Leadership

The team behind your practice

The platform is only as good as the people behind it. Between us we've run medical practice business services, healthcare operations, and physician financial planning — which is to say we've sat on your side of this problem.

Brian Case, Founder & CEO, Direct Practice Care

Brian Case

CFP®

Founder & CEO

LinkedIn

Married to an independent OB/GYN physician, Brian has spent 25 years improving the well-being of physicians, their teams, and their families through personal finance.

Direct Practice Care is the natural evolution of that work. Recognizing that the administrative and operational burdens facing independent practices were solvable — and that no one had assembled the right solution — he set out to build one: a carefully assembled network of best-in-class partners, built around what independent practices actually asked for.

Jonathan Moss, VP Business Development & Chief Wellness Officer, Direct Practice Care

Jonathan Moss

MBA · FACHE · FHFMA

VP Business Development & Chief Wellness Officer

LinkedIn

Jonathan brings nearly three decades in healthcare operations, revenue cycle, and clinician well-being.

He spent more than 20 years at Baystate Health, where as Director of Medical Practice Business Services he oversaw $190M+ in annual collections for 1,000+ providers — ranked #1 nationally in the Vizient/AAMC billing survey. He completed Stanford’s Physician Well-Being Director’s Course and holds an MBA in Healthcare, with fellowship status in ACHE and HFMA.

Leslie Tester, VP Client Services, Direct Practice Care

Leslie Tester

MBA

VP Client Services

LinkedIn

Leslie brings over two decades of healthcare operations and growth strategy experience as the dedicated expert and liaison for Direct Practice Care through AdvisorHR’s medical practice specialty division.

Her career spans physician recruiting, client services, and executive operations — including TeamHealth and ESA Medical Group. She holds an MBA in Healthcare Administration, and is the go-to resource for every Direct Practice Care client.

The bench

Three names here. A full team behind them.

You are not hiring three people. Direct Practice Care is delivered through AdvisorHR's medical practice specialty division — the platform and the people who already run payroll, benefits, and compliance across the whole network — together with the teams behind Direct Self Care and Direct Wealth Care.

AdvisorHR

Medical practice specialty division

The workforce platform and the people who run it — the reason a practice of any size gets large-group benefit rates.

  • A dedicated payroll processor
  • Dedicated people support
  • Employment law support
  • Compliance checkups and HR tracking
  • Employee relations guidance
  • Safety audits and training
  • Unemployment claims administration

Direct Self Care

Clinician well-being

The team behind the mobile well-being platform and the practice’s access to the Well-Being Index, invented by Mayo Clinic.

  • Well-Being Index delivery and support
  • Aggregated, anonymized practice insight
  • Evidence-based intervention guidance

Direct Wealth Care

Physician financial planning

The team behind the Financial Wellness Report Card and practice-aware planning for physicians and their families.

  • Financial Wellness Report Card
  • Retirement and succession planning
  • Insurance and risk-management literacy

And an HR advisor when something actually comes up — not on a quarterly retainer cadence. We answer the phone, by name.

Our commitment

Built by people who believe in independent practice too

01

We care deeply

Your practice’s success is our mission.

02

We deliver results

Passionate about measurable outcomes.

03

We work as one team

Supporting each other and the practices we serve.

04

We build partnerships

Long-term relationships, not transactions.

Next steps

Talk to us about your practice

Tell us a little about how your practice runs today. We'll do the intake personally, then set up a walkthrough with Leslie — your dedicated expert through AdvisorHR's medical practice specialty division.