The Medical & Dental Advisory Team brings together high-caliber consultants and professionals, leaders in their fields, who have years of experience helping practices succeed.

Your practice is a complex machine with many moving parts.

It makes sense to seek out the very best professionals to help you achieve your business goals.

We invite you to call any team member to schedule a free consultation.

Being a physician or dentist is an Art ... and a Science.

But the practice itself
– is a –

BUSINESS

That’s why so many successful practices rely on the expertise of specialized business consultants.
It allows them to focus on their important work: caring for patients.

Each of us is committed to:

1

Providing our clients with the best services and products in the industry.

2

Advising team colleagues when they ask for expert help.

3

Treating a referral from a team colleague as a high-priority client from minute one.

4

Working collaboratively for clients we share.

We encompass a wide spectrum of services.

We work effectively, independently and together.

We are trusted advisors to each other.

We provide clients with unique collaborative, customized business services and solutions that others cannot offer without this network.

A/R Management

Lisa Swan of Transworld Systems Inc.

Works with medical and dental practices, to implement customized A/R tools that increase cash flow and reduce overhead.


www.web.transworldsystems.com/LSwan
503-449-8444
Lisa.Swan@Transworldsystems.com
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Banking

Brianna Wecker

Provides a complete array of banking products and services, both commercial and personal.


www.riverviewbank.com
503-912-5401
BriannaWecker@riverviewbank.com
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Benefits, Investments and Insurance

Michael Preisz of PREISZ Financial

Provides qualifed and non-qualifed group retirement plans, individual and group insurance, fee-based wealth management, fee-based financial planning, and long-term care plans.


www.preisz.com
503-224-1600
michael@preisz.com
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Legal Services

Joe Carlisle of Buckley Law

Provides a broad range of specialized services in business and commercial law, employment and labor law, health care, real estate and land use, civil litigation, intellectual property, taxation, family and elder law, and estate planning, probate and trust administration.


503-620-8900
jwc@buckley-law.com
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Consulting

Craig Wright of Craig Wright, MD Consulting Services.

Providing strategic, operational, and business development services for medical groups and health systems across the nation. specializing in physician leadership, executive coaching, culture and team development.


503-679-6984
craigw@craigwrightmd.com
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Healthcare Consulting

Steve Franey of Franey & Associates

Provides change management, consulting services including strategic planning and business start-ups to organizational development, mergers and acquisitions, analytics and measurement.


503-929-8945
Steve@FraneyAssociates.com
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Accounting

Tony Andrade of Moss Adams, LLP

Dedicated health care professionals have the experience and expertise to help you navigate a complex new world.


503-478-2287
tony.andrade@mossadams.com
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Tenant Representation Services

Brad Christiansen of Colliers

Provides clients with transaction management, tenant representation, consulting and related advisory services.


www.colliers.com
503-499-0054
Brad.Christiansen@colliers.com
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Business Insurance Consulting

Shawn Chummar of Shawn Chummar of Shawn Chummar Consulting

Shawn Chummar, an independent insurance consultant will review and analyze the insurance needs of clients. With over 20 years’ experience primarily in professional liability including medical malpractice, directors & officers & cyber insurance.


503-260-6237
Shawn@chummar.com
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Medical Scribe Services

Warren Johnson of Scribe-X Northwest

Provides medical scribes who manage all the EMR data entry and chart notes in the exam room, in real time.


www.ScribeXNorthwest.com
503-896-8440
Warren@ScribeXNorthwest.com
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Design and Construction

Jim Lampus of Norwest Contractors

Designs and builds energizing spaces that express the identity and enhance the success of their medical and dental clients.


www.norwestgc.com
503-291-6986
jlampus@norwestgc.com
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Revenue Cycle Management/Consulting

Jill Arena of Health e Practices

As professionals who understand the business needs of clinicians, we offer Medical Billing, New Practice Start-Ups, Credentialing/Contracting, Operational Assessments, Interim Leadership and more.


www.HealthePS.com
503-330-0276
Jill.Arena@HealthePS.com
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Architecture

Jon Anderson of Anderson Dabrowski

Dedicated 100% to healthcare design and planning. We have completed hundreds of projects spanning a wide variety of specialties within the healthcare arena throughout Oregon and Washington.


503-239-7377
janderson@adarchitects.com
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