J. Haden Werhan

CPA/PFS

“Serving the dental community has been core to what I’ve done throughout my career. I tell people it’s in my blood. After growing tired of transacting commission-based real estate sales, I looked for better ways to support practices. I found what I was seeking at Thomas Doll, just as we were setting up Capital Performance Advisors. I’ve never looked back.”

Phone: (925) 280-5741

Website: Wealth Extractions

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.

Learn More About Us

J. Haden Werhan

CPA/PFS

Barry W. Oliver

CPA/PFS

Jared M. Nelson

CPA/PFS

David K. Harlow

CPA/PFS

Nick Gizzarelli

CPFA/QPA/QKA

Shannon Blackmon

CFP®/RLP®/CFT-I™

Todd Rouleau

CFA, CFP®