Our Team
We help dentists gain confidence in their financial lives and enjoy meaningful moments along the way.
Reese Harper, CFP®
Founder / Chairman
Ryan Isaac, CFP®
Co-founder / Sr. Advisor
Matt Mulcock, CFP®
Director of Financial Services / Sr. Advisor
Will Gochnour, CFP®
Financial Advisor
Amanda Bateman, CFP®
Financial Advisor
Jake Elm, CFP®
Financial Advisor
Taylor Sutterfield, MAcc, CFP®
Financial Advisor
Rabih Dimachki, CFA
Investment Operations Manager
Justin Copier
Managing Director
Jacob Rich
Planning Operations Director
Kaye Robison
Business Operations Manager
Powell Naylor, CFP®
Membership Operations Manager
Lauren Kearl
Financial Planning Associate
Maddy Bowers
Financial Planning Associate
Jared Holt
Investment Operations Associate
Megan Roderick
Investment Operations Associate
Jess Reynolds
Marketing & Partnership Coordinator
Jackson Armstrong
Financial Planning Associate