Guiding dental professionals toward financial independence with personalized strategies and dedicated expertise.
Dentists graduate with world-class clinical training and the skill to build thriving practices — but nothing prepares them for the financial decisions that shape the rest of their lives. Student loan strategy, investment management, disability insurance, cash flow planning, practice acquisition, retirement strategy — these are complex, high-stakes decisions with no room for guesswork.
Virtus Financial Partners was founded to fill that gap. We built a firm around one profession because doing it well requires knowing the career inside and out — the debt loads, the cash flow cycles, the career transitions from associate to owner, the unique tax strategies that apply. Our advisors do not dabble in dental finance; it is the only thing they do, every day, for every client they serve.
A deliberate process, in that order.
We start with your story before anything else.
We dig into the details that drive real results — taxes, cash flow, and trade-offs.
Then — and only then — we build and manage a plan aligned to your life.
Six professionals — three advisors and a dedicated service team — working together to deliver a client experience built on trust, precision, and personal attention.
Stan founded Virtus with a clear mission: to bring personalized, high-caliber financial guidance to dental professionals at every stage of their career. With an MBA and years of experience in wealth management, he leads the firm's investment strategy and client relationships.
Brad works closely with dentists to simplify the financial complexity that comes with every career stage — from managing student debt to building long-term wealth. His MBA and CLU® mean he brings both the strategy and the structure to turn goals into a plan that works.
AJ is known for his ability to simplify complex financial concepts and make clients feel confident in their plan. His focus on relationship-driven advising and proactive planning has made him a trusted partner for dentists at every stage of their careers.
Behind every great advisor is a team that keeps everything running. Our service team ensures a seamless client experience from onboarding to ongoing support.
Erika is the organizational heartbeat of Virtus. She ensures every client interaction is seamless, every detail is handled, and every experience reflects the care and professionalism our clients expect.
Sarvina supports the team with meticulous attention to detail, helping ensure that every client request is handled promptly and every account runs smoothly behind the scenes.
Alexis keeps the day-to-day operations running smoothly, providing responsive support and ensuring clients always feel taken care of from their very first interaction.
