Healthcare professional with a passion for innovation and a drive to reshape the industry through the integration of artificial intelligence. Over 15 years of leadership experience from top healthcare systems, focusing on ambulatory clinic development and pediatrics. Committed to breaking down disparities and removing obstacles in medical services to improve patient outcomes and access to care.
Overview
17
17
years of professional experience
Work History
CEO/Co-Founder
CBO Partners
08.2023 - Current
Co-launched the firm from a two-person start-up to a trusted billing partner for multiple pediatric practices, increasing annual revenue nearly five-fold while staying cash-flow positive every year.
Established end-to-end RCM workflows for behavioral-health, therapy, and developmental codes, routinely recovering tens of thousands of dollars in under-billed or denied claims for clients.
Collaborated with payers and state stakeholders to refine pediatric behavioral-health code guidance—securing clearer rules and improved payment policies that benefit clients statewide.
Stood up an overseas RCM collaboration that extends workday coverage, reduces turnaround time on claim edits/appeals, and positions the company for geographic expansion beyond Oklahoma.
Early AI adoption for scale: piloting in-house machine-learning tools (auto-coding hints, denial-risk flags) that show promising first-pass approval gains and free staff for higher-value patient-billing questions.
Senior Consultant
Future Point of View
03.2024 - Current
Advised multibillion-dollar enterprises across healthcare, finance, manufacturing, energy, and public sector on AI adoption, delivering navigation plans that target double-digit cost reductions and productivity lifts.
Facilitated more than 40 executive think tanks and on-site workshops, guiding C-suite leaders from vision to execution with clear roadmaps, ROI models, and governance checkpoints.
Launched FPOV's A.I. Community, a subscription platform curating weekly AI intelligence for senior executives; surpassed first-year revenue goals and sustains 90 %+ renewal rates.
Amplified brand reach by architecting a marketing and customer-engagement strategy that drove a 300 % increase in content views and lead conversions within six months.
Developed enterprise-ready playbooks for responsible AI governance—covering risk scoring, vendor vetting, and policy alignment—now embedded in FPOV's standard client methodology.
Strategic Growth Consultant
Sprouts Child Development
01.2021 - 03.2024
Revolutionized operational efficiency with new technology for patient referrals and intake conversions, transforming a $10,000 monthly deficit into a $2 million annual revenue run rate.
Facilitated the securing of $500,000 in financing and over $1 million in grant funds for the leadership team.
Successfully implemented strategies that reduced the waiting period for the first appointment by 72%, cutting it from 77 days to 21 days, significantly enhancing patient access and satisfaction.
Boosted new patient intake by 68%, increasing from 64 to 108 monthly by creating and testing improved patient workflow processes.
Increased monthly patient service volume by 128%, serving 265 patients up from 116 by recruiting, training, and onboarding new providers.
Enhanced accounts receivable efficiency from 83% to 92% by auditing and correcting CPT codes and documentation.
Achieved a 10% increase in clinic revenue by meeting OSU's enhanced reimbursement criteria.
Chief Operating Officer
Martin Bionics
09.2019 - 01.2021
Managed operations of 5 locations with 17 Practitioners and 60 FTEs, including direct reports of multiple VPs and departmental leads.
Partnered with the VP of Strategy to acquire and develop new locations nationally, aiming for 20 clinical sites by 2022, acquiring 2 locations and building out 3 additional spaces in the 2019/2020 fiscal year.
Developed operational processes for a start-up facility, achieving Medicare and Medicaid compliance, increasing revenue fivefold, ensuring onboarding and HR compliance, and enhancing departmental budgets/cash flow visibility.
Created an efficient new patient lead process for a $30 million revenue pipeline, ensuring CMS compliance and passing national audits.
Collaborated with the practitioner team to remove patient lead barriers, reducing lead process time from 120 days to a 90-day turnaround.
Negotiated multiple vendor contracts, resulting in 20% annual savings for the distribution team.
Organized an in-house national billing team, resulting in a 10% revenue increase for Martin Bionics.
Led operational oversight and budgetary supervision for 5 locations, identifying opportunities to reduce, manage, and systemize expenses.
Evaluated team performance by analyzing, creating, and interpreting clinic data and metrics, empowering leaders with structured goals to hold teams accountable for performance.
Executive Administrator- Gastroenterology
Baylor Scott & White Clinic – Temple
10.2018 - 09.2019
Oversaw operations of 3 locations, managing 12 Physicians, 10 APPs, 5 managers, and 85 indirect reports. Managed an average of over 3,000 patient encounters monthly and a budget exceeding $60 million net annually.
Created an anesthesia proposal/business plan for our primary endoscopy suite, increasing revenue by $3.8 million.
Project managed a multi-million dollar renovation project for our endoscopy suite to enhance patient access.
Led A3 initiative to improve patient access, reducing work-queues from thousands to hundreds and cutting wait times for scheduled appointments from 90 days to 21 days.
Developed a process to ensure proper co-pay collections each month, increasing collection rates from 76% to an average of 98%.
Partnered with the Advanced Practice Administrator to develop business plans for hiring APPs, successfully hiring 3 additional APPs for the department.
Developed and led a multi-disciplinary patient satisfaction initiative for the Department of Medicine, achieving the highest CG-CAHPs Top Box score in the Temple Region.
Promoted a culture of empowerment, innovation, and excellence by restructuring leadership, leading a monthly book club for staff, and developing a reward system, resulting in staff engagement increasing from 73.2% to 94.6%.
Negotiated savings of over $100k for various repairs and new equipment across multiple locations.
Assisted interim nurse manager with operational tasks including nurse peer feedback, TJC tracers, nursing team management, and leadership development.
Engaged in various committees at BSWH Temple, including Temple Region Alignment/Management Training, A-team, and Give to Change.
Practice Administrator
Allergy and Asthma Care of Waco
05.2018 - 10.2018
Directed daily operations, budget management, staffing, and strategic planning for the practice, overseeing 8 FTEs, 2 MDs, and 1 NP.
Managed an average of over 4,000 patient encounters and $3 million in gross revenue annually.
Led MIPPS quality initiative for the practice, reporting 6 metrics to CMS.
Developed the 2019 marketing strategy for the community, including a social media strategy, and worked on revamping the practice's website.
Negotiated the current fee schedule with various commercial payors to ensure optimal reimbursement.
Re-credentialed all providers and created a system to prevent lapses in commercial coverage.
Updated all practice policies, conducted employee evaluations, and created an online shared drive for the organization.
Assistant Director of Regional Operations
TEXAS CHILDREN'S HOSPITAL
06.2015 - 05.2018
Directed, supervised, and managed 5 community practices in daily operations, budget management, staffing, physician compensation, patient satisfaction, and strategic planning, overseeing 30 MDs, 1 NP, 5 managers, and 92 indirect reports.
Managed an average of 142,000 patient encounters and $32 million in gross revenue annually, consistently exceeding the operating margin for the assigned region.
Developed a leadership and physician onboarding process for the region, resulting in complete retention of new practice managers and providers, which has expanded to other practices.
Coordinated monthly educational and financial meetings for 30 MDs, covering topics such as referrals, marketing strategies, business operations, and growth opportunities, based on physician feedback.
Partnered with the supply chain to consolidate pharmaceutical and medical supply contracts, resulting in a 20% reduction in operating expenses.
Participated in a Nurse Practitioner workgroup to develop resources for competency training of existing and new nurses on telephone triage protocols, with the first class held in March FY17.
Oversaw NCQA Level 3 maintenance with practice managers to ensure clinical and administrative targets were met, leading to NCQA recertification through 2018.
Spearheaded and led a workgroup with TCH West Campus Hospital ambulatory leadership to remove barriers and increase referrals to specialists from primary clinics, developing PDSAs, webinars, and resources for multiple specialties to enhance access.
Enhanced the region's Press Ganey overall patient satisfaction score by piloting initiatives based on the lowest-ranking survey questions, improving "Access" from 83.6% to 85.8% and "Moving Through Your Visit" from 79% to 81.8% in FY16.
Consulted weekly with practice managers and physicians to evaluate Press Ganey survey results and create goals to increase overall scores, achieving a 4% increase YTD.
Partnered with service excellence project managers on the High Impact Team to evaluate customer service initiatives, developing a Family Advisory Council, Information about Delay Boards, and standardized scripting to assist practices.
Improved MyChart patient portal utilization from a baseline of 34.1% to 57.3%.
Directed the operations of assigned CPP programs, including educational activities, managed care administrative issues, group purchasing, office management networking, practice management resources, and public policy.
Consulted with over 40 practice administrators and physicians to explore best practices and improve operational effectiveness, completing 50 practice consultations.
Spearheaded 15 practice management seminars from concept to execution for 50 pediatric offices, covering topics such as financial management, human resources, compliance, process improvement, quality, and ICD-10 conversion.
Established and maintained a successful internal website for 200 pediatricians, providing both clinical and administrator resources, with content increasing by more than 80% in 2014.
Developed an in-depth project plan and organized resources for the implementation of ICD-10 in the pediatric community.
Reorganized CAP4Kids (The Children's Advocacy Project) strategic and operational plan, resulting in 29% program growth.
Implemented a social media and marketing campaign for CAP4Kids, tripling growth in 2014.
Reduced office supply costs for members by 5% through the development of an enhanced pricing strategy with a local vendor.
Created and implemented a pediatric resident grant program, including an online application interface, distributing over $30,000 in grants to Nationwide Children's Hospital residents.
Chief Operating Officer/Founder
THE BRIDGE FAMILY HEALTH CENTER
10.2013 - 10.2014
Developed and created a free medical clinic in Columbus Ohio which included: facility construction, board of pharmacy approval, medical team recruitment, training, budget approval, strategic implementation, health education, volunteer coordination, and EMR implementation.
Lead the operations for a team of 15 direct reports composed of 13 departments & over 50 volunteers for the facility.
Managed and developed a budget for operational expenses at the facility.
Developed coding system to report financial savings reflected in the community due to free services.
Organized a community health fair that exceeded an attendance of 150 families.
Administrative Fellow
HENRY FORD WEST BLOOMFIELD HOSPITAL
07.2011 - 07.2012
Collaborated with clinical team to develop ACS Level II trauma designation for HFWBH.
Developed strategic goals with the Chair of Pediatrics to grow pediatric volume at HFWBH.
Served as the Service Excellence Leader at HFWBH for World Class Customer Service training.
Analyzed and establish a new process flow of Advance Directive compliance at HFWBH.
Created a system-wide Language Access Services (LAS) needs assessment to improve patient safety, quality, and satisfaction for non-English proficient patients.
Led as Co-Chair in developing a Middle-Eastern employee resource group (eMERGe).
Developed intranet portal for HFHS employees to log volunteer hours and opportunities.
Administrative Resident
INTEGRIS CANCER INSTITUTE
05.2010 - 05.2011
Developed business plans for multiple Oncologist at the facility.
Assisted the Director of Strategy with the development of 2011 system-wide strategic goals.
Created, facilitated, and co-lead annual hospital-wide strategic retreat.
Met daily with employees and managed urgent operational issues.
Quality Control Laboratory Technician
OKLAHOMA BLOOD INSTITUTE
11.2008 - 06.2009
Followed laboratory's procedures for specimen handling and processing, blood analysis, reporting, and maintenance of test result records.
Documented quality control activities on blood components, instruments, and procedural calibrations.
Prepared and distributed blood components for shipment to multiple locations.
Performed necessary maintenance on assigned testing equipment.
Education
Executive Education - AI in Healthcare
Harvard Business School
Boston, MA
11-2024
MHA - Health Administration
University of Oklahoma Health Science Center
Oklahoma City, OK
2011
Bachelor of Science - Zoology Biomedical Sciences
University of Oklahoma
Norman, OK
2007
Skills
Multi-site Ambulatory Operations
Multimillion-dollar P&L Management
Healthcare Technology AI
Revenue and Market Expansion
Practice Acquisitions
Lean Operations Management
Supply Chain Management
Press Ganey/Customer Service
Affiliations
Founder & President, National Administrative Fellowship Association (NAFA), 2012- PresentFounder & Administrator, Bridge Family Health Center, 2013-2014ACHE, American College of Healthcare Executive, 2009-Present