Meet our expert team
in dental finance

Our team brings decades of dental, finance, and analytics experience to help you understand practice value, boost profitability, and plan for your future with confidence.

[headshot] image of a customer (for a financial advisor)
Alex Kim
Dental CPA & Valuation Analyst
[headshot] image of customer (for a ai developer tools)
Taylor Brooks
Practice Finance Consultant
customer giving a testimonial for an ai biotech company [headshot]
Jordan Patel
Dental Industry Advisor
image of investment plans, retirement planning consultation [headshot]
Morgan Lee
Benchmarking Specialist
[headshot] image of customer (for a financial consultancy app)
Casey Nguyen
Data & Analytics Lead
[headshot] image of customer (for a general contractor)
Riley Chen
Valuation Model Developer
[headshot] image of customer (for a furniture store)
Sydney Harper
Dental Operations Analyst
<subject>[headshot] image of customer (for a productivity tools business)</subject>
Drew Ellis
Practice Transition Advisor
image of a team meeting (for a medical clinic)

Connect with our dental finance experts

Our team combines dental industry insight with financial expertise to help you benchmark, value, and grow your practice. Reach out to discuss your goals or learn more about our tools—no sales pitch, just practical guidance.