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

Rethinking your Money Goals for 2024

Learn 5 dentist-specific tax-saving strategies with Matt Mulcock, CFP® and Victoria Hughes, CFP®. They'll break down the pros, cons, and...

Tax Strategies from a CPA for 2023/2024

With less than 70 days remaining in the year, it's an important time for a tax strategies refresher. Know how...

Don’t Forget to Protect Your Biggest Asset

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

Let’s go back to the day you collected your first paycheck as a working dentist. You spent 4-5 years getting...

Student Loan Info Session: 5 Tips to Ace Your Repayment

Ring the bell, student loan payments are back in session! Join Jake Elm, CFP® and Taylor Sutterfield, MAcc, CFP® for...

Student Loans: Consider applying for the new SAVE plan

Matt Mulcock, CFP®, Taylor Sutterfield, MAcc, CFP®, and Rabih Dimachki, CFA discuss SAVE, the newly announced income-driven repayment (IDR) option...

Overcome Your Staffing Struggles

Join Nicole Beck, staffing expert of TempMee, and Taylor Sutterfield, CFP® of Dentist Advisors as they discuss the financial impact...

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,...