CP Roles and Structure

Counseling Professionals PLLC is set up to be egalitarian and has the roles and structure set up to support different groups.

The below groups manage different tasks and growth areas of Counseling Professionals PLLC. They are always in development and adjust to meet the needs of the company, the community, and the providers as they support clients.

Steering Committee - The Governing Body

Archer Role

CJ Leach - Contact point for leadership, growth goals, and vision elements.

Email: CJLeach@CounselingProfessionalsPLLC.com

Advocate Role

Mark Bertelsen - Contact point for providers, clients, and community in operation requests to best serve the CP stakeholders

Email: MarkBertelsen@CounselingProfessionalsPLLC.com

Arbiter Role

Casey Kenny - Contact point for process requests and the development of community resources who manages stable growth

Email: CaseyKenny@CounselingProfessionalsPLLC.com

  • Other Members can be found on the Internal Provider Steering Committee Page.

  • Request to join the steering committee can be accessed here.

    • A non-disclosure agreement must be signed to join the group and is only open to Counseling Professionals PLLC contractors and employees.

Internal Billing Team

Jan Zimmerman

Billing Questions and Works with Providers on Tracking Collections and Reporting.

Email: Operator@CounselingProfessionalsPLLC.com

Taylor Hakey

Billing Questions, Benefits Checking, and Repayment Plan Options.

Email: Director@CounselingProfessionalsPLLC.com

Liaison with GreenPointMed claims review.

Email: TimeaLeach@CounselingProfessionalsPLLC.com

  • GreenPointMed is Counseling Professionals PLLC third party billing partner for insurance claims check, credentialing, and processing.

  • All Billing team members can contact GreenPointMed to check claim status or process documents in relations to claims or collections

  • All client issues that need immediate attention or addressing should be direct to CJ Leach at CJLeach@CounselingProfessionalsPLLC.com

Referral Coordinator and CP Consultation Points

Primary Referral Coordinator and CP Consultation Group Lead

Email: ChristineWilson@CounselingProfessionalsPLLC.com

Backup Referral Coordinator and CP Consultation Group Lead

Email: CaseyKenny@CounselingProfessionalsPLLC.com

Backup Referral Coordinator and Contact point for all client and provider needs before escalating to CJ

Email: Sara.megeed@gmail.com

Provider Resource Team

Sara Megeed - Operations Questions, Company Stance, Resource Director, Insperity Liaison

Email: Sara.megeed@gmail.com

Samantha Quiel - Internal Education, Training, and Onboarding Liaison

Email: SamanthaQuiel@CounselingProfessionalsPLLC.com

Ga Ye - Credentialing Contact for Aetna, Medcost, and Cigna

Email: GaYeKim@CounselingProfessionalsPLLC.com

Sam Simon - External Education Contact for development and Raleigh Founded Liaison

Email: SamSimon@CounselingProfessionalsPLLC.com

Content Production Team

Sara Megeed

Scheduling for Content Creation and Liaison with External Content Creators

Email: Sara.Megeed@gmail.com

Sarah Puertollano

Intern and Responsible for Website Updates and Marketing Content Development

Email: MarketingLiaison@CounselingProfessionalsPLLC.com

Irang Kim

Company Social Media Presence and Updates

Email: Irang@CounselingProfessionalsPLLC.com

Voice Box Management and Long form Youtube video content creation

Email: CJLeach@CounselingProfessionalsPLLC.com

Office Operations and Leads

Office Operations, New Office Coordinator, and Resource Manager for Operations

Email: EmilyJerome@CounselingProfessionalsPLLC.com

Owners

Additional Resources can be found below

Reach out to be a client

Reach out to join us as a provider

Reach out to collaborate as a community organization