Sponsors and Partners
Sponsor Support keeps your dues low
Sponsors and Partners support SCCDS through advertising, special discounts to members, table clinics, and exhibitor space at events. SCCDS members are encouraged to support our Sponsors and Partners as OFTEN AS POSSIBLE when looking for products and services.
Interested in becoming a Sponsor and/or Partner? Learn more here.
Premier Sponsors
Financial Planning Services
Pantheon Wealth Planning
Contact: Sheri Pan
sherip@pantheonwp.com
www.PantheonWealthPlanning.com
At Pantheon Wealth Planning, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years. Our dedicated work ethic is based on three pillars that are coupled with consistent, honest communication to deliver progressive and comprehensive strategies for your financial planning needs.
Additionally, we continually review your plan to make necessary adjustments to accommodate your life changes. Because, life does change, after all. We are here to lend a hand in helping you navigate and adapt to those changes.
ADA Members Retirement Program
Equitable Advisors
Contact: Kate Robins
kate.robins@equitable.com
northerncaliforniahawaii.equitableadvisors.com
As the only retirement program endorsed by the ADA for its members, the ADA Members Retirement Program has given thousands of dental practice owners and their employees the opportunity to plan for retirement. Our program was built to meet the dental community’s needs by offering an affordable, flexible way to help build retirement assets and take advantage of potential tax savings.
Financial Services
The Phillips Group
Contact: Andrew Phillips
hello@phillipsgrouptax.com
www.phillipsgrouptax.com
| The Phillips Group is an accounting, tax, and advisory firm, based in Orange County, California. We exclusively serve dentists, physicians, and other healthcare professionals in California and around the country, helping them understand their finances and get the best out of their practice. |
Dental Compliance
Make Compliance Simple
Contact: Maureen Vander Zwaag
maureen@makecompliancesimple.com
www.makecompliancesimple.com
We provide full, in-office training and support for Cal/OSHA, HIPAA, HR, Dental Board Compliance and more.
Insurance
TDIC – The Dentists Insurance Company
Contact: Adriel Wood
tdicsales@tdicins.com
https://www.tdicinsurance.com/
TDIC offers a suite of insurance products built for dentists. Discover competitive rates on Professional Liability, Commercial Property, Employment Practices Liability and Cyber Suite Liability. TDIC also underwrites Workers’ Compensation in California.
Dental Finance and Banking
US Bank – Healthcare Dental
Contact: Kaochio Saephan
kaochio.saephan@usbank.com
https://www.usbank.com/business-banking/business-lending/practice-financing/dental-practice-loans.html
Whether you are a current dental practice owner or looking to become one, we offer loans and banking solutions tailored to suit your needs.
Sponsors
Virtual Recruitment
Swiss Monkey
Contact: Christine Sison
christine@swissmonkey.io
www.swissmonkey.io
Swiss monkey is a operation resource for your practice. We help you build a remote team by connecting you to Dental Professionals across the Country.
HIPAA/Cybersecurity Consultant
Copper Penny Consulting, LLC
Contact: Amy Wood
education@copperpennyconsulting.com
www.copperpennyconsulting.com
Copper Penny Consulting takes your boring, everyday compliance courses and turn them into an entertaining and educational conversation. Our goal is to educate as many people as we can so we don’t HAVE to do data breach investigations – although we are here to help if you ever find yourself in one!
Emergency Dental Kit
Meds2U
Contact: William Huynh
william@meds2urx.com
https://www.meds2urx.com/emergency-dental-kit
Save money and switch to Meds 2U Pharmacy for your Emergency Dental Kit! Our full kits start at $269.99!
Payment Processing ( Financial )
ROAM Commercial Realty
Contact: Foad Ahmadi
foad@roamcommercialrealty.com
roamcommercialrealty.com
We specialize exclusively in tenant and buyer representation for dentists. We NEVER represent landlords or sellers, which removes any conflict and ensures your interests always come first. From high performance startups to lease renewals and building purchases we are experts in every stage of your career.
Payment Processing ( Financial )
5 Star Processing
Contact: Rick Kamal
rick@5starprocessing.com
www.5starprocessing.com
5 Star Processing is a payment processing service provider that offers a variety of solutions tailored to meet the needs of different businesses, especially small to medium-sized enterprises. They provide comprehensive payment services including credit card processing, e-commerce payment gateways, mobile credit card processing, and point-of-sale (POS) systems.
Practice Sales & Evaluations
Revolve Practice Transitions
Contact: Gavin Shea
gavin@revolvetransitions.com
www.revolvetransitions.com
At Revolve Practice Transitions we believe the sale of your practice is more than a simple transaction. It’s a major milestone that marks the start of an exciting new chapter for you professionally and personally. Let us put more than two decades of finance and transition experience to work on your behalf.
Financial Advisory
Edward Jones
Contact: Jessica Q. Chen, CFA
jesscia.chen@edwardjones.com
https://www.edwardjones.com/us-en/financial-advisor/jessica-chen
As a CFA® with 20 years of professional experience, I am committed to elevating the financial wellness of 120 families and friends in my community by providing unparalleled access to a range of tailored financial services, including wealth strategies, retirement planning and estate considerations.