Banks/Lenders
Tell them DDSmatch Hawaii recommended you give them a call or click on a “Get Pre-Qualified” link to get started!
Hawaii Lenders
Scott Kurosawa, Senior Vice President & Niche Markets Manager
Phone: (808) 265-9329
Website: www.cpb.bank
We proudly carry on the mission of our forefathers to serve all of Hawaii’s people with aloha. Our values are more than just lofty words. They’re a part of our legacy
Shaun Rodrigues, VP & Commercial Banking Officer
Phone: (808) 844-8477
Website: www.hawaiiusafcu.com
At HawaiiUSA Federal Credit Union, we are committed to providing “Life matters” moments and financial education to our members, staff, and community.
Mainland Lenders
Nick Huston
Phone: (480) 577-8401
Website: www.bankofamerica.com
Serving individuals, small & middle market businesses and large corps.
Peter Chong
Phone: (714) 336-7218
Website: www.huntington.com
Huntington provides online banking solutions, mortgage, investing, loans, credit cards, and personal, small business, and commercial financial services.
Craig Byers
Phone: (330) 606-8315
Website: www.getprovide.com/start/ddsmatchmw
Innovating for dentists, veterinarians, and other healthcare professionals like you.
Kevan Bustillos
Phone: (858) 922-3252
Website: www.practicepathways.com
U.S. Bank Practice Finance builds lasting relationships with our clients by offering a full suite of financial products and exceptional service. With industry knowledge and experience, U.S. Bank can help you develop custom financing options that best fits the needs for you and your future practice.
Howard Boles
Phone: (626) 204-6626
Website: www.enterprisebank.com
Since our founding, Enterprise Bank & Trust has focused on serving the lifetime financial needs of our clients. We empower privately held businesses to succeed, helping families to secure their financial futures, and invest to advance the quality of life in the communities we serve.
CPA & Accounting Firms
Hawaii Accountants
Brian Hawkins
Phone: (808) 247-0676
Email: brian.hawkins@ims-hawaii.com
Website: www.ims-hawaii.com
THE KLEEMAN CORPORATION
Sean Kleeman
Phone: (714) 336-7218
Email: sean@kleemancorp.com
Website: www.huntington.com
Mainland Accountants
Carly Carlson, CPA & Managing Member
Phone: (503) 808-0875
Email: ccarlson@weteamcpas.com
Website: weteamcpas.com
WE Team knows the importance of finding the right accounting firm for your business is crucial. WE Team offers free consultations for your private medical or dental practice so we can walk you through your needs and budget.
Attorneys
Hawaii Attorneys
Naomi Cole
Email: ncolelaw@gmail.com
Naomi has been serving Hawaii dentists in practice transactions for a number of years. She takes great pride in providing exceptional guidance and support to her clients.
Nathan Natori
Email: nathan@natorilaw.com
Website: www.attorneyinhawaii.com
At the Natori Law Office LLLC we diligently represent international, national and Hawaii businesses as well as individuals from across the world.
Mainland Attorneys
Cecilia Chen
Phone: (858) 519-6009
Email: cchen@practiceatty.com
Website: www.practiceatty.com
Cecilia’s expertise includes purchase and sale of businesses, contracts and commercial lease review and negotiation, mergers and acquisition, with special focus in healthcare, representing dentists, veterinarians, optometrists, hospice and in-home care facilities.
David Cohen, Owner
Phone: (206) 919-9060
Email: david@cohenlawfirmpllc.com
Website: www.cohenlawfirmpllc.com
A multi-focused law firm serving individuals and businesses with a unique focus on work with dentists and dental specialists including General Dentists, Orthodontists, Periodontists, Endodontists, Pediatric Dentists, Prosthodontists, and Oral Surgeons.
Casey Gocel
Phone: (973) 243-7942
Email: CGocel@mblawfirm.com
Website: www.mblawfirm.com
Financial Planning / Wealth Management
Hawaii Financial Planning / Wealth Management
Len Fukushima – Vice President – Senior Financial Advisor
Phone: (808) 260-8375
Email: len.fukushima@ml.com
Website: www.ml.com
With Merrill, your advisor is so much more – listening to your needs and understanding what matters most to you and your family.
Mark Leong
Phone: (808) 566-5359
Email: mark.leong@nm.com
Website: www.northwesternmutual.com
Mainland Financial Planning / Wealth Management
Scott Walloch
Phone: (317) 340-4909
Email: scott@avantax.com
Website: www.avantax.com
Avantax is a pioneer in tax-intelligent investing. Our planning process includes a holistic analysis of every facet of your financial plan, viewed through a tax-focused lens.
Jeff Katz
Phone: (818) 561-8345
Email: jkatz@merceradvisors.com
Website: www.merceradvisors.com
Buyer Transition Advisors
Hawaii Buyer Transition Advisors
Christian Rawson
Phone: (808) 312-0254
Email: christianrawson@fortunemgmt.com
Website: www.fortunemgmt.com
Fortune Practice Management provides an unparalleled combination of coaching, consulting and training through customized seminars, personal coaching and support systems designed to
enrich the professional, personal, and financial lives of healthcare practitioners.
Mainland Buyer Transition Advisors
Teri McAviney
Phone: (760) 975-8770
Email: teri@makconcepts.com
Website: www.makconcepts.com
Experienced Founder with a demonstrated history of working in the dental management consulting industry.
INSURANCE CREDENTIALING & Plan Review
Shelley DeGroff
Phone: (402) 983-9233
Email: shelley@ppoadvisors.com
Website: www.ppoadvisors.com
Turn PPOs Into Profit. PPO Advisors. Risk Free Analysis. Custom Negotiations.
Matthew Veach, Founder & President
Phone: (303) 621-5387
Email: matt@veachconsulting.com
Website: www.veatchconsulting.com
Tap the expert knowledge and experience of one of the leading U.S. dental consulting firms, Veatch Consulting. When you’re ready to get growing – we’ll guarantee your success!
