Pinnacle brings together some of the sharpest minds in the business. Our amazing team offers clients incredible insight and the professional diversity needed to deliver real-world solutions to everyday healthcare challenges.
Andrew Arreola
Consultant
Expertise In...
- Consultant with more than 12 years of healthcare experience
- Supply chain expert with 10 years of experience in materials management
- Expert in sourcing, negotiating, planning, purchasing, inventory management and more
- Named the National Materials Manager of the Year
Jason Baldwin
MBA
Senior Consultant
Expertise In...
- Cross-industry experience in financial analysis, forecasting, supply chain management and expense auditing
- Healthcare specific experience in proforma development, supply chain and financial audit, practice acquisition and provider compensation design
- Telecom, financial services and oil & gas industry experience in cash-flow forecasting, financial modeling and analytical services
Arlene Baril
MHA, RHIA, CHC
Director
Expertise In...
- 40 years of healthcare experience including management/leadership
- AHIMA certified ICD-10-CM/PCS trainer with hands-on expertise
in 5 of the CMS PPS systems - Experience in HIM operations, revenue cycle assessments and charge description master reviews
- Audit experience in RAC, APCs,
MS-DRGs, Profee, ASC, IRF, LTAC, and third-party audits - Experience developing Clinical Documentation Improvement programs and staffing
Curtis Bernstein
CPA/ABV, CVA, ASA, CHFP, MBA
Partner
Expertise In...
- Principal with more than 20 years executive leadership experience
- Management experience in both provider and consulting settings
- Current focus on strategic and valuation consulting services
- Licensed CPA with leadership positions at the ABA and AHLA
Daniela Bolivar
MHA
Consultant
Expertise In...
- 10+ years of experience in different healthcare sectors
- Supports compensation valuation and value-based care teams with strategy, financial modeling, and analyses
- Expertise includes data management, data analysis, strategy, and operations
- MHA and BS in Neuroscience and Behavior from Florida Atlantic University
Taylor Burns
ASA
Manager
Expertise In...
- Expertise in complex financial analyses and valuation modeling
- Highly skilled in the development of market research, composition of reports/presentations
- Business valuation expert including fair market valuation and financial reporting within healthcare
- Accredited senior appraiser with American Society of Appriasers
Connor Campbell
MHA
Analyst
Expertise In...
- Data management, clinical laboratory & research expertise
- Supports compensation and business valuation teams with financial modeling and analysis, market research and narrative
- Healthcare experience in clinical laboratory monitoring EHR data and counseling staff on protocols
- MHA and BA in Economics from Saint Louis University
Lori Carlin
CPC, COC, CPCO, CCS
Director
Expertise In...
- More than 20 years experience in Professional Coding Operations
and Revenue Cycle Management - Develops/monitors coding staff productivity standards & quality assurance measures
- Works with a variety of health systems and academic centers
- Experience w/EMR implementation and work queue management
Allison Carty
JD, MBA
Director
Expertise In...
- Director specializing in physician compensation and related plan structuring and compliance
- Expertise includes health care regulatory matters pertaining to physician-hospital transactions
- Prior to Pinnacle was a senior manager over comp. valuation at several national consulting firms
- Highly experienced/educated with a JD in business law and an MBA
William Cevallos
Administrative Analyst
Expertise In...
- Data management and analysis
- Supports audit teams with audit preparation, research and reporting
- Broad healthcare understanding related to varied consulting projects
- BS in Health Systems Management from University of North Carolina at Charlotte
Shelly Chamberlain
ASA
Business Personal Property Appraisal
Expertise In...
- Senior appraiser specializing in healthcare valuation/med. equip.
- Performed hundreds of business personal property appraisals from furniture to specialized equipment
- Professional consultant to the IRS, attorneys, accountants, insurance companies, hospitals, businesses
- President of Denver Chapter of American Society of Appraisers
James Connors, III
MBA, ASA, CFA
Senior Director
Expertise In...
- More than 20 years experience in business val./financial consulting
- Expertise includes business and securities valuation to reduce exposure to compliance issues
- Supports transactions for mergers, acquisitions and joint ventures in the health care industry
- Extensive expertise across a wide variety of modalities and providers
Kelly Conroy
Director
Expertise In...
- More than 30 years of healthcare finance & management experience
- Started first Medicare ACO in the country which delivered nearly $40M in savings in its first year
- Provided leadership for multiple healthcare start-ups focusing on advancements in care delivery
- Career record of negotiating and increasing revenues through new product offerings while optimizing efficiency and productivity
Jennifer Cottrell
CPA, CGMA
COO, CFO
Expertise In...
- More than 20 years of executive leadership experience
- Leads strategic operations and financial strategy
- Broad expertise in healthcare and many other industries
- Oversees communications, HR and business development
- Passion for team building, mentoring and corporate culture
Amy Crenshaw-Pritchett
CCS, CPC-I, CPMA, CDEO, CASCC, CANPC, CRC, CDEC, CMPM, C-AHI
Senior Consultant
Amy Crenshaw-Pritchett
CCS, CPC-I, CPMA, CDEO, CASCC, CANPC, CRC, CDEC, CMPM, C-AHI
Senior Consultant
Expertise In...
- 25+ years of healthcare experience including medical billing and coding
- High-level auditing skills encompass facility and professional fee services
- Has worked with a variety of health systems and academic centers
- Managed large coding departments and teams as an exceptional leader
- Develops educational tools and curriculum for medical coding
- Certified Epic Train the Trainer
Bryant Derbyshire
CFA
Consultant
Expertise In...
- Supports business valuation team with complex financial modeling and data analysis
- Healthcare clients and consulting engagements include fair market value opinions for health care transactions, as well as physician and health system arrangements
- Valuation expertise includes fixed income, equity, real estate, prec-metals, options, swaps, futures, forwards, repurchase agreements
- CFA charter holder
Carlo Duaban
MHA
Analyst
Expertise In...
- Healthcare experience includes patient-care, front-end revenue cycle management, operations, and process improvement
- Supports compensation valuation team though modeling, analysis, and market research
- MHA from Saint Louis University and BS from University of Missouri-Columbia
Stephanie Dunavant
MBA
Consultant
Expertise In...
- Focused on physician/advanced provider compensation, cost benefit analysis, financial reporting, contract management
- Expertise includes analyzing productivity and quality data for bonus compensation, forecasting ROI and identifying trends and variances
- MBA with a concentration in Finance
Christopher Fete
JD, MHA
Director
Expertise In...
- More than 10 years of healthcare consulting experience
- Focused on provider transaction compliance and regulatory issues and provider alignment strategies
- Expertise includes fair market value reviews of health care provider compensation arrangements
- Works with variety of providers including national telemedicine companies, integrated health systems and academic medical centers
Valerie Ivy Fitzgerald
Associate Consultant Administrator
Expertise In...
- More than 20 years experience in executive administrative support
- Broad understanding of medical coding, healthcare industry and regulatory requirements
- Experience includes revenue cycle, reimbursement and advisory, valuation, compliance, coding and auditing services
- Superior customer service and proficient managing invoicing and accounts receivables
Melanie Franks
MBA
Manager
Expertise In...
- More than 10 years of valuation experience in healthcare
- Expert in fair market value assessment for employment, call coverage, administrative services, professional services agreements
- Performed financial modeling and operational analyses as part of Certificate of Need (CON) applications for multi-facility hospital system
- BS in statistics and an MBA with concentrations in finance/logistics
Leah Fuller
CPC, COC
Senior Consultant
Expertise In...
- Responsible for performing quality audits and reviews for a wide variety of documentation, coding and billing assessments
- Provides education and support information to physicians to ensure understanding of the results
- Proficient in auditing pain management, primary care procedures, podiatry, urine drug screen laboratory testing and related services
- Leads teams working to resolve denial follow up issues
Drew Hoffman
MHA
Director
Expertise In...
- Over ten years of professional experience in healthcare valuation, insurance and risk management
- Expert in healthcare physician compensation, valuation and appraisals with emphasis on fair market value analysis of PSA’s
- Supports divisions, colleagues and clients with market research, financial analysis, bus. plan dev.
Lucas Hutchison
MHA
Director
Expertise In...
- 20 years experience in medical practice/healthcare organization management
- Expertise in strategic and market planning, operational management and financial analysis
- Practical application stems from diverse background including operating room technician
- Clients include community/rural hospitals, health systems, specialty health service providers, single and multi-specialty medical groups
Sarah Job
MBA
Manager
Expertise In...
- More than thirteen years of healthcare experience
- Performs fair market value compensation analyses specific to providers and hospital arrangements
- Experience also includes physician needs assessments, strategic planning and compensation plan design
- MBA with a concentration in Global Management
Jeannie Kelly
RN, CCDS, BA, MHA
Nurse Executive
Expertise In...
- Skilled and accomplished healthcare consultant with over 25 years of experience
- Extensive experience in provider quality of care and Medicare payment safeguard functions
- Directed a variety of Medicare projects, including program integrity verification, secondary payer and medical review reconsideration
- Serves on the Association of Clinical Documentation Specialists (ACDIS) Regulatory Committee
R. Kyle Kramer
FACCA, FAAMA
Senior Director
Expertise In...
- Senior Director with more than 25 years executive leadership experience
- Proven track record for building teams and delivering results that enhance patient care delivery
- Core focus includes organizational strategy/transformation including physician engagement/leadership
- Extensive experience includes all leading modalities: cardio, neuro, ortho, gastro, oncology and more
Anthony Long
MBA, FACHE, FACCA, CAAMA
Partner
Expertise In...
- Principal with more than 25 years executive leadership experience
- Oversees strategy and operations consulting division for Pinnacle
- Orchestrated numerous strategic hospital mergers and acquisitions
- Broad expertise in service-line development and strategic planning
- Specializes is cost saving initiatives involving supply chain management
G. Christopher Louis
ASA, MAI
Director
Expertise In...
- Director with nearly 40 years of healthcare leadership experience
- Adds significant financial and real estate expertise to Pinnacle team
- Enhances business valuation team by specializing in highly complex valuation studies
- Is sought after and highly regarded as an industry resource for large corporate mergers/acquisitions
Carey Lowe-Curry
CPC
Analyst
Expertise In...
- Supports business valuation team with complex financial modeling and data analysis
- Healthcare experience in building Revenue Cycle Management teams
- Certified Professional Coder for over 10 years
- BS in Business Administration from Drake University
Kelly Loya
CPhT, CPC-I, CHC, CRMA
Associate Partner
Expertise In...
- More than 25 years of health care experience including operational, administrative and clinical
- Tackles complex issues given her background – coding/billing, first responder, pharmacy and nursing
- Identifies/mitigates risk, improves compliance adherence and drives operational efficiencies
- Leveraging expertise and industry intuition, she provides multilayer data analysis for complex reviews
Allison Luke
JD, CHC
Executive Consultant
Expertise In...
- More than 27 years of healthcare law and compliance experience
- Experience working with hospitals, physician offices, home health providers and others
- All aspects of effective compliance program development and maintenance, including policy development and review, audits, training and investigations
- Licensed attorney
- Frequent speaker on healthcare compliance matters
Lei Muehlbauer
MBA
Controller
Expertise In...
- Over 20 years of experience in finance, accounting, and strategic planning and execution
- Innovative thinker focusing on streamlining processes, optimizing resources, and providing in-depth financial analyses and reports
- Broad expertise in accounting, audit, KPI, valuation and fundraising across multiple industries
Jodi Nayoski
CPC-I, CCS-P, CHC, CDIP
Director
Expertise In...
- Director with over 20 years of healthcare leadership experience
- Has worked with a wide variety of provider types in various capacities
- Expertise includes implementation of large scale compliance plans
- Develops educational tools and curriculum for medical coding
- Facilitates courses, programs and seminars as a certified instructor
Kevin Newingham
MHA
Director
Expertise In...
- Director with more than 25 years executive leadership experience.
- Known for delivering cutting-edge yet practical solutions that connect business and financial goals with enhanced clinical outcomes.
- Proven track record planning and implementing successful growth initiatives.
- Core focus in physician alignment and value-based agreements.
- Expertise integrating historically disparate clinical provider sectors to create healthier populations.
Clayton Northrop
JD
Manager
Expertise In...
- Expertise includes Fair Market Value reviews of physician compensation arrangements
- Analyzes physician agreements for potential compliance risk with Stark Law/Anti-Kickback Statute
- Worked with Federal Trade Commission on high-profile antitrust case involving acquisition of national healthcare system’s hospital by another
- JD with a Health Law Certificate from St. Louis University
John Ossowski
Manager
Expertise In...
- More than 17 years of healthcare analytics & consulting experience
- Saved client $20 million through successful contract management
- Developed reporting tools which identify business opportunities related to physician preferences
- Developed methodologies applied to software tools to quickly and accurately assess cost reduction opportunities for clients
Angie Paine
CPC, CPC-I, CPMA
Senior Consultant
Expertise In...
- More than 15 years of healthcare experience
- Extensive background in revenue cycle, compliance, medical coding, team leadership and training
- Oversees compliance, IRO, and internal audit services
- Identifies risks & opportunities to improve compliance w/gov payor reqs./operational efficiencies
Robin Peterson
CPC, CPMA
Manager, Prof. Coding Services
Expertise In...
- More than 20 years experience in provider/professional-fee coding
- Broad expertise in internal audit, HIM, RCM, regulatory compliance, ERM and litigation support
- Skilled auditor, verifies accuracy, develops and implements corrective action plans
- Certified coder, auditor and trainer with broad experience developing educational programs/materials
Karen Pickering
RHIT, CCS
Senior Consultant
Expertise In...
- AHIMA-certified RHIT (Registered Health Information Technician) and CCS (Certified Coding Specialist)
- Over 30 years of experience in coding, auditing and compliance
- Proficient in ICD-10-CM/PCS, ICD-9-CM and CPT/HCPCS coding and auditing
Tony Price
Analyst
Expertise In...
- Supports real estate and business valuation team with complex fair market value analyses/reports
- Performs market analysis, valuation studies, appraisal development and client data comparison against benchmarks
- Expertise includes real estate valuation across a wide variety
of property classes/types
Alexander Senn
Manager
Expertise In...
- Identified/assisted in recovering $80 million in over-payments
- Developed a series of long-term implant management tools
- Developed advanced tools for hip, knee, spine and biologic reporting
- Viewed as industry expert and leader in supply chain mgmt.
Jakeb Spears
MBA
Consultant
Expertise In...
- Supports physician compensation valuation division with detailed modeling, market research and comprehensive reports
- Completed his MBA at the UT Dallas Cohort MBA program
- Designed technology-aided processes to penetrate local contract spend for his MBA internship
- Completed internships at Texas Health Dallas/Dallas Jewish Community Foundation
Mike Stone
Information Technology Consultant
Expertise In...
- Two decades of technology and management experience with past 15 focused on healthcare industry
- Healthcare CIO, supporting ambulatory clinics, physician practices and hospitals/systems
- Expert in data migration, doc. storage, EMR, firewalls, VoIP, Windows/Linux servers
- HIPAA Privacy & Security officer for healthcare organizations
- Microsoft Certified System Engineering accreditation
Kristen Taylor
CPC, CHC
Associate Partner
Expertise In...
- More than 20 years of experience in coding, revenue cycle processes and compliance for physicians/hospitals
- Conducts operational assessments, legal investigations for billing and reimbursement anomalies, coding reviews and provider education
- Expertise includes medical center management of the ancillary and surgical coding and billing staff across all major service lines
Robert Thorn
MBA, FACHE
Director
Expertise In...
- Director with more than 25 years of executive healthcare leadership roles, with both strategic and operational expertise
- Served organizations ranging in size from stand-alone Critical Access Hospitals to 500+ bed tertiary medical centers; as well as, multi-state health systems and a top-ranked academic medical center (US News and World Report)
Mike Vandaveer
Director
Expertise In...
- More than twenty years of experience in the Commercial Real Estate Industry
- Completed more than five hundred transactions of varying sizes, requirements, and in multiple markets
- Current focus is Real Estate Valuation and expanding Real Estate Consulting Services
- Active Real Estate Broker’s Licenses in Texas and Colorado
David White
MBA
Partner
Expertise In...
- Principal with more than 25 years’ executive leadership experience
- Viewed by his clients as a highly creative thinker and problem solver
- Core focus includes health services valuation, financial analysis, market research, and practice management consulting
- Works with health systems, rural and community hospitals, specialty service providers, and single and multi-specialty groups nationwide
Samantha Wirtz
MBA
Senior Consultant
Expertise In...
- Supports the business valuation division through detailed financial modeling and report development
- Experience includes market research and industry analysis, as well as development of proposals and pitch presentations
- Holds a BSBA in Finance and an MBA with an emphasis in Finance