Founder of Med Profit IQ. Fifteen years in family office advisory. Now building real-time financial intelligence for healthcare practices.
Fifteen years in family office advisory and technology gave me a clear view of what good financial reporting looks like — the frameworks, the discipline, the metrics that actually drive decisions. I oversaw investments, estate coordination, and operational infrastructure for ultra-high-net-worth clients, their operating companies, and their charitable endeavors.
In 2024, I acquired Doherty & Associates, a full-service accounting and advisory firm serving medical practices, med spas, and professional services firms across the Mid-Atlantic. Working inside healthcare practice financials every day revealed a consistent gap: strong revenue, but no real-time visibility into cash flow, margins, or the operational metrics that move the needle.
Most practices don't need a full-time CFO. But they do need CFO-level insight.
Med Profit IQ was built to bridge that gap — a real-time financial intelligence platform designed for healthcare practice owners. It's the tool I wished every client had.