Meet our team of professionals.

Our Leadership Team

Square-Michael-Friedlander-300x300 - Our Team
Principal

Michael Friedlander brings over four decades of business experience in financial planning, marketing and risk management evaluation to Specialdocs Consultants, Inc. Michael began his career in the investment banking business, working on Wall Street and then as a member of the Chicago Board Options Exchange. After twenty years, Michael left the financial world and made a decisive career change. He established a successful marketing and sales promotion consulting company in Chicago, specializing in innovative marketing programs for a wide range of corporate clients.

After selling his marketing company, in the early 1990’s he affiliated with a high profile commercial printing and electronic media communications corporation in suburban Chicago. While overseeing one of the print divisions, in 2002 Michael was introduced to Roberta Greenspan and her new health care consulting firm, Specialdocs. Initially working with Roberta as a consultant, his strong business acumen and expertise in the areas of marketing, customer service and risk management became an invaluable asset to the growth and success of Specialdocs. In 2007, Michael became a full time partner at Specialdocs Consultants, Inc.

Michael and Roberta have successfully blended their unique set of skills – his depth of business knowledge, corporate experience, and marketing insight with her career history in the health care field and as a leading authority in concierge medicine – to create one of the largest independently owned concierge health care consulting firms in the country.

Square-Michael-Friedlander-300x300 - Our Team
Executive Vice President

An accomplished health care executive with extensive experience in promotional and certified medical education programming, Robert Lewis brings a robust range of managerial skills, strategic and tactical knowledge, business development and organizational development to Specialdocs Consultants, Inc.

Rob’s introduction to health care began while working as a sales representative for Squibb Diagnostics. He then went on to begin an eleven year career with Medical Media Communications, a Cardinal Health Company, working his way up from an Account Director to Senior Vice President. Rob proved himself to be an entrepreneurial leader, consistently exceeding sales and profitability targets and successfully uncovering new business opportunities for Cardinal Health.

Working in a large matrix organization afforded Rob the opportunity to become an accomplished leader by managing and overseeing the work of 75+ employees while strategically planning and growing a full service medical education company. These responsibilities prepared him for his role as president and sole owner of Custom Medical Group, which was launched in 2007.

As Vice President of Physician Marketing and Operations for Specialdocs, Rob is responsible for ongoing physician relationships and marketing with a strong focus on customer service and operational excellence.

Square-Michael-Friedlander-300x300 - Our Team
Vice President, Marketing/Public Relations

Mindy Kolof joined Specialdocs in 2015, adding more than 25 years of strategic, healthcare-specific communications experience to the team. A graduate of the College of Communications at University of Illinois-Champaign-Urbana, Mindy gained corporate advertising and public relations experience at several high-profile Chicago companies before partnering with other professionals to form a boutique strategic public relations company. In this capacity, she developed comprehensive targeted communications programs for clients in the healthcare space. She brings her passion and expertise for creating effective messaging to Specialdocs’ network of physician-clients and their patients.

Square-Michael-Friedlander-300x300 - Our Team
Vice President, Financial Services

Jamie Kirsch has been a valued member of the Specialdocs team since early 2007. Previously, she had been in charge of Accounts Receivable and Accounts Payable for a large pharmacy chain, and had also managed a home health agency accounting system. Jamie received her degree in business management from Indiana University in 1989. She brings to Specialdocs her extensive accounting background and wealth of professional experiences. Additionally, with her engaging interpersonal skills and strong commitment to outstanding service delivery, Jamie exemplifies Specialdocs’ commitment to medical practice financial support services and responsiveness to physician-clients, their office staffs, and patients across the country.

Square-Michael-Friedlander-300x300 - Our Team
Vice President, Physician-Client Services

Leslie Mitchell joined Specialdocs in 2012, bringing with her over 25 years of marketing, sales and client servicing experience. As a graduate from Kelley’s School of Business at Indiana University and Loyola University’s MBA program, Leslie worked in marketing strategy and sales growth for several large corporations before creating and managing her own successful sales group for 16 years. During this time, she developed an expertise in small business growth and entrepreneurship, client servicing and operational excellence. Additionally, for six years Leslie taught business/marketing courses at Northeastern Illinois University.

Leslie is committed to meeting the needs of Specialdocs’ physician-clients. Her strong interpersonal and managerial skills with physicians and patients, as well as her commitment to outstanding service delivery, make Leslie an extremely valued and integral part of the Specialdocs Senior Management team.

In 2015, Leslie was named one of Concierge Medicine Today’s “Industry Leading Women,” recognized for her outstanding work, success in overcoming challenging business hurdles and for paving the way for other females.

Square-Michael-Friedlander-300x300 - Our Team
Chief Financial Officer

Anthony joined Specialdocs Consultants LLC in 2015 and brings over 15 years of financial and accounting experience. As the Chief Financial Officer, Anthony is involved in many aspects of the financial, operational, and business development activities of the company.

Prior to joining Specialdocs, Anthony worked at Z Capital Partners where he assisted with the financial oversight, reporting and the monitoring of strategic initiatives for the fund’s portfolio companies. Prior to Z Capital, Anthony was a Director at PricewaterhouseCoopers’ Transaction Services practice where he provided a broad range of merger and acquisition services including buy-side and sell-side advice for both domestic and international transactions, ranging from $50 million to over $1 billion. His experience covers a broad range of industries, including healthcare service providers and pharmaceutical companies.

Anthony received a Bachelor’s of Business Administration and Masters of Accounting from the University of Michigan. He is a Certified Public Accountant in Illinois and he is a CFA charterholder.

Square-Michael-Friedlander-300x300 - Our Team
Chief Executive Officer

There are visionaries, and then there are visionaries who can put their vision into practice—like Terry Bauer.  With more than three decades of healthcare leadership experience, Terry has a reputation for bringing about positive change as a strategist, builder and driver of successful, high-performance companies.

He is also known as a pioneer, and so his role as CEO of Specialdocs Consultants, LLC, is a perfect fit. His mission: To elevate the profile of this firm that has pioneered the transition from traditional to independent concierge medicine practices, with a focus on expanding the reach and portfolio of high quality services provided to Specialdocs’ growing national network of exceptional physicians.

Terry’s career includes a long tenure as co-founder, president, CEO and director of Orion HealthCorp, and later, as CEO of Bauer Health, LLC. Most recently, he was a principal and strategy practice leader at Portland, Maine and Atlanta-based healthcare consulting firm Stroudwater Associates. Terry’s skill in identifying unique opportunities and strategies to drive revenue and growth within competitive U.S. markets is widely recognized.

Notable accomplishments include co-founding a successful physician practice management company, creating a leading revenue cycle management services companies for hospital- and office-based physicians, launching a group purchasing organization (GPO) serving more than 3,700 physicians, and developing a complex separation and re-affiliation strategy combined with a multi-faceted financial turnaround for an internationally recognized healthcare system.

He has served on the Board of Directors of Specialdocs since Shore Capital Partners made its investment in the firm in the fall of 2015.

Terry’s vision of concierge medicine as a sustainable model for healthcare’s future began in 1999 when he first learned of the business from industry pioneers, and his interest in the sector continued to grow over the years. During his 2013 role as Entrepreneur in Residence at The University of Alabama’s Manderson School of Business, he led a team of select graduate students in creating an innovative strategic plan to enter the membership medicine industry.

Square-Michael-Friedlander-300x300 - Our Team
Founder

Roberta Greenspan is a seasoned health care executive and visionary with more than 40 years of professional health care experience in both the hospital and private practice setting. Throughout her career, Roberta has consistently developed and maintained a reputation for trust, respect and discretion when dealing with physicians and ancillary staff. As the Physician Administrator for Evanston Northwestern Healthcare for more than ten years, Roberta was extensively involved in physician relations, program implementation and organization, operations improvement and delivery of quality patient-focused services. Roberta served as both physician liaison and advisor, developing a unique perspective on the challenges faced by today’s doctors. Consequently, her understanding of imposed health care constraints and the resulting impact on physician practices has been a very personal experience.

In 2002, Roberta launched Specialdocs Consultants, Inc. a boutique medical practice consulting firm dedicated to successfully transitioning traditional medical practices to individually-designed concierge medicine/personalized care models. Greenspan founded and developed Specialdocs with the concept of bringing back patient-focused, high quality medical care to frustrated, disillusioned physicians and their equally frustrated patients.

A leading authority on concierge medicine, Roberta has been quoted in numerous national publications, and has appeared on Chicago television and radio as well as nationally on CNN and CNNFN discussing today’s health care crisis and new medical practice solutions. She has authored articles on the topic of concierge medicine for well-known industry publications including Medical Economics. Roberta was a member of the Board of Directors of The Society for Innovation Medical Practice Design (SIMPD), formerly known as the American Society of Concierge Physicians, from 2005 – 2007 and the Steering Committee of the American College of Private Physicians in 2014 and is a member of the National Society of Certified Healthcare Business Consultants (NSCHBC). Roberta was named one of Concierge Medicine Today’s “Industry Leading Women” in 2014, recognized for her extraordinary contributions to the space, and as an inspiring role model for younger generations. 

In November 2015, Roberta and her partner, Michael Friedlander, established a strategic partnership with Shore Capital to further enhance the services Specialdocs offers its physician-clients. As a partner, board member and advisor, Roberta will continue to support the growth of Specialdocs and the concierge medicine sector.

Square-Michael-Friedlander-300x300 - Our Team

Physician Advisory Board

Square-Michael-Friedlander-300x300 - Our Team

Eric W. Terman, MD, a personal physician located in Chicago, IL, specializes in internal medicine. He earned his undergraduate degree from Harvard University, medical degree from The Pritzker School of Medicine at University of Chicago, and completed his residency at University of North Carolina, where he served as chief resident.

Square-Michael-Friedlander-300x300 - Our Team

Monica D. Sarang, MD, is a board-certified Internal Medicine, concierge physician in Burbank CA. Her career in medicine began in basic research with experiences at the National Institutes of Health and University of Southern California. She earned her undergraduate degree at Bucknell University and graduated summa cum laude from the University of Maryland. Dr. Sarang completed her internship and residency at the University of California San Diego. After fifteen years practicing in small group practices including Cedar Sinai Medical Group, she launched her solo practice in concierge medicine in 2015.

Square-Michael-Friedlander-300x300 - Our Team

Jeffrey S. Puglisi, MD, Board certified in Internal Medicine, is a founding partner of Glenville Medical Concierge Care, located in Greenwich, CT. Dr. Puglisi’s specialized clinical interests are in men’s health and cardiovascular disease prevention. He also participates in ongoing presentations on behalf of Boston Heart Diagnostics. As medical director of Caring Hospice Services, Dr. Puglisi managed home hospice care in Fairfield County. He has served as President of the Greenwich Medical Society since 2006 and was recognized as a finalist for the Melville G. Magida Humanitarian Award in 2010. Named a Castle Connolly Top Doc in Fairfield County in 2015, Dr. Puglisi earned additional recognition this year as one of the Leading Physicians of the World by the International Association of Healthcare Professionals. He was named one of Concierge Medicine Today’s annual ‘Top Doctors in Concierge Medicine’ for 2016, a distinction held by less than one percent of physicians across the country each year. He earned his undergraduate degree from Franklin & Marshall College, medical degree from Hahnemann University School of Medicine, and completed his residency in internal medicine at Mount Sinai Hospital in New York, where he served as chief resident.

Square-Michael-Friedlander-300x300 - Our Team

John Levinson, MD, is Board certified in both internal medicine and cardiovascular disease. In 2001, he established AllCare Medical, the first concierge practice in New England. In 2005, Dr. Levinson opened the Levinson Harris Medical Group, a practice dedicated to internal medicine and cardiology. He has been a member of the cardiac unit at Massachusetts General Hospital (MGH) and a faculty member of Harvard Medical School since 1989. Dr. Levinson was a founding board member of The American Society of Concierge Physicians, now the American Academy of Private Physicians, and remains an active participant in the organization. He earned his undergraduate degree and a PhD in genetics from Stanford University and his medical degree from Stanford Medical School. Dr. Levinson completed internal medicine training at the Hospital of the University of Pennsylvania and fellowship training in cardiology at Massachusetts General Hospital.

Square-Michael-Friedlander-300x300 - Our Team

Morris Hasson, MD, has practiced as a concierge physician since 2012 in Aliso Viejo, CA. Dr. Hasson earned his medical degree from University of Illinois and completed his residency in internal medicine at University of California, Irvine. He was a Clinical Professor in UC Irvine’s Department of Medicine for 15 years and served as an internist at Long Beach Internal Medical Group for six years. Dr. Hasson was medical director of the Weight Management Program at UC Irvine and at The Center for Effective Weight Loss and Lifestyle Change in Aliso Viejo.

Square-Michael-Friedlander-300x300 - Our Team

Dominick A. Curatola, MD, is Board certified in internal medicine with subspecialties in cardiovascular disease and interventional cardiology. Currently he is a concierge physician in Mountain View, CA, following many years in traditional private practice. Dr. Curatola has served as medical director at Norma Melchor Heart & Vascular Institute, chairman of the Cardiovascular Service Committee of El Camino Hospital, and president of the Board of Directors at El Camino Hospital District in Mountain View, CA. Named one of America’s Top Cardiologists in Interventional Cardiology by the Consumer Research Council of American in 2007, Dr. Curatola was also selected by peers to receive the Top Doctor Award by San Jose Magazine (2001-2007) and received the Lange Medical Publication Award. He earned his undergraduate degree from Yale University, medical degree from New York University School of Medicine, served his residency in internal medicine at The John Hopkins Hospital, and completed a fellowship in cardiology with the Yale University School of Medicine.

Square-Michael-Friedlander-300x300 - Our Team
Chief Medical Advisor

J. Patrick Tokarz, MD, is Board certified in Family Medicine. After more than 30 years at Northern Virginia Family Practice, Dr. Tokarz retired from practicing medicine in December 2014. He earned his undergraduate degree from Stanford University, medical degree at the University of Tennessee, Center for Health Care Sciences in Memphis, and completed his Family Practice residency, followed by a teaching fellowship, at Hershey Medical Center. Dr. Tokarz has received numerous awards during his career, including Best Doctor in America (2005-2010) and Top Doctor Recognition (1995, 1997, 2010, 2011, 2012). He serves as a clinical professor at George Washington Medical School and at Georgetown University Medical School.

Specialdocs Board of Directors

Square-Michael-Friedlander-300x300 - Our Team

There are visionaries, and then there are visionaries who can put their vision into practice—like Terry Bauer.  With more than three decades of healthcare leadership experience, Terry has a reputation for bringing about positive change as a strategist, builder and driver of successful, high-performance companies.

He is also known as a pioneer, and so his role as CEO of Specialdocs Consultants, LLC, is a perfect fit. His mission: To elevate the profile of this firm that has pioneered the transition from traditional to independent concierge medicine practices, with a focus on expanding the reach and portfolio of high quality services provided to Specialdocs’ growing national network of exceptional physicians.

Terry’s career includes a long tenure as co-founder, president, CEO and director of Orion HealthCorp, and later, as CEO of Bauer Health, LLC. Most recently, he was a principal and strategy practice leader at Portland, Maine and Atlanta-based healthcare consulting firm Stroudwater Associates. Terry’s skill in identifying unique opportunities and strategies to drive revenue and growth within competitive U.S. markets is widely recognized.

Notable accomplishments include co-founding a successful physician practice management company, creating a leading revenue cycle management services companies for hospital- and office-based physicians, launching a group purchasing organization (GPO) serving more than 3,700 physicians, and developing a complex separation and re-affiliation strategy combined with a multi-faceted financial turnaround for an internationally recognized healthcare system.

He has served on the Board of Directors of Specialdocs since Shore Capital Partners made its investment in the firm in the fall of 2015.

Terry’s vision of concierge medicine as a sustainable model for healthcare’s future began in 1999 when he first learned of the business from industry pioneers, and his interest in the sector continued to grow over the years. During his 2013 role as Entrepreneur in Residence at The University of Alabama’s Manderson School of Business, he led a team of select graduate students in creating an innovative strategic plan to enter the membership medicine industry.

Square-Michael-Friedlander-300x300 - Our Team

Anthony Sobel most recently served as CEO of Montana Metal Products, LLC, (“MMP”), a precision sheet metal fabrication and machining company located in Des Plaines, IL. Anthony led the successful sale of MMP in late 2014. Anthony also served as a Director and Chairman of the Board at CSI Technology Outfitters, a provider of software and hardware solutions. Anthony received dual Bachelors in Commerce and Accounting from the University of Witwatersrand in South Africa and is a Chartered Accountant, C.A. (SA).

Square-Michael-Friedlander-300x300 - Our Team

As President of Linda Nash Ventures, Linda Nash helps start-ups, family-run companies, serial entrepreneurs and a variety of other companies plan and grow to the next level, achieve sales and revenue goals, and exit profitably. Previously, Linda served as Chief Executive Officer of PartnerMD, membership medical practices specializing in primary care and executive health. In July 2011, Linda led PartnerMD through its successful sale to Markel Ventures. Additionally, Linda has served as CEO and Chairman of the Board of The Compass Schools and CEO of The Child Care Group, both specialty child care and education programs. Linda holds a B.A. in Journalism and Political Science from San Francisco State University, a teaching degree from the University of California, Berkeley, and an M.A. in Journalism and Education from Virginia Commonwealth University.

Square-Michael-Friedlander-300x300 - Our Team

Chris Krubert was previously Chief Executive Officer of ApolloMD, a healthcare professional services firm consisting of over 2,500 healthcare professionals specializing in emergency medicine, anesthesia, radiology, and hospitalist medicine. From 2006 – 2013, Chris built ApolloMD into an industry leading multi-specialty physician services firm, having won Ernst & Young’s Entrepreneur of the Year in 2009 for his efforts. He is a Senior Scholar at Duke University’s Fuqua School of Business and is active at The University of Chicago’s Booth School of Business Polsky Center for Entrepreneurial Studies. Additionally, Chris serves on the Board of Regents for Mercy Home for Boys & Girls. He received his B.A. in Finance from the University of Illinois Urbana-Champaign, an M.B.A. from University of Michigan’s Stephen M. Ross School of Business, and an M.D. and Emergency Medicine training at University of Chicago’s Pritzker School of Medicine.

Square-Michael-Friedlander-300x300 - Our Team

Roberta Greenspan is a seasoned health care executive and visionary with more than 40 years of professional health care experience in both the hospital and private practice setting. Throughout her career, Roberta has consistently developed and maintained a reputation for trust, respect and discretion when dealing with physicians and ancillary staff. As the Physician Administrator for Evanston Northwestern Healthcare for more than ten years, Roberta was extensively involved in physician relations, program implementation and organization, operations improvement and delivery of quality patient-focused services. Roberta served as both physician liaison and advisor, developing a unique perspective on the challenges faced by today’s doctors. Consequently, her understanding of imposed health care constraints and the resulting impact on physician practices has been a very personal experience.

In 2002, Roberta launched Specialdocs Consultants, Inc. a boutique medical practice consulting firm dedicated to successfully transitioning traditional medical practices to individually-designed concierge medicine/personalized care models. Greenspan founded and developed Specialdocs with the concept of bringing back patient-focused, high quality medical care to frustrated, disillusioned physicians and their equally frustrated patients.

A leading authority on concierge medicine, Roberta has been quoted in numerous national publications, and has appeared on Chicago television and radio as well as nationally on CNN and CNNFN discussing today’s health care crisis and new medical practice solutions. She has authored articles on the topic of concierge medicine for well-known industry publications including Medical Economics. Roberta was a member of the Board of Directors of The Society for Innovation Medical Practice Design (SIMPD), formerly known as the American Society of Concierge Physicians, from 2005 – 2007 and the Steering Committee of the American College of Private Physicians in 2014 and is a member of the National Society of Certified Healthcare Business Consultants (NSCHBC). Roberta was named one of Concierge Medicine Today’s “Industry Leading Women” in 2014, recognized for her extraordinary contributions to the space, and as an inspiring role model for younger generations. 

In November 2015, Roberta and her partner, Michael Friedlander, established a strategic partnership with Shore Capital to further enhance the services Specialdocs offers its physician-clients. As a partner, board member and advisor, Roberta will continue to support the growth of Specialdocs and the concierge medicine sector.

Square-Michael-Friedlander-300x300 - Our Team

Michael Friedlander brings over four decades of business experience in financial planning, marketing and risk management evaluation to Specialdocs Consultants, Inc. Michael began his career in the investment banking business, working on Wall Street and then as a member of the Chicago Board Options Exchange. After twenty years, Michael left the financial world and made a decisive career change. He established a successful marketing and sales promotion consulting company in Chicago, specializing in innovative marketing programs for a wide range of corporate clients.

After selling his marketing company, in the early 1990’s he affiliated with a high profile commercial printing and electronic media communications corporation in suburban Chicago. While overseeing one of the print divisions, in 2002 Michael was introduced to Roberta Greenspan and her new health care consulting firm, Specialdocs. Initially working with Roberta as a consultant, his strong business acumen and expertise in the areas of marketing, customer service and risk management became an invaluable asset to the growth and success of Specialdocs. In 2007, Michael became a full time partner at Specialdocs Consultants, Inc.

Michael and Roberta have successfully blended their unique set of skills – his depth of business knowledge, corporate experience, and marketing insight with her career history in the health care field and as a leading authority in concierge medicine – to create one of the largest independently owned concierge health care consulting firms in the country.

Square-Michael-Friedlander-300x300 - Our Team

Therus Kolff currently serves on the Board of Directors for Specialdocs Consultants. Therus is the Treasurer on the Board of Directors for EARTH University Foundation, formed to support the educational vision of Costa Rica-based EARTH University through generous gifts from the global community and other programs and initiatives. The Foundation is headquartered in Atlanta, GA.

Previously, Therus was on the Board of Directors for Medical Medica Holdings, LLC in Dallas, TX, a leading producer of information products for physicians and patients in oncology. He also served as Executive Board Member and Chairman at VISTA Staffing Solutions, Inc., a leading provider of physician staffing in the US and abroad. He was the CEO (Atlanta Division) of Iameter, Inc. where he was recruited by the principals to provide management stability and assistance during a transition from a legacy system to a new platform.

Therus was also a Vice Chairman on the Board of Directors for Value Oncology Sciences, Inc. and Co-Founder, CEO & Chairman of Oncology Partners and Oncology Research Partners. For 15 years, he was the Founder, CEO and Chairman of CompHealth, Inc., the first and largest physician locum tenens company, now operating as CHG Healthcare Services, Inc. He began his career at Health Systems Research Institute as Associate Medical Director.

Therus attended the University of Utah School of Medicine and obtained his M.D. He then received his M.P.H. in Health Policy and Management from Harvard T.H. Chan School of Public Health.