The Dental Protection Group (DPG), a company specializing in dental procedure warranties and wealth-building strategies through 831(b) reinsurance structures, has announced the addition of two seasoned financial professionals to its advisory board. Jesse F. Brookreson, CRC®, and Brian Trymbiski, AIF® — both of Great Oak Investment Management at Raymond James — will support DPG’s mission to deliver innovative financial tools to the dental sector.
With more than ten years of experience in investment management for captive and reinsurance companies, Brookreson and Trymbiski bring deep expertise in financial strategy and long-term planning. Their background includes working with a wide range of industries, helping businesses build solid financial foundations through smart structuring and disciplined asset management.
“We’re proud to collaborate with such respected professionals and a financially robust institution like Raymond James & Associates,” said Max Zanan, co-founder of DPG. “Brian and Jesse bring institutional-level insight and a strategic mindset that will greatly benefit our clients as we expand.”
Brookreson and Trymbiski play key roles at Great Oak Investment Management, where they specialize in creating tailored investment strategies for reinsurance and captive insurance firms.
Their partnership with DPG marks a strategic move to strengthen financial innovation in dental practices and labs across the United States.
“Great Oak is excited to apply proven wealth-building strategies to the dental field,” said Jesse Brookreson. “We share DPG’s vision and are committed to helping dentists and dental lab owners manage risk and grow wealth through structured planning and reinsurance solutions.”
The collaboration signals a strong alignment of financial leadership and a rapidly expanding dental-focused platform. Together, DPG and Great Oak aim to drive new levels of financial security and success in the dental industry.