FINANCIAL CONSULTANT

Our financial consultant has over 24 years of experience working with medical practices which include billing and collection issues.  He is an investment representative specializing in private placement investments.  He is a Certified Public Accountant and a Personal Financial Specialist with over 30 years experience. 

During his years in public accounting, he has provided accounting, business and tax services in various industries with special emphasis in the medical professions.  His expertise includes personal risk management and insurance, investment and retirement planning, financial and cash flow planning, estate and trust tax planning, business succession planning, individual, corporate  and partnership tax planning and consulting, healthcare financial consulting.