Reese founded Dentist Advisors in 2007 with a vision to deliver fiduciary advice and help his clients embrace the habits of holistic financial health. In the process of delivering full service planning to dental professionals, he developed the Elements financial planning system™, which gives advisors and clients a way to measure financial progress across a variety of key indicators. Elements® has since become a disruptive and widely-used SaaS platform in the financial services industry. Reese is an educator at heart—a renowned author, speaker, and podcast host—and a trusted advisor for a select book of high net worth professionals. Reese is a CERTIFIED FINANCIAL PLANNER™ and has a Masters in Finance from the University of Utah.