Our History
Practice Financial Group began in 2010 with a singular focus:
To provide exceptional comprehensive fiduciary financial advice to dental practice owners. The goal then, which remains today, was to build the ideal financial services firm for this select group of individuals.
When we come to work each day, we approach our relationships with our clients by asking ourselves one question that guides all of our interactions:
“How would I want to be treated if I were a client of Practice Financial Group?”
The idea is simple. We learned the Golden Rule as children when we were taught how to interact with others. The execution of this idea is where we stand out. When our team members go through each day with this question at the forefront of their minds, this simple idea becomes transformational to how we treat our clients.
At Practice Financial Group, we love to help people because we know that when wealth is created, it often flows outward to help others.
When we know that the end result of our approach to investing and generating wealth for our clients is to promote positive change for them, their families, and those around them, it’s easy for us to work hard.
We want to help each of our clients increase their ability to have a positive influence on the world and live a full, abundant life. Generally, when someone’s financial security increases, they also increase their ability to live a life more aligned with these priorities.
Meet Your Team
