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.