MEET OUR TEAM

Advocates for financial literacy, we are a team of teachers. Our financial planners are not only Certified Public Accountants but also
Investment Advisor Representatives. Their well-rounded knowledge is backed by tried-and-true strategies Cain Watters and Associates
has implemented since 1984. They share their expertise in and out of the office, teaching financial concepts at dental schools,
study clubs and larger industry events.

Our accountants, tax professionals and department leaders are all resources that support the initiatives of the financial planning team,
clients and greater dental community.

FINANCIAL PLANNERS

Brendren Austin
CPA, Financial Planner
Read Bio
Heidi Barnett
CPA, Financial Planner
Read Bio
Trevor Bates
CPA, Financial Planner
Read Bio
Bradley Blasingame
CPA, Financial Planner
Read Bio
Brian Bortz
CPA, Partner
Read Bio
Lauren Bostick
CPA, Financial Planner
Read Bio
Caitlin Bryan
CPA, Wealth Advisor
Read Bio
Darrell Cain
CPA, Founding Partner
Read Bio
Steve Cain
CPA, Partner
Read Bio
Blake Chandler
CPA, Financial Planner
Read Bio
Brad Clapp
CPA, Partner
Read Bio
Scott Clynch
CPA, Financial Planner
Read Bio
Judson Crawford
CPA, Partner
Read Bio
Ed Daude
CPA, Financial Planner
Read Bio
Julie Denham
CPA, Financial Planner
Read Bio
David Forbess
CPA, Partner
Read Bio
Brittany Frazier
CPA, Financial Planner
Read Bio
Justin Fry
CPA, Financial Planner
Read Bio
Jennifer Gage
CPA, Financial Planner
Read Bio
Tom Gates
CPA, Financial Planner
Read Bio
Tim Greaves
CPA, Partner
Read Bio
Holly Grube
CPA, Financial Planner
Read Bio
William T. Harrigan
CPA, Financial Planner
Read Bio
Zane Harris
CPA, Financial Planner
Read Bio
Brook Hoover
CPA, Financial Planner
Read Bio
Jennifer Klein
CPA, Financial Planner, Director of Financial Planning
Read Bio
Keith Klein
CPA, Financial Planner
Read Bio
Laura Lamar
CPA, Financial Planner
Read Bio
Eric Lamm
CPA, Financial Planner
Read Bio
Toni Lee
CPA, Partner
Read Bio
Scott Lyle
CPA, Financial Planner
Read Bio
Sarah Oliver
CPA, Financial Planner
Read Bio
Jonathan Perry
CPA, Financial Planner
Read Bio
Matt Peterson
CPA, Financial Planner
Read Bio
Sam Richter
CPA, Financial Planner
Read Bio
Aaron Rosenthal
CPA, Financial Planner
Read Bio
Erica Grant Sanders
CPA, Financial Planner
Read Bio
Tom Sanders
CPA, Partner
Read Bio
Hunter Satterfield
CPA, Partner
Read Bio
Regan Stephenson
CPA, Financial Planner
Read Bio
Mason Stern
CPA, Partner
Read Bio
Angie Svitak
CPA, Financial Planner
Read Bio
Ben Svoboda
CPA, Financial Planner
Read Bio
Dan Wicker
CPA, Managing Partner
Read Bio

LEADERSHIP TEAM

J.J. Anderson
Tax Director
Read Bio
Jeremy Bolf
Chief Compliance Officer
Read Bio
Stephen Clark
Chief Information Technology Officer
Rhonda Davenport
Chief People Officer
Read Bio
Tammy DeVinny
Director of Accounting
Read Bio
Scott Erwin
Chief Financial Officer
Read Bio
Erin Jeffries
Chief Marketing Officer
Read Bio
Charles Loretto
Partner/New Client Services
Read Bio
Kaitlin Mitchell
New Client Services and Seminars
Read Bio