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Bill Gorenstein, CPA (CA)


  • 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..
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