Our Mission
As a nonprofit organization focused on our clients’ financial success, we’ve been helping dentists plan and save for retirement since 1966.
Meet our team
Your trusted
helping hands
Elizabeth Clark
AIF® & Chief Executive Officer
With over 30 years of experience in finance and investment advisory, Elizabeth oversees daily operations and assists the Board of Directors in managing service partners and acts as your overall project manager.
Nicole Eppley Lynn
CRPC & Retirement Program Support Specialist
Nicole specializes in understanding members’ unique retirement goals, offering tax-efficient plans throughout all stages of a dental career. Her background includes roles as a Financial Advisor at Merrill Lynch and Morgan Stanley.
Ready to enhance your retirement plan?