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About BSM

Our History

In 1978, Bruce Maller founded BSM Consulting with one goal in mind - to provide clients with business management tools and resources needed to enhance their ability to make better business decisions.

Since that time, we have continually furnished expert assistance to an ever-expanding list of clients within the health care industry, earning an international reputation as one of the foremost health care consulting firms.

We Believe Things Should Be

Simple.

We don't like complicated
and we're guessing you
don't either.

Flexible.

Every situation is unique.
You need services that
work for you.

Done Right.

We listen and seek to understand
so that we can
do it right the first time.

Done With Integrity.

We do all things with
respect and integrity -
and not just because it's our job.

We Serve

Physicians & Health Care Personnel

Ambulatory Care Facilities

Medical Trade Associations

Pharmaceutical Companies

Medical Device Manufacturers

Hospitals

Our Team

Bruce Maller

Bruce Maller

President and CEO

Executive Team

Lisa Peltier

Lisa Peltier

Principal, Senior Consultant

Executive Team

Derek Preece, MBA

Derek Preece, MBA

Principal, Senior Consultant

Executive Team

Richard Koval, MPA, CMPE

Richard Koval, MPA, CMPE

Principal, Senior Consultant

Consultants

E. Ann Rose

E. Ann Rose

Principal, Senior Consultant

Consultants

Maureen Waddle

Maureen Waddle

Principal, Senior Consultant

Consultants

Laura Baldwin, RN

Laura Baldwin, RN

Principal, Senior Consultant

Consultants

Elizabeth Holloway, COE, CPSS, PHR

Elizabeth Holloway, COE, CPSS, PHR

Principal, Senior Consultant

Consultants

Dixon Davis, MBA, MHA

Dixon Davis, MBA, MHA

Senior Consultant

Consultants

Andrew Maller, MBA

Andrew Maller, MBA

Principal, Senior Consultant

Consultants

Laurie Brown, MBA, COMT, COE, OCS, OSA, OSC

Laurie Brown, MBA, COMT, COE, OCS, OSA, OSC

Senior Consultant

Consultants

Jolynn Dobson Cook, RN, COE, CASC

Jolynn Dobson Cook, RN, COE, CASC

Senior Consultant

Consultants

Patricia J. Kennedy, COMT, CPC, CPMA, COE

Patricia J. Kennedy, COMT, CPC, CPMA, COE

Senior Consultant

Consultants

Emily Peltier, MBA

Emily Peltier, MBA

Senior Director, Product and Business Development

Department Directors

Kellie Wynne

Kellie Wynne

Senior Director, Corporate Services

Department Directors

Edward Wynne

Edward Wynne

Senior Director, Financial Services & APC Operations

Department Directors

Allan Walker

Allan Walker

Director, Products & Business Development

Department Directors

Gina Kaspar

Gina Kaspar

Director, Human Resources and Finance

Department Directors

Patti Towns

Patti Towns

Director, Accounting & Finance

Department Directors

Cass Maller

Cass Maller

Director, Payroll Services

Department Directors

Haley Weik

Haley Weik

Manager, Corporate Services

Managers

Anne Blamire

Anne Blamire

Manager, Financial Services & APC Operations

Managers

Chandra Adams

Chandra Adams

Manager, International Operations

Managers

Marla Galasso

Marla Galasso

Manager, Corporate Services

Managers

Lisa Marchegger, MBA

Lisa Marchegger, MBA

Senior Analyst, Financial Services & APC Operations

Specialists

Dan Brown

Dan Brown

Analyst, Financial Services & APC Operations

Specialists

Lisa Burt

Lisa Burt

Analyst, Financial Services & APC Operations

Specialists

Raj Raghunathan, MBA

Raj Raghunathan, MBA

Analyst, Financial Services & APC Operations

Specialists

Amy Pearson

Amy Pearson

Senior Specialist, Financial Services & APC Operations

Specialists

Christina Blamire

Christina Blamire

Senior Specialist, Corporate Services

Specialists

Lorraine Plant

Lorraine Plant

Specialist, Corporate Services

Specialists

Phyllis Billington

Phyllis Billington

Specialist, Corporate Services

Specialists

Kristen Erickson

Kristen Erickson

Senior Specialist, Product & Business Development

Specialists

Amy Klink

Amy Klink

Senior Specialist, Financial Services & APC Operations

Specialists

Jenni Peterson

Jenni Peterson

Specialist, International Operations

Specialists

Margaret Moran

Margaret Moran

Specialist, Product & Business Development

Specialists

Lisa Molinari

Lisa Molinari

Specialist, Corporate Services and APC Operations

Specialists

Bruce Maller

Bruce Maller

President and CEO Executive Team

Bruce Maller is the President and Chief Executive Officer of BSM Consulting, an internationally recognized health care consulting firm with offices in Scottsdale, AZ and Incline Village, NV.

Mr. Maller has exceptional practice management expertise in strategic planning, financial planning and benchmarking, mergers and acquisitions, business valuations, succession planning, and business development.

Mr. Maller provides consultative leadership, expertise, insight, and oversight for projects conducted by the BSM consulting team, ensuring consistent quality and client service. He also assumes direct responsibility for key corporate and provider projects, assisted by members of the consulting team as needed.

BSM clients are found throughout the United States, Canada, Europe, and Asia encompassing physicians, single specialty and/multispecialty group practices, hospitals, pharmaceutical companies, medical device manufacturers, provider networks, managed care payers, and ambulatory surgery centers.

Mr. Maller is a frequent lecturer for various medical societies and national conventions. He has also been a featured speaker at numerous meetings sponsored by various corporate and business groups and has been instrumental in the design of course content and speaker selection for many of these meetings. He is a frequent contributor to many health care management publications on different facets of practice management.

Mr. Maller received his Bachelor of Arts degree from the University of Colorado.

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Lisa Peltier

Lisa Peltier

Principal, Senior Consultant Executive Team

Lisa Peltier is a Principal and Senior Consultant, working at the Incline Village, NV offices of BSM Consulting. Ms. Peltier has extensive consulting skills in finance, including practice valuations, new business proforma/forecasting, financial benchmarking and trend analysis, development of practice budgets, and other financial matters. She also is skilled in general practice management issues such as human resources, personnel training and development, and staff management issues.

Additionally, she is responsible for coordination of services provided by various BSM consultants, optimally matching client needs with appropriate BSM resources. She coordinates activities involving multiple consultants and maintains general oversight responsibility to ensure the quality and timely completion of projects.

Ms. Peltier has authored various articles on practice financial matters and staff management. She has provided lectures for numerous medical societies and national conventions.

Ms. Peltier has more than 27 years of medical consulting experience with BSM. Before joining the company, she gained more than 13 years of experience in management of a financial consulting practice and in sales and customer service supervision with General Electric. She is a graduate of Sawyer College of Business in Pasadena, CA.

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Derek Preece, MBA

Derek Preece, MBA

Principal, Senior Consultant Executive Team

Derek Preece is a Principal and Senior Consultant with BSM Consulting, and is based in Orem, UT. Mr. Preece consults with medical practices in the areas of strategic planning, cost containment, marketing, new business opportunities, referral networking, management techniques, mergers, acquisitions, partnerships, physician relations and compensation, team building, financial controls, patient satisfaction, and employee motivation. Mr. Preece has provided services to many types of medical specialists, including ophthalmologists, cosmetic and plastic surgeons, dermatologists, orthopedists, cardiologists, general surgeons, radiologists, internists, and family practice physicians. His work encompasses private medical practices and academic sites, and he has provided marketing and sales development work and training for numerous medical device and pharmaceutical companies.

Before joining BSM, Mr. Preece enjoyed 20 years as CEO of Enhancement Dynamics Inc., a medical practice management consulting company. He also has experience as a medical practice administrator and as a regional manager of an ambulatory surgery center company. Early in his career, Mr. Preece was a managing partner in Sunstar Communications Group, the owner of KNFL radio.

Mr. Preece is a frequent speaker at national and state medical conferences. His topics have included: “Strategic Planning for Practice Executives,” “Encourage Poor-Performing Employees to Fire Themselves,” “Conquer Patient Flow Problems,” “The Essentials of Physician Compensation and Partnership Arrangements,” “New Ways to Collect Your Money,” “How to Win Patients and Keep Them for Life,” “39 Ways to Raise Revenues and Cut Costs,” and “The ABCs of RVUs.”

Mr. Preece is also an active author of articles on human resources, management techniques, strategic planning, and financial management. He has written for publications such as EyeNet and Executive Update and is a columnist for Administrative Eyecare magazine. He co-authored the “Business of Ophthalmology” volume of the American Academy of Ophthalmology’s series of books titled “The Profession of Ophthalmology.” Mr. Preece received his Bachelor of Arts degree Cum Laude in communications, and his Master of Business Administration degree with high honors from Brigham Young University in Provo, UT.

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Richard Koval, MPA, CMPE

Richard Koval, MPA, CMPE

Principal, Senior Consultant Consultants

Richard Koval is a Principal and Senior Consultant with BSM Consulting, in its Reno, NV office. Mr. Koval consults with medical practices throughout the United States in the areas of physician employment, buy-sell agreements, practice valuations, mergers and acquisitions, purchase/sale transactions, income distribution systems, practice finance and budgeting, and general practice governance and management.

Before joining BSM Consulting in 1994, Mr. Koval compiled more than 13 years of hospital and group practice experience, including six years as the administrator of a 40-physician multispecialty group practice, and another six years as administrator of a 15-physician practice.

Mr. Koval is a frequent speaker at numerous state and national conferences and has provided lectures for the American Academy of Ophthalmology, American Society of Cataract and Refractive Surgeons, American Society of Ophthalmic Administrators, Medical Group Management Association, New England Ophthalmological Society, and Oregon Academy of Ophthalmology. He also has conducted seminars for residents and fellows at Duke University, George Washington University, Georgetown University, Howard University, Indiana University, Louisiana State University, Loyola University (Chicago), Manhattan Eye and Ear Hospital, Massachusetts Eye and Ear Infirmary, Mayo Clinic, Medical College of Wisconsin-Milwaukee, New York Eye and Ear Infirmary, St. Louis University, Stanford University, SUNY-Downstate, Washington University, Wills Eye Hospital, and the Universities of Arizona, California-San Diego, Colorado, Florida, Illinois-Chicago, Iowa, Kansas, Miami, Minnesota, Missouri-Kansas City, Oregon, South Florida, Texas-San Antonio, Utah, Washington, and Wisconsin.

His writings have appeared in Administrative Eyecare, Practical Neurology, EyeWorld, Ophthalmology Management, Practical Dermatology, Review of Ophthalmology, and other professional journals. Mr. Koval is a member of the American College of Medical Practice Executives and is a Certified Medical Practice Executive (CMPE). He is also a member of the editorial board for Ophthalmology Management and past contributing editor for Administrative Eyecare. He received his Bachelor of Arts degree Cum Laude in Economics, and Master of Public Administration from Idaho State University in Pocatello, ID.

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E. Ann Rose

E. Ann Rose

Principal, Senior Consultant Consultants

E. Ann Rose is a senior consultant with BSM Consulting, working in their Rose & Associates division which specializes in Medicare reimbursement and compliance for the specialty of ophthalmology.

With 40-plus years of experience in the health care industry, Ms. Rose is a well-known and sought after speaker and consultant who is devoted to assisting ophthalmologists with coding and reimbursement issues to ensure regulatory compliance. Ms. Rose has extensive knowledge in Medicare regulations.

The Rose & Associates division of BSM Consulting provides services to ophthalmology, optometry, and other ophthalmic-related specialties. Its services include, but are not limited to, the following: chart audits; provider and staff training; seminars; and consulting support.

Ms. Rose is the publisher and editor of The Messenger, a bimonthly newsletter specific to ophthalmology. In addition, she serves on the editorial board of the reimbursement section of Ocular Surgery News, contributes regularly to Administrative Eyecare magazine, and frequently presents at national eye care meetings.

Ms. Rose started her career as a member of the Medicare acquisition team at Blue Cross and Blue Shield of Texas shortly after Blue Cross was awarded the contract to process and pay Medicare claims in 1966. Instrumental in helping develop the HCFA 1500 claim form (now known as the CMS-1500 claim form), Ms. Rose also assisted in developing the paperless claims processing system known today as electronic billing.

After leaving Blue Cross and Blue Shield, she and her late husband, Bill Rose, formed Rose & Associates. In the early 1980s, Ms. Rose was heavily involved in the certification of ambulatory surgery centers successfully obtaining more than 20 Certificates of Need for physicians who were interested in developing surgery centers as part of their medical practice.

Ms. Rose attended Rutherford Business College in Dallas and has business affiliations with numerous professional organizations, including the American Society of Ophthalmic Administrators (ASOA), the American Academy of Ophthalmic Executives (AAOE), the American Academy of Procedural Coders (AAPC), the Medical Group Management Association (MGMA), and the American College of Eye Surgeons (ACES).

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Maureen Waddle

Maureen Waddle

Principal, Senior Consultant Consultants

Maureen Waddle joined BSM Consulting in 2008 with more than 20 years of experience in the eye care industry, and is located in Sacramento, CA. Though she works with a variety of specialty practices, most of her work is with ophthalmic practices and ambulatory surgery centers. Her expertise includes leadership recruitment and development, strategic planning and implementation, new service line analysis and development, customer service, staff training, referral network development, management in the business of elective surgery, internal and external marketing plans, financial assessment and benchmarking, and operational efficiency.

Prior to joining BSM, Ms. Waddle served as a Vice President for TLCVision, where she provided strategic leadership and operational oversight for the western region’s refractive laser centers and mobile laser clients. She has filled a variety of roles during her years with ophthalmic and hearing centers, including Director of Operations, Practice Administrator, Marketing Director, Manager of a specialty IPA, Healthcare Consultant, and National Director of Managed Care for a practice management company.

She authors articles for many medical journals and websites, and currently, she serves as a columnist for Administrative Eyecare and Ophthalmology Management magazines. An active member in the American Academy of Ophthalmology Executives (AAOE) and the American Society of Ophthalmic Administrators (ASOA), Ms. Waddle regularly hosts webinars and gives presentations on a variety of practice management topics. Some include:

The Art of Benchmarking ● Create a Culture with Core Values

Forecasting Staffing Needs Based on Volume ● Strategic Planning

ASC Benchmarking ● Efficient Scheduling ● Market Assessment

Compliance with Human Resources Regulations ● Succession Planning

Departmental Scorecards ● Leadership Skills ● Customer Service

Ms. Waddle also serves on an advisory board for the Ophthalmic Outpatient Surgery Society (OOSS), providing guidance on its ASC benchmarking initiatives. She completed her Bachelor of Arts degree in Government and Journalism, and her Master of Business Administration coursework at California State University, Sacramento.

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Laura Baldwin, RN

Laura Baldwin, RN

Principal, Senior Consultant Consultants

Laura Baldwin is a senior consultant for BSM Consulting based in Scottsdale, Ariz. Ms. Baldwin provides support to BSM and corporate clients in all aspects of physician and hospital practice management. Her expertise includes identification, development, and implementation of operational and reimbursement processes to improve the quality and efficiency of practices and programs.

Ms. Baldwin is a registered nurse (RN) with more than 25 years of experience in health care, with roles in clinical nursing, program development, management, and hospital operations.

In her corporate-support position at BSM, Ms. Baldwin helps clients to plan and execute thoughtful, strategic initiatives. In this role, she is exceptionally proficient in strategic planning, vision identification and implementation, process improvement, teaching and training, curriculum development, and field-based deployment tactics.

Prior to joining BSM Consulting, Ms. Baldwin was director of bariatric services for a large hospital system, where she provided leadership to a multisite comprehensive obesity management program. Specific areas of responsibility included development and implementation of clinical guidelines and education, operational growth, and leadership in physician relationships. She has developed numerous staff continuing education conferences and workshops on medical and surgical treatment of obesity.

Ms. Baldwin is a frequent speaker at corporate workshops and meetings and has published numerous articles in industry magazines.

Ms. Baldwin graduated from the University of Arkansas at Little Rock with a degree in nursing and most recently earned a Bachelor of Applied Science degree in administration from Northern Arizona University.

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Elizabeth Holloway, COE, CPSS, PHR

Elizabeth Holloway, COE, CPSS, PHR

Principal, Senior Consultant Consultants

Elizabeth Holloway is a Principal and Senior Consultant for BSM Consulting and is based in Trinity, FL. Ms. Holloway provides support to BSM and corporate clients in all aspects of clinical operations, staff training and development, and human resources.

Prior to joining BSM, Ms. Holloway served as the Chief Operations Officer (COO) for a large multispecialty ophthalmic practice in Florida. Her responsibilities included clinic flow and efficiency, compliance, financial benchmarking and budgeting, and staff/leadership development. Additionally, Ms. Holloway supervised the practice’s human resources activity, contract negotiations for managed care and accountable care organizations (ACOs), implementation and attestation of electronic health records, and integration of ophthalmology and optometry.

Ms. Holloway is the author of numerous BSM Connection® for Ophthalmology Distance Learning courses, and is a regular columnist for the publication: Ophthalmic Professional. She has appeared as a guest speaker at the American Society of Ophthalmic Administrator (ASOA) National Congress and the Hawaiian Eye Conference, and served on ASOA’s Education Committee.

During her tenure as a COO, Ms. Holloway helped pilot the BSM Consulting flagship program: Certified Patient Service Specialist (CPSS), the nation's only certification curriculum for nonclinical medical staff. Her involvement ultimately helped earn her practice the BSM Center of Excellence Award.

Ms. Holloway is a Certified Ophthalmic Executive (COE), a Certified Patient Service Specialist (CPSS), and is certified as a Professional in Human Resources (PHR). She is a member of the Society of Human Resources Management. Additionally, Ms. Holloway is a Gallup Institute Certified Strengths Coach and implemented the StrengthsFinder program into the practice in 2008.  Her education includes a Bachelor of Arts Degree from Florida Southern College (Lakeland, Fla.) and a Master of Arts Degree from Rice University (Houston, Texas).

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Dixon Davis, MBA, MHA

Dixon Davis, MBA, MHA

Senior Consultant Consultants

Dixon Davis is a senior consultant with BSM Consulting and is based outside of Salt Lake City, UT. Mr. Davis consults with organizations throughout the United States in strategy, business development, operational efficiency, compensation structures, finance, and compliance.

Prior to joining BSM Consulting, Mr. Davis worked for more than 17 years with independent and hospital-owned physician groups, independent practice associations, and a privately held company focused on health care education and product development. During that time, he held several positions including Vice President, Chief Financial Officer, Administrator, and Director of Development and Operations. His work included responsibilities for new business development, business restructuring, contract negotiations, financial management, technology implementations, mergers and acquisitions, new product development, and day-to-day clinic operations. He intimately understands the specifics of physician practice management and the dynamics within hospital systems.

Mr. Davis is the author of a practice management training curriculum and has taught the course to hundreds of managers around the country. He regularly presents at national and regional association meetings and writes articles for several publications.
He received his Bachelor of Science degree from the University of Utah and his Master of Business Administration (MBA) and Master of Health Services Administration (MHSA) degrees from the W.P. Carey School of Business at Arizona State University.

Mr. Davis enjoys working with diverse groups to find solutions to the myriad of challenges in today’s health care system. He finds his experience working with physicians, hospital executives, health plan representatives, and a variety of vendors to be challenging and rewarding.

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Andrew Maller, MBA

Andrew Maller, MBA

Principal, Senior Consultant Consultants

Andrew Maller is a Principal and Senior Consultant at BSM Consulting, working in the Scottsdale, AZ office. His areas of expertise include strategic planning, practice finance and budgeting, practice valuations, financial benchmarking, management and dashboard reporting, and operational efficiency.

Mr. Maller writes articles for several professional industry publications and is a frequent speaker at medical conferences. His primary topic list includes:

  • Financial Benchmarking
  • Management and Dashboard Reporting for Retina Practices
  • Staff Department Dashboard Reports
  • Creating Meaningful Practice Budgets

Prior to joining BSM, Mr. Maller worked in information technology services at the University of San Diego in a variety of roles. His past areas of responsibility include: process and procedure development; training design and facilitation; staff management; budget planning; and technical support.

Mr. Maller received his Bachelor of Arts and Science degree in diversified liberal arts and his MBA in Finance from the University of San Diego.

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Laurie Brown, MBA, COMT, COE, OCS, OSA, OSC

Laurie Brown, MBA, COMT, COE, OCS, OSA, OSC

Senior Consultant Consultants

Laurie Brown is a senior consultant for BSM Consulting based in Tucson, Ariz. In her role at BSM, Ms. Brown consults with a variety of individual, group, and corporate clients to identify specific needs and issues while providing enduring strategic solutions that achieve the objectives of all stakeholders.

A distinguished ophthalmic administrator and educator, Ms. Brown brings more than 30 years of health care experience to BSM. She has extensive experience in administration and management roles and a strong clinical/surgical background which includes surgical assistance and oversight of FDA-monitored core studies of new ophthalmic technologies.

Prior to joining BSM, Ms. Brown concluded a prominent career with Drs. Fine, Hoffman & Sims, LLC, a world-renowned cataract and refractive surgery practice in Eugene, Ore. Throughout her ophthalmic career, she has served on the boards of Certified Ophthalmic Executives, ASOA, JCAHPO, and currently serves on the Ophthalmic Professional magazine advisory board and on the Ophthalmic World Leaders (OWL) governing board. She is a frequent educator at national ophthalmic meetings and has assisted in live cataract surgery demonstrations in five countries in conjunction with surgeon education meetings. She has extensive experience converting to electronic medical records.

In addition, Ms. Brown has published numerous articles in medical, association, and industry journals. In 2015, she received OWL’s Catalyst Award for demonstrating outstanding leadership in supporting the advancement of women, and she was one of the first recipients of the ASOA William E. Rose, Jr. Pinnacle Award for regulatory compliance excellence.

Ms. Brown graduated summa cum laude from Northwest Christian University and, in 2012, earned the school’s Victor P. Morris Award, which is presented to the graduate of the Professional Studies Program considered by faculty as the most outstanding on the basis of academic excellence and leadership. She achieved her MBA in 2014.

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Jolynn Dobson Cook, RN, COE, CASC

Jolynn Dobson Cook, RN, COE, CASC

Senior Consultant Consultants

Jolynn Dobson Cook is a senior consultant for BSM Consulting based in Worthville, Pa. In her role at BSM, Ms. Cook consults with a variety of individual, group, and corporate clients to identify specific needs and issues while providing enduring strategic solutions that achieve the objectives of all stakeholders.

Prior to joining BSM, Ms. Cook was the administrator of Laurel Eye Clinic, Laurel Laser & Surgery Center, and Laurel Cosmetic & Plastic Surgery. Her responsibilities included managing operations at the practice’s 10 offices, two ambulatory centers, and cosmetic and plastic surgery practice, all of which were located in Pennsylvania.

Throughout her 20-year ophthalmic career, she has been a member of many professional organizations including the American Society of Ophthalmic Administrators (ASOA), American Academy of Ophthalmic Executives (AAOE), Medical Group Management Association (MGMA), and the Ambulatory Care Accreditation Program and Technical Advisory Committee (PTAC). She is also a regular speaker and presenter at the annual Hawaiian Eye meeting, where she serves as a committee member for Nursing and Allied Health Providers.

In addition, Ms. Cook serves on the editorial board of Ophthalmic Professional magazine, authoring its compliance column. She has also written for Administrative Eyecare and BSM Connection® for Ophthalmology. Ms. Cook has also served on the BSM Consulting Advisory Board, providing guidance on distance learning and course development for BSM Connection, and she was president of the NBCOE board and a member of the ASOA board.

Ms. Cook is a registered nurse (RN), a Certified Ophthalmic Executive (COE) and a Certified Administrator Surgery Center (CASC). Her education includes a nursing degree from Philipsburg State General Hospital in Pennsylvania and a Bachelor of Arts degree in healthcare administration from Graceland University in Lamoni, Iowa.

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Patricia J. Kennedy, COMT, CPC, CPMA, COE

Patricia J. Kennedy, COMT, CPC, CPMA, COE

Senior Consultant Consultants

Patricia J. Kennedy is a senior consultant with BSM Consulting, working in their Rose & Associates division, which specializes in Medicare reimbursement and compliance for the specialty of ophthalmology.

In her position as senior consultant for Rose & Associates, Ms. Kennedy conducts onsite chart audits; assists clients with Medicare reimbursement and compliance issues; and conducts client training seminars for physicians, administrators, technicians, and allied healthcare professionals. She also serves as a guest speaker at national ophthalmology meetings addressing areas of documentation and compliance required for ophthalmology practices to maintain Medicare compliance.

Early in her career, Ms. Kennedy accepted a position in an ophthalmology practice in Seattle. Due to her experience in her father’s microbiology lab and her heavy science-based academia, the owner of the practice began teaching her about ophthalmology and patient care. From that point on, she was hooked and now has over 30 years’ experience in the ophthalmology industry.

In addition to working in ophthalmic practices, Ms. Kennedy has also worked for an ophthalmic device manufacturer. She later pursued a career in ophthalmology as a consultant, assisting clients with their practice management, reimbursement, and compliance needs. Her experience lends itself to a well-rounded understanding of how regulatory rules should be applied and a unique perspective on how to train physicians and staff on regulatory issues.

Ms. Kennedy graduated from Montana State University with a degree in speech and hearing sciences. She is a Certified Ophthalmic Medical Technologist (COMT), Certified Ophthalmic Executive (COE), Certified Professional Coder (CPC), and Certified Professional Medical Auditor (CPMA). Ms. Kennedy has business affiliations with numerous industry organizations, including: The American Society of Ophthalmic Administrators (ASOA), the American Academy of Ophthalmic Executives (AAOE), and American Academy of Procedural Coders (AAPC).

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Emily Peltier, MBA

Emily Peltier, MBA

Senior Director, Product and Business Development Department Directors

Emily Peltier is Senior Director of Product and Business Development at BSM Consulting in Incline Village, NV. In this position, she directs the content and development of the BSM Connnection for Ophthalmology Website, as well as several adjunct website administrated by BSM Consulting, including the OOSS University and ASOA Learning Center.

Ms. Peltier is responsible for the planning, development, and management of effective and cost-efficient training solutions for BSM's clients. This is primarily accomplished through the development and management of the BSM Connection for Ophthalmology Distance Learning Center, which consists of over 111 courses. The Distance Learning Center is currently attended by 80,000 students across the U.S.

As part of her role, Ms. Peltier also lends her leadership to BSM’s Customer Support Team. This group of professionals provides assistance to clients who utilize the company’s various websites. Ms. Peltier is passionate about providing and maintaining the highest level of customer support possible, and leads her current team to do the same in every client interaction.

Ms. Peltier received her Bachelor of Arts degree in Business Administration and an MBA, from the University of Nevada, Reno. She has been a dedicated BSM team member since 2003.

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Kellie Wynne

Kellie Wynne

Senior Director, Corporate Services Department Directors

Kellie Wynne is Senior Director of Corporate Services for BSM Consulting, working in the Incline Village, NV office. In this position, Ms. Wynne oversees operational and administrative support services provided for various BSM Consulting customers and field consultants.

Her primary responsibilities include project management and administration, work plan development, work team coordination, and task supervision. Other responsibilities include project scoping and budgeting, content creation, survey development and analysis, report creation, and customer service. 

Ms. Wynne has written several articles on practice management topics and staff training. She has authored two continuing education courses and produced numerous Internet-based educational webinars.

She obtained a Bachelor of Science degree in Government, from the University of Virginia, and has been a dedicated BSM team member since 2007.

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Edward Wynne

Edward Wynne

Senior Director, Financial Services & APC Operations Department Directors

Edward Wynne is a Senior Director of Financial and APC Operations at BSM Consulting, working in the Incline Village, NV office. Mr. Wynne directs BSM's Financial Services products, for providers and corporate clients in a variety of areas, including practice valuation, trend analysis, and most notably: financial benchmarking.

Before joining BSM in 2008, Mr. Wynne worked for more than five years in the public accounting and home-building industries. His past areas of responsibility include revenue forecasting, financial modeling, project and inventory valuation, budget administration, and cost management. He also has extensive information systems and programming experience related to the implementation of numerous financial emulation programs.

Mr. Wynne received a Bachelor of Science degree in Accounting from the University of Nevada, Reno and has been a dedicated BSM team member since 2008.

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Allan Walker

Allan Walker

Director, Products & Business Development Department Directors

Allan Walker is Director of Publication Services for BSM Consulting, located at the Incline Village, NV office. In this position, he coordinates, plans, and produces a full range of client media projects ranging from written materials to electronic, Internet-based programs.

His responsibilities include conceptualization, organization, design, and layout of various communication and learning products and services, such as newsletters, marketing/advertising tools, electronic learning courses, reports, training manuals, brochures, forms, seminar handouts, slide presentations, and other materials. Additionally, he provides staff oversight and project management.

Before joining BSM in 1994, Mr. Walker accumulated more than 15 years of print media experience. During this time, he served in several different positions, including reporter, managing editor, and publisher for various newspapers, newsletters, and magazines. His writings have appeared in Administrative Eyecare, Ophthalmic Professional, Ophthalmology Management, Strategies for Success, Dermatology Business Management, Practical Dermatology, Modern Aesthetics, Practical Neurology, Resource Management, Refractive Business Advisor, and other professional journals. He is author of the book titled “Ten Eyecare Practices: Benchmarks for Success” and is a contributing editor for Administrative Eyecare magazine.

Mr. Walker is experienced in all areas of publishing, including editing and reporting, composition, design, typography, layout, advertising, and related marketing. He has vast knowledge of patient and staff education programs and materials.

He received his Bachelor of Science degree in journalism from Utah State University in Logan, UT and has been a dedicated BSM Team Member since 1994.

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Gina Kaspar

Gina Kaspar

Director, Human Resources and Finance Department Directors

A dedicated team member since 2005, Gina is based in the Incline Village, NV office.

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Patti Towns

Patti Towns

Director, Accounting & Finance Department Directors

A dedicated BSM team member since 2008, Patti is based in the Incline Village, NV office.
(800) 832-0609

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Cass Maller

Cass Maller

Director, Payroll Services Department Directors

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Haley Weik

Haley Weik

Manager, Corporate Services Managers

A dedicated BSM team member since 2009, Haley is based in the Incline Village, NV office.
(800) 832-0609

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Anne Blamire

Anne Blamire

Manager, Financial Services & APC Operations Managers

A dedicated BSM team member since 2008, Anne is based in the Incline Village, NV office.
(800) 832-0609

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Chandra Adams

Chandra Adams

Manager, International Operations Managers

A dedicated BSM team member since 2007, Chandra is based in the Orem, UT office.
(801) 227-0527

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Marla Galasso

Marla Galasso

Manager, Corporate Services Managers

Marla leads the Placement Support service line at BSM, providing oversight and operational support during our engagements to help practices find qualified leadership and providers. From engaging in the initial consultation, managing job postings and the applicant database, to administrating interviews and background/reference checks, Marla supports both the client and the BSM Consulting team throughout the entire process. Marla has worked on projects for BSM’s largest corporate and medical practice clients – and specializes in project management, strategic planning, and operational support.

A dedicated BSM team member since 2006, Marla is based in the Incline Village, NV office.

mgalasso@bsmconsulting.com
(800) 832-0609

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Lisa Marchegger, MBA

Lisa Marchegger, MBA

Senior Analyst, Financial Services & APC Operations Specialists

A dedicated BSM team member since 2006, Lisa is based in the Incline Village, NV office.
(800) 832-0609

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Dan Brown

Dan Brown

Analyst, Financial Services & APC Operations Specialists

A dedicated BSM team member since 2010, Dan is based in the Incline Village, NV office.
(800) 832-0609

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Lisa Burt

Lisa Burt

Analyst, Financial Services & APC Operations Specialists

A dedicated team member since 1995, Lisa is based in the Incline Village, NV office.
(800) 832-0609

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Raj Raghunathan, MBA

Raj Raghunathan, MBA

Analyst, Financial Services & APC Operations Specialists

A dedicated BSM team member since 2014, Raj is based in the Incline Village, NV office.
(800) 832-0609

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Amy Pearson

Amy Pearson

Senior Specialist, Financial Services & APC Operations Specialists

A dedicated BSM team member since 2004, Amy Pearson is based in the Incline Village, NV office.
(800) 832-0609

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Christina Blamire

Christina Blamire

Senior Specialist, Corporate Services Specialists

A dedicated BSM team member since 2012, Christina is based in the Incline Village, NV office.
(800) 832-0609

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Lorraine Plant

Lorraine Plant

Specialist, Corporate Services Specialists

A dedicated BSM team member since 2016, Lorraine is based in the Incline Village, NV office.
(800) 832-0609

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Phyllis Billington

Phyllis Billington

Specialist, Corporate Services Specialists

A dedicated BSM team member since 2016, Phyllis is based in the Scottsdale, AZ office.
(408) 629-5315

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Kristen Erickson

Kristen Erickson

Senior Specialist, Product & Business Development Specialists

A dedicated BSM team member since 2011, Kristen is based in the Incline Village, NV office.
(866) 220-3184

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Amy Klink

Amy Klink

Senior Specialist, Financial Services & APC Operations Specialists

A dedicated BSM team member since 2014, Amy Klink is based in the Incline Village, NV office.
(800) 832-0609.

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Jenni Peterson

Jenni Peterson

Specialist, International Operations Specialists

A dedicated team member since 2015, Jenni is based in the Orem, UT office.
(801) 227-0527

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Margaret Moran

Margaret Moran

Specialist, Product & Business Development Specialists

A dedicated BSM team member since 2016, Margaret is based in the Incline Village, NV office.
(800) 832-0609

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Lisa Molinari

Lisa Molinari

Specialist, Corporate Services and APC Operations Specialists

Based in the Incline Village, NV office. A valued team member since 2016.

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