Plan Forward Grows Executive Team with New Co-Chief Executive Officer, Jane Levy

By Megan Lohman October 16, 2023 2 min read

Accomplished Leader and Visionary to Drive Growth at Plan Forward 

Indianapolis, IN – Plan Forward, a leading provider of dental membership plan software and solutions, is excited to announce the appointment of Jane Levy as co-CEO, joining Megan Lohman on the executive team. 

Levy brings an abundance of startup and dental experience from her prior roles. Most recently Levy served as chief growth officer at Jarvis Analytics, which was acquired by Henry Schein One in June. She has also acted as an advisor to the Henry Schein Global Innovation Center, where she sourced and evaluated startups for Henry Schein to partner with. Prior to her role at Henry Schein, Levy invested in and operated a number of startups.      

“Jane is the right leader for Plan Forward at this time. Jane’s extensive experience working with startups and her strong corporate development skills will help Plan Forward build partnerships, and expand our market reach. Jane’s strategic vision will help Plan Forward differentiate itself from its competitors and accelerate its growth.”  

Megan Lohman, Founder and Co-CEO of Plan Forward
Jane Levy Plan Forward

“I am very excited to be joining the Plan Forward team,” said Jane Levy. “I believe Plan Forward has a very strong platform, and is in a unique position to take share in offering a solution to providers and their patients. As the dental industry continues to consolidate and practice profitability become more important, Plan Forward is in a position to replace many of the existing solutions, as well as find greenfield opportunities to grow.”   

Since 2009, Levy has invested in, and helped operate a number of startup companies. Prior to that she was the Founder and Portfolio Manager of a long-short hedge fund. She also spent time investing in early-stage private companies, at Flatiron Partners. Levy started her investment career at JPMorgan Asset Management, after she graduated with an MBA from the MIT Sloan School. Levy is originally from Johannesburg, South Africa, but now lives in New York City.  


Plan Forward is a dental membership solution that partners with practices to create, implement, grow, and maintain membership plans. Taking our real-world expertise and crafting it into a turnkey solution that combines a powerful yet easy to understand platform, Plan Forward offers a guided approach with proven results that will positively impact your business. We know that together, we can shape the future of dentistry and improve patient satisfaction at every clinic across America. Visit for more information and Let’s Plan Forward. 

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