To help our clients to develop and design their culture, define their mission, create Key Performance Indicators to track and manage sustained growth, to improve communications with staff and customers/clients, establish and refine business processes and operational efficiencies, and help them to improve the “bottom line” of their businesses/practices.
Business/Practice Management Consultant
Financial Cartographer – Commercial Lending
- Areas of Emphasis:
- Culture by design, NOT default.
- Develop/Update business processes
- Define/Delineate Job Descriptions
- Develop Financial Key Performance Indicators
- Staff Training & Motivation
- Improved Communication Skills
- Increase profitability and grow business
- Strategic Partnerships & Succession
Billing & Collection Specialist
CPT & ICD-10 Expert
- Areas of Emphasis:
- Medical/Dental Billing Specialists
- Certified Medical/Dental Coding
- Revenue Cycle Management
- Medical/Dental Collections Experts
- HIPAA Compliant Practices
- Assistance with Credentialing
- Monthly Reporting
- Cost Effective Solutions!
Duane worked his way through college as a teller and loan officer for Seafirst Bank in Seattle, Washington. He attended Rick’s College (now BYU Idaho) and the University of Montana where he played football and wrestled, while pursuing a degree in business management. After college he worked for Lyons and Associates a full-service insurance agency in Salt Lake City, Utah (which eventually become the insurance department for Zion’s Bank). After leaving Lyons and Associates in 1989, Duane was hired by Seafirst Bank, who was eventually acquired by Bank of America. In 1992, Duane was hiredas a VP and Manager for Bank of America in their Idaho Falls Office and was tasked with regional training and service on the bank’s Incentive and Strategic Budget Committee’s.
In 1996, Duane founded American Marketing & Financial Group where he did financial planning, and eventually added lending.In 2004, he co-founded M3Wealth, a non-traditional financial services company focused debt-based planning, debt elimination, lending and business consulting. M3 Wealth focuses on: “Mapping a sustainable course to Financial Self-reliance, Measuring the impact of daily financial decisions, and Mentoring proven financial principles.”
Born and raised in Idaho Falls, Katie grew up in the medical industry. She spent 10 years at Community Care starting while in high school. She worked her way up into Administration where she learned every aspect of that business. After starting her family and adjusting to motherhood, Katie purchased her first billing company in 2006. She has been deeply involved in medical billing/coding ever since. She is passionate about finding ways to increase revenue for offices and providers.
There has never been a single provider she hasn’t been
able to locate and recover lost revenue for in her 15 years of doing business. She enjoys helping providers understand the overall business of medicine and allowing them to do what they do best!
Katie has four children and loves to play the piano, watch movies, surf and play games.