Before founding Dental Financial Partners, I built a startup dental office from the ground up — taking it from $0 to a high revenue practice in its first 12 months (and continuing to grow since). To make it happen, I worked nearly every position in the practice (except the dentists), which gave me a real understanding of what it takes to run a dental business day in and day out. I know the stress of staff management, patient management, the long hours, and the constant balancing act of keeping a practice both profitable and people focused—all while raising kids and caring for my family.

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Over the years, I’ve invested more than 10,000 hours into running a dental practice, and that’s when I realized something important: dentistry has an unmet need. Dentists don’t just need someone to file their taxes—they need a trusted advisor who can keep them compliant, analyze their financials, uncover inefficiencies, and help them plan for growth and long-term wealth.

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As an Enrolled Agent (EA), licensed by the IRS, I bring advanced tax expertise and the authority to represent my clients in all tax matters. Since then, I’ve had the privilege of serving many dentists as their tax preparer and wealth coach. My goal is simple: to combine my firsthand experience with financial expertise to help dentists not only stay on top of their taxes but also find ways to grow, improve, and keep more of what they earn.

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Credentials

• Enrolled Agent (EA), IRS-Licensed Tax Professional — the highest credential awarded by the IRS, requiring extensive knowledge of U.S. tax law and the authority to represent clients before the IRS.

• Two advanced degrees in Engineering, providing a strong foundation in problem-solving, systems thinking, and data analysis.

• Completed advanced coursework in accounting and taxation, with over 10,000 hours of hands-on experience managing and advising dental practices.

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