I'm married to optometry. Literally. As the husband of a practicing optometrist, I noticed a need for someone who knows the profession and business of optometry to provide unbiased, objective financial planning and investment advice. In addition, I can help practice owners understand the financials of their practice and use that data to help make informed and educated financial decisions. I've also had the unique privilege of helping ODs that are considering selling to private equity firms analyze their current financial plan, compare various offers and valuations to help them understand the tax implications, and determine if a PE exit is a viable solution for them personally and professionally.Our goal: help ODs go from confused and overwhelmed to clear and confident in their personal and professional finances...and life.

The owner of a financial services practice has never been more busy and time has never been more at a premium. At Integrated Consulting & Advisory Solutions (ICAS) we focus on maximizing staff time and resources while helping the advisor become more focused on client service and acquisition activities. Together with our workflow solutions and utilizing Redtail CRM, we’ll provide you with the supporting documentation, training, templates, and resources to ensure your adaptation of this program benefits and serves your firm quickly.Advisors choose to work with us because of our knowledge, experience, and compassion. What this means is that we understand first-hand the challenges and concerns around running a financial services practice and have the systems and processes to empower you to become more effective and efficient in running your business and serving your clients well. The real benefit, though, is that advisors have the peace of mind knowing that all of the "to-do's" in their practice are being done by the right people, the right way, the first time, which allows the advisor to confidently focus their time, talents, and energies on the growth-producing activities of their business.

-Ensure center compliance with all FDA, state, local and company-specific regulations related to quality of product.-Review records to ensure they are complete, accurate and compliant with current good manufacturing practice requirements.-Track quality assurance KPI (key performance indicator) data to improve production efficiency on packaging-Draft and approve quality SOP (standard operating procedures) for batch record review of manufactured drug therapies.

Maintaining Quality Assurance for the processing of plasma donors. Activities included reviewing donor record files, lab results, and investigation reports to ensure compliance with FDA and other regulations.