top of page

OUR TEAM

We're here for you!

Bill Gorenstein, CPA (CA)

President

  • Founder, The WMG Group, L.L.C.
  • 30+ years of financial leadership and consulting experience
  • Improved MId-Atlantic Academic Medical Center's financial performance by over $75+ million (debt restructuring, finance redesign and various banking programs)
  • Improved West Coast Academic Medical Center's financial performance by $150+million (revenue cycle / managed care and supply chain initiatives).
  • Improved  Public Health System's financial performance by $60+ million (revenue cycle and supply chain).
  • Recovered millions of unclaimed funds for individuals and corporations. 

Jason Gorenstein

SVP, Financial Asset Recovery Services

  • Over 5 years of experience in the financial services industry,
  •  Expert at locating and recovering Financial Assets to their rightful owners
  • Specialized experience within hospitals, physician prractices and other healthcare related activities
  • Leads the company's financial recovery business with individuals and corporate clients

Tim Jordan

SVP, Financial Services

  •  25 years of business development and business relations experience having spent most of that time in healthcare, professional and collegiate sports marketing, and technology.

  •  MBA in Finance and Marketing from the University of Southern California’s Marshall School of Business
  •  Tim employs a combination of his strategic, financial, and analytical acumen with his interpersonal skills to help companies substantially expand their top-line growth, often through the crafting of long-term alliances and partnerships with other entities.
  • The Fit for Life program targeting childhood obesity Tim developed in conjunction with the Los Angeles Lakers was recognized by the NBA as a best practice for marketing and community relations.

Mark Simonson

SVP, Strategic Healthcare Reimbursement Services

  • 35+ years of healthcare consulting reimbursement experience, thirty years of which were in public accounting. 

  • Participation as a subject matter specialist on the audits for many of a "Big 4" Firm's largest and most complex healthcare clients.
  • While at the Big 4 Firm Mark he led a network of professionals who spend 100% of their time dealing with Medicare and Medicaid reimbursement issues for healthcare entities including: large Academic Medical Centers, Acute Hospitals; Specialty Hospitals (Rehabilitative, Psychiatric, Children’s, Long Term Care Hospitals, etc.), Skilled Nursing Facilities, Home Health Agencies, Hospices, and Comprehensive Outpatient Rehabilitation Facilities.
  • Led strategic assessments and implementation resulting in improved financial performance for several national for-profit, academic medical center, not-for profit systems in excess of $50 million.
  • Subject matter specialist on the audits for many of a "Big 4" Firm's largest and most complex healthcare clients.
  • Graduate Medical Education Program evaluation and implementation
  • Provided outsourced reimbursement services to Academic Medical Center

Jeff Goldfine

SVP, Life Insurance, Annuities and Beneficiary Services

  • 30 years of experience in the financial services industry,
  •  Expert at reuniting beneficiaries with lost life insurance policies
  • Dedicated to helping clients protect their retirement assets, maximize Social Security Benefits and increase their household income. 
  • Specializes in explaining financial concepts in easy to understand language and recommending strategies designed to help protect his client’s assets from market volatility and economic downturns, 
  • Guest speaker at many industry-related conferences, including FICPA and is also a member of MDRT/Million Dollar Round Table – an elite association, recognized internationally for advocating the standard of excellence and ethical conduct of the world’s leading insurance and financial services professionals, from more than 500 companies in 69 countries..
bottom of page