Taylor Sutterfield, MAcc, CFP®

Senior Financial Advisor

Hi, I’m Taylor Sutterfield, a Financial Advisor at Dentist Advisors. I work with dentists at every stage of their career, from students and associates to practice owners and those entering the retirement phase of their career, taking a holistic approach to their finances so they can stay focused on what they do best: caring for patients.

My work centers on student loan repayment, evaluating practice purchase opportunities, and building thoughtful investment strategies that support long-term financial security and retirement. What I love most about working with dentists is the unique blend of personal and business finances that comes with practice ownership. I’m passionate about helping clients find balance between their personal goals and the demands of running a successful practice.

My favorite moments are when I see the visible sense of relief clients experience after their finances feel organized and manageable. Helping someone move from uncertainty to clarity is incredibly rewarding.

I earned my Master’s degree in Accounting from Brigham Young University and began my career as a financial advisor in 2018. I’ve been helping dentists achieve their financial goals with Dentist Advisors since 2020.

Outside of work, I enjoy spending time with my wife and four kids. You’ll often find me playing pickup basketball, mountain biking, golfing, or planning our family’s next Disney adventure.


My Content

Should Dentists Be Afraid of Debt?

On this episode of The Dentist Money Show, Matt and Taylor explore the complex role debt plays in a dentist’s...

The Dentist’s Guide to Good Debt vs. Bad Debt

By Taylor Sutterfield, MAcc, CFP® , Sr. Financial Advisor

As a dental professional, you know debt comes with the territory. But how do you know if yours is actually...

A Decade of The Dentist Money Show: 10 Principles That Still Matter

On this special 10-year anniversary episode of The Dentist Money Show, Matt, Ryan, Will, Jake, Taylor, and Rabih revisit the...

Every Update you Need to Know About your Student Loans

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: As many of you are aware, the student loan landscape has changed a...

The Cost of Relaxation: Vacation Pressure, Guilt, and the Financial Side of Travel – Episode #674

Do you need a vacation from your vacation? On this episode of The Dentist Money Show, Matt and Taylor unpack...

How Dentists Can Navigate the New Student Loan Rules

Student loan policy has changed—again. With the July 4th bill shaking up federal repayment options, dentists now face a new...

Emergency Episode: Critical Student Loan News for Dentists

On this emergency episode of the Dentist Money Show, Jake and Taylor break down the major changes to student loans...

Do You Need a Vacation from Your Vacation?

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

TL;DR – Listen to the article post: My father grew up on a potato farm in Idaho. He was the...

The Cost of Following Financial Influencers – Episode #657

On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the...

Where’s Your Money Going? How to Track, Cut, and Align Spending – Episode #649

Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and...

Spring Clean Your Finances: 3 Financial Steps Dentists Can Take

As the seasons change, it’s the perfect time to tidy up more than just your home. Join Taylor & Ryan...

3 Strategies to Take Advantage of Credit Cards

With the holiday season approaching, are you using your credit cards to their full advantage? Credit cards can be powerful...