Member Directory

Founder of Woody and Associates, Paul Woody, CPA, EA, CVA, MSA, leads the CPA firm that serves the Academy of Dental CPAs. With broad expertise in dental entrepreneurship and practice management, he helps dentists understand the rules surrounding Social Security — including when a dentist should take his or her benefits, how a restricted application works, and other rules a clinician approaching Social Security age should know.

A certified financial planner and investment advisor with NPB Financial Group, Brian Conners, CFP, MBA, has more than 30 years’ experience advising high-net-worth individuals and successful practice owners on financial, tax and investment matters that impact their businesses and net worth. He consults with clients on a broad range of topics, including financial management, insurance, tax and retirement planning, exit strategies, and mortgage and loan analysis and restructuring.