Senior Advisor / CEO
As CEO of DentistAdvisors.com, Reese Harper is committed to building a team of expert advisors who help dentists fulfill their wealth-building potential. He began his career in 2003, is a Certified Financial Planner (CFP®), and holds CLU® and CHFC® designations from the American College of Financial Services. Reese’s investment in leading edge technology and his decision to focus solely on dentists has led to a powerful service platform where advice is given with greater precision at faster speeds. He is host of the Dentist Money™ Show, popular speaker at dental conventions, and regular contributor to dental publications.
Ryan Isaac is a trusted financial advisor for dentists across the country who rely on him to build wealth with greater confidence. For each client, he considers the inseparable connection between personal and practice finances and develops a plan to optimize both. Ryan is an expert in portfolio management, debt reduction, tax management, retirement plans, profit sharing plans, and insurance. He is also co-host of the Dentist Money Show™ and a regular speaker at dental events nationwide.
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Planning Operations Manager
Jacob Rich is the longest tenured associate advisor at DentistAdvisors.com. 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.
Nate Driggs is directly involved with day-to-day planning operations and works closely with clients to keep their finances organized and track progress on a variety of metrics. He manages client dashboards, leads new clients through onboarding, and prepares ongoing performance summaries for advisors. He also plays a key role in process improvement and client communication initiatives. Nate earned his degree from Utah Valley University, which ranks among the top financial planning programs in the country.
Will Gochnour provides ongoing support to our senior advisors who rely on him for performance summaries related to each client’s net worth, asset distribution, income allocation, and risk profile. He also plays a key role in educating both prospective and new clients of Dentist Advisors. Will earned his Bachelor of Arts from the University of Utah and is a licensed Investment Advisor Representative.
Tawnee McCay earned her MBA with an emphasis in financial planning from Utah State University. She served as treasurer for a successful U.S. congressional campaign and is currently a council member for Riverton City. As an Associate Advisor for Dentist Advisors, Tawnee performs in-depth financial analysis which includes peer benchmarking, performance audits, and account verification. She also ensures accuracy of client records and plays an important role in new client onboarding.
Investment Operations Manager
Kaye Robison implements investment portfolio models for each client and oversees investment activity which includes account setup, money transfers, daily trading, billing, and contracts. She also performs compliance audits to ensure business operations and client communication follow SEC regulations. Kaye is the main point of contact for clients who need to make withdrawals, transfers, or deposits.
Justin Copier directs strategic initiatives for DentistAdvisors.com which include industry partnerships, internal operations, employee development, client communication, and content production. He earned his MBA from the Marriott School of Business at Brigham Young University and has a strong background in business-to-consumer communication. His primary objective at DentistAdvisors.com is to build a highly motivated team of experts who are empowered to help dentists build wealth faster.
Digital Media Manager
Jeff Alexander brings our educational content to life with daily audio and visual production. He records, edits, and publishes each episode of the Dentist Money™ Show and directs all educational videos. His proficiency in set design, camera work, sound, lighting, and graphic design allow us to produce high quality content for dentists in large volumes. Jeff’s technical skillset also includes web design, marketing automation, and social media communication. He earned a BS in digital media with an emphasis in film design from Eastern Oregon University.
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.
Matt Mulcock is a CFP® 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.
To Help Dentists Secure Their Financial Future So They Can Start Living Now
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: