Reese Harper, CFP®
Founder / CEO
President and CEO of Dentist Advisors, Reese Harper is a popular speaker at dental events and host of the Dentist Money™ Show podcast. He is a dental finance thought leader with a Masters in Finance along with CFP® (CERTIFIED FINANCIAL PLANNER™), CLU®, and CHFC® designations. Reese designed a powerful service platform called Elements®, which is used by Dentist Advisors to help dentists across the country plan, invest, and retire better.
Ryan Isaac, CFP®
Co-founder / Senior Advisor
Co-Founder of Dentist Advisors and co-host of the Dentist Money™ Show, Ryan Isaac is a trusted financial advisor 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. He is a CFP® with deep financial planning expertise and has been a major contributor to the growth of Dentist Advisors, which includes development of the Elements® planning system.
Matt Mulcock, CFP® Matt Mulcock is a CFP® professional who advised hundreds of clients at one of the largest asset managers in the world before transitioning to Dentist Advisors where he 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. He also dedicates time to educating dentists by writing blog posts and articles for the DentistAdvisors.com Education Library.
Cody Murray Cody Murray works closely with clients of Dentist Advisors to build and implement comprehensive financial plans. Cody’s extensive financial background includes tax preparation, accounting, insurance, and investment research. He has both a Bachelor’s in Accounting and an MBA from Oklahoma State University, and is currently working toward a CFP® designation. With several years of experience providing fiduciary retirement planning services, Cody brings perspective that allows him to deliver holistic financial advice.
Will Gochnour Will Gochnour is a licensed Investment Advisor Representative who is working toward a CFP® certification. During his first two years at Dentist Advisors, he assisted hundreds of dentists with financial plans, played a key role in enhancing our Elements® planning process, and became an expert on dental-specific financial solutions. In his current role as a financial advisor, Will is the point person for dentists who rely on him for fiduciary guidance related to investment strategy, taxes, debt management, insurance, and net worth growth.
Abby Morton, CFP® Abby Morton is a CFP® professional and Associate Advisor for Dentist Advisors. Working closely with our senior advisors, Abby ensures our clients get data-driven financial service and advice. Her interest in financial planning began when Abby studied Finance at Utah Valley University. After receiving her degree, she spent five years at Goldman Sachs honing her skills before coming to Dentist Advisors to share her expertise and expand her financial knowledge.
Jordan Haines Jordan Haines is a graduate of Utah Valley University’s top-ranked personal financial planning program. Previous to Dentist Advisors, he spent time as a support advisor for firms in Utah and Washington gaining valuable experience. Jordan’s financial planning background includes tax preparation, insurance, and investment research allowing him to adjust and manage his client’s assets to achieve the best possible results. He is an Accredited Financial Counselor (AFC) and a Certified Financial Planner™️ candidate.
Jake Elm, CFP®️ As a financial advisor at Dentist Advisors, Jake Elm provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. Since coming to Dentist Advisors, Jake has worked closely with other advisors and has also been instrumental in improving our Elements® and investment management processes. Jake is a CFP® and a graduate of Utah Valley University’s nationally ranked Personal Financial Planning program.
Taylor Sutterfield Taylor Sutterfield has both a B.S. and a Masters in Accounting from Brigham Young University. After interning at a private equity firm and working at Northwestern Mutual, he joined Dentist Advisors as an associate advisor with a desire to deliver a more holistic planning experience for his clients. Taylor enjoys interacting with new clients one-on-one as he works with our senior advisors designing and implementing their financial plans. Taylor is working towards a Certified Financial Planner certification in the near future.
Financial Planning Associate
Kristen Ehringer Since graduating from St. Lawrence University in 2008 with degrees in Mathematics and Economics, Kristen Ehringer has built and implemented financial plans for hundreds of people. Before joining Dentist Advisors she provided financial guidance for high net worth clients at PNC Investments. As an associate advisor at Dentist Advisors, Kristen leverages her planning and investment management experience to support our team of senior advisors. She is also on track to obtain a Certified Financial Planner certification in the Spring of 2021.
Financial Planning Associate
Justin Copier Justin Copier directs strategic initiatives for Dentist Advisors related to internal operations, employee development, and compliance. He earned his MBA from the Marriott School of Business at Brigham Young University and has a strong background in business-to-consumer services. His primary objective at Dentist Advisors is to build a highly motivated team of experts who are empowered to help dentists build wealth faster.
Chief Operating Officer
Jeff Morgan Jeff Morgan has the central role of educating the dental community about the unique wealth management capabilities of Dentist Advisors. A marketing and communications expert, he helps promote the mission of Dentist Advisors to assist dentists in securing a better financial future. Jeff spent 18 years running his own digital marketing agency, which gives him exceptional digital advertising, content production, demand generation, lead nurturing, and marketing technology skills.
Chief Marketing Officer
David Weiss As the Chief Technical Officer at Dentist Advisors, David Weiss has the lead role in developing tools and technology to enhance the client experience. Through his vision and product development skills, David’s job is to improve the way financial information is delivered to clients through better communication and visualization. David’s talent for making complicated things simple to understand has been demonstrated on several high profile projects for some of the world’s largest organizations.
Chief Technology Officer
Kaye Robison Kaye Robison watches over the details of our day-to-day business operations which include a variety of compliance, human resource, accounting, and general management activities. Since joining Dentist Advisors in 2011, she has held various client-facing and administrative responsibilities which allow her to navigate all the moving parts of our business.
Business Operations Manager
Rabih Dimachki A graduate of the American University of Beirut, Rabih is a CFA Level II candidate with a strong background in finance and technology. As an investment operations associate for Dentist Advisors, Rabih analyzes investment portfolios, executes trades in client accounts, and offers his expert guidance when rebalancing portfolios. In addition, Rabih also supports our investment operation by performing due diligence and improving our systems for compliance and account management.
Investment Operations Associate
Jacob Rich Jacob Rich is the longest tenured associate advisor at Dentist Advisors. He oversees financial planning operations and manages projects to develop our technology platform. Jacob provides ongoing financial analysis for clients and works closely with our team of advisors to ensure advice is always based on accurate data. He earned his financial planning degree from Utah Valley University and has a strong background in personal finance, financial modeling, and investment portfolio analysis.
Planning Operations Manager
Powell Naylor Powell Naylor is pursuing a finance degree at Brigham Young University where he was named the Hope Outstanding Student. He gained valuable experience in portfolio management at two investment firms before joining Dentist Advisors where he prepares performance summaries, progress reports, and financial plans for advisors and their clients.
Financial Planning Associate
Lauren Kearl Lauren Kearl comes from the top-ranked personal financial planning program at Utah Valley University. At Dentist Advisors, her responsibilities include onboarding new clients, preparing monthly performance summaries, and supporting the financial planning team through ongoing data management. With a background in personal financial services, Lauren has a solid foundation to assist dentists in achieving process-driven financial health.
Financial Planning Associate
Todd Reynolds Todd brings a diverse background of designing and developing web and mobile products. With a proven ability to refine complex information into simplified applications, he is leading our efforts to build intuitive financial planning tools to help dentists maintain a complete and accurate view of their finances. Previous to joining Dentist Advisors, Todd spent more than a decade developing interactive digital products for healthcare, educational, and financial organizations.
User Experience Designer
John Webster As a Senior Software Developer, John Webster focuses on usability issues related to entering and tracking financial data for our clients. John is an expert in iOS development and has helped program several award-winning iOS apps. John’s career began at an early age of 16, and over the decades since, he has pursued his passion working on dozens of projects including web applications, iPhone and iPad apps, and embedded firmware.
Senior Software Developer
Tad Henderson Tad Henderson is the Senior Copywriter at Dentist Advisors. It’s Tad’s job to make sure Dentist Advisors communicates with language that is clear and easy to understand. You’ll see his writing in much of the content we create to educate clients. Tad brings a broad writing history that includes ad agency work in the financial and health care industries. He even developed an e-learning tool for the AAPD called Helping You Smile that taught children what to expect when visiting the dentist.
Jason Smith As a member of the Dentist Advisors technology team, Jason Smith plays a critical role in building and testing interactive planning tools for advisors and clients. He brings programming expertise to manage development of mobile applications, ensure platform stability, and enhance usability. Before joining Dentist Advisors, Jason managed several projects for tech companies in the business of data sharing and data security.
Senior Software Engineer
Kyle Spencer Kyle Spencer received his MBA from Northern Arizona University and has consulted numerous firms to fulfill their growth potential. At Dentist Advisors, Kyle uses his expertise in business and strategy to deliver personalized education and improve the financial planning experience for dentists. Through frequent interactions with dentists in every career phase, Kyle identifies specific challenges related to personal and practice finance, and then shares his insights to enhance our service delivery.
Client Solutions Strategist
Jason Ball Jason Ball is a master storyteller and Emmy award winning cinematographer with 20+ years in film and television. He graduated from the University of Utah with a degree in History and spent much of his career at the Sundance Institute where he served as production manager for the exclusive Filmmakers Lab. Jason’s mission at Dentist Advisors is to inspire our clients through a variety of digital platforms so they can make smart financial decisions and live their present lives to the fullest.
Jimmy Murphy, CFP® At Dentist Advisors, Jimmy Murphy teaches prospective clients about our holistic approach to financial planning and the power of our Elements methodology. Jimmy spent several years as an advisor for Vanguard before starting his own consulting firm helping clients transform their personal finances through behavioral-focused coaching. His engaging personal style and broad financial experience, including earning a CFP®️ designation, make him the ideal tutor for Dentist Advisors’ prospective clients.
Personal Finance Education Manager
Barbie Harper Barbie has been with Dentist Advisors since our early beginnings. As marketing coordinator she creates value for our clients by working closely with our design team, copywriter, and CMO while making sure all of our published articles, promotional materials, and social media posts reflect the high standards of Dentist Advisors. Barbie brings a deep appreciation of our financial planning roots together with a unique understanding of the financial needs of dentists as she fine tunes our educational content.
Zach Hicken Zach Hicken is a marketing expert with over 20 years of experience creating successful marketing campaigns using both traditional and digital strategies. Zach helped two previous companies achieve record-breaking growth, and applied the same expertise to deliver similar results for numerous clients during the ten years he ran his own consulting firm. At Dentist Advisors, Zach designs and implements new marketing campaigns to share our educational content and promote our industry-altering financial planning system.
Digital Marketing Manager
To Help Dentists Secure Their Financial Future So They Can Start Living in The Moment
We believe every dentist can become financially independent by building the right mix of assets, using income wisely, and taking the proper amount of risk. We’ve developed a comprehensive financial planning model that enables us to provide data-driven, objective advice based on a full view of a dentist’s financial picture.
Watch our intro series to learn how we work and think: