Building a financially sound practice is vital for success. This course provides a general overview of business finances while also offering specific guidance and help to each Guiding Leader.
PRESENTED BY THE DENTIST ADVISORS
RYAN ISAAC
Cofounder of Dentist Advisors and host of The Dentist Money™ Show, Ryan is a trusted CFP® to dentists across the country. As a regular speaker at dental events nationwide, Ryan shares his expertise in portfolio management, debt reduction, tax management, retirement plans, profit-sharing plans and insurance.
MATT MULCOCK
Matt is a CFP® professional who provides guidance for dentists within the context of their overall financial picture. Matt’s expertise includes portfolio construction, investment management, retirement plans, insurance, debt management and tax reduction.
AMANDA BATEMAN
Amanda is a CFP® with a deep understanding of investment strategies and the holistic nature of effective planning. At Dentist Advisors, Amanda gives her top-tier institutional experience a personal touch as she helps dentists reach their wealth-building potential.
JAKE ELM
As a financial advisor at Dentist Advisors, Jake provides dentists with fiduciary guidance related to investments, debt, savings, taxes and insurance. Jake is a CFP® and works closely with other advisors to improve investment management processes.
TAYLOR SUTTERFIELD
Taylor is a CFP® and works as a financial advisor at Dentist Advisors. Taylor specializes in providing dentists with fiduciary guidance related to investments, debt, savings, taxes and insurance.
LAUREN KEARL
At Dentist Advisors, Lauren manages training for associate advisors and supports the financial planning team through the onboarding of new clients and ongoing client data management. With a passion for personal financial services, Lauren has a solid foundation in helping dentists achieve process-driven financial health.
JESS REYNOLDS
Jess initiates, nurtures and strengthens Dentist Advisors’ co-marketing relationships with dental industry influencers. In addition, Jess connects Dentist Advisors’ team of advisors with event and industry speaking opportunities.
