Our Team
Here are the people committed to your financial well-being.
As a not-for-profit organization, we offer members of participating dental associations exclusive, no-cost access to experienced, licensed advisors at CDSPI Advisory Services Inc. Our dedicated experts provide you with insights and advice in insurance and investment planning without sales pressure or fees.
Insurance Advisors
Protection, security, and customized insurance solutions are just a few of the benefits of working with an Insurance Advisor from CDSPI Advisory Services Inc. Get advice from experts who will get to know you as a dentist, as a businessperson and as an individual.
Investment Advisors
Investment Planning Advisors with CDSPI Advisory Services Inc. work exclusively with dental professionals to help navigate the distinctive challenges and opportunities you encounter as a dentist. As CERTIFIED FINANCIAL PLANNER® professionals they will work with you to create a personalized financial plan – free of charge.
Investment Planning Advisors
Investment Sales Associates
Executive Team
CDSPI is led by a seasoned executive team dedicated to delivering exceptional performance and service with an unwavering focus on dentists and their best interests.
Board of Directors
With diverse expertise and a shared commitment to excellence, our board members embody our company's mission and values.
Our Advisory Panel
The experienced and committed dentists of our Advisory Panel provide diverse perspectives to help shape our offerings.