About Practice First Advisors

Financial guidance designed exclusively for dental practice owners.

Tanner Woolley

CPA | CFP®

I help dental practice owners build wealth by connecting three things that most advisors keep separate: tax strategy, business profitability, and comprehensive financial planning.

Most dentists have a tax person, a financial advisor, and maybe a business consultant, but nobody orchestrating how they work together. That's where the real money is made.

My focus: annual tax optimization that funds retirement, eliminate debt strategically, align business structure with personal goals, and make sure every financial decision serves the practice and personal wealth building.

Book a Discovery Call

CALL 541 291-5518

What we believe

Five principles that guide every session.

01

Strategy Beyond Compliance

We look beyond tax filings and financial statements to develop proactive strategies that support your practice and long-term financial goals.

02

Planning with Purpose

Every recommendation is made with intention, ensuring your accounting, tax planning, and financial planning all work together.

03

Relationships Built on Trust

We believe lasting partnerships create the strongest financial outcomes. Your success is our priority, and we're committed to earning your trust every step of the way.

04

Growth Through Clarity

Clear financial reporting and meaningful insights empower you to make confident decisions that strengthen your practice and improve profitability.

05

Your Future Comes First

Every financial decision should move you closer to your personal and professional goals, helping you build lasting wealth for yourself, your family, and your practice.

YOUR NEXT FINANCIAL DECISION STARTS HERE

Smarter strategies today. Greater opportunities tomorrow.

Partner with a trusted advisor who understands the business of dentistry. Together, we'll create an integrated financial plan that helps your practice thrive while building long-term personal wealth.