Enrolled Agent and Owner
EA license number is 00121258-EA
Rachel David EA has over 15 years of experience in the tax and business development field. She has worked with over 200 industries and has enjoyed the diversity of all her clients. She loves reading english literature, salsa dancing, yoga and spending time with her amazing family. If you are looking for a stuffy accountant then this is not the person for you. If you are looking for a relationship with a person who genuinely cares about the success of your business but more importantly the growth and success of you as a person then you have come to the right place. We are not the accountants you talk to once a year, we are the resource you need to help you make the right decisions all year long.
Lakisha Dolby, Referral Specialist
Lakisha Dolby is a graduate of North Carolina Central University where she received her Bachelor's degree; as well as a graduate of Strayer University where she received her Master's Degree in Health Service Administration.
Lakisha began her professional in a non-profit setting where she served as the Project VIGOR Therapist for the ARC of Wake County. It was this experience along that led Lakisha on an exciting journey to serving Seniors. Lakisha has served in the long-term care setting for over 16years in various positions ranging from a caregiver to an Executive Director. Lakisha has a true passion for seniors and is a big advocate for seniors. Lakisha prides herself and is driven by making a difference no matter how big or small.
In her spare time Lakisha enjoys spending time with her husband, kids, and family. She also does lots of volunteer work with her Eastern Star chapter, as giving back to the community is very important to her and has played a significant role in shaping her into who she is today.
Cherie Hylton, RN Program NA1 Coordinator and Educator
Cherie Hylton, RN Program NA1 Coordinator and Educator, instructs and graduates excited Certified Nurse Aides. With so many older people moving to the Triangle and surrounding counties-the need for competent, compassionate hands-on care is only growing and this group is ready to work and support our senior community!
Recently relocated from Syracuse, NY, Cherie worked as a Nurse Aide Program Primary Instructor and then as a Cognitive Health Specialist at the Centers at St. Camillus working alongside people with dementia and their caregivers.
Additionally she was a Community Educator for the Joint Caregivers Institute, presenting on a variety of topics such as Brain Health, Hands-On-Care for Caregivers and Life after Caregiving Ends. She continues to serve as a Master trainer for Powerful Tools for Caregivers, an evidence -based 6 week program that helps empower caregivers.
Her motto, "Often -the "little things" ARE the big things"
Julie was raised in a caregiving family, observing the challenges and rewards of her mother caring for her grandmother and of her father caring for her mother. No doubt this impacted her career in healthcare administration and senior care. Julie's career began at UNC Memorial Hospital as an Emergency Room Clerk and Medical Clinic Financial Counselor, then she continued to build and manage a customer service department for the startup HealthAmerica/Maxicare - one of the first HMO's in the area. After spending three seasons as a Campaign Associate for United Way of the Greater Triangle and learning of the impact made by nonprofits, Julie discovered her passion for working with seniors and spent the next seven years as The Transportation Coordinator for The Center for Volunteer Caregiving. Here she coordinated volunteers to provide transportation for seniors for doctors' appointments and other necessary trips, learned of the special needs of seniors and their caregivers, and of the resources available to them. After a year spent marketing in the private duty homecare industry she is excited to be able to share her knowledge and compassion as the Referral Specialist for Transitions GuidingLights.
Nancy grew up in a multi-generational home and had the wonderful experience of being with her grandparents daily. This greatly impacted her passion to work with and care for older individuals. Nancy worked 25 years in State and Local Government in various positions, always serving as an Advocate. She worked with hundreds of residents and family members through the years to help them with the many challenges of aging and long term care issues. Nancy knows first hand the struggles and blessings of caregiving as she helped to care for her father until his death and she continues to be a caregiver for her mother.
Nancy graduated from Atlantic Christian College with a BS in Social Work.
Kelley O'Brien, Grant Writing Consultant
Kelley O'Brien has many years of experience as a communicator, grant writer, project manager, and administrator in higher education and nonprofits. As a grant writing consultant, she has secured more than $4.5 million in public and private grants. As an administrator, she has served on the management team of the University of North Carolina at Chapel Hill's School of Government and led a statewide K-12 education program. And, as a project manager and facilitator, she has led strategic planning efforts and a variety of initiatives that required broad-based buy-in and support.
Kelley has taught extensively on grant writing and communications, designing and instructing courses for graduate students and professionals on these topics. She is adjunct faculty at the University of North Carolina at Chapel Hill's School of Government. She currently teaches Professional Communications and Grant Writing.
She has a Master of Public Administration from the University of North Carolina at Chapel Hill and a Bachelor of Arts in Honors Interdisciplinary Studies, Urban Studies from the University of Georgia. More recently, she has completed the UC Berkeley Haas School of Business Executive Program in Innovation and Harvard Division of Continuing Education's Design Thinking Program.
Leigh comes to us from Elder and Adult Day Services (EADS), a day health nonprofit organization in Seattle, Washington, where she was responsible for public relations and marketing. From 2008 through 2009, the organization took on a rebranding campaign with the goal of attracting a wider variety of participants and funding sources. Leigh and her supervisor presented on the campaign at the 2010 National Adult Day Services Association Conference here in Raleigh. Leigh and her family moved to Raleigh in July of 2009. Leigh continued working (remotely) for EADS until recently.
Martha, a N.C. native, has over 40 years of experience as a R.N. with positions ranging from all aspects of in-patient rehabilitation, coordinating care for severely injured workers, to surveying adult care facilities in N.C. for licensure compliance with state rules and regulations. Many of these positions provided her the opportunity to see first-hand the importance of well trained staff to care for the elderly. She strongly believes in providing training to equip staff members to better care for residents with memory problems.
Nicole has a passion for working with older adults and believes in the "law of plenty". She enjoys the challenge of breaking down the silos of health care organizations by creating and participating in consortiums of health care providers that actively discuss issues facing seniors they serve. The goal is to discover how this fragile population can have a better quality of life through education, resource sharing, and problem solving during meeting times and through collaboration.
Nicole has spent a major portion of her career in various capacities at the Northeast Health and the Eddy Memorial Geriatric Center in New York. Nicole served as a social worker and team leader of their Special Care Unit for individuals with dementia and as director of an Adult Day Medical Health Center (Adult Daycare). During her tenure at the Eddy, Nicole served on the Board of the Alzheimer's Association of Northeastern New York chapter and trained professionals on techniques for dementia care nationally. When moving to North Carolina, Nicole expanded her area of expertise to the field of private duty in-home care as the Community Outreach Coordinator, at Homewatch CareGivers of the Triangle and currently holds a position as Director of Caregiver Support at Transitions LifeCare.
Nicole also serves in various roles for radio and TV outlets. Currently, she is a correspondent for ABC11 and hosts "Aging Matters" on 680 WPTF.
Nicole took some time off from her professional career to raise two of her children. During that time, she experienced first-hand what it is like to be the primary caregiver, not only for children, but also for her grandfather, who she cared for in her home until he passed away.
Nicole earned an Associate in Arts degree from The Sage Colleges and a Bachelor's degree in Social Work with Advanced Standing from Siena College. She has completed some graduate work in Health Care Administration.
Board of Directors
Matt Fisher, President
Matt Fisher joined Poyner Spruill on June 1, 2014 from the firm of Bode Hemphill, LLP. His practice focuses on the representation of health care providers, with an emphasis on Certificate of Need law. Matt's practice centers on the litigation of Certificate of Need awards and denials and assisting health care providers with the development of Certificate of Need applications. He also represents health care clients on licensure and certification issues, including appeals challenging certification and licensure survey decisions and penalties, and issues pertaining to DMA provider payment denial.
Dr. Timothy G. Ihrig, CMO of Crossroads Hospice & Palliative Care | CEO of Ihrig MD & Associates
Prior to joining Crossroads, he served as the medical director for Palliative Medicine at the Trinity Regional Medical Center (TRMC) within the Unity Point Health System. He also served on the Accountable Care Organization (ACO) Development Board of Managers of Unity Point Health. With a total operating budget just over $4 billion, Unity Point offers care in eight regions across Illinois, Iowa and Wisconsin. The health system includes 15 owned and 14 affiliated hospitals, 280 physician clinics, and home care and hospice locations. The Trinity Regional Medical Center was a Pioneer ACO organization through the Centers for Medicaid and Medicare Innovation. It is located in North Central Iowa, and serves a rural eight county area with a combined population of approximately 120,000 with approximately 35.2% between the ages of 75-84. The area is disproportionally elderly and ill when compared nationally and has a palliative appropriate population exceeding 42,000 lives. All counties in the service were designated as medically underserved areas.
Dr. Ihrig attained a degree in medicine from the University of Nebraska College of Medicine and a Master's degree in Molecular Biology from the University of Nebraska at Omaha. He completed his residency in internal medicine at the University of Iowa, Des Moines and a fellowship in Hospice and Palliative Medicine at Stanford University in Palo Alto, California.
Cooper Linton serves as the Associate Vice President for Duke HomeCare and Hospice operating hospice, home health, and home infusion in central North Carolina. Previously he served as the Vice President for Marketing and Business Development for Transitions LifeCare where he oversaw the design and construction of Wake County's first freestanding hospice home and end of life care campus. Cooper has worked in the healthcare industry for over 15 years with a focus on home and community based care. His experience includes successful administrator roles for two home health and hospice companies as well as several years of sales planning, sales force management and business strategy design. Additionally, Cooper has worked in quality improvement directly for healthcare providers and on contract with Medicare through the Medical Review of North Carolina. Mr. Linton holds a Masters in Healthcare Administration and a Master's in Business Administration from the University of Alabama at Birmingham where he also completed his Graduate Certificate in Gerontology. When not working, Cooper is happily busy as a father, husband, and an avid outdoorsman.
Tom Lynch, CPA
Tom Lynch is a CPA and the Controller at Alliance of Professionals & Consultants, Inc. (a provider of results-focused professional services).
Originally trained as a mechanical engineer at General Motors Institute (now Kettering University) he spent several years designing and testing off-highway haulers. But eventually he was lured away from his staid engineering responsibilities into the exciting world of Accountancy and spent five years with a major public accounting firm. He then returned to the private sector and has held various management positions with manufacturing and service-oriented companies.
Tom cared for his mother who was afflicted with Alzheimer's disease for many years and fully understands the importance of the fine work done by Transitions GuidingLights. Currently living in Durham with his long-time partner, he enjoys UNC basketball and the Durham Bulls.
Jackie Ring, PhD, RN, FACHE, NEA-BC
Vice President of Clinical Services, Chief Innovation Officer
Jackie Ring is a graduate of the University of North Carolina at Charlotte where she received a Bachelor of Science in Nursing degree and was inducted into the Honor Society of Nursing, Sigma Theta Tau International. She continued studies at Pfeiffer University where she earned a joint MHA/MBA degree. She has received a Ph.D. in nursing, with a nursing system focus. Jackie is a Fellow in the American College of Health Care Executives, and board certified by the American Nurses Credentialing Center as a Nurse Executive, Advanced. Jackie has lived in North Carolina her whole life: she is originally from Charlotte and now calls Cary home.
Jackie joined Transitions LifeCare in 2017 as Vice President of Clinical Services, Chief Innovation Officer. Prior to joining the leadership team at Transitions, she served as President/CNO of Highlands-Cashiers Hospital and Chief Operating Officer/Chief Nursing Officer at Johnston UNC Health Care, where she was responsible for overseeing design and implementation of a new hospital in Clayton. Jackie has a passion for excellence in nursing care, and has served as a member, vice chair, and chair of the North Carolina Board of Nursing.
Staci Stewart serves at District Director of Sales with Brookdale Senior Living. She started her career as a recreational therapist before moving into sales and operations. Staci stumbled into working with seniors while in Atlanta during her internship at a psychiatric hospital and never looked back.
Staci always knew she wanted to give back, make people smile, make a difference and she found that working with seniors. Staci is a caregiver for her father and understands the importance of providing solutions and prides herself in being a resource for others. She enjoys knowing that at the end of the day she made a difference and can provide piece of mind. "Enriching the lives of those we serve with compassion, respect, excellence and integrity," she believes in this motto and strives for this daily.
She is a graduate of The University of North Carolina at Wilmington and brings many years of experience to the industry. She serves as a board member with the North Carolina Assisted Living Association. In her free time, she enjoys kayaking, shopping, reading, the beach, lake and spending time with family and friends.
John Thoma is a graduate of Boston University where he received a B. A. degree in Spanish. He continued studies at Tufts University Graduate School of Arts and Sciences Non-Profit Institute and Tufts University School of Continuing Education concentrating in Community Economic Development and Non-Profit Management. John joined Hospice of Wake County in 1991 and has served in the capacity of Finance/MIS Manager and Chief Financial Officer. He was appointed Chief Executive Officer in August 2002.
Born in Austin, Texas and raised in St. Louis, Missouri, John has been a resident of Raleigh since 1990. In addition to his role as Chief Executive Officer, John serves on the Board of Trustees for the Hospice of Wake County Foundation and is very active in promoting quality end-of-life care at the state and national levels. John served on the Board of the United Way of the Greater Triangle (UWGT) and the NC Association for Home and Hospice Care (AHHC). Nationally, John serves as Secretary of the National Hospice and Palliative Care Organization (NHPCO) Board of Directors and chairs the NHPCO Governance Committee. He has previously chaired the NHPCO Quality and Standards Committee and served on the Membership
Executive Director at Atria Oakridge Senior Living, Joyce has been a prominent leader in the triangle area making a difference in the senior housing industry in a Continuum of Care Community (CCRC), non-profit, as well as for profits.
Senior living and healthcare has always been a passion of hers. She became interested in working with older adults during her early teen years through her grandmother, an inspiration, who worked in a nursing home. "I fell in love with the knowledge, experience and wisdom that older adults have to offer and learned at an early age how much I could learn through them. And, I knew that this was the population that I wanted to serve."
Joyce considers herself an advocate for older adults. She works closely with potential residents and their families in identification and implementation of appropriate resources to ensure residents' highest level of independence, satisfaction and success at Atria Oakridge Senior Living. In addition she is passionate about sharing her knowledge with the community and helping families navigate the healthcare system as well as explore their living and lifestyle choices. "Making a difference in a family's life is what I strive to do daily!"
She is a graduate of The University of North Carolina at Chapel Hill. She brings over 24 years of experience, continuing education and insightfulness to the industry. She and her husband have one son, and are actively involved in the Outreach Ministry of their church.
Adam Wolk, MD, Senior Medical Officer | Alignment Healthcare
Adam Wolk, MD, Senior Medical Officer at Alignment Healthcare, is passionate about serving the senior population in Wake County.
Prior to joining Alignment Healthcare, Dr. Wolk worked as a hospitalist in multiple health systems, before returning to MedStar Georgetown University Hospital (MGUH) as an assistant program director in the Internal Medicine Residency program. Dr. Wolk also served as regional hospitalist manager for MedStar Health. Dr. Wolk had a leading role in quality and safety for MedStar before joining Alignment Healthcare in the fall of 2014.
Dr. Wolk graduated from Colby College in Waterville, Maine, and attended the University of California Davis School of Medicine. He did both his residency and chief residency at Georgetown University School of Medicine.
Andy Zook, Senior Vice President SAS Asia Pacific
Andy Zook is Senior Vice President of SAS in Asia Pacific. He has more than two decades of sales experience in the technology industry. This includes 17 years with SAS including roles with the Health and Life Sciences business unit and spearheading global projects. His broad experience and previous role of leading ASEAN provides a solid foundation for managing the business and cultural diversity of Asia Pacific.
Andy now leads regional sales and field operations across Asia Pacific, overseeing SAS' business operations and the growth of its core analytics business in the region. He believes leadership is about serving others, being curious and providing inspiration to help teams succeed.
His focus will be to continue driving SAS' leadership and expertise in analytics throughout Asia Pacific, empowering customers to fully capture the huge potential of their data. This will support them with unlocking actionable insights and smarter decision-making.
Prior to SAS, Andy worked at a variety of technology companies including GE Capital IT Solutions. His educational background includes Economics, Statistics, and Business Management. Outside of work he is passionate about spending time with his family, playing golf and enjoys college football and basketball.