Your Team
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.
Founders
Steven Huskey, CFP®, CExP™
Co-Founder & Financial Advisor
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...
Brandon Wilson, RICP®
Co-Founder & Financial Advisor
brandonwilson@financialguide.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,...
Our Staff
Meet the multifaceted support system that helps maintain your roadmap and assist you on your journey.
Staff
Benjamin Fogg
Financial Representative
Ciara Trimby
Client Services
Ciara "Cece" Trimby is a graduate of Coastal Carolina University and a life-long local to the coast of South Carolina.