MEET OUR TEAM

Advocates for financial literacy, we are a team of teachers. Our financial planners are not only Certified Public Accountants but also
Investment Advisor Representatives. Their well-rounded knowledge is backed by tried-and-true strategies Cain Watters and Associates
has implemented since 1984. They share their expertise in and out of the office, teaching financial concepts at dental schools,
study clubs and larger industry events.

Our accountants, tax professionals and department leaders are all resources that support the initiatives of the financial planning team,
clients and greater dental community.

Heidi Barnett
CPA, Financial Planner
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Trevor Bates
CPA, Financial Planner
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Bradley Blasingame
CPA, Financial Planner
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Brian Bortz
CPA, Partner
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Lauren Bostick
CPA, Financial Planner
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Darrell Cain
CPA, Founding Partner
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Steve Cain
CPA, Partner
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David Cannon
CPA, Financial Planner
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Brad Clapp
CPA, Partner
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Scott Clynch
CPA, Financial Planner
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Judson Crawford
CPA, Partner
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Ed Daude
CPA, Financial Planner
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Julie Denham
CPA, Financial Planner
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David Forbess
CPA, Financial Planner
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Brittany Frazier
CPA, Financial Planner
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Justin Fry
CPA, Financial Planner
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Jennifer Gage
CPA, Financial Planner
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Tom Gates
CPA, Financial Planner
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Tim Greaves
CPA, Partner
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Holly Grube
CPA, Financial Planner
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Zane Harris
CPA, Financial Planner
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William T. Harrigan
CPA, Financial Planner
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Brook Hoover
CPA, Financial Planner
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Jennifer Klein
CPA, Financial Planner, Director of Financial Planning
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Keith Klein
CPA, Financial Planner
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Sandra Lake
CPA, Financial Planner
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Eric Lamm
CPA, Financial Planner
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Toni Lee
CPA, Partner
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Scott Lyle
CPA, Financial Planner
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Sarah Oliver
CPA, Financial Planner
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Matt Peterson
CPA, Financial Planner
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Erica Grant Sanders
CPA, Financial Planner
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Tom Sanders
CPA, Partner
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Hunter Satterfield
CPA, Partner
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Regan Stephenson
CPA, Financial Planner
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Mason Stern
CPA, Financial Planner
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Angie Svitak
CPA, Financial Planner
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Dan Wicker
CPA, Managing Partner
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Stephen Clark
Chief Information Technology Officer
Julian Cuello
New Client Services
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Robert Coulter
Chief Compliance Officer
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Rhonda Davenport
Chief People Officer
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Tammy DeVinny
Director of Accounting
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Scott Erwin
Chief Financial Officer
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Erin Jeffries
Chief Marketing Officer
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Charles Loretto
Partner/New Client Services
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Kaitlin Mitchell
New Client Services and Seminars
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Kristina Yarbrough
CPA, Director of Tax
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Natalie Young
Wealth Advisor
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