Jon-Michial Carter

Co-Founder & CEO

Baseball, golf and sailing are his passions. He brings more than 25 years of big company 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, Chief Medical Officer

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.


Rick Lawson

Chief Technology Officer

Rick has more than 20 years experience in the software industry as a coder, architect and manager. While getting his code on, he likes to bounce ideas off of his border collie. When he’s not coding, Rick loves spending time with his wife and kids.




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.

Brian Calloway

VP - Corporate Controller

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.

Erik Gallmann

VP - Data Integration

Erik has been blessed with good health, great looks and uncanny humility. Don’t let that fool you though, as he brings over 525,600 minutes of experience to the team. When not found in the developer dungeon, Erik can be seen with his nose in a book or spending time with his wife and son.

Amanda Lawson

VP - Human Resources

Amanda brings her HR background in leadership and organizational development to the ChartSpan team. When she’s not running at the office, she is spoiling her corgi with treats and attention, hanging out with her husband 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.

Jon Hammond

General Counsel

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.”

Aaron Emery

Director - UI

Aaron is a teacher turned coder and soon to be father. He is a proud Clemson Tiger and fan of all New England sports. Outside of coding he enjoys music and the occasional mountain biking excursion.

Angela Stokes

Director - Client Quality Compliance

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.

Kyle Richardson

Director - Data Operations and Product Design

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.

Shelby Statom

Director - Client Clinical Services

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.

Channing Laughridge

Director - Quality Assurance

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.

Walker Hale

Regional Sales Director

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.

Catherine Carter

Director - Administration

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.

Amberly Jones

Senior Account Executive

As a graduate of The University of Georgia with over 12 years of Medical Sales experience, Amberly Jones brings an unmatched level of energy, passion and expertise to each day in the field. She lives in Atlanta, a mother to three amazing children and known for her morning car-pool jam sessions. Amberly finds balance through exercise, community, family, music & wine.

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.

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!

Temple Phipps

Account Executive

Temple brings over 20 years experience in sales with over a decade in healthcare. She calls Clayton, NC home with her son and 2 dogs. As an active member of her community she enjoys the luxuries of small town living and making memories with family and friends. She enjoys sharing culinary experiences, travel and her home with those that she loves.

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!

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.

Lee Hudson

Senior Data Integration Engineer

Lee brings 100% bona fide knowledge and experience in demolition erm… “software testing” to the ChartSpan Team. When Lee’s not on a bug safari, you’ll catch him playing golf, watching movies and spending time with family and friends.

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.

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…..

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.

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.

Ben Lohr

Client Clinical Services 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.

Shannon O'Neal

Client Clinical Services 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.

Dustin Knudsen

Data Integration Technician

Dustin originated in the wetlands of the Pacific Northwest before moving to Greenville. As a Data Technician, you may find him navigating the dark waters of an EHR or assisting the DISCO team with pulling data. Outside of work, he and his wife enjoy hiking and exploring the surrounding area for new and interesting places.

Todd Betlem

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.

John Mizell

Data Integration Specialist

With over 8 years IT/Client-side support experience, John brings his very best to each project he works on. He is an avid reader, enjoys a good movie, and spends most of his free time going on adventures with his wife Angela.