Our Team
We help dentists gain confidence in their financial lives and enjoy meaningful moments along the way.
Reese Harper, CFP®
Founder / Chairman
Matt Mulcock, CFP®
CEO / Sr. Advisor
Ryan Isaac, CFP®
Co-founder / Sr. Advisor
Justin Copier
COO
Becky Pfisterer
Marketing Director
Will Gochnour, CFP®
Financial Advisor
Amanda Bateman, CFP®
Financial Advisor
Jake Elm, CFP®
Financial Advisor
Taylor Sutterfield, MAcc, CFP®
Financial Advisor
Rabih Dimachki, CFA
Director of Investment Strategy
Spencer Chipping
Sr. Vice President of Business Development
Jacob Rich
Director of Client Solutions
Kaye Robison
Business Operations Manager
Powell Naylor, CFP®
Membership Product Lead
Lauren Kearl
Financial Planning Associate
Maddy Bowers
Financial Planning Associate
Jared Holt
Investment Operations Associate
Megan Roderick
Investment Operations Associate
Jackson Armstrong
Financial Planning Associate