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Why Work With Us

A team with a winning strategy for dental practice owners
We provide comprehensive financial services exclusively to dental practice owners.

Imagine a football team without a head coach – or, alternately, a football team led by a soccer coach. Hardly the strategy for success. Yet most dental practices operate without a financial head coach or one who doesn’t specialize in dental finance. Rather than hiring disparate “players” to perform specific financial tasks and functions for your business, engage a full team – led by a savvy, results-oriented head coach. Practice Financial Group will develop and execute a unified master strategy for your dental practice, and handle the financial minutia, allowing you to concentrate solely on what only you can do. Score touchdowns (produce dentistry)!

Our Game Plan: Our game plan is simple: help you keep more of the money you earn, grow
the money you keep, and simplify your life in the process.

Bottom Line


*In 2016 our average client collected $1,306,502 of revenue. With those collections we helped them accomplish the following:


Profit Margin


Practice Financial Group clients on average have a 51% profit margin compared to 40% industry average.


Industry Average
40%
Practice Financial Group Clients
51%

Your profit margin is the % of collections you keep after paying off your overhead expenses. Our clients keep 11% more of their collection than the average dentist.

Services Overview

Welcome! to a better way of running your practice


Financial Planning

Financial
Planning

We bring all the elements of your financial life together to formulate a customized, comprehensive financial plan for you. We work closely with you throughout your career to refine, revise, and optimize your plan to reach your financial goals.

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Tax Planning and Preparations

Tax Planning &
Preparation

Keeping you compliant with tax laws and filing requirements, so you don’t have to worry. By working exclusively with dentists and doctors we know every tax strategy and deduction that applies to you, and we will make sure you take them.

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Accounting and Reporting

Accounting &
Reporting

Our main purpose is to get you out of the trenches and run your practice like a true CEO. Our customized, industry-specific accounting and financial reporting tools will give you all of the information needed to make the right decisions.

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Payroll and Processing

Payroll
Processing

Our seamless and efficient payroll process pays your employees accurately and on time. More than this, our payroll service takes care of you and your family’s pay -which is a very important piece for your overall financial picture.

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Accounting and Reporting

Investment
Management

Investment decisions are too often made in isolation. They should not be. The best investment decisions are made in the context with the rest of your financial picture, including the decisions to reinvest back in your practice or to pay…

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How We’re Different

Other Companies vs. Practice Financial Group

Other Companies only offer 1-2 services and multiple advisors
PFG offers comprehensive services with one source as an advisor

Other Companies have dry financial statements
PFG provides Aesthetic Statements

Other Companies only offer siloed recommendations if any
PFG offers a customized playbook with comprehensive recommendations

Other Companies only offer 1-2 services and multiple advisors
PFG offers comprehensive services with one source as an advisor
Other Companies have dry financial statements
PFG provides Aesthetic Statements
Other Companies only offer siloed recommendations if any
PFG offers a customized playbook with comprehensive recommendations

Meet the Team

Advisory Team

Nate Williams | CPA, CFP®

Founder & CEO

Read Full Bio

  • Vacation: Some place without cell or internet service
  • Advice to former self: enjoy the journey, now
  • If time and money weren’t a factor: wouldn’t change much ☺
  • Food: Tillamook chocolate peanut butter ice cream

Ryan Millar | MBA

Financial Planner

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  • Food: Pizza—never ate a slice I didn’t like.
  • Vacation: 3-month US road trip with my family
  • Movie: Sports inspirationals–Rudy, Hoosiers, The Sandlot…love them all!
  • When you have nothing else to do: read business books

Brian Hanks | MBA, CFP®

Practice Purchase Advisor

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  • Secret hobby: Licensed private pilot.
  • Favorite exercise: Crossfit and Spartan Races
  • Most Proud of: Catching 3 baseballs at a Mariners game…and my wife and four kids
  • Best conversation topic: Your book recommendations! I read 50+ books a year and am always looking for others’ favorites!

Chad Rogers | CPA

Director of Tax & Accounting

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  • Secret hobby: Mountain biking! Any weather, any time.
  • Food: Mother-in-law’s lasagna, it’s the benchmark.
  • In my spare time: Volunteer trail maintenance for the Forest Service.
  • Vacation: A cabin in the forest with my family and no connectivity.

Kate Kostenko | CPA

Associate Planner

  • Vacation Wish: Cross country road trip in a motorhome with my family
  • Favorite Food: Pizza and fresh green salad from my garden
  • Movie: The Barber of Siberia
  • Favorite indoor thing to do: Invite family over for tea

Ryan Fiegi | CPA

Financial Planner

  • Favorite outdoor thing to do: Camping with my wife and 3 kids
  • If time and money weren’t a factor: Golf every day in paradise
  • Favorite Sport: I love football Sundays with our family (Go Vikings)
  • Advice to former self: Stay the course – good things will happen!

Tax Team

Josh Conner

Tax & Accounting Specialist

  • Hobby: Downhill Skiing
  • Vacation: Golfing road trip with my brother
  • Movie: Dr. No
  • Food: Fried Chicken

Sara McGrew | EA

Tax & Accounting Specialist

  • If time and money weren’t a factor: Open a restaurant on a ranch.
  • Movie: Three to Tango.
  • Exercise: Chasing my grandsons.
  • Food: Anything with garden fresh tomato

Accounting Team

Karan Dump

Accounting Specialist

  • Superpower: “Ahhh, but I already have one.”
  • Sport: Summer Olympics
  • Advice to former self: If you’re not going to do something about it, quit obsessing over it.
  • When you have nothing else to do: read business books

Mandy Goeglein

Accounting Specialist

  • Favorite outdoor thing to do: Tent camp by the lake in the summertime with my dog.
  • Favorite indoor thing to do: Cook challenging food recipes I haven’t tried.
  • Sport you’re really good at: Playing pool (billiards). Used to co-captain a team.

Maribel Flores

Accounting Specialist

  • Advice to former self: “Happiness is not a state to arrive at, but a manner of traveling.”
  • Favorite food: Pancakes
  • Exercise: Running and Yoga.
  • Sport: Soccer.

Wes Penkert | CPA

Accounting Specialist

  • Vacation wish: Greece.
  • Favorite movie: The Empire Strikes Back.
  • Favorite sport to play or watch: Volleyball.
  • Favorite outdoor thing to do: Rafting.

Support Team

Naomi Rapp

Office Manager

  • Vacation Wish: Quiet Florida beach resort with my little girls after a week at Disney World!
  • Favorite Exercise: Crossfit
  • Favorite Sport to Watch: Oregon Ducks Football & Basketball
  • Movie: Funny kids movies at the theater with my girls

Julie Nelson

Insurance Specialist

  • Car: 1933 Ford Roadster
  • Vacation: touring castles in the British Isles
  • Movie: Smokey & the Bandit
  • Sport: Drag racing

Heather Handley

Retirement Plan Specialist

  • In my spare time: Love to be immersed in nature and hunt
  • Favorite Food: Barbeque Chicken Pizza
  • Vacation Wish: Visit ancient historical sites
  • Favorite indoor thing to do: Movie time with daughter and kitty

Contact Us

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How Can We Help?

  • Monday – Thursday 8:00am to 5:00pm
  • Friday 8:00am to 2:30pm
  • Closed Christmas Eve through New Year’s Day
  • info@PracticeFinancialGroup.com
  • 541.973.2602
  • +1.541.326.0833
  • 725 N. 5th Street, Ste 200 Jacksonville, OR 97530  
     
Contact Us at 541.973.2602 or visit us at 725 N. 5th Street, Ste 200 Jacksonville, OR 97530

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