Leadership

Curtis Bernstein

Curtis Bernstein

CPA/ABV, CVA, ASA, CHFP, MBA

Principal

 


Curtis Bernstein

CPA/ABV, CVA, ASA, CHFP, MBA

Principal

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
Anthony-Long

Anthony Long

MBA, FACHE, FACCA, CAAMA

Principal

 


Anthony Long

MBA, FACHE, FACCA, CAAMA

Principal

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
David White

David White

MBA

Principal

 


David White

MBA

Principal

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
Jennifer Cottrell

Jennifer Cottrell

CPA, CGMA

COO, CFO

 


Jennifer Cottrell

CPA, CGMA

COO, CFO

Expertise In...

  • More than 20 years 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
Kelly_Loya

Kelly Loya

CPhT, CPC-I, CHC, CRMA

Associate Partner

 


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
Kristen Taylor

Kristen Taylor

CPC, CHC

Associate Partner

 


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

Charles Brown

Director

 


Charles Brown

Director

Expertise In...

  • Twenty years of proven success in healthcare sales and management
  • Regional director of sales and client services for national consulting firm
  • Expertise in aligning vast Pinnacle resources/talent with client needs
  • Client advocate ensuring Pinnacle’s custom approach to client solutions remains at the forefront

 

Lori Carlin

Lori Carlin

CPC, COC, CPCO

Director

 


Lori Carlin

CPC, COC, CPCO

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

Allison Carty

JD, MBA

Director

 


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
Jim Connors

James Connors, III

MBA, ASA, CFA

Director

 


James Connors, III

MBA, ASA, CFA

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
Lucas Hutchison

Lucas Hutchison

MHA

Director

 


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

R. Kyle Kramer

FACCA, FAAMA

Director

 


R. Kyle Kramer

FACCA, FAAMA

Director

Expertise In...

  • 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
G-Christopher-Louis

G. Christopher Louis

ASA, MAI

Director

 


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
Jodi Nayoski

Jodi Nayoski

CPC-I, CCS-P, CHC, CDIP

Director

 


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
Girard_Senn

Girard Senn

RN, MS, NEA-BC

Director

 


Girard Senn

RN, MS, NEA-BC

Director

Expertise In...

  • More than 30 years of healthcare management/consulting experience
  • Performance improvement expert of major revenue centers given his clinical/administrative background
  • Nationally recognized expert and resource on supply chain mgmt.
  • Developed innovative, national implant pricing tools and advanced techniques for demand matching