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Our Experience

As a leader in your organization, you face many challenges, including staying on top of changing laws and regulations, attracting talented associates and managing the daily operations of your organization. Our dedicated team of healthcare advisors develops long-term client relationships through customized solutions, personalized service and a vast array of training programs.

Our Healthcare team includes a JD Risk Manager, Stephen Frew, who works closely with healthcare professionals. In addition to his strong background in clinical risk management, Frew is a national expert on both EMTALA and HIPAA.

Who We Serve

Individual Physicians

Skilled Care Facilities

Hospitals and Healthcare Systems

Clinic and Specialty Physician Groups

When you partner with us, we will:

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  • Develop and implement the comprehensive financial management, risk management and business continuity strategies needed for you and your organization.
  • Determine approaches to control financial volatility and streamline payments.
  • Provide dedicated Risk Management Consultants who offer a variety of consulting services, including risk management audit, HIPAA privacy and security, OSHA research/training and policies and procedures development – all intended to reduce errors, enhance patient safety and control the cost of risk.
  • Provide ongoing training, education and thought leadership on topics such as EMTALA and HIPAA compliance, cyber liability, informed consent and patient safety.

How We Can Help

Together we'll help State Bar Members with exclusive solutions. No matter what financial needs you, your firm or your client's have, our team is there for you. From simple to complex, we will work closely with you to provide solid financial advice and innovative solutions.

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Treasury Management

We offer personalized service and solutions with a consultative approach to help you improve your company's funds availability, cash forecasting and audit control by placing money where it can be used best for your firm. We help you reduce your risk and protect your accounts and all with competitive pricing.

LEARN MORE about Treasury Management.
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Commercial Financing

As a leader in your firm, expanding your company is on your mind. As you think about ways to acquire new equipment or purchase a larger building, we are able to help you through our flexible financing options.

LEARN MORE about Commercial financing.
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Employee Benefits

With the current war for talent, your employee benefits plan is a critical component of attracting and retaining high-performing employees. We work closely with you to put together a long-term plan for your employee benefits program that aligns with your firm’s strategic goals.

LEARN MORE about Employee Benefits.
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Commercial Insurance

In the current environment of rising litigation costs, your firm needs a proven risk management partner to help keep you abreast of changing regulations and how they may impact your firm in order to develop and maintain a comprehensive insurance program.

LEARN MORE about commercial insurance.

Related Resources

Jason Evitts
Jason Evitts, AVP Employee Benefits Consultant, Racine, WI

Your Trusted Advisor

Our team is dedicated to your industry and ready to deliver efficient, economical and effective solutions. Using our knowledge and industry expertise, we will help you grow and manage your company while minimizing risk.

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