Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients. We are among a small minority of advisors that serve as independent fiduciaries when providing financial advice (no proprietary products).

Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients. We are among a small minority of advisors that serve as independent fiduciaries when providing financial advice (no proprietary products).

Trilogy Financial Services, is a privately-held financial planning firm with more than $2 billion in client assets. Since 1999, Trilogy has been helping financially-conscious Americans sort through the fog of investments, insurance and personal finance. With our thorough, comprehensive planning process, we can help you get clarity on your highest priorities and create an individualized plan to help you advance your tomorrows.Investment advisory services offered through Trilogy Capital Inc., a Registered Investment Advisor. Trilogy Capital markets advisory services under the name of Trilogy Financial, an affiliated but separate legal entity. Third party posts found on this profile do not reflect the views of Trilogy Capital and have not been reviewed by Trilogy Capital as to accuracy or completeness.

Oversaw clinical and financial operations of Rehab Solutions in skilled nursing facilities. Recruited and provided contract staffing services to SNFs and hospitals in Colorado, Wyoming, Nebraska and Florida. Dissected and disseminated new public policy and regulations that affected therapists, as well as partnered SNF operators. Fostered new relationships to help grow family of partnered facilities.

Managed clinical and financial operations, hiring, and business development of rehabilitation programs at skilled nursing facilities and home health contracts in Colorado, Washington and California. Software systems utilized included Casamba and Rehab Optima.

Monitored and directed the operational, clinical, and fiscal activities of the rehabilitation departments in 12 skilled nursing facilities across South Texas. Ensured facilities were survey-ready. Hired new therapists and managed 100+ therapists and therapy assistants. Completed in-services regarding clinical and financial issues to rehab managers and staff therapists. Beat revenue goal by 30% with a 20% profit margin for FY 2014 through clinical programming and efficiency management.

Management of rehab department including supervision of therapy operations, scheduling, training and quality improvement. Provided assessment and treatment for speech, language, cognitive, and swallowing disorders to the geriatric population at Silver Pines Nursing and Rehab, a Daybreak home.

Management of rehab department including supervision of therapy operations, scheduling, training and quality improvement from April 2008 through February 2009. Provided assessment and treatment for speech, language, cognitive, and swallowing disorders to the geriatric population at Fredericksburg Nursing and Rehab, a Daybreak home.