1099 NP/PA Success Academy

Alesia Quante has been a NP and PA for 20 years, and for the last 19 has enjoyed the work/life balance offered by the 1099 NP and PA lifestyle. She graduated Summa Cum Laude with a Master in Health Sciences in the Anesthesia for Nurses program from the Medical University of South Carolina in December 2001.

Her 1099 practice locations have been in multiple hospitals, ambulatory surgery centers, and physician offices on the east and west coasts of Florida as well as coastal and central Georgia. She is presently a 1099 chief NP and PA,  at a GI center in Savannah, GA,  where she has guided the practice from an ACT to a thriving independent NP and PA practice.

Throughout her career, she has helped W2 NP and PA control their schedule, earnings, and savings by teaching them how to transition from W2 to 1099.

Alesia states, “It is my goal and honor to guide fellow NP and PA to what I believe to be the most auspicious NP and PA lifestyle. As a result of my tenure as a 1099 NP and PA I have been in complete control of my schedule, purchased benefits for a competitive rate, set my pay rate by negotiating independently, saved much more in my retirement account than I otherwise would have, not had to participate in workplace politics, and experienced many other freedoms associated with being a 1099 NP and PA.”

• Career Coach and Educator for people wanting Lifestyle and Workplace Freedom along with Maximum Retained Income as a 1099 NP and PA
• Chief NP and PA at Anesthesia of Coastal Georgia x 8 years
• Married high school sweetheart, mom to two teens
• Liveaboard Sailor x 22 years aboard 24′ Gretel, 37′ Star, 50′ Kachina
• Resident  Isle of Hope in Savannah, Georgia

I’ve coached the 1099ers that I work with how to negotiate and get great rates and how to work only the days of their choice. If you’d like to move out of the oppressive W2 lifestyle and into the freedom of the 1099 lifestyle, I’ll be happy to show you how!

I’ll show you exactly how to make your work/ life balance dreams come true!

Jan Mannino has been a CRNA for over 60 years, received a law degree and has a long history in the profession. She has been active in the AANA and served as president in 1987-88. Jan has authored many articles in professional books and journals and two books, The Nurse Anesthetist and the Law and The Business of Anesthesia. She has recently retired from clinical anesthesia practice, but continues to consult and lecture to SRNAs and CRNAs on legal and business issues for nurse

anesthetists. In her retirement, Jan is writing a medical malpractice thriller and a memoir. She lives in Southern California with her dog, Annie.

My name is Ryan Garcia, I have been a hospitalist PA for almost 5 years. Prior to my formal medical education I was an ER scribe at a large hospital for 2 years, as well as an Anatomy & Physiology Laboratory teacher at a Junior college. I trained at University of North Texas Health Science Center in Fort Worth, TX where I received my Masters of Physician Assistant Studies (MPAS). During my education I founded the PA surgical society at the university and was the first president of the group. After graduation I began working a W2 position at a local hospital where I gained experience and knowledge. I started to dabble in 1099 work prior to the Covid 19 pandemic working in trauma surgery. I broadened my locum work to hospitalist work and continued to increase the frequency of this work to the point where I am today. I enjoy the freedom that a 1099 position allows me to have both monetarily and time based. I spend my free time with my wife, and 2 dogs, traveling around the world, playing disc golf, and spending time with friends and family. I have a passion for teaching and hope to see you guys in the classes where we can work together to help with a transition to 1099!

Cecrystal Umeugo is an Advanced Practice Nurse at the Cornell Scott-Hill Health Center.  During her 6 years at the community based health center, Cecrystal’s has focused on ensuring that historically underserved individuals are provided equal access to quality healthcare.  Her role involves patient advocacy, education and raising public awareness regarding preventative care. In addition, Cecrystal participates in a variety of community outreach projects and events in an effort to engage people and to give them the tools that will enhance their participation in their healthcare management.

Cecrystal graduated from Quinnipiac University School of Nursing in 2007. She was accepted into Quinnipiac University School of Law in 2007 and graduated in 2010. She joined Umeugo & Associates, P.C. in West Haven and has worked on a variety of cases including employment discrimination and medical malpractice.  In 2014, she graduated from Sacred Heart University with a Master of Science in Nursing Family Nurse Practitioner degree.  In 2021, she graduated from the University of North Florida with her Doctorate of Nursing Practice. Cecrystal has been part of the adjunct clinical nursing faculty at several colleges including Yale University, Southern Connecticut University and Gateway Community College.

Cecrystal lives in Trumbull, CT. In her spare times she enjoys traveling and reading.

Sarah Catherine (SC) Gutierrez is the founder and CEO of Aptus Financial. She holds a Master in Public Policy from Harvard University and the Certified Financial Planner® and Chartered Retirement Plans Specialist designations. SC was recently included in the Investment News 2020 40 under 40 class of investment advisors.

SC serves as adjunct instructor in personal finance in the Department of Surgery for UAMS. She is a national speaker on “living like a resident” for physicians; eliminating conflicts of interest in the financial industry; and recruiting women to become financial advisors.

SC writes a weekly column in the Arkansas Democrat Gazette business section called “Save Yourself” with an emphasis on saving for retirement.

Her first book, But First, Save10: The One Simple Money Move That Will Change Your Life released in August of 2020 and was named in TIME’s Next Advisor top 11 financial books of 2020.

SC and her husband Jorge and have three children, Marco (8), Max (6) and Lucia (4), and co-own Club 27, a salsa dancing nightclub in the River Market that will be reopening next month after being closed down for COVID for over a year.

Jason is a small business consultant specializing in LLCs and S Corporations including entity structure, self-employment taxes and retirement planning. He is quick to point out that while some basics cover all situations, every business is truly unique. He is the author of Taxpayer’s Comprehensive Guide to LLCs and S Corps. Jason manages Pod B.

He is also a financial expert witness primarily in divorce matters, prepares business valuations and is a financial planner with SFD Capital, a registered investment advisor firm. Download CV here.

Jason was an airline pilot for 17 years and has a BBA and an MBA from the University of Wisconsin – Madison. Amazing he made it out alive. He has also recently passed the CPA exam is now a licensed California CPA. To add to the fun, Jason also likes dirt biking, hiking the incline and cooling off with Ruby Red infused Whiskey mixed with diet sweet and sour (getting old stinks).

Areas of Expertise

• Small business consultation
• Multi-entity structures
• Complex operating agreements and arrangements
• Business valuation, acquisitions and sales
• Expert witness testimony in financial matters
• Financial and retirement planning

Stephen received his Bachelor of Business Administration with a double major in finance and accounting from Texas Christian University and a Master of Science in Accounting from the University of Texas at Arlington. Stephen is CEO of Storehouse Financial and managing partner of Stull CPA, LLC.  Stephen spends most of his time chasing his two young kids Emerson and Leo around Fort Worth with his wife Leigh Ann.

Laura Meyers is a Certified Financial Planner with over 13 years of industry experience. She received a Bachelor of Science degree in Personal Financial Planning from Texas Tech University. Prior to joining Storehouse Financial, she worked as an Associate Wealth Advisor at Weaver Wealth Management, Investment Solutions Representative at Fidelity, and Client Advisor at another Fee Only advisory firm. As a Financial Advisor, Laura’s responsibilities include holistic financial planning, asset management, business development, and servicing client relationships.

Poppy Walker is the owner of Medical Reimbursement Solutions for the past 23 years, specializing in medical billing for self-employed CRNAs. Her clients work in a variety of specialities to include pain management, gastroenterology, ENT, ophthalmology, plastic surgery and orthopedics, to name a few. Her clients span across the United States and Poppy has become well-regarded in the area of healthcare reimbursement. Her company has grown exponentially over the years simply by word of mouth referrals. She currently bills for over 20 anesthesia practices. Her faithful staff has the medical billing operation running like a well-oiled machine. Medical Reimbursement Solutions’s triple-layer audit system makes her company model unique to the billing industry, ensuring providers reap maximum insurance revenue. Poppy places a strong value on personal relationships. Her longest client has been with her company for 20 years and her longest employee has been on staff over 18 years.

Poppy holds a BS in Healthcare Administration and an MBA in Finance. She obtained a real estate license in 2019 to build her real estate portfolio as well as assist clients with investment properties who are looking to diversify streams of income. Her passions include teaching, remodeling houses, pilates and serving on local community executive boards. Poppy teaches financial literacy once a week to high school students, serves as vice president to the Swenson House Historical Society (preservation of local historical landmarks) and is treasurer of the Big Country Home Educators Association – advising in all areas of non-profit accounting and record keeping. Poppy is an Air Force veteran – having served six years and her husband is a 20-year retired Air Force Veteran and currently a law enforcement officer for the City of Abilene. They have two beautiful adult daughters, one of which is on her way to becoming a CRNA herself.

Provider Credentialing
Preparing and launching new private practice 1099 providers
Diagnostic auditing and consulting for struggling practices
Interventional Pain Management
Effective Insurance Collection Methods

Stephanie Matthews is a financial planner and the Director of Financial Wellness at Aptus Financial. She works with clients of various professional backgrounds to create a financial plan that gives them a roadmap for reaching their goals along with the confidence to manage their own finances and peace of mind about the future.

With Aptus CEO Sarah-Catherine Gutierrez, Stephanie co-founded Save10, a movement to educate and equip women to prioritize retirement savings and save for their future selves.

Stephanie and her husband live in Little Rock, AR, and choose to live below their means so that they can afford experiences that bring them joy, especially traveling abroad. When she’s not working, Stephanie enjoys spending time outdoors, cooking, volunteering with local nonprofits, and giving Save10 talks to various organizations, especially those that support women.

After four years as a NP and PA Team Leader at the Massachusetts General Hospital, Jake realized that his true passion is taking care of other NP and PA.  

He left that role, began working as a 1099 NP and PA, and joined his family insurance and financial planning business.  His goal is to help NP and PA get to a financial position where they can work on their own terms.  

Jake is a licensed independent insurance agent and holds FINRA Series 7 and 66 licenses, as well as the Accredited Investment Fiduciary® designation.