Endorsed Local Providers

These are local providers of auxiliary service you may be interested in. We have searched the field and found these to be our favorite providers we personally use and feel good about referring you to.

Accountant

• Jeff Heath, Heath & Jaynes, 801-691-7474, hjmycpa@gmail.com
• He does our office books, and most of our doctors. Great price for amazing service!

Health Insurance

• Mike Robertson, DFP Insurance, 801-467-5115, mrobertson@diversify.com
• a Dave Ramsey ELP, great at individual Health Insurance Plans and helping you get a HSA account with it.

Disability Insurance

• K. Scott Phillips, J.D., 801-318-6833, scott.phillips@nmfn.com
• Good disability insurance for dentists. Better then Guardian because it has same features but pays a dividend that lowers the monthly premium beginning in the 2nd year.
  

Retirements/Investments

• Reese & Ryan, Aquire Wealth Advisors, 801-748-1243, reese@aquireadvisors.com
• Specialize in Dentists. Charge similar prices to most but give you a great software package and very personal customized support for dentists.