Associate Member Directory

Financial Consultants

All information is provided by members at their discretion. Contact information is provided to obtain further information about the services provided.

Go to Associate Member Categories

AMN Healthcare, Inc.
12400 High Bluff Drive
San Diego, CA  92130

Phone: 866-871-8519
Fax:  800-509-1698

AMN Healthcare is the largest healthcare staffing company in the U.S. As the leading nationwide provider of travel nurse staffing services and a leading provider of locum tenens (temporary physician staffing) and permanent placement services for physicians and other clinicians, we recruit nurses, physicians, and allied healthcare professionals nationally and internationally and place them at acute-care hospitals and healthcare facilities throughout the United States.

We believe hospitals and healthcare facilities contract with us due to our national network of high-quality healthcare professionals, our ability to meet specific clinical staffing needs, our flexible staffing assignment lengths, and our superior customer service.

231 S. Bemiston Ave. Suite 300
Clayton, MO 63105

Phone: 314-802-2000

CHAN was the first and remains the only company in the nation focused exclusively on providing internal audit services to the healthcare industry. Formed in 1997 through a collaboration of the two largest tax-exempt healthcare systems in the United States, our auditors today maintain a permanent onsite presence in over 20 healthcare networks across the nation, operating in more than 325 hospitals and healthcare facilities.

This makes CHAN the source for healthcare internal audit.

Eide Bailly LLP
800 Nicollet Mall, Ste. 1300
Minneapolis, MN 55402

Phone: 800-280-0354
E-mail: Ralph Llewellyn, Director of Critical Access Hospitals:
Scott Sisel, Director of Health Systems:

Eide Bailly is a CPA and Business Advisory firm with a national health care practice. We have 160 professionals dedicated to serving more than 1,700 health care clients nationwide. Our services go beyond cost reports, audit and tax, to help you drive results and plan for a strong future.  From finance to patient access, strategy to implementation, business offices to HIM, we approach health care with real-world experience. Our professionals specialize in revenue cycle, reimbursement, strategic financing, operational process improvement, organizational consulting, and information technology. 

Learn more about how Eide Bailly can help at

Fidelity Investments
900 Salem Street
Smithfield, RI  02917

Phone: 859-386-3117
Fax:  859-392-4866

Our experience partnering with more than 1,400 healthcare clients and serving nearly 1.9 million healthcare participants means we have insight into the needs of not-for-profit sponsors and participants.  We are committed to helping sponsors deliver competitive, cost effective retirement benefits and helping your employees with the guidance they need to retire.  We can administer your plan efficiently and effectively, simplify your retirement plan design, support merger, acquisition, and/or consolidation benefits strategy development, provide a best in class investment offering, and drive employee results through education and guidance.

First American Healthcare Finance
255 Woodcliff Drive
Fairport, New York 14450

Phone: 800-801-3830
Fax: 585-598-0908

First American Healthcare Finance provides financing for medical equipment (MRI, CT, da Vinci), office technology (desktops, laptops, servers, networking), software (EHR, CPOE, HIS), and other projects (HVAC, furniture, and even training).  As a wholly owned subsidiary of City National Bank (NYSE: CNB), we are a direct lender with competitive rates supported by elite project management services and complimentary mobile asset tracking.  In addition to being endorsed by the AHA, our leasing service has achieved HFMA’s Peer Reviewed designation for the past three years.


InnoVative Capital, LLC.
1489 Baltimore Pike, Building 400
Springfield, PA 19085

Phone: 610-543-2490
Fax: 610-543-2491

InnoVative Capital is a privately owned mortgage banking and financial advisory firm with clients located nation-wide.  We specialize in both construction and permanent financing for the healthcare industry and their communities. As an SEC and MSRB registered municipal advisor we represent hospitals, senior living, municipalities and nonprofits for debt financings, mergers and acquisitions, and financial restructurings. Additionally as a HUD-licensed mortgage lender and financial advisor, we finance FHA and USDA loans, execute municipal bond transactions and commercial bank placements.

Kaufman Hall
5202 Old Orchard Road, Suite N700
Skokie, IL  60077

Phone: 847-441-8780

Kaufman Hall helps hospitals and health systems employ corporate finance management principles to optimize access to capital.  Integrated strategic financial and capital planning provides organizations with the knowledge to make informed strategic and operational decisions.  As the leading financial advisor to healthcare organizations, Kaufman Hall helps organizations position themselves to maximize competitiveness through optimal access to capital.  In addition, Kaufman Hall helps hospitals design and  implement best-practice capital allocation processes, a demanding organizational change endeavor.  Kaufman Hall's unique blend of consulting expertise and software tools helps healthcare organizations in areas including: Integrated Strategic, Financial, and Capital Planning, Capital Allocation Mergers, Acquisitions, and Divestitures, Debt and Derivative Transactions.


Oppenheimer Multifamily Housing &
Healthcare Finance, Inc.
1180 Welsh Road, Suite 210
North Wales, PA 19454

Thomas P. Cassidy
Associate Vice President
Phone: 215-631-9151 x38
Fax: 215-412-4583

Oppenheimer Multifamily Housing & Healthcare Finance is a TOP 5 FHA approved mortgagee and MAP/LEAN lender that actively underwrites, funds, services and securitizes all our FHA insured mortgage loans for multifamily housing, senior housing, assisted living, skilled care, and hospital properties nationwide.  We retain and service all our loans.  We are backed by the strength and security of Oppenheimer & Co. Inc., our parent company, an established and reputable New York Stock Exchange Member.  The FHA mortgage insurance programs are available to for-profit, non-profit and public owners for both construction and permanent financing.  These programs provide long-term, fixed rate, non-recourse, assumable financing for 25 years.

Pivotal Payments

5000 Legacy Dr. Suite 320
Plano, Texas  75024

Phone: 480-385-4215
Fax: 855-241-7474
Pivotal Payments offers secure, reliable and affordable payment processing solutions. Accept credit and debit cards on-site, by telephone or online. As a SIGIS Acquirer Member, we ensure acceptance of Flexible Spending Account (FSA) and Health Savings Account (HSA) cards. Through our highly secure platform, Pivotal Payments also ensures your organization is EMV (chip card) compliant.

We provide you with a free payment terminal or virtual terminal. Ask about our discounted rates for healthcare providers and cash back offers. Contact us at 480-385-4240 or visit


TIAA-CREF | Financial Services
Kevin S. Nazworth, CFP
Vice President, Healthcare Market
14055 Riveredge Drive, Suite 320
Tampa, FL 33637

Phone: 813-632-5129
Fax: 813-910-2090

At TIAA-CREF, retirement security is our sole focus. We offer healthcare plan sponsors a full needs-based solution that incorporates a broad menu of investments, a full suite of plan sponsor services and comprehensive participant communication, education and advice programs. Delivered with an emphasis on cost containment, these quality services provide one of the best total values for hospitals and other healthcare institutions.

TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products.

© 2012 Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF), New York, NY 10017.

For Institutional Investor Use Only.  Not for Use With or Distribution to the Public.


Transamerica Retirement Solutions
440 Mamaroneck Avenue
Harrison, NY  10528

Phone: 914-627-3000

Transamerica Retirement Solutions (Transamerica) is a leading provider of customized retirement plan solutions for small- to large-sized organizations. Transamerica partners with financial advisors, third-party administrators, and consultants to cover the entire spectrum of defined benefit and defined contribution plans, including: 401(k) and 403(b) (Traditional and Roth); 457; profit sharing; money purchase; cash balance; Taft-Hartley; multiple employer plans; nonqualified deferred compensation; and rollover and Roth IRA.  Transamerica helps more than three million retirement plan participants save and invest wisely to secure their retirement dreams. For more information about Transamerica Retirement Solutions Corporation, please visit


Verras Healthcare International
855 El Camino Real, Suite 13A-365
Palo Alto, CA 94301

Main: 888-791-5556
Bob Langston: 954-336-2125
Kelly Styles: 562-427-1826


Verras Healthcare International provides our clients with industry-leading expertise for the reduction of clinical variation and resource consumption. Variation in clinical practice is known to lead to significant difference in the cost of medical care. By exploiting experience developed over the last three decades we make managing clinical variation painless. We work directly with your physicians using their own case data to change practice patterns to reduce costs and improve quality.

Verras’ tools and resources are there when you need them to maintain revenue stability and value while you transform your organization for 21st Century health care demands. Verras Sherlock™ uses your data to accelerate diagnostic reviews of at the service and physician level. Verras Watson™ helps administrators and physicians understand together the specific sources of clinical variation and develop cooperative improvement plans. Verras Clinical Compass™ ties it all together by providing easy to use monitors to keep everyone on track.

We know you are busy. Verras empowers you and the organization to take on the complex and increasingly critical challenges of managing clinical variation on your own terms, at your own pace and at a realistic investment level.



About AHA


Member Constituency Sections

Key Relationships

News Center

Performance Improvement

Advocacy Issues

Products & Services


Research & Trends


155 N. Wacker Dr.
Chicago, Illinois 60606

800 10th Street, N.W.
Two CityCenter, Suite 400
Washington, DC 20001-4956