Goals and Purpose:

oTo provide excellent financial analysis and plans to my organization and customers

oTo build on my management and financial leadership to meet organization goals

oTo translate and simplify complex financial and economic information for audiences

Expertise- Healthcare Finance, Corporate Finance, Personal Financial Planning and Economics

Designations and Licenses

Life Fellow American College of Healthcare Executives, LFACHE®

Fellow Healthcare Financial Management Association, FHFMA®

CERTIFIED FINANCIAL PLANNER™, CFP® (1993)

Retirement Management Advisor®, RMA® (2021), IWI (formerly IMCA)

Certified Private Wealth Advisor®, CPWA® (2020), IWI (formerly IMCA)

Chartered Retirement Planning Counselor™, CRPC®

Accredited Asset Management Specialist™, AAMS®

Accredited Portfolio Management Advisor™, APMA®

Previous Licenses: Series 24, 7, 6, 65, 22, and Insurance

Education and Training

MBA, Finance, DePaul University

MS, Healthcare Services and Management Policy, Finance, School of Medicine, The Ohio State University

BA, Economics, The Ohio State University

Certified Investment Management Analyst®, CIMA®, Program, Yale University, 2021

Retirement Management Advisor®, Investments and Wealth Institute, (IWI), 2021

Certified Private Wealth Advisor® Program, 2020, Yale University, School of Management

Graduate Student: University of Michigan Flint, Post Master’s Certification in Finance, 2023

Graduate Student: Master of Science, Financial Analysis, Kaplan University, College of Financial Planning

Memberships and Civic Activities

Legion of Merit Award for personal financial counseling service to Military (2022)

Military Officers Association of America, MOAA, Life Member

American Association of Individual Investors, AAII, Life Member

Personal Financial Counselor (PFC). February 2016 to Present: Provide personal financial education and counseling for all recently retired and active duty, reserve, and National Guard members and families throughout Michigan, including approximately 10,000 members. Frequent presentations and education sessions to large groups all over Michigan on all areas of personal finance. Present weekly ZOOM, Teams, and In-person Lunch and Learn sessions throughout Michigan on a broad scope of personal and business finance and economic topics including target audience of more than 20,000. Based in Lansing, Joint Forces Headquarters (JFHQ). Michigan Adjutant General awarded the prestigious Legion of Merit recognition for dedication and personal financial counseling to the military in Michigan. Veteran. USAF Officer.

Wealth Management Advisor, VIMA Financial Services, Troy, Michigan, Fee-Only Registered Investment Advisor (RIA). Financial Advisor and Planner to Business Owners, Professionals, Executives, and High Net Worth.

Previous College Instructor, Healthcare Finance; Healthcare Financial Consultant and Financial Advisor: June 2009- February 2019

Davenport University, Career Quest Learning Centers-Full Time

Medical Groups and Practices throughout Michigan and Ohio

Financial Advisor- AIG (Valic), Prudential, Mass Mutual, Chesme and Securian

Financial Advisor and Broker- Periodic: 1985-2009: AG Edwards, Evensky & Brown, Shearson Lehman Hutton, Walnut Street

Healthcare Systems Senior Executive and Physician Practice Management Executive and Consultant: January 1969 to July 2009

Lived in 10 states, Projects and Career included 18 states, Broad exposure and leadership in wide scope of major transition projects

National Expert in Physician Finance, Major Project Management for new hospitals and information systems, and Revenue Cycle Management turnarounds.

Medical Practice Management

Mid-Michigan Physicians Group-Director of Operations, 80 Providers, 300 Employees, Lansing, Michigan

Sparrow Health System- Chief Financial Officer, Sparrow Medical Group, Lansing, Michigan, 250 Providers, 750 Employees, Lansing, Michigan

Pocono Medical Center- Director of Financial Operations, Medical Group, 50 Providers, 250 Employees, East Stroudsburg, PA,

Summit Medical Group- Director of Financial Operations, 200 Providers, 1,000 Employees, $300 million, Berkeley Heights, NJ

Susquehanna Health System- Director of Financial Operations, 140 Providers, $75 million, Williamsport, PA,

Amedisys, Senior Vice President, Physician Practices, NASDAQ, Baton Rouge, LA

Ochsner Clinic- Administrator (VP) of Financial Operations, 900 Providers, $500 million, New Orleans, LA

Columbia/HCA- President, Louisiana Medical Group, 250 Providers, 200 Locations, 20 Hospitals; Organized and Started; $2 Billion, NYSE, Baton Rouge, LA

Prestige Advisors- President, Healthcare & Financial Planning; Medical Practice Starts and Operations, 30 hospitals in 10 States, Cleveland, OH & Dallas, TX. Clients included: The Ohio State University Hospital System, Cleveland Clinic, ten other hospitals in Ohio, and Tenet Healthcare Corporation

Hospitals and Healthcare Systems

American Medical International (AMI)- Regional Director, Louisiana and Mississippi, Corporate Planning and Marketing, LA and MS Hospitals, 8 hospitals, 10,000 Employees; $500 million, New Orleans, LA

Samaritan Health System- Director (VP), Corporate Planning and Marketing, Good Samaritan MC, 777-bed hospital, 3,000 Employees, $300 million, Phoenix, AZ

Charter Medical- Director, New Facilities Planning and Development, 45 hospitals, ASE, Macon, GA

St. Francis Health System- Assistant Administrator, Corporate Planning and Marketing, Chicago, IL, 435-bed hospital, $50 million, 2,500 Employees, Blue Island, IL

Oklahoma Health System Agency (HSA)- Comprehensive Community Health Planning, Director, Greater Oklahoma City, OK, 700,000 population

Greater Cleveland Hospital Association- Director, Shared Services and New Service Development, 72 hospitals

United States Air Force, Captain, Medical Administrator and Commander: Texas, Viet Nam and Germany, Travelled to 30 Nations

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