Meet Our Team

Chris Poteet, DBA, FACHE
Chief Executive Officer

Chris Poteet, DBA, FACHE
Chief Executive Officer
Dr. Poteet is a visionary healthcare leader with a proven track record of driving operational excellence, financial sustainability, and strategic growth in both non-profit and for-profit healthcare organizations. As a Doctor of Business Administration in Healthcare Leadership and a Board-certified Fellow of the American College of Healthcare Executives, he specializes in strategic insight, data-driven decision-making, and innovative healthcare solutions.
As President & CEO of MedCBO, Dr. Poteet leads the organization’s mission to empower independent physician groups by maximizing revenue streams and delivering customized business solutions, including Revenue Cycle Management, payer negotiations, financial intelligence, credentialing, and human resources support.
A trusted advisor to healthcare executives, Dr. Poteet is recognized for his ability to build high-performance teams, optimize operational efficiencies, and implement cutting-edge medical technologies. His leadership is distinguished by:
• Strategic Healthcare Partnerships – Collaborating with Physicians, hospitals, and outpatient clinics to improve community healthcare access.
• Technology-Driven Innovation – Leading the integration of real-time data analytics and advanced medical technologies to enhance clinical training, workflows, and operational efficiency.
• Organizational Growth & Leadership – Driving financial success, operational excellence, and a culture of accountability through executive coaching and strategic team leadership.
With a passion for healthcare transformation, Dr. Poteet remains committed to advancing physician-led organizations, improving patient outcomes, and driving innovation in the healthcare industry.
As President & CEO of MedCBO, Dr. Poteet leads the organization’s mission to empower independent physician groups by maximizing revenue streams and delivering customized business solutions, including Revenue Cycle Management, payer negotiations, financial intelligence, credentialing, and human resources support.
A trusted advisor to healthcare executives, Dr. Poteet is recognized for his ability to build high-performance teams, optimize operational efficiencies, and implement cutting-edge medical technologies. His leadership is distinguished by:
• Strategic Healthcare Partnerships – Collaborating with Physicians, hospitals, and outpatient clinics to improve community healthcare access.
• Technology-Driven Innovation – Leading the integration of real-time data analytics and advanced medical technologies to enhance clinical training, workflows, and operational efficiency.
• Organizational Growth & Leadership – Driving financial success, operational excellence, and a culture of accountability through executive coaching and strategic team leadership.
With a passion for healthcare transformation, Dr. Poteet remains committed to advancing physician-led organizations, improving patient outcomes, and driving innovation in the healthcare industry.

Gene Broyles
Chief Financial Officer

Gene Broyles
Chief Financial Officer
Gene Broyles is a dynamic, results-driven finance executive with over 20 years of experience in healthcare and corporate finance. As a proven leader in financial strategy, risk mitigation, and operational efficiency, he is passionate about safeguarding assets, optimizing financial performance, and driving revenue growth through data-driven decision-making. His expertise in strengthening internal controls, enhancing operational efficiencies, and leading high-performing teams has positioned him as a trusted advisor to key decision-makers.
Gene has played a crucial role in financial oversight and strategy across various organizations. In his previous positions, he has managed financial operations for ten service sites, overseeing budgeting, treasury, payer negotiations, payroll, financial statement preparation, and executive communications for over 150 providers across inpatient, outpatient, and surgical service lines. He has successfully negotiated commercial payer reimbursement rates, significantly boosting revenue.
As MedCBO's Chief Financial Officer, Gene has been instrumental in building the organization’s financial infrastructure and implementing strong internal controls, financial policies, and risk mitigation strategies to drive sustainable growth and operational success. His leadership in finance and accounting has optimized financial performance, ensuring MedCBO’s long-term stability.
Gene holds a Master of Science in Accounting from Southern New Hampshire University and a Bachelor of Arts in Business Administration from Coastal Carolina University. With a strategic vision and deep financial expertise, Gene continues to lead organizations toward greater profitability, efficiency, and financial resilience in today’s evolving healthcare landscape.
Gene has played a crucial role in financial oversight and strategy across various organizations. In his previous positions, he has managed financial operations for ten service sites, overseeing budgeting, treasury, payer negotiations, payroll, financial statement preparation, and executive communications for over 150 providers across inpatient, outpatient, and surgical service lines. He has successfully negotiated commercial payer reimbursement rates, significantly boosting revenue.
As MedCBO's Chief Financial Officer, Gene has been instrumental in building the organization’s financial infrastructure and implementing strong internal controls, financial policies, and risk mitigation strategies to drive sustainable growth and operational success. His leadership in finance and accounting has optimized financial performance, ensuring MedCBO’s long-term stability.
Gene holds a Master of Science in Accounting from Southern New Hampshire University and a Bachelor of Arts in Business Administration from Coastal Carolina University. With a strategic vision and deep financial expertise, Gene continues to lead organizations toward greater profitability, efficiency, and financial resilience in today’s evolving healthcare landscape.

Shannon Jones
Director, Client Operations

Shannon Jones
Director, Client Operations
Shannon L. Jones is an experienced Business Systems Analyst with a strong background in project management, data analysis, and process improvement. She has held diverse positions in the healthcare industry with a primary focus on revenue cycle and physician groups. Shannon is recognized for her expertise in quality metrics, reporting, and system implementations. She has led teams and projects that drive operational and financial efficiencies and improve decision-making processes, particularly in healthcare and billing environments, and is best known for her collaborative approach to operational and systems improvement initiatives.With a career that includes supervisory and management roles, Shannon fosters collaboration and involves key stakeholders across departments. She also develops training programs, conducts data analyses and audits, and optimizes workflow processes. Her key skills include strategic planning, issue resolution, and relationship management, making her a valuable asset for our Physician Group partners in business and technical operations. Shannon holds an Associate of Science in Business Management from St. Petersburg College and has demonstrated her leadership abilities through various roles in both corporate and healthcare settings.

Heather Lipman
Strategic Partnerships Manager

Heather Lipman
Strategic Partnerships Manager
For nearly a decade Heather Lipman has been securing clinical talent for a diverse client base: big pharma, telehealth, and cutting-edge mental healthcare providers. She works diligently to bring life-changing care to broad patient populations and career-changing opportunities to providers.
In 2021 she transformed Hire Writing, LLC, an executive resume writing service, into a boutique recruiting agency focused on the mental healthcare space. In developing relationships with a rich network of clinicians Heather discovered so many of them yearn to operate private practices and deliver care more reminiscent of the 1950s when doctors were considered an extension of the family.
You can imagine Heather's delight when she learned about MedCBO, a team of experts who specialize in helping providers do just that! Needless to say, joining the MedCBO team was a seamless decision. Heather holds firm to the belief that when parties are aligned by a common mission rather than a personal bond, patients benefit.
When it's time to unplug Heather can be found enjoying the California sunshine with her beloved boyfriend and puppy, indulging in the newest culinary delights, and fully immersing herself in a hot yoga session.
In 2021 she transformed Hire Writing, LLC, an executive resume writing service, into a boutique recruiting agency focused on the mental healthcare space. In developing relationships with a rich network of clinicians Heather discovered so many of them yearn to operate private practices and deliver care more reminiscent of the 1950s when doctors were considered an extension of the family.
You can imagine Heather's delight when she learned about MedCBO, a team of experts who specialize in helping providers do just that! Needless to say, joining the MedCBO team was a seamless decision. Heather holds firm to the belief that when parties are aligned by a common mission rather than a personal bond, patients benefit.
When it's time to unplug Heather can be found enjoying the California sunshine with her beloved boyfriend and puppy, indulging in the newest culinary delights, and fully immersing herself in a hot yoga session.