Client Testimonial - Dr. Mark Galli

I saw Wes and Greg at a Patterson event, and it was a comprehensive financial plan. I mean, we go out and we hire an accountant, a bookkeeper, a tax advisor, an investment advisor, you know, financial people. And they have that all presented comprehensively under one roof. And that's what attracted me to them initially. After my initial conversation with Greg on the phone, I wrote a Google review immediately because I was really impressed with how much care he took in. First, listening. You know, he didn't roll out, they didn't roll out a plan that seemed just generic to me. He listened to what my concerns were, and then he started customizing how he was gonna handle those things one at a time based on what I told him. It's probably the smartest thing you can do, is to have somebody comprehensively help you understand financial aspects of your practice, along with all the other services that they provide. Just that wisdom for how to run a dental or medical practice is invaluable. My experience with them so far has been email is almost immediate. Phone calls are very quick, and texts are very quick. I mean, they are very available. And if Greg doesn't have the answer that I need, then someone else is emailing me back. So I haven't ever waited till the next day to. To have a conversation with somebody or a text or an email. I would say peace of mind is a huge reason why I called them. I don't have to coordinate talking to three or four different people. I can call one office and ask them, what did the other person say about this? Or did you check on that with the guy that you were gonna check on under the same roof? And they always have answers for that. So that's the peace of mind that I got. I only have to make one phone call and talk about four different things, whereas before I had hired four different people. It's relieving to know that I have a brain trust that's handled. They're more experienced than a lot of us in the business aspect, and they're also objective. You know, we're very subjective when we're looking at our financials and our, you know, tax returns and things like that. And the solitary accountant doesn't always look at it from the same set of eyes as a business owner or someone running the business. And these guys know the ins and outs of that. They also know what it's like to be a dentist. So I don't feel like I'm running my practice anymore. I feel like there's a team of us all looking at that to help me run it. So it's. It's. It's very. It puts me at ease.