Our Team & Firm

Shawn Terrell, CExP

Founder of Dentist Exit Planning & Lead Financial Advisor

Both dentists and financial advisors often need time to explore different practice models before deciding which framework allows them to best serve patients and clients.

Shawn Terrell spent ten years as a financial advisor cultivating his philosophies about the best way to deliver financial advice.

Then in 2021, he launched Dentist Exit Planning, founded in his vision of financial planning in the future.

Our company is deliberately small and privately-owned. We’re intentionally independent. We’re a boutique firm focused on a narrow niche: dentists transitioning away from clinical practice.

Shawn serves as both the lead financial advisor and CEO of Dentist Exit Planning.

In addition, he enjoys hosting and guesting on many dental podcasts, as it’s a reminder of his first career; Prior to becoming an advisor in 2011, Shawn spent 10 years working as a television sports anchor and sports talk radio host.

Shawn was born and raised in Iowa. He grew up in the small town of Peterson, located in the northwest corner of the state. He received his Bachelor of Arts from The University of Iowa in 2000.

Shawn and his wife Laura live in West Des Moines with their sons, Teddy and Ollie.

When away from the office, Shawn enjoys following the Iowa Hawkeyes and Chicago sports, and riding his road bike whenever possible.

He’s also a music aficionado and has been to more Pearl Jam concerts than his wife would like him to admit.