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.
Chief Marketing Officer
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.
Planning Operations Manager
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.
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.
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.
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 reviews to ensure business operations and client communication follow SEC regulations.
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.
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, 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.
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.
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.
Jake Elm is a product of Utah Valley University’s nationally ranked Personal Financial Planning program. At Dentist Advisors, he supports planning operations to ensure timely onboarding of new clients, accurate Elements® reporting and benchmarking, and reliable net worth calculations. Jake also assists our senior advisors with implementation of our clients’ financial plans.
Jenni Stokes Colborn
As Marketing Manager, Jenni Stokes Colborn oversees strategies to promote the Dentist Advisors brand and deliver educational content through a variety of digital platforms. With an extensive background creating marketing and social media campaigns for magazines, TV, and tech companies, Jenni gives Dentist Advisors the ability to communicate its position as the leading financial planning firm for dentists. Jenni received a Communications degree, with an emphasis in Digital Marketing, from Westminster College of Salt Lake City.
Multimedia Content Manager
Mckenzie Ycmat brings our educational content to life with daily audio and visual production. She directs and publishes the Dentist Money™ Show, oversees educational video production, and manages all the digital content in our Education Library. She also brings experience as a writer, photographer, social media strategist, and SEO manager, which allows her to maximize the impact of content through a variety of platforms. Mckenzie earned a degree in Journalism from the University of Utah.
User Experience Designer
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.
Senior Software Engineer
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.
Financial Planning Associate
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.
Investment Opersations Associate
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.
Senior Software Developer
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.
Financial Planning Associate
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
Jordan Haines is a graduate of Utah Valley University’s top-ranked personal financial planning program. He is also an Accredited Financial Counselor (AFC) and a Certified Financial Planner™️ candidate. Previous to Dentist Advisors, he spent time as a support advisor for firms in Utah and Washington. In his current role, Jordan works with our senior advisors to prepare financial plans, track net worth progress, and respond to ongoing client requests.
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: