Our Team

Barry became a partner of our affiliated firms in 1994. He dedicates his attention to helping clients simplify their financial lives and challenges, and make smart decisions with their money. He is also the editor of Doctor’s Report, our monthly planning newsletter for the dental and medical community. Prior to joining our affiliated firms, Barry served as a tax manager in one of the “Big Six” firms. He has co-authored numerous articles to help medical and dental professionals and other high-net-worth individuals grow and manage their wealth. Barry holds a bachelor’s degree from Brigham Young University. When he’s not enjoying hiking and exploring in his “backyard” of Mount Diablo, Barry enjoys reading books on early U.S. history and (not surprisingly) investing.

Barry is registered with Thomas Doll, an Earned Wealth Company.

As Chief Wealth Officer at Earned and a CFA® charterholder, Bill is driven to accelerate wealth creation for doctor clients, by career stage and their unique career arc, using advanced technologies, deep data insights, and evidence-based methodologies. In this role, Bill leads development of Earned's perspective across the seven wealth domains that together most drive financial outcomes for doctors: investing, tax planning, career advisory, insurance, trust and estate, debt management, and cash management.

Brett joined our affiliated firms in 2015. He holds a master’s degree in accountancy from Southern Utah University and is a Registered Investment Advisor. Prior to joining Thomas Doll, Brett worked for the Utah State Tax Commission. Brett spends his free time with this wife and three boys. He loves mountain biking, hiking, and most anything else outdoors.

Brett is registered with Thomas Doll, an Earned Wealth Company.

Cait Howerton, MBA, CFP® is a CERTIFIED FINANCIAL PLANNER® professional who is driven to empower doctors to make informed decisions that will maximize their wealth potential. Cait specializes in guiding high-achieving professionals who want to make a meaningful impact in their lives and professions. She brings a passion for providing inclusive, fiduciary financial guidance to people of diverse family structures. These include LGBTQ+ individuals and families, blended families, those who are divorced or widowed, and more. Cait's expertise lies in complex student loan planning, family and retirement planning, and values-driven goal setting. She meets her clients where they are - encouraging their dreams and celebrating their wins along the way. Originally from Hot Springs, Arkansas, Cait moved to Smyrna, Georgia in 2018, by way of New Orleans where she completed her MBA. She is an avid traveler and collector of local honey. She spends her free-time playing pickleball and shuffleboard, exploring dive bars and coffee shops, and relaxing around a bonfire with family and friends.

Carson joined our affiliated firms in 2010 to provide tax, accounting and wealth management services to the dental and medical community, with a focus on dental and medical practitioners. Carson earned his bachelor’s degree from Utah Valley University and California State East Bay. He then went to work as a tax associate at Deloitte in San Jose for 2 years where he built a solid tax foundation that he still utilizes today.

Carson is registered with Thomas Doll, an Earned Wealth Company.

Coleman is passionate about financial planning and is pursuing the CERTIFIED FINANCIAL PLANNER® designation. This demonstrates his commitment to providing comprehensive financial guidance and helping clients make informed decisions. Coleman grew up in a doctor household and is driven by the opportunity to give back to the community and help doctors reach their financial goals.

Since joining Thomas Doll in 2005, Dave has assisted clients with their accounting and wealth management needs. Dave holds a master’s degree in accountancy with an emphasis in tax from Brigham Young University and is a Registered Investment Advisor Representative. Right out of school, Dave began working for Deloitte & Touche, San Francisco, followed by some time in his dad’s CPA practice in his hometown of Hollister, California. He enjoys spending time with his family, playing the guitar, singing and playing golf.

Dave is registered with Thomas Doll, an Earned Wealth Company.

As a Wealth Advisor at Earned and a CERTIFIED FINANCIAL PLANNER®, Hussein brings a wealth of experience and a robust background to the table. He is committed to a collaborative approach with our doctor clients to understand their unique goals and aspirations, ensuring a tailored approach that aligns seamlessly with their financial objectives. He is driven to empower doctors to make informed decisions that will maximize their wealth potential.

James holds a degree in Accounting from Brigham Young University – Idaho, where he developed a passion for personal finance and tax-smart investing. He is currently pursuing the CERTIFIED FINANCIAL PLANNER® designation and is committed to helping clients, particularly doctors, make informed financial decisions. With a focus on tax-efficient strategies, James works to provide tailored solutions that align with his clients' goals and financial well-being.

Jared joined our affiliated firms in 2006 to provide tax, accounting and wealth management services to the dental and medical community, with a focus on new business development. Jared’s past experience includes senior associate positions at PricewaterhouseCoopers in Houston and Group1 Automotive, Inc., a Fortune 500 retailer. In these positions, he performed financial audits and due diligence on firms ranging from multinationals, to technology start-ups, to not-for-profit foundations. Jared earned his master’s degree in accountancy from Brigham Young University. Much of his free time is devoted to family outings to the beach and other area attractions. Occasionally, he and his wife escape to a nearby restaurant; Café Esin is among their favorites.

Jared is registered with Thomas Doll, an Earned Wealth Company.

With over a decade of experience in high net worth financial services, Jessie puts clients at the forefront of the conversation. She ensures that the client onboarding process is high touch and comfortable. She prides herself on seeking to understand the client first, and speaking at their level of financial knowledge, with ongoing communications.

Jon is passionate about financial planning and is working toward the CERTIFIED FINANCIAL PLANNER® designation to deepen his ability to offer comprehensive guidance. With previous experience in the financial services industry, he focuses on understanding each client’s unique needs and providing ongoing support to help them make informed financial decisions. Outside of work, Jon enjoys running, biking, hiking, and anything outdoors.

Joe strives to build long lasting relationships with his clients. His core business philosophy is grounded in the belief that blending the wealth management, tax and accounting needs of his clients is the best practice. Joe is motivated to help individuals and their families to ensure generations of healthy financial sustainability.
 Joe holds a Bachelor of Science degree in Economics from the University of California, Santa Barbara. Joe joined our affiliated firms in 1988 and has been a dedicated leader ever since. He is a frequent speaker on wealth management and tax planning strategies for high-net-worth individuals. He continues his education to stay current in his field, including collaboration with colleagues and wealth management organizations nationally.
 Joe is very dedicated to his family. He loves spending time with his wife Angela, and their children and grandchildren. As thrill seekers at heart, Joe and Angela enjoy being outdoors and doing just about anything.

Joseph is registered with Thomas Doll, an Earned Wealth Company.

Haden has been a member of our affiliated firms since 1998, providing wealth management, accounting and tax services to successful practitioners. Haden came to the firm following a lengthy career managing, consulting and providing accounting services to dental practices ranging from start-ups, to acquisitions, to large group settings. He has regularly lectured and provided seminars on tax, financial planning, practice management and practice evaluations at the University of California, San Francisco; the University of the Pacific School of Dentistry; and various dental societies. In addition to his CPA/PFS credentials, Haden also is a licensed real estate broker. He holds a bachelor’s degree in economics from the University of San Francisco and another in accounting and taxation studies from Golden Gate University. Haden enjoys living in Lafayette and pursuing his personal interests in flying, scuba diving and swimming.

J. Haden is registered with Thomas Doll, an Earned Wealth Company.

Myhanh brings 30+ years' experience building wealth with clients to Earned. She uses Earned's proprietary diagnostic to develop financial plans tuned to clients specific goals and 7 key building blocks of wealth. She has a deep understanding of the unique financial challenges and opportunities doctors face.

Nick studied Civil Engineering at Berkeley, Business and Economics at Illinois, graduated top 3% in my class, approaching 10 years in the pension industry where I work alongside some of the largest retirement plans managed by Thomas Doll. He is an active member of the American Retirement Association and hold multiple applicable designations from the affiliate organizations, National Association of Plan Advisors and the American Society of Pension Professionals and Actuaries. My writings have been shared within the economic and benefits industries, including both industry updates and technical articles. He thinks pension jokes are hilarious and uses every family gathering as an opportunity to urge friends and family to be more involved in their own retirement plans.

Nick is registered with Thomas Doll, an Earned Wealth Company.

Shannon Blackmon is a CERTIFIED FINANCIAL PLANNER™ professional, highly trained in financial planning and investment management. Helping others not only survive but flourish and live full, prosperous lives is her goal. Shannon enjoys co-creating custom financial plans with her clients’ well-being at the center. Guiding them through a comprehensive wealth management process, she provides insights into cash flow, net worth, risk management, investments, and philanthropic goals. Shannon earned a bachelor’s degree in Psychology from the University of Arizona and her Certificate in Financial Planning from Boston University. Shannon is a Registered Life Planner® through Kinder Institute. She is also a Certified Financial Therapist-Level I™ Practitioner. She serves as Co-Chair for the Horizons Foundation’s Professional Advisors Council and is a member of Dental Speaker Institute, and Dental Speakers Bureau.

Shannon is registered with Thomas Doll, an Earned Wealth Company.

From my very first experience in the world of investments, I was captivated. My initial desire was to acquire as much knowledge as possible about how markets functioned, and wealth was built. What I found was that the most challenging complexities exist within each of us, our unique situations, and the financial decisions we face throughout our lives. There’s little more rewarding than designing a plan and finding the solutions along the way to make it successful. I came to Thomas Doll to do planning the right way, with a vast network of knowledge and a fiduciary standard of care.

Todd is registered with Thomas Doll, an Earned Wealth Company.