Dentist Advisors, a South Jordan, Utah-based financial advisory firm focused on serving dental professionals nationwide, has hired industry veteran Amanda Bateman as a financial advisor, the company announced in a news release.
In her new role, Bateman will work with clients to design and implement integrated financial and investment plans, as well as provide ongoing, proactive financial guidance. She will also offer dental professionals financial education on mitigating the impact of legislative, economic, tax, lending and other public policy changes affecting their dental practices.
Prior to joining Dentist Advisors, Bateman worked with high-net-worth and ultra-high-net-worth clients at Vanguard. She managed a roughly $2 billion book of business that included 270 household relationships with assets ranging from $5 million to $36 million per household.
Bateman earned a bachelor’s degree in business management from Liberty University.