Reese Harper, CFP®
Founder / CEO
Ryan Isaac, CFP®
Co-founder / Senior Advisor
Matt Mulcock, CFP®
Senior Advisor
Will Gochnour, CFP®
Financial Advisor
Abby Morton, CFP®
Financial Advisor
Jake Elm, CFP®
Financial Advisor
Amanda Bateman, CFP®
Financial Advisor
Taylor Sutterfield, MAcc, CFP®
Financial Advisor
Justin Copier
Managing Director
Kaye Robison
Business Operations Manager
Jess Reynolds
Marketing & Partnership Coordinator
Jacob Rich
Planning Operations Director
Lauren Kearl
Financial Planning Associate
Rabih Dimachki
Investment Operations Manager
Powell Naylor
Planning Operations Associate
Join Our Team
Our Mission:
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: