Wine and Dime Episode 3 - Dentists need Financial Planners Too

In this edition of “Wine and Dime”, we will be talking to Brian Hanks.  Brian is an MBA and CFP, and currently lives in Idaho.  After earning his undergraduate degree in business from Brigham Young University, Brian worked in several companies including Cain, Watters and Associates where he first learned how fun working with Dentists could be.

He earned his MBA from the University of Michigan and worked on Wall Street for Goldman Sachs, and Bank of America. He left the world of corporate advisory because he did not like all the conflicts of interest inherent in their business models.

Brian is thrilled to be working for as an independent, fee-only advisor serving the dental community with tax, accounting/bookkeeping, financial planning and investment services. He specializes in helping newer dentists buy dental practices.

This Episodes wine choice is Lemberger by Lakewood Vineyards.   This wine has great intensity of flavor. Notes of black raspberries and white pepper highlight a toasty bouquet. Finishing dry with flavors of raspberry and hints of spice. Try this with red meat (terrific with prime rib), and earthy dishes like grilled Portobello mushrooms.

Amy Irvine of Irvine Wealth Planning Strategies, LLC

10 East Market Street

Corning NY 14830