The Four Quadrants Experience

Our four-part SURE Process takes successful dentists and puts them on the path to become multi-millionaires. We dive deep into financial planning for dentists – both practice and personal – and build a custom plan to take dentists to the next level, then help you execute it completely.

SPEAK with the prospect

We start out by having an initial conversation with a prospective client. The dentist discusses the issues they’re facing, how they’ve tried to solve them, and what has or hasn’t worked. We use that to determine whether or not the practice is ready for our brand of help. If so, we move on to the next step together. If not, we offer baseline materials to help get the practice to the right starting point.

UNCOVER the client’s problems

The first step is to learn as much as possible about the dentist’s current personal and practice current status to see how we can help. That happens in our Wealth Workup. We take 20-40 hours to examine the full range of your financial documents – bank statements, taxes, and more – and prepare a thorough assessment to make the final determination. You’ll see live proof of how we start you on the path to becoming a multi-millionaire before you make any commitment to us. We also meet with doctor and spouse on a phone call to get a better feel for the way the practice and home are intertwined.

REVEAL the data-driven solution

Next, you get to find out our plan for restoring clarity and order to your practice and your home finances. We will bring you to Indianapolis for an in-person meeting at our corporate headquarters to lay out your comprehensive financial strategy – a customized strategy that will change your life. At the end of all this, we know exactly what needs to be done to fix your practice. And so do you.

EMBARK on the path to success

Now, the plan is put into action. It's not your job to make sure our strategies are put into action - it's ours. You're not on an island by yourself anymore. We're here for you every step of the way. We will keep in regular touch so you’re constantly aware of your financial health. You'll get advice whenever you need it. And this isn’t a temporary fix. We’ll be there year after year as your practice continues to grow and become stronger.

Four Quadrants tm Team

Jason Smith

Jason Smith

President, Chief Executive Officer, Founder

Jason knows first-hand the financial problems faced by dentists and specialists – his wife is a practicing orthodontist. He started Four Quadrants after dental clients from a previous financial planning career asked him to start a firm specializing in the financial struggles of dentists. Today Jason focuses on developing vision and strategy both for clients and for Four Quadrants. Anyone can compile data and examine it bit-by-bit. Jason takes the big picture, connecting all the parts of a problem and all the data to find the root cause and build a unique strategy. Jason enjoys being at home with his wife and two daughters, and loves being outdoors, spending much of his time working on his land or in his barn.

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Brogan Baxter

Brogan Baxter, MBA

Chief Operating Officer, Senior Analyst

If you become a Four Quadrants client, Brogan’s a person you’ll get to know very well – he’s the first person you’ll work with when you begin the initial process. Brogan prides himself on his ability to multi-task and the relationships he builds with each and every client. He’s most skilled at making even the most complicated concepts easy to understand for our clients. In his leadership role as Chief Operating Officer and head of the Four Quadrants’ planning team, Brogan guides the efforts of the office and deals with high-level client challenges. He loves seeing the results of Four Quadrants’ work: helping dentists realize their dreams and changing the course of a family for generations to come. Brogan loves spending time with his wife and daughters, and likes to work outside, play golf, and root voraciously for the Indianapolis Colts.

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Steve Levy, CPA, JD

Tax Manager

With his wealth of experience in tax and accounting, Steve can help with any of your financial needs.  As both a CPA and attorney, he enjoys delving deep into any challenges you face to come up with the best solution.  Steve particularly likes how at Four Quadrants he can go beyond the typical tax and accounting services to develop a stronger relationship with clients to help them with their financial goals and dreams.  In his free time, Steve sings as a professionally trained singer with the Indianapolis Symphonic Choir, and is also a USA Swimming coach and referee with his wife who is also a swim coach.

Ryan McLaughlinRyan McLaughlin

Accountant

For Ryan, it’s always tax season. He helps Four Quadrants clients prepare for their final returns all year, to make tax time go as smoothly as possible. He loves working with numbers and sees a client’s books as a puzzle to solve – which makes him perfectly suited to handle monthly accounting and bookkeeping. But the best thing for Ryan is seeing the big picture results, when the clients he works with take big steps toward the retirement they’ve always dreamed of. For fun, Ryan likes to watch and play basketball – he went to Butler University, and as a student assistant got to go to the national championship twice.

Colton Smith

Colton Smith

Accountant

Colton works on the accounting team and enjoys the in-depth analysis and hands-on financial approach taken with our clients. A Saint Joseph’s College graduate, Colton continued his athletic years on the baseball diamond.

He’s a huge music fan as well as a Chicago sports fan, especially the Cubs, and enjoys traveling with his friends to different sporting events and concerts around the United States. Whenever he gets the chance, Colton enjoys traveling back to Coal City, IL to visit his family.

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Will Taylor

Will Taylor, MBA

Financial Planner/Analyst

Will works on the Planning/Analytical side and is a self-proclaimed “numbers nerd”. With a background in personal financial advising, he understands how clients benefit from regaining control of their finances so they can build a rock-solid foundation for retirement. He is driven to always find areas of opportunity in our clients’ practice as well as in their personal investing.

Will is an avid golfer, sports fanatic, Kentucky native, and life-long UK basketball fan. He enjoys traveling to play golf and goto as many sporting events as he can.

Alan_BerryStacy Alan Phillips, CLTC

Financial Planner/AnalystStacy

Stacy works on the Planning team alongside Brogan, Will, and Jacob. He brings a wealth of knowledge on insurance, financial planning, and business operations and enjoys working directly with clients on a daily basis to help them make solid planning decisions and secure their financial future.

A lifelong resident of Indiana, Stacy grew up in Madison and now resides in Noblesville with his wife and two children. He graduated from Mississippi State University and was a PGA Club Professional for ten years before transitioning into the financial planning field where he has found a real passion for the last 13+ years.

In his spare time, he enjoys golf, travel, watching IU basketball, riding his Harley and spending time with friends and family

Jacob_TuttleJacob Tuttle

Financial Planner/Analyst

Jacob is a person that likes to look into the details of numbers. He checks client's profit and loss sheets, analyzes their cash flow, and writes financial plans. Jacob states that he loves "making a positive impact" for our clients future. He describes himself as relaxed and easygoing.

Jacob in his free time likes to travel, watch sports, and is working on his CFP. Jacob is looking forward to this fall when his wife, currently living in South Carolina, will be joining him in Indiana after she graduates.

Kevin RhotonKevin Rhoton, CPA, MBA

Accounting

Kevin is a graduate of Anderson University and is part of our elite accounting team. From a young age, Kevin has known he was going to be an accountant. Kevin states that "When I took accounting in high school the idea of debit and credits clicked for me" When Kevin does the monthly compilation for clients he thinks of it as solving a puzzle. One of the thing he states he likes the best about his job is the people he works with at Four Quadrants Advisory.  
 
Kevin is the proud father of four very active boys. He and his wife like to take them camping and attend school activities. Kevin likes outdoor activities including hunting. Come November of every year he and his two eldest sons go down to Kentucky and hunt for deer.

Greg Miller, CPA, MAcc

Greg MillerAccounting

With a family background in Dentistry, Greg grew up learning the complexities and operations of a Dental Practice. His experience in accounting, tax, and audit brings strong ledger, tax, and accounting experience to the Four Quadrants team. His family experience in Dentistry coupled with his Master’s of Accounting in Tax, he’s able to uniquely address each client’s accounting and tax challenges with a personal connection to the industry.

Greg is a University of Kansas graduate who loves college basketball! He loves watching sports and playing outdoors with his son. In his spare time, he enjoys golfing, playing chess, and spending time with friends and family.

Shelia Loveland

Shelia Loveland

Bookkeeper 

Sheila has packed a lot into her life so far. She has run her own bookkeeping and pool management companies. And for a few years, she was the Aquatic Director for the city of Indianapolis. So why has her career path led back to bookkeeping? "There is something about tracking invoices and reconciling bank statements that fascinate me. I guess I like creating the cornerstone of information that will later go to help our Financial Analysts make informed recommendations that benefit our clients."

In Sheila's free time she spends it with her very active 12-year old son. She is also taking part in MMA training, running, and reading. 

Sheila would describe herself as eclectic, adventurous, analytical and calm.

Casey HiersCasey Hiers

Director of Business Development

Casey believes in the life-changing financial upside Four Quadrants gives to the clients with whom we work because he’s seen it first hand.

The central-Indiana native works with dentists and specialists nationwide. He is also a resource for dental continuing education and most recently presented sold-out courses at the Yankee Dental Congress annual meeting.

Casey, an active Purdue University alumni, brings an impressive business development background from his time in Southern California and throughout the Midwest. Casey currently resides in Westfield, Indiana with wife Lisa and daughters Emmy and Nora. He also finds time to volunteer as VP of the Home Board for Pi Kappa Alpha Fraternity and supports numerous projects with business students at Purdue.

Alan_BerryAlan Berry

Director of Marketing and Digital Media Production

Alan has been making videos and marketing products for over 20 years. The part of his job he looks forward to the most is interviewing Four Quadrants' Clients and making their stories come alive. "Nothing makes me happier than to hear from one of our clients that they love their video."
 
Alan is an avid award-winning filmmaker, including an Emmy in 2016. This past year he finished his seventh documentary called "Dead Man's Line." In his free time, he likes to hang out with his wife and family or go to a Phish show. 

Is your dental practice ready for Four Quadrants Advisory?