Studies show that one of the top worries for dentists is about money and the uncertainty of money coming in and money going out. In dental school, running a business and the financial side is not nearly covered as much as it should be. We are talking with Brian Swilling today on making sure that dentists have the right mindset about money.
Brian Swilling is the co-founder of NaviPath Financial. NaviPath’s financial planning practice works extensively with the dental community. Brian grew up in a family of dentists and spent his adult life continuing to learn about this great profession. He has personally observed the many successes and struggles of being an associate, practice owner or partner in a larger DSO-like practice. As a result, they help dentists identify tax-efficient wealth management strategies for their professional and personal lives through comprehensive financial planning. At NaviPath Financial, our ultimate goal is to lessen financial burdens for their dental clients while helping them achieve balance in their personal lives.
Brian has been in the financial services industry since 2004 and spent the first 11 years of his career working on Wall Street. He became registered to offer securities in 2006 and holds Series 7, 65 and 63 licenses along with Life, Health and Long Term Care insurance licenses.
Brian is actively involved in the UNC Charlotte Belk College of Business Alumni Council. He currently lives in Belmont, NC with my wife and two young children.