SUSAN CASSANO - Accounting
About Susan:
Susan Cassano is the owner of SMC Accounting & Tax Services and is an experienced accountant with over 35 years in the industry, holding an MBA from Colorado Technical University.
Susan is dedicated to delivering financial expertise and strategic guidance to small business organizations and individuals, with a commitment to precision and professionalism.
(919) 758-1412
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Tara Lau - Banker
About Tara:
Tara Lau is a vice president and commercial banker at North State Bank, serving customers through its North Hills office. She collaborates with business owners and company leaders to create customized banking relationships that meet their deposit and lending needs. She has over 30 years in the banking industry and is passionate about helping people with their financial goals.
Established in 2000, North State Bank is an independent community bank that focuses on serving individuals and businesses who appreciate a personalized banking experience. While prioritizing personal connections, the bank also offers robust digital solutions that maximize time and efficiency. North State has seven locations in Wake and New Hanover counties.
(919) 645-3299
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Peggy Bragg - Medical Billing
About Peggy:
Medical Billing Partners, LLC, a Service-Disabled Veteran-Owned and Woman-Owned Small Business (SDVOSB & WOSB), offers comprehensive revenue cycle management services to optimize revenue for healthcare providers. Leveraging cutting-edge billing software and practice management tools, our core services include medical and dental billing, electronic medical record (EMR) software, accounts receivable (A/R) management, collection services, and practice management software.
Our founder, President, and CEO, Peggy L. Bragg, is a former U.S. Army medic with over 25 years of diverse healthcare experience. Her hands-on background spans Family Medicine, Pediatrics, Emergency Medicine, OB/GYN, Pharmaceutical Patient Access, Patient Support, Buy & Bill programs, and clinical trials. This unique blend of clinical and administrative expertise, combined with our in-depth knowledge of government payer systems (Medicare, Medicaid, Tricare, VA Community Care, CHAMPVA), allows us to deliver tailored solutions that streamline operations, enhance efficiency, and maximize revenue generation for our clients.
(888) 257-5533
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Bill Fivek - Compliance
About Bill:
Bill joined Total Medical Compliance (TMC) as President and CEO in 2005. Bill worked with Motorola for over 20 years in technology and business development, prior to joining TMC. Bill has been a technical educator for his entire professional career. He is committed to providing the best compliance experience and support for our clients. He works tirelessly to make sure our team is constantly ahead of new developments and ensuring that the trust our clients have in TMC is our foundation.
(888) 862-6742
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Chris Angel - Cost Management
About Chris:
Chris Angel is an ERA Group National Practice Partner based in North Carolina with more than 30 years of experience in the software industry and entrepreneurial start-ups. As an advisor and advocate, Chris focuses on building strong relationships and delivering comprehensive cost management solutions for clients.
Prior to joining ERA Group, Chris has held roles within sales, partnerships, and channel alliances for some of the world’s largest software and distribution firms. He has developed experience in dealing with the C-suite and senior leadership on developing strategies, creating solutions to business challenges, and extensive contract negotiations. He successfully developed, operated, and exited a multi-million dollar start-up business. In those roles, he developed the concept, created the business plan, raised several million dollars of capital, oversaw project development, and served as lead for sales, marketing, and finance roles. He also has experience supporting companies through the incubation and turnaround of product lines.
Chris focuses his practice on entities ranging in structure from family-owned, private equity held, publicly-traded corporations, and not-for-profit entities. Throughout Chris’ experience, he has had success working with executives in several industries, including manufacturing, technology, retail, health care, distribution, and services.
Chris holds a BS in Economics with a concentration in industrial engineering from North Carolina State University. He resides in Raleigh with his wife, Alyssa, and their two children.
(919) 389 9762
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Jim Curis - Employee Benefits
About Jim:
True Blue Benefits is a dedicated provider of comprehensive group insurance solutions designed to protect the health and financial security of employees and their families. With a focus on accessibility and affordability, we offer a wide range of insurance plans, including medical, dental, vision, life, and disability coverage, to support individuals during times of need.
Their mission is to deliver tailored insurance solutions that empower businesses to enhance the welfare of their workforce. By providing flexible and robust coverage options, we aim to promote a culture of health, safety, and financial stability. True Blue Benefits is committed to advocating for the importance of insurance coverage, contributing to healthier, more resilient communities where individuals can thrive professionally and personally.
(919) 451-8536
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Susan Childs - Healthcare Consulting & Training
About Susan:
The founder of Evolution Healthcare Consulting, Susan Fink Childs has over 30 years of experience in healthcare, who serves as a medical practice advisor for a diverse array of physicians and medical systems.
Susan also serves as educator, providing workshops and training in communications nationwide. Her trusted and proven approaches help practices establish conscious processes that actively promote self-awareness, creating high performance symbiotic teams.
As an orator, thought leader, and communications specialist, Ms. Childs is a national speaker and international author on emotional intelligence and leadership, communication, collaboration, operations, and conflict resolution. Her established professionalism relates to leadership and EQ training and retreats, personnel, and customer service.
Her book “The Emotionally Intelligent Physician Leader” encompasses the world of a physician and staff; their communication and connections with peers and patients.
Click to send Susan an email.
Marcie Johnson - Health & NUTRITION
About Marcie:
Marcie is a dedicated health and wellness educator passionate about empowering individuals to make positive lifestyle changes. She specializes in providing practical nutrition and wellness information to help people understand the significance of better blood flow for overall health.
With a comprehensive approach to wellness, Marcie focuses on the four pillars of health: Lifestyle, Exercise, Attitude, and Nutrition. She offers tailored programs to suit various life stages, ensuring a personalized approach to achieving optimal well-being.
Marcie's expertise extends to diverse settings, including corporate wellness programs, schools, medical centers, and community groups. Her engaging presentations and informative workshops inspire individuals and groups to prioritize their health and make sustainable lifestyle choices.
(616) 885-3708
marciejohnson.bemergroup.com
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Tony Kattan - Managed IT & Cyber Security
About Tony:
Tony Kattan is a seasoned IT professional with over 25 years of experience solving challenges specifically for dental and medical practices. He understands the critical role IT plays in ensuring patient data security and operational efficiency.
At IT Practice, Tony leads a team with a unique blend of business acumen and technical expertise. They craft customized IT solutions that seamlessly integrate with your healthcare practice, adhering to strict HIPAA compliance regulations. IT Practice offers a comprehensive suite of worry-free IT services, including full network setup and ongoing maintenance, real-time cyber security protection, secure cloud computing and data storage, and email encryption.
Tony and his team believe in a one-size-fits-one approach. They understand that every healthcare practice has unique needs, and they prioritize tailoring solutions that optimize your workflows while maximizing security.
(919) 301-1000
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Diego Munoz - Commercial Real Estate
About Diego:
Diego and his team are focused on the fiduciary needs and expectations of their clients, driven to achieve their goals through creative approaches and an astute understanding of the real estate market.
His team provides expert guidance and representation in buying, selling, leasing, investing or the development of commercial real estate for property owners, investors, or commercial tenants looking to improve the value of their property.
(919) 675-2750
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Jodi Free - Recruiting & Human Resources
About Jodi:
Jodi Free is the founder, CEO and President of Platinum Business Solutions Inc. When Jodi started Platinum Business Solutions more than 18 years ago, her vision was to build an agency from the feedback of her clients and her experience working in the corporate world. Jodi has previously served within the corporate world as an Executive Vice President and Chief Operating Officer and other various operational roles. Platinum Business Solutions, NC was established as a "Boutique Recruiting and Human Resource Firm".
Jodi wanted to offer exclusive business offerings by customizing services to her clients. She wanted to save client's time interviewing multiple candidates and looking through numerous piles of resumes, and her and her firm know they had to get to know the personality of each client's company first. This allowed her firm to place (more importantly) the right personality fit with the right skill set. Jodi believes this is extremely important when you are putting someone in a career. Not just filling a "job". Jodi also states, "This is a unique approach that separates her company from other direct placement firms". We present our clients one resume, and they can do one interview, in which 99% of the time, results in the "Perfect Hire". We love what we do and we are here to establish long term relationships with our clients (which are not only here in the Triangle, but across North America, Europe and Asia).
Jodi believes good people know good people. Jodi has called Cary, NC her home for over 25 years. As an entrepreneur, Jodi has a successful track record building companies.
Jodi's favorite quote that she tries to live by is by Maya Angelou. “I have learned that people will forget what you say, people will forget what you did, but people will not forget how you made them feel".
(919) 247-0846
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Russell Smith - Retirement Planning
About Russell:
Russell Smith, CFP®, AIF®, CEBS, CRPS®, CPFA is a licensed Certified Financial Planner™ with over 35 years of professional experience in financial services. A graduate of North Carolina State University with a B.S. Degree in Economics and a minor in Mathematics, Russell is an owner/partner of Guardian Wealth Advisors, LLC, and his business focus is centered on advising ERISA pension and 401(k) plans.
(919) 249-1813
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