Jon-Michial Carter

Co-Founder & CEO

Jon-Michial brings more than 25 years of corporate and start-up management experience. Previous exits include technology firms, Iconixx, (sold to nGenera), nCent Software (sold to BSG) and retail company, American Equity, (sold to BAGL.)

Patrick Carter

Co-Founder, Developer, & EVP-Clinical Services

He has more than 20 years of medical provider, administrator and university professor experience. He served as Program Director for East Carolina University’s Physician Assistant Program and a Physician Assistant at Vidant Duplin Hospital.


David Lowry

Chief Technology Officer

David has more than 20 years of experience as a developer, sys admin, and technical leader. He enjoys helping the techie and business folks work together as a high-performing team. Off hours, David spends time with his wife and trying to keep up with his four young, very energetic children.

Brian Calloway

Chief Financial Officer/EVP

Brian has 20+ years of accounting experience. When he is not crunching numbers or building financial models, Brian enjoys spending time with his wife and daughter or following his alma mater, the Clemson Tigers.

Shane Grivich

EVP, Channel/Partner Sales

Heading up ChartSpan’s sales team, he brings to the team 15+ years of sales and marketing experience in the healthcare industry. Other than bringing the next big thing to the market, he enjoys golf and spending time with his wife and two kids.

Jon Hammond

General Counsel/EVP Operations

Jon graduated from Clemson University before attending Duke Law School. He has been practicing law for 10 years, developing an extensive regulatory and in-house counsel background. He’s a Greenville native who likes to bring a sense of humor to his legal practice. In his free time, he enjoys obeying the rules. His motto is “If you have to ask, it’s probably illegal.”

Amanda Lawson

VP - Human Resources

Amanda brings her HR background in leadership and organizational development to the ChartSpan team. When she’s not running around at the office, she is spoiling her corgi Hazelnut with treats and attention, at the gym, or being silly with her family.

Travis Stevens

VP- Clinical Enrollment Operations

Travis brings 10 years of customer service, management and sales experience to ChartSpan. He is a graduate of the University of South Carolina. Outside of work, he enjoys venturing the outdoors, spending time with his friends and family and indulging in his love for fine wines.

Kathy Scherrer

VP - Client Clinical Services

Kathy brings a nursing career of over 25 years to the family. If you are trying to find her, you better be good with a GPS as she can usually be found geocaching with her family. She enjoys riding horses and working with reclaimed wood, but rarely does both at the same time.

Angela Stokes

Executive Director - Physician Care Organization and Quality Services

Angela comes to the Chartspan family from Louisiana and is a huge LSU fan! Angela has 15 years healthcare experience, with more than 5 years of EHR, Meaningful Use, Quality, ACO and healthcare compliance experience. When not working, Angela enjoys traveling and spending time with her husband and 2 wonderful kiddos.

Walker Hale

Director - National Sales

Walker brings over a decade of healthcare and leadership experience to our sales team. His experience with Marketing and Sales is a unique blend that pulls from a diverse background of experience. He calls Nashville home where he enjoys the music and spending time with his wife and daughter.

Lisa Dumas

Director - Clinical Services

Lisa has been a Registered Nurse for nineteen years. She is a recent grad from WGU and has her masters in nursing leadership and management. She has a husband, two grown boys and three dogs (that she spoils terribly). In her spare time she loves hiking and going on cruise vacations. Her latest addiction is hot yoga. She also has a weakness for iced coffee and acquiring designer handbags.

Channing Laughridge

Director - Quality and Curriculum

Channing is a Furman Alumna (Go ‘Dins!) and serves as ChartSpan’s quality guru. She is passionate about developing great teams, and sets the bar high in order to delight our patients. Channing’s other roles include wife, mother, dog-lover, book nerd, hot yoga survivor, wannabe chef, and tenacious pursuer of Masters Tournament badges.

Stephen Jackson

Principal Network/Security Administrator

Stephen has been doing system administration work for 20 years. He started mixing security and network administration about 10 years ago… on his down time, Stephen enjoys running, playing video games, spending time with his wife and their two sons.

Kyle Richardson

Product Manager - Senior Product Designer

Kyle has a background in design, art, and technology and graduated from The Iron Yard. His love of the outdoors has lead to dozens of road trips, hundreds of mosquito bites, and far too much trail-mix.

Brantley Tribble

Data Operations Manager

Brantley has ten years of management, customer service, and administration experience across a wide array of industries. He is a graduate of The Georgia Institute of Technology. Outside the office, he loves spending time with his wife and daughter, and traveling the world.

Joe Moran

Site Reliability Engineer

Joseph Moran is a recent graduate of the coding school, The Iron Yard. He takes pride in all things coding and testing related. Outside of work, he enjoys surfing, snowboarding and hunting pokemon.

Greg Hess


Greg joins ChartSpan with his background in computer programming. When he’s not in a programming dungeon, he prefers to be either outside with his dog or playing video games with his friends.

Kristi Barber

HR Generalist

Kristi brings her experience in both healthcare and tech startups to the ChartSpan team. When not at work, she enjoys working out in the gym, trying new restaurants with her husband, cheering for the Green Bay Packers, and taking her dogs on hikes.

Kelsey Hall

HR Coordinator

Kelsey is a delightful addition to ChartSpan! She holds degrees from Florida Atlantic University and the University of Central Florida. New to SC, she enjoys spending time exploring Greenville outside with her husband and their dog as well as DIYing or crafting!

McKenna Skipper

HR Coordinator - Temp

McKenna is a recent graduate of Clemson University. When she is not at work, you can find her cheering on the Tigers at Clemson football games, shopping at Target, or exploring Greenville with her dog, Riggs.

Katrina Thompkins

Consent and Enroll Manager

Katrina brings to the table a 5-year background as a Medication Technician and a passion for patient care. She’s an avid Gamecocks and Panthers fan. She loves going to the lake and enjoys as much free time as possible with her beautiful six-year-old diva and amazing boyfriend.

Jaclyn Currivan

Business Development Specialist

Jaclyn has 12+ years of experience in sales, call centers and healthcare. She is a self-made millionaire… not in dollars but in kisses from her two amazing little boys! Transplanted from Long Island, NY, she and her husband enjoy spending time with friends and family, and playing poker and hockey respectively. And most important, Winter is coming…..

Catherine Carter

Administrative Manager

Catherine reigns as the “House Mom” for the big kids of ChartSpan. She spends her days managing the overall daily office operations, as well as generally keeping us in line. She is a health nut, a gourmet cook and loves to be outdoors and stay active.

Angel Watkins

Clinical Training Coordinator

Angel has several passions in her life: family, fun, and food are her top three. On any given day, you can find Angel enjoying one of these passions along with traveling as she has family spread from Charleston to Baltimore to California. Angel’s greatest passion is education – not just educating herself, but teaching and training others as well. Angel brings ten years of teaching and training experience to the ChartSpan team. She is guaranteed to make her students’ experience as fun and exciting as her personality.

Heath Pennell

Maintenance Technician

Heath has a background in telecommunications engineering and consulting. He considers himself a “Jack of all trades, master of a few.” He always seems to be involved in a “do it yourself” project at home, but also loves the outdoors and where you can find him swimming, cycling, or running with his wife. They also enjoy cooking and finding new restaurants.

Justin Heller

Staff Accountant

Justin Heller is a recent Accounting graduate from the University of South Carolina-Upstate. He is eager to learn more about the accounting industry and help the company in any way he can. Outside of work he enjoys playing and watching basketball, scrolling through LinkedIn articles, and hanging out with friends.

Meredith Oh

Client Services Data Manager

Meredith joins the ChartSpan family with a background in both accounting and management. When she’s not at work, she enjoys competing in triathlons, playing with her dog, and organizing just about anything.

Drew Peterson

On-boarding Manager

Drew is a transplant to the Greenville area. He has lived all over- including Kentucky, Maryland, Virginia, South Carolina, Louisiana, and Montana. Drew loves the outdoors and camping. He attended Western Kentucky University for both undergraduate and graduate school. Both of his bachelors and masters degrees are in Organizational Leadership. When he is not at work, he enjoys hanging out with his wife, five kids, and grandchild.

Kaytlin Bailey

Printing Specialist

Kaytlin first attended college at 16 years old, studying Communications and dabbling in journalism. A Georgia native, she recently packed her car and moved to South Carolina in search of something new, but not too crazy. In her free time, you can find her talking to her pet fish, Howard, tending to her many houseplants, or trekking to the nearest Taco Bell.

Todd Betlem

Lead Data Integration Specialist

Started his career with a Xerox funded startup in the office products industry and brings his entrepreneurial spirit and experience to support Chartspan’s growth.  Outside of work he spends time with his wife, daughter, family and extremely spoiled Dachshund/Pekingese mix.  You’ll find them kayaking, hiking, skiing, exploring, geocaching and soon to be flying drones.

Micah Thompson

Data Integration Specialist

Micah has experience in the healthcare and data integration fields going back over 7 years. When not in the office Micah is involved in video games, community theater, spending time with his wonderful wife and soon to be first born child, and faithfully cheering for the Boston Red Sox while he awaits their long awaited (and some would say slightly belated) call to join the team.

Jennifer Rahmaad

Clinical Quality Auditor

I became interested in patient care in 2001 and received my CNA license. I have several years of experience in skilled nursing facilities. When I’m not at work, I am busy with my family and hanging out with close friends. I enjoy shopping, reading, and decorating.

Rachel Hutchinson

Enrollment Quality Auditor

Rachel Hutchinson is a recent graduate of North Greenville University, where she studied exercise science. She has a huge passion for helping people hone their skills to achieve their ultimate potential. When she’s not at work, she loves exercising with people, taking part in outdoor activities with Koda (her Siberian husky), trying new recipes and traveling to exciting new places.

David McLaughlin

MIPS Specialist

David McLaughlin is a Licensed Practical Nurse and programmer. He wants to use his skills to help build a better healthcare system. In his spare time he enjoys playing and recording music, playing video games, and spending time with his friends and family.

Shelby Statom

Senior Clinical Engagement Specialist

Shelby joins the team from Nashville with a degree in Organizational Communication. She brings 5+ years of customer service and account management experience. When she’s not leading Chartspan’s client support efforts, you can find her whipping up her latest masterpiece in the kitchen, sharpening her moves on the dance floor, or making herself laugh at just about anything.

Ben Lohr

Senior Clinical Engagement Specialist

Ben is originally from Ohio and has spent the majority of his career in the field of social services.  He graduated from Capital University in Bexley, OH, with a degree in Criminology.  In his spare time, Ben enjoys playing guitar, live music, and trying new restaurants in new areas.

Bonnie Goodrich

Account Executive

Bonnie is passionate about traveling, trying new restaurants and working-out. Most evenings she’s headed out to the latest new Houston restaurant with friends or family. She comes with 15 years of experience working in the health care industry and has a Bachelors of Science from Michigan State University. Go Spartans!

John Roddy

Account Executive

John brings over two decades of sales experience in both the technology and healthcare verticals. He resides in Nashville along with his incredible wife and two wonderful daughters. When not spending quality time with the family, he enjoys dabbling in the endurance sports.

Patrick Howsare

Account Executive - Florida

Patrick is a self-proclaimed Super Hero with abilities that range from cooking stellar enchiladas to being able to karaoke “I will survive” without looking at the words. He has a degree from USF in Acting so after graduation, he soon realized that Shakespearan Study wasn’t an employable skill. Immediately he found a passion for sales which has led his exciting journey to be the Florida Account Executive for ChartSpan.

Nate Dean

Account Executive - Georgia

Nate has nearly fifteen years of sales experience with nine years in healthcare. He enjoys meeting people in the industry that share his passion for helping others. He loves softball, space/rocketry, and travel. Nate lives in Alpharetta, Georgia with his wife and young daughter.

Ashley Trice

MIPS Specialist - Part-Time

Ashley graduated from Furman University, where she studied health science and played D1 lacrosse. She is a Maryland native and a new dog mom to a Cavalier King Charles pupper named Henry! Ashley is a major foodie, Starbucks enthusiast, and social butterfly. Her life goal is to travel to all 50 states.

Leah Shaffer

Director of Marketing

Leah is a Clemson Tiger with a background and special eye for all things marketing. She’s responsible for advertising and promoting our company in the best way possible. When she’s not marketing for ChartSpan or working on house projects, you can find her browsing interior design blogs or trying Greenville’s endless list of new restaurants.

Shannon O'Neal

Senior Clinical Engagement Specialist

Shannon has been a nurse for more than half of her life in addition to working specifically in organizational development, operation, and customer and client relations for the last 12 years.  A wife (husband, Len, 25 years), mother (daughter, Lydia), U.S. Army veteran, 2nd degree black belt, amateur golfer, running addict, and lifetime student, in her two seconds of spare time Shannon is on the lookout for the best Mexican food source and warmest sunniest beach location. She believes there is always room for improvement.

Nicole Sims

Account Executive - Ohio

Nicole brings eight years of sales experience with three years specializing in the healthcare technology field. She is passionate about the patient experience. Attending a Cincinnati Reds game, horseback riding on her parents farm, and practicing yoga are a few of her favorite hobbies.