Dentist Advisors
Financial Services
Salt Lake City, Utah, United States
36 employees
- Employees
- 36
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Dentist Advisors Overview
- Headquarters
- Salt Lake City, Utah, United States
- Phone Number
- Available in AeroLeads
- Website
- dentistadvisors.com
- Industry
- Financial Services
- Employees
- 36
- Founded
- 2007
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Dentist Advisors
Dentist Advisors is a full-service wealth management firm that specializes in financial planning for dentists, orthodontists and oral surgeons. We understand the issues they face, like dealing with real estate and practice financing, student loans, overhead and saving for retirement. With this expertise, we’ve built a financial roadmap that addresses their most pressing concerns and prepares them for a successful retirement. We use a data-driven decision making process called Elements™ that is scientific, not subjective. Elements™ consists of 14 key indicators that help our advisors compare dentists in similar circumstances, making our advice more accurate and precise. We take care of dentist's finances so they can focus on growing collections, improving profitability and enhancing their team.
Dentist Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Dentist Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Becky Allen Pfisterer | Marketing Director, Dentist Advisors | Greater Chicago Area, United States |
Email
Phone
|
| Reese Harper | CEO - Elements® | Salt Lake City Metropolitan Area, United States |
Email
Phone
|
| Chelsea Morgan | Organizer, Educator, Communicator | Sandy, Utah, United States |
Email
|
| Jeff Morgan | Chief Revenue Officer @ Elements - CMO | Sandy, Utah, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
7 profiles
Executive
3 profiles
Associate / junior
2 profiles
Director
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 1 |
| Executive | 2 | 2 | 2 |
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