Our amazing team has fueled our fast growth.
We’ve come a long way, from a small advisory firm to becoming a top player in dental financial planning across the nation. It’s been quite a journey, all thanks to our incredible team. As innovators in the financial space, we believe real change requires collaboration among passionate people who are unified by a clear purpose and shared values.
- We win together
- Speak directly
- Embrace change
- See it through
- Make it fun
Group health insurance
401(k) retirement plan (up to 6% company match)
Company-paid life and disability insurance
Generous paid time off schedule
Paid parental leave
Continuing education and licensing reimbursement
Complimentary investment management service
Quarterly offsite team building events
Weekly office lunch / fully stocked snack cupboard
[Man] sacrifices his health in order to make money. Then he sacrifices money to recuperate his health. And then he is so anxious about the future that he does not enjoy the present; the result being that he does not live in the present or the future; he lives as if he is never going to die, and then dies having never really lived.