We Are Proud to Announce Our Expanded Team

of Dental Consulting Professionals!

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Rick Willeford, CPA/CFP

Managing Partner

Dental Wealth Advisors, LLC

A fee-only CERTIFIED FINANCIAL PLANNER™, Rick has specialized in designing financial planning strategies for dentists for over 30 years. With Rick's expertise you can achieve income goals and a quality of life!

Kate Willeford, CPA, CCPS

Managing Partner

Dental Practice Advisors, CPA, PC

Do you receive surprise tax bills or have no tax planning meetings during the year? As dental CPAs, we help maximize tax deductions so you can keep more of your hard earned money and achieve the income you deserve.

David Martin Reznik, DDS

Managing Partner

Dental Transition Advisors, LLC

Bringing on a partner or associate? Buying into a practice? Selling an established practice? You'll value our collaborative approach to transition your most important asset.

Jennifer McDonald

Managing Partner

Dental Management Advisors, LLC

How are we different? Our focus is on providing personalized, practice management consulting services designed to meet your individual needs. Our goal is to assist you in discovering the potential of your practice - while enjoying dentistry.