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Meet the Experts Behind McGill & Lyon Dental Advisors

Supporting Dentists with Strategy, Clarity, and Care

When it comes to managing a dental practice, you deserve guidance from people who truly understand your world. At McGill and Lyon Dental Advisors, our team brings decades of first-hand experience working alongside dentists and specialists, helping them navigate the unique challenges of practice ownership with confidence.

We care deeply about helping dentists succeed—professionally and personally. Since 1983, we’ve supported countless doctors in reaching their goals, reducing stress, and building a secure financial future for themselves and their families. Whether you’re growing your practice, planning for the future, or looking to simplify your financial life, we’re here to be your trusted partner so you can focus on what matters most.

 

Tax, Business, and Financial Planning

Provided by McGill and Lyon Dental Advisors
Wes Cropped

Wesley W. Lyon II 

CPA, CFP®

President & CEO
Mario Cropped

Mario G. Santiago
CPA, CFP®

Tax and Business Planning Advisor
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Tyler G. Ott
CPA, CFP®

Tax and Business Planning Advisor

Jacob Knox

Junior Advisor

Sarah Svay

Client Relationship Manager

Practice Transitions and Brokerage

Provided by McGill and Lyon Practice Transitions
Jonathan Cropped

Jonathan R. Martin
CPA

Partner
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T. Wade Coleman
JD

Partner

Roger K. Hill
MSA, ASA

Partner Emeritus

David Mathews

Senior Associate
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Scott D. Menaker
DDS

Buyer Representation Advisor

Erica Flory

Client Relationship Manager

Rachel Lytle

Client Relationship Manager

Accounting Services

Provided by Zion & Company, Inc.
Christopher J. Buckliew

Christopher Buckliew,
CPA

Partner at Zion & Company, Inc.
Mark Zion

Mark Zion,
EA, CFP®

Managing Partner at Zion & Company, Inc.
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Legal Services

Provided by McGill and Hassan, P.A.
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Blake W. Hassan
CPA, JD

President

Patrick D. Craig
JD

Attorney

John D. Steber
JD

Associate Attorney

Amy Johnson

Senior Paralegal

Newsletter and Podcasts

Provided by The McGill & Lyon Dental Advisory
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Wesley W. Lyon II 
CPA, CFP®

Owner & Co-Editor 
John Cropped

John K. McGill 
MBA, JD

Founder & Co-Editor

Allie O’Neill

Membership Services Manager

Seminars and Speaking Engagements

Provided by McGill & Lyon

Sarah Casella

Event Manager