About Us

By Dentists
for Dentists

Since 1966, we have been helping California dentists and their staffs plan worry-free retirements and secure their financial future. As a nonprofit, we concentrate on what matters most: Financial success for our members.

For dentists registered in California, guild membership is free and offers the following benefits:

Advantaged Pricing

While we maintain individual accounts for our members, investment funds are pooled to obtain volume discounts based on the size of the Guild’s total assets under management.

Cross-Testing and IRS Form 5500 Preparation

In accordance with IRS regulations, we perform cross-testing and prepare Form 5500s for our member plans.

Educational Resources

Dentists and their staff enjoy personalized, one-on-one service from the CDG staff and service partners, which includes investment education and guidance.

Ongoing Account Monitoring and Reporting

Our 3(38) investment advisor team reviews current investments, recommends changes, and provides continuing investment monitoring.

Our Team

Elizabeth Clark, AIF

Chief Executive

Known for her attention to detail, as chief executive officer, Elizabeth oversees CDG’s daily operations, while also assisting the Board of Directors with the coordination and management of service partners and member portfolios.

With more than 30 years experience in finance, management, trust administration, investment advisory, retirement counseling and administration, Elizabeth joined CDG in 2001. In 2014, she earned her Accredited Investment Fiduciary (AIF) designation. Issued by the Center for Fiduciary Studies, the designation prepares investment professionals to carry out their fiduciary responsibilities and obligations.

Previously, Elizabeth worked as an investment advisor at the Guaranty Trust Company (a privately-held family bank) and in IRA administration and investments at Boatmen’s Bancshares in St. Louis, Mo.

A graduate of Washington University in St. Louis, Elizabeth has a degree in sociology and two minors in business and women’s studies. She currently resides in Sacramento with her husband and an assembly of animals. In her spare time, Elizabeth enjoys invigorating games of tennis and looks forward to visits with her three adult children and grandson.

 

Nicole Eppley Lynn, CRPC

Retirement Program Support Specialist

Nicole Eppley is the Program Retirement Specialist for Southern California. She begins each relationship by developing a complete understanding of our member’s unique needs and retirement goals.

From this understanding she is able to provide the best, most tax efficient plan for all stages of your dental career. Nicole began her career as a Financial Advisor at Merrill Lynch and then later with Morgan Stanley. She is knowledgeable in all aspects of investment management, retirement planning and charitable giving.

Early in her career Nicole developed a passion for helping individuals and families prepare for retirement. This led her to obtain the Chartered Retirement Planning Counselor designation from the College for Financial Planning.

Originally from Ohio, Nicole holds a Finance degree from The Ohio State University, Fisher College of Business. She lives in La Jolla, CA where she enjoys spending as much time as she can near the beach, running, swimming or paddle boarding. Nicole is also a certified Pilates instructor.

 

Questions? Contact us for a no-obligation analysis.

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