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Sara does financial planning work with physicians. Her husband himself is a resident physician so she is well aware of the nuances of life common to physicians. She owns her own practice to position herself to advocate well for her clients.
Larry has spent the last thirty-four years providing insurance and investment products and services to residents, fellows, and attending physicians. His expertise in disability insurance decisions for physicians is unmatched.
As an early-retired pediatric anesthesiologist, Jeff always had a passion for helping people, but after years of practicing medicine, he realized he could make an even greater impact by empowering individuals and families to achieve financial wellness. He subsequently made the bold decision to retire from medicine early and establish his own financial planning firm.
Ronnie serves as a Certified Financial Planner, having entered the field in 2016 after a long career in IT as a Networking & Telecommunications Engineer. He is very much a nerd for the technical side of financial planning and enjoys helping clients define a clear path to their financial and life goals.
A board-certified anesthesiologist, Cobin knows the life of a physician through and through. He made a career shift to financial planning as he saw the enormous need to help others in medicine make great financial decisions.
Tyler Olson serves as a financial planner, having entered the field in 2005. He founded OlsonFP in 2018 to create a space for physicians to collaboratively create their financial plans, optimizing for what they want their life to be about. By means of his Twitter/X platform, and now as co-host of the Physician Cents podcast, he has assisted thousands of medical students and physicians one-on-one in getting their financial questions answered.
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Conversations helping graduating medical students to attending physicians build a strong financial foundation
