Since 2016 John has helped hundreds of dentists with their financial goals. As a CFP® professional, he provides financial planning expertise to his clients across the country. John passed his CFP® exam at the age of 24 even though roughly 94% of CFP® recipients are 30 and older. John graduated Magna Cum Laude from UCF with a degree in Finance. When he is not spending time with his friends and family, he enjoys playing drums, beach volleyball, and Dungeons & Dragons.

Nicole holds a Master’s degree from Rollins College and a Bachelor of Science degree from the University of Central Florida. With a broad range of experience spanning business management, education, and mental health counseling she has developed a strong expertise in budgeting, accounting, event management, and Human Resources. Nicole brings a strategic, results-oriented approach to optimizing business operations and fostering organizational growth. Outside of her professional endeavors, she enjoys spending time with family and friends, traveling, home design, and maintaining an active lifestyle.

Emily is a proud graduate of the University of Central Florida, holding a degree in Business. With extensive experience in employee benefits and insurance, she specializes in assisting dentists with their insurance needs and benefits for practice owners. Outside of work, Emily enjoys spending her free time on DIY house projects, trying out new recipes, and embracing her role as a new mom.

Jamie possesses a Master of Science degree from Duquesne University and brings a strong academic foundation to her role as a Client Services Coordinator. She brings a thoughtful, client-focused approach to every interaction and is dedicated to building positive relationships, streamlining processes, and contributing to a reliable and responsive client experience. Jamie enjoys spending time with family and friends, making memories with her daughter, and crafting. She is also a dedicated supporter of childhood cancer awareness. 

Jenny is an experienced insurance specialist with over 20 years in the industry. Holding a business degree from Penn State University, she has built a successful career focused on helping individuals and businesses navigate the complexities of insurance. Jenny is passionate about empowering clients to make informed decisions about their coverage, ensuring they have the right protection for their unique needs. Outside of her professional life, she enjoys running, archery, and spending time outdoors.