External Team Members
J. Wade Shields, MBA, MHA, CMPE
Medical Practice and Physician Consultant
Wade specializes in providing consulting and C-Level interim management to hospital employed medical groups and private medical practices. He has a consistent track record of accomplishments which exemplify a professional with a reputation for building ROI, creating efficient infrastructure and operations resulting in rapid financial improvements.
He has held Manager, Director and Senior Leadership positions for corporations such as HCA, Healthtrust and Columbia. He also has physician practice management experience in MSO operations; Administrator of a Multi-Specialty Physician Group; and Director of Network Development for a Multi-Specialty IPA.
Wade has earned the professional designation of Certified Medical Practice Executive as awarded by the American College of Medical Practice Executives. He has an undergraduate degree from the University of Georgia in business operations and master’s degrees in business and healthcare administration from Georgia State University. Wade is the co-founder of Practice Partners, Inc and jointly works with Lanier Financial Group's medical team.
David M. Miller, CPA
Certified Public Accountant (CPA)
David is the managing partner of Pathwise CPA Group. He routinely provides tax planning, compliance and counsel to Lanier Financial Group clients. His extensive knowledge in tax as an overall element of a financial plan maximizes monetary efficiency and is critical for a comprehensive plan.
David Miller received both his Bachelors and Masters in Accountancy from The University of Georgia. David has dedicated his career to tax, retirement planning, and financial consulting working with various CPA & Registered Investment Advisory firms in the greater Atlanta area.
David currently holds his Certified Public Accountant (CPA) certification and owns an independent insurance agency. He is also a licensed Realtor® in the state of Georgia and currently provides financial analysis for large real estate transactions for many of his tax clients in the Atlanta and Athens markets.
David’s hobbies include golf, traveling and UGA sports. He lives in Athens, GA with his wife and three children.