, a Pankey Advisor since 2008 and currently serves as secretary for the Pankey Foundation Board of Directors. She also currently serves the Dallas County Dental Society Board of Directors as editor and previously served the Texas Dental Association as part of the Membership Council. She has been a delegate to the TDA since 2005 and is a fellow in the American College of Dentists, International College of Dentists and a member of ADA, TDA, DCDS, AADSM, and ADI. Dr. Gerlach completed her Certification in the ADA Kellogg Executive Management Program in Chicago in 2014.

Dr. Gerlach has served numerous community groups such as National Charity League, Young Men’s Service League, Plano Youth Leadership, and Leadership Plano. She has served St Andrew UMC as chair of Staff Parish Relations and currently serves on the Board of Trustees. She and her husband, Dr. Bill Gerlach have two children, Meredith and Creighton at Auburn University. Her hobbies include sports, music, travel, bridge, and cooking.  


Marshall V. Johnson DDS, MS, FICD

After 25+ years in practicing periodontics, Dr. Johnson has seen the pros and cons of growing his practice from its inception, managing that practice, maintaining positive staff relations and nurturing patients. With that hands-on experience comes the ability to assist other doctors with the examination and analysis of their practice and to aid in its transition. He is first and foremost a “people person” and practice transitions are all about putting the right people together!

Dr. Johnson attended Texas A&M University and received his doctor of dental science degree from Baylor College of Dentistry in 1987. Upon graduation, he attended the University of Missouri-Kansas City School of Dentistry where he completed his residency in Periodontics in 1989.

Dr. Johnson has an established private practice limited to Periodontics in Plano, Texas that has been successful for the past 25+ years. After a distinguished career as a solo practitioner, he currently practices under a space sharing arrangement with another respected periodontist. He is a Diplomate of the American Board of Periodontology and Fellow of the International College of Dentists. Dr. Johnson has been very involved in organized dentistry throughout his career. This includes membership in the American Academy of Periodontology, the Southwest Society of Periodontists, and the Texas Society of Periodontists. Additionally, he has been involved with the American Dental Association, the Texas Dental Association, Dallas County Dental Society, 4th District Dental Society, and as Past-President of the Greater Plano Dental Society. Dr. Johnson has been named one of the Best Periodontists in Dallas by D Magazine and in the State of Texas by Texas Monthly Magazine.

Dr. Johnson has also served his community in many ways including a coach for various youth sport teams for his sons as well as membership in the Plano Rotary Club for 20 years. He has served on many local Board of Directors including Chairman of the Plano YMCA, Chairman of Plano Youth Leadership, Leadership Plano, Plano Independent School District Education Foundation, and City House.

Dr. Johnson and his wife Jennifer have lived in Plano since 1989. Their family includes three sons; Ryan graduated from Texas A&M and is currently attending Baylor Law School, Kyle is attending The University of Alabama majoring in Bio-Chemistry, and Travis will be attending Baylor University in the fall of 2015.


Jerri Grant
Client Coordinator

Jerri Grant serves as our Client Coordinator and brings a passion for quality customer service to the position. She graduated from the University of Texas in 1986 with a BA in Finance. Jerri combines her background in banking/asset management and 20+ years volunteer experience with a love of working with people as she assists clients and supports the Phase II team. She possesses a true desire to help clients achieve their goals.





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