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Stephanie Pearson, MD, FACOG, is a passionate advocate for physicians' financial well-being and identity in medicine. With a mission to empower healthcare professionals, she discusses topics like disability insurance, financial stability, and career challenges. As a dynamic speaker and expert, Dr. Pearson sheds light on struggles faced by physicians, especially women. Her thought leadership extends to healthcare disparities, women's health, and self-care, inspiring resilience, and well-being among physicians.
As an Enrolled Agent by license and tax advisor by trade, it’s my nature to try to find places to help individuals, not just with their taxes, but with their overall financial goals. There is a huge void in the understanding of the correlation between taxation and student loans, and after 17 years of focusing strictly on taxes, I became one of the 20 people in the country with both a tax license (EA) and a designation as a Certified Student Loan Professional (CSLP). Being able to provide clients the peace of mind that their taxes are being handled with their overall financial goals in mind is my biggest “why” every single day.
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Dr. Naomi Lawrence-Reid is a board-certified pediatrician and founder of Doctoring Differently®, an online digital course platform that teaches physicians how to find and explore flexible, lucrative careers beyond full-time clinical medicine. After leaving a full-time clinical job in 2017, she went on to explore per-diem, locums, medical expert witness, aesthetics, medical writing, academic consulting, independent telemedicine, social security adjudications and more. After quadrupling her salary while working entirely on her own terms, Dr. Lawrence-Reid founded Doctoring Differently® to teach physicians of all specialties how to create their own flexible, lucrative physician careers.
I've been quite passionate about physicians getting a fair deal for some time, having started helping my husband and other physicians with contracts back in 2020. Finances are obviously a central part of physician employment contracts and I enjoy advising clients on how to get the best deal for their situation, furthering their financial and personal goals.
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Has been the CFO of both private and public companies with a successful IPO on NASDAQ. Proven track record of leading successful initiatives to drive operational excellence, increase efficiency, and maximize ROI. Highly skilled in strategic planning, fundraising, and investor relations. Experienced in building and leading high-performance teams to achieve organizational goals.
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Founder of WealthKeel LLC. Co-Host of Physician Cents. Financial Planning for Gen X & Y Physicians.
Founder of OlsonFP LLC. Co-Host of Physician Cents. Financial & Tax Planning for Physicians
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Cobin Soelberg, M.D., J.D., is a practicing anesthesiologist and owner of Greeley Wealth Management, a financial planning firm exclusively serving physician families. Cobin loves working with physicians to build wealth and create lives filled with purpose and meaning.
Dr. Truhlar has been a full-time private practice Radiologist in Iowa City, Iowa since 2004. In addition to an MD and MBA, he holds a Masters in Personal Financial Planning from the College for Financial Planning. At the prodding of a second-year medical student, he created and is now on his 6th year of teaching a for-credit M4 elective “Financial Planning for Rising Interns” course at the University of Iowa College of Medicine, for which he was recognized as the White Coat Investor website “2021 Financial Educator of the Year”.
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Conversations helping graduating medical students to attending physicians build a strong financial foundation
