As a CERTIFIED FINANCIAL PLANNER™, Taylor provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. He earned a Masters of Accountancy from BYU’s nationally ranked program and then spent over two years advising clients at one of the largest brokerage firms in the country before joining Dentist Advisors in 2020. His background in accounting, tax, and private equity gives him a unique ability to deliver investment advice within the context of his clients’ overall financial strategy.
My Content
A Litmus Test to Avoid Self-Serving Advisors – Episode #354
The right advisor can play a pivotal role in helping you make smart financial decisions. But how can you know...
A Dentist’s Guide to the Student Debt Relief Plan
Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion about refinancing, budgeting, forgiveness eligibility, and...
When is the Right Time to Hire a Financial Advisor?
Join Ryan Isaac, CFP Senior Advisor, and Taylor Sutterfield, CFP Financial Advisor, for discussion on the benefits, red flags, and...
Why Financial Advice Should Be Like Dentistry – Episode #347
For decades financial advisors were defined by a business model that focused on selling products. Today many advisors, like dentists,...