Oregon Medical Group Management Association

Financial Services



Asset Recovery Group, Inc. | Partner Since 2017

PO Box 14949 • Portland OR 97293

www.assetcollect.com

Asset Recovery Group offers a full range of Accounts Receivable Management (ARM) services. Services including bad debt collections, long-term payment plan monitoring, pre-collect service, consulting, client education, insurance follow-up, self pay and special projects as needed. We are true healthcare partners specializing in creative collaboration to meet the resource needs of our clients. We currently service over 90 healthcare providers in Oregon and Washington alone.

Please contact:

Christina Anderegg
503-230-0246
christina@assetcollect.com


Bank of America | Partner Since 2018

1211 SW 5th Avenue, Portland OR 97204

www.bankofamerica.com

Heritage isn't just about history. It's about people and their stories. The stories that shape who we are, tell where we've been and show where we're going. At Bank of America, our history covers more than two centuries and includes people who helped to shape life as we know it in this country.

At Bank of America, we specialize in Healthcare Lending and Financial Services. We provide industry experts to manage your relationship locally, assisting medical practices of all sizes. Whether your need is for start-up, purchase, real estate, debt consolidation or equipment financing, Bank of America can assist you.

Please contact:

Laura Shipley
503-944-3204
503-544-9441
Laura.shipley@baml.com
https://rm.bofaml.com/laura.shipley



Columbia State Bank | Partner Since 2013

805 SW Broadway Ste 2700 • Portland OR 97205

www.columbiabank.com

Specializing in Healthcare Lending and Depository Services

Please contact:

Andrew McKechnie
503-478-1740
503-478-1700
503-478-1775 Fax
amckechnie@columbiabank.com


First Interstate Bank | Partner Since 2012

1100 NW Wall Street • Bend OR 97701

www.firstinterstate.com

Please contact:

Gretchen Hawkins
541-330-7585
541-385-9190 Fax
gretchen.hawkins@fib.com

Judy Jennings
888 SW Fifth Avenue Ste 1000 • Portland, OR 97204
503-499-5915
judy.jennings@fib.com


Hawes Financial Group

www.hawesfinancial.com

Please contact:

Erik Parrish
541- 335-2173
erik@hawesfinancial.com



Jones & Roth CPAs and Business Advisors | Partner Since 2012

5635 NE Elam Young Pkwy, S-100 • Hillsboro OR 97124

www.jrcpa.com

The Jones & Roth Healthcare Team works with medical practices and clinics across Oregon & Southwest Washington from offices in Portland, Hillsboro, Eugene and Bend providing a comprehensive suite of services including practice management, advisory services, retirement plan administration and tax & accounting services. Services are designed to ease the business-related pressure of practice operations and ownership.

Please contact:

Jeremy Prickel, CPA
541-687-2320
jeremyp@jrcpa.com

Robert Adrian
Client Services Advisor
503-648-0521
radrian@jrcpa.com


Matisse Capital | Partner Since 2018

4949 Meadows Road, Ste 200, Lake Oswego, OR 97035

www.matissecap.com

Matisse Capital is an SEC-Registered Investment Advisor located in Lake Oswego, Oregon. The firm was founded in 1997 by Bryn Torkelson, and advises to more than $1B in assets. Retirement plan management and advisory has been the backbone of the firm.

Please contact:

Dan Sholian
dan@matissecap.com
503-210-3002



Moss Adams, LLP | Partner Since 2012

805 SW Broadway Ste 1200 • Portland OR 97205

www.mossadams.com

Consulting, Financial Services, Billing & Coding

Moss Adams provides, tax, audit and specialized consulting services in the areas of physician compensation, strategic planning, Medicare compliance, medical documentation and coding reviews, ICD10 planning and transition, Recovery Audit Contractors (RAC) services, practice assessments, benchmarking, budgeting software, clinical operation review, and managed care contract analysis.

Please Contact:

Darci Boyle
503-242-1447
503-274-2789 Fax
darci.boyle@mossadams.com


Preisz Associates, Inc. | Partner Since 2013

4525 SW Condor Avenue • Portland, OR 97239

www.preisz.com

Preisz Financial, an independent retirement plan advisory firm, is proud to provide the following services: Non qualified supplemental executive retirement plans. Group benefits including: medical, dental, disability, business and life insurnce. Long-Term care plans, both individual & group. Individual fee-based wealth management & financial planning.

Please contact:

Michael Preisz, AIF®, CFP®, CLU, ChFC, CPA
503-224-1600
503-274-8003 Fax
michael@preisz.com


Professional Credit Service | Partner Since 2014

400 International Way Ste 200 • Springfield OR 97477

1-888-624-6906 | www.hawesfinancial.com

Hawes Financial Group and its suite of companies specialize in full revenue cycle solutions, debt purchasing, debt collections, and consulting services for various industries.

Please contact:

Rob Nestell
541-335-2204
541-335-2136 Fax
robnestell@professionalcredit.com

Lisa Kirk
541-335-2297
541-335-2136 Fax
lisa@healthfirstfinancial.com


The Partners Group | Partner Since 2012

11740 SW 68th Parkway Ste 200 • Portland OR 97223

www.tpgrp.com/pas

Whether you need Employee Benefits, Commercial Insurance, Retirement Plan Consulting or Physicians Advisory Services, we’re invested in you. Your goals. And your success. Discover the company that believes in creating partnerships rather than collecting clients. See what happens when your success comes first.

Please contact:

Shawn O. Higley, CPFA, CRPC®
Partner
Physicians Advisory Services
503-726-5686
shawn@tpgrp.com
linkedin.com/in/shawnohigley
https://www.tpgrp.com/oma-physician-resources/


Umpqua Bank | Partner Since 2014

1220 Main Street Ste 310 • Vancouver WA 98660

www.umpquabank.com

There is a sign that hangs in every Umpqua Bank store that reads, “Welcome to the World’s Greatest Bank.” This is not a tagline, it is a state of mind. It’s a promise to help your practice thrive through the perfect mix of lending and financial tools. It’s a place where associates are empowered to make fast, fair decisions at the local level. Contact one of our healthcare relationship managers, stop by any Umpqua Bank store or visit www.umpquabank.com to learn how Umpqua can help keep your practice growing strong. 

Umpqua Bank Member FDIC

Please contact:

Samantha Sandford
360-975-6609
samanthasandford@umpquabank.com

Michelle Erickson
360-975-6607
michelleerickson@umpquabank.com


Contact us! main@omgma.com | 971-373-1477 | P.O. Box 790, Sherwood, OR 97140

Copyright 2018, Oregon Medical Group Management Association