About the Authors
Debi Carey
Debi Carey founded Carey Consulting Associates, a medical practice management consulting company serving clients throughout the United States. For the past 26 years, she has provided comprehensive management and support services to physicians in solo, partnership, and group settings, with an emphasis on operational assessment, business plan implementation, strategic and facility planning, managed care contract review and negotiation, computer and technical systems, and staff development. In addition, she specializes in establishing practices for physicians completing their training, and those in transition from employed situations, academia or the military. Her services are distinguished by a strong background in clinical medicine, specifically in Infection Control, Infectious Disease and Quality Assurance. She provides staff support and training for regulatory compliance in OSHA, CLIA, ADA, and HIPAA.
Achievements
A frequently invited lecturer, Ms. Carey produced seminars designed for both physicians and staff members for McGraw Hill Healthcare Education Group, and served on their Editorial Board, reviewing prospective offerings. She authored Private Medical Practice: Getting it Started, Making it Work, as a "how to" reference guide for physicians whose professional objective is private, independent medical practice.
Her original book, Private Medical Practice: Getting it Started, Making it Work has been revised and released as The Private Practice Consultant and is now available through this website.
Gregory W. Kasten
Dr. Gregory W. Kasten serves as Founder, President and CEO of Unified Trust Company, NA. Following
graduation from Southern Illinois University School of Medicine in 1980, he completed an internal
medicine internship and anesthesiology residency at the University of Kentucky Medical Center and is a
board certified anesthesiologist. He received a master of business administration degree with an
emphasis on finance and investment management from the University of Kentucky College of Business
Graduate School. Dr. Kasten was awarded the Accredited Investment Fiduciary Analyst designation by
the Center for Fiduciary Studies. The Denver College of Financial Planning awarded Dr. Kasten the
Certified Financial Planner designation. The American Society of Pension Actuaries awarded him the
Certified Pension Consultant designation.
Dr. Kasten has published more than sixty papers on financial planning and investment-related topics in
various financial and business journals, wrote two editions of the book Retirement Success, and has
developed the Unified Fiduciary Monitoring Index® as a method of measuring mutual fund and predictive
performance factors when observed from a fiduciary standpoint. He has given dozens of lectures on
fiduciary best practices to pension professionals and Federal banking regulators. In 2005 he co-authored
the first place winning paper entitled: “Post Modern Portfolio Theory” and presented the paper at the
Financial Planning Association national meeting. He has more than twenty-five years of investment
experience and has been with the company since 1985. In January, 2007 Medical Economics listed Dr.
Kasten as one of “The 150 Best Financial Advisers for Doctors” in the country.
In October, 2006 CEFEX, the Centre for Fiduciary Excellence, LLC, certified Unified Trust Company, NA
to the Fiduciary Practices for Investment Advisors. Unified Trust Company was among the first
Investment Advisors globally, to successfully complete the independent certification process. Unified
Trust Company was the first trustee certified in the United States. Unified Trust Company was certified
for its discretionary investment services provided in a trust environment for trustee-directed and
participant-directed DC plans and individual investors.