Our Doctor Advisory Council

Our Doctor Advisory Council ensures that we keep the needs and perspectives of doctors at the core of our ethos. Their experience, passion, and expertise are key to shaping our business roadmap, which is designed to transform the financial futures of doctors all over the country.

Our advisory members keep us informed and accountable to the perspectives of doctors.

Members of our advisory board are respected doctors and healthcare professionals who are our eyes and ears to the community. They advise us on doctor-specific needs so we can continuously refine our offerings and service to better serve you.


Dr. Tom Valdivia, MD, MS

Senior Advisor and Chair of the Doctor Advisory Council


Dr. Vik Bakhru, MD, MBA

President & CEO of Innovista Health Solutions


Dr. Leif Dahleen, MD

Founder, Physician on FIRE


Dr. Dane A. Hassani, MD

Board Certified Anesthesiologist at University of Chicago


Dr. Daniel Lage, MD

Medical Oncologist at Mass General Hospital


Dr. M. Mohsin Shah, MD, FAANS, FACS

CMO and Executive Director, The Florida Neuroscience Institute


Dr. Nwando Anyaoku, MD, MPH, MBA

VP, Chief Health Equity Officer at Swedish


Dr. Maria Young Chandler, MD, MBA, FAAP

Pediatrician, Professor, FQHC Administrator, Board Member


Dr. Jordan Frey, MD

Plastic Surgeon in Buffalo, New York and Author of The Prudent Plastic Surgeon


Dr. Veena Korah, MD

Family Medicine Physician, Swedish Covenant/Northshore Medical Group


Dr. Paul Saadi, MD

Owner and Practicing Orthopedic Surgeon, Dallas Bone & Joint Clinic

"I feel that I'm a master craftsman at what I do, and if I can find a financial manager with that same expertise, it's synergistic."

Dr. Hardeep Dhindsa


Testimonials provided by current clients. Clients are not compensated for providing testimonials.

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