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About

Your team knows dental health, our team knows dental wealth. 

Learn more about our meticulously crafted team and how each of us show up for you

Our Story

Our Primary Purpose

Owning a dental practice is far more than just a job. As a business owner, your practice is a vessel—it encompasses your financial independence, your career prospects, and your future goals. Being a practice owner requires you to accomplish many things within your workday. We’ve seen how essential financial aspects, such as tax management and exit planning can slip through the cracks. With proper support, you can work towards a business structure that is not only reaching its short term goals, yet allows you the foresight to set and fulfill your long term goals as well. As that support, we not only lift you up at each milestone of your journey, but also serve as one of the first calls you make when something goes wrong, ready to act with a plan in place. 

Our Founders

For a combined 25 years in the industry, the Bluewater Dental Advisors founders have honed a time-tested process for helping our clients proactively and confidently plan, protect, and grow their practices. As business owners themselves, they understand how important it is to work with someone that gets to know the financial makeup of your practice inside and out and curates a plan around your unique needs. Think of us as a GPS: Our niche business model enables us to create a roadmap for your practice, plotting specific destinations you desire to reach, optimizing your mileage on the journey, as well as helping ensure you are covered for any hazards along the way. From short-term growth strategies to long-term retirement planning, we have the experience required to meet practice owners where they are and help them create a financial roadmap for whatever lies ahead. 

Steven Huskey

Steven Huskey, CFP®, CExP™

Co-Founder & Financial Advisor

(843) 994-3208

Steven@bluewaterdentaladvisors.com

Steven has built his career on his passion for helping medical professionals navigate the complexities of their financial lives. Much like a physician is called to their profession out of an altruistic desire to improve the lives of...
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Brandon Wilson

Brandon Wilson, RICP®

Co-Founder & Financial Advisor

brandon@bluewaterdentaladvisors.com

Throughout his career, Brandon has built a planning practice that focuses on helping business owners grow, protect and eventually exit their companies. Through his personalized approach and tailored strategies for financial management,...
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Our Team

Meet the multifaceted support system that helps maintain your roadmap and assist you on your journey. 

Benjamin Fogg

Benjamin Fogg

Financial Representative

ben@bluewaterdentaladvisors.com

Originally from Wayland, Massachusetts, Ben made Charleston home in 2025 with his fiancé. After graduating from the University of Maine, he began his career at John Hancock in Boston while spending summers on Cape—an experience that...
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JP Wilder

JP Wilder

Financial Representative

JP@bluewaterdentaladvisors.com

JP Wilder is a financial representative based in Charleston, South Carolina, with a focus on helping young professionals, families, and medical professionals gain clarity and confidence in their financial future. Through a thoughtful and...

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Ciara Trimby

Ciara Trimby

Client Services

cece@bluewaterdentaladvisors.com

Ciara "Cece" Trimby is a graduate of Coastal Carolina University and a life-long local to the coast of South Carolina.

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Shelby Kale

Shelby Kale

Chief Marketing Officer

As an artist and a creative with a background in healthcare, Shelby is the brilliant mind behind our marketing efforts. Shelby spends her time utilizing our multiple educational outlets to listen and learn from dental professionals...
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Our 5-Step Process

Planning for your business is not a one stop shop, it is a journey together. We leave it open to review each of these steps with our clients as we accompany them on their venture. We avoid a transactional environment by fostering client relationships centered around growing together. Your milestones are our milestones; your success is our success.

  1. Drafting a financial mission statement

    Identifying your ideal destinations and mile markers for your journey.
     Articulate what the financial future looks like for you, your business, and your family.

  2. Building your business owner blueprint

    Mapping the route to your ideal destinations, identifying how many miles it may be, and how you can get there efficiently. Create financial organization for your practice and defining its current value, giving you a clearer image of where you are now, when planning for your future. .

  3. Leading with a cash flow plan

    Helping ensure you get the best gas mileage on your journey.
     Cash is how a business pays its bills and reinvests for growth. A better understanding of how to optimize the flow of money into and out of your practice will empower you to make confident decisions.

  4. Protecting your business from Three Black Swans

    Preparing for any kind of bumps in the road along the way, making sure you have quick and effective roadside assistance when you need it.
    Bad things happen to good dentists. Stress testing your balance sheet ensures you are fully protected against the risks business owners face.

  5. Growing via your people

    You can’t reach your destination without all of the parts that keep your car moving.
    Creating growth through attraction and retention of top-notch talent that fit the culture and mission of your organization.
Ready to get started?

Ready to get started?

Enough about us, we want to get to know you! Fill out our short online questionnaire form to give us more details about you, and a member of our team will reach out for the next steps.

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