CBG was founded because we saw an opportunity to offer our specialized expertise in financial planning and dentistry in a comprehensive manner that is not easily duplicated. We are continually focused on helping our clients develop their plan to achieve personal and professional financial goals and assisting them in staying on track along the way.
Principal - CPA, CFP®, MBA
Principal - AIF, MBA
Principal - AAMS, MBA
Tax Accountant – CPA
Investment Analyst
Financial Planning Assistant
Staff Accountant
Accounting & Tax Director – CPA
Office Administrator
Tax Accountant - EA
Bookkeeper
CBG is a dental specific financial planning, investment, accounting, tax, and consulting firm.
© 2023 Copyright CBG & Company, Inc.
