Meet the Team Dedicated to Your Success

Driven to serve the complex financial needs of dental practice owners.

It is our mission to empower dental professionals with the peace of mind they need to focus on their clients by providing them with expert, holistic financial services.

Our Team of Financial Physicians

Let our team take care of your financial health, so you can take care of your clients.

All
  • All
  • Financial Planning
  • Tax
  • Accounting
  • Retirement Plans, Investments, and Insurance

Nate Williams

CPA, CFP®

Chief Executive Officer, Senior Planner

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Chad Rogers

CPA

Chief Operating Officer, Director of Tax

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Ryan Millar

MBA

Director of Financial Planning, Senior Planner

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Josh Conner

CPA

Accounting Manager, Tax Specialist

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Wes Penkert

CPA

Business Tax Manager

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Ryan Fiegi

CPA, CFP®

Lead Planner

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Kate Kostenko

CPA, CFP®

Lead Planner

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Spencer Kenley

Chief Compliance Officer, Retirement Plans & Investments Manager

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Karan Dump

Accounting Specialist

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Julie Nelson

Retirement Plans Specialist

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Mandy Goeglein

Accounting Specialist

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Maribel Flores

CPA

Associate Planner

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Sara McGrew

EA

Tax & Accounting Specialist

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Naomi Rapp

Tax Administrator, Office Manager

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Joshua Kendrick

Accounting Specialist

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Leah Singler

Accounting Specialist

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Kyler Johnson

CPA

Lead Planner

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Jakob Wilson

CPA

Associate Planner

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Sean Wilson

Associate Planner

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Debi Hartley

Investments Administrator, Client Service Specialist

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Kati Bolin

Tax and Accounting Specialist, New Client Setup

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Mallory Heard

Tax and Accounting Specialist

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Make an Impact

If you’re a motivated financial professional with a passion for improving people’s lives, we’d love to work with you. See how you can become a part of Practice Financial Group.

Learn More About Working with Our Team