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
Investment Operations Manager
Justin Copier
Managing Director
Jacob Rich
Planning Operations Director
Kaye Robison
Business Operations Manager
Powell Naylor
Planning Operations Associate
Lauren Kearl
Financial Planning Associate
Ami Call
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
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: