For my entire 25-year career, I’ve been immersed in the healthcare industry, focusing on senior living. I work with CCRCs, nursing homes, assisted living facilities, and independent living facilities to provide financial feasibility, operational due diligence, strategic planning, restructuring and transformation services, operational reviews, and Medicare/Medicaid reimbursement services. I also have extensive experience with provider-based developmentally disabled services.
My clients appreciate that I immerse myself in their operations and, as a result, am often able to bring them a new perspective. I’m passionate about seeing my clients — from smaller family-owned organizations, all the way up to publicly traded or private equity-owned national groups — develop their own niches and optimize the expertise that they provide to their residents.
My colleagues know me as someone with a tireless work ethic. I’m usually the first one in the office and, even without coffee, I’ve got a smile on my face. I’ve been in this business a long time, and it gives me a great deal of satisfaction to know my team and my clients count on my positive attitude as much as my specialized experience.
I’m a frequent speaker at both state and national events, such as Senior Living 100, the Ziegler CFO conference, LeadingAge, state provider associations, and numerous board meetings. I’m a member of the AICPA, the Ohio Society of CPAs, and I earned a B.B.A. in accounting from the University of Toledo.