Member Benefits Offered Through Circle of Friends

The CCMS Circle of Friends program is open to businesses that show they can provide outstanding service and exceptional benefits for CCMS members. Members can call the listed Circle of Friends vendors directly or contact CCMS, 239-435-7727 for further information.

Interested in becoming a Circle of Friends vendor? Download our information packet or call 239-435-7727.

Premier Circle of Friends | CCMS Circle of Friends 

*The preferred vendor program does not imply endorsement of a company, product or service.

Lake Michigan Credit Union

Lake Michigan Credit Union Business Type: Banking Contact: Sunil Muley Phone: 239-919-1361

Founded in 1933, Lake Michigan Credit Union has over $6.0 billion in assets. LMCU has a 5-star Bauer Financial Group rating for safety and soundness and an A+ from Weiss Ratings for financial strength. Our members trust us with their business, homes, earnings and futures. The commercial lending and premier banking teams provide highly personalized service featuring exceptional products. We work to help businesses grow, neighborhoods thrive, and to make our communities even better places in which to live and work. CCMS members receive preferred rates on lending/borrowing and deposit accounts.

Markham Norton Mosteller Wright & Company

Markham Norton Mosteller Wright & Company Business Type: Certified Public Accountants & Business Consultants Contact: Karen Mosteller, CPA, CHBC Phone: 239-261-5554 Fax: 239-433-2824

Markham Norton Mosteller Wright & Company specializes in tax, accounting and business consulting services for Physicians and Health Care providers. Serving Southwest Florida since 1979, our experienced team can improve your profits and sharpen your competitive edge with a variety of services related to practice operations, strategic planning, human resources, tax planning and accounting services. CCMS members receive a complimentary assessment and 10% off 1st personal tax return.

Oasis Claim Management Solutions, Inc.

Oasis Claim Management Solutions, Inc. Business Type: Medical Billing Services Contact: Michael Smith, CPA Phone: 239-325-2458 Fax: 239-325-2459

Oasis Claim Management Solutions has provided medical billing services to Collier County physician groups for over 21 years. We serve over two dozen medical specialties focusing on maximizing practice revenue. CCMS members will receive a free practice assessment ($1,500 value) or reimbursement of CHP membership/application fee.

Attorney Linda R. Minck

Attorney Linda R. Minck, PLContact: Linda Minck Business Type: Attorney Phone: 239-260-5827 Fax: 239-260-5829 

Attorney Linda Minck provides legal services to physicians and healthcare providers particularly in business transactions such as setting up new practices, buying or selling, employment agreements, and representing physicians with daily legal needs. CCMS members who mention their membership before services are rendered receive a 10% discount on the first matter of representation.

CARE Professional Liability Association

CARE Professional Liability Association/Care Risk Retention Group Contact: Jason Adams Business Type: Medical Professional Liability Insurance Phone: 502-208-3898

CARE is physician-owned with 18 years of operation. CARE provides medical professional liability insurance in Florida and 45 other states. CARE is reinsured by AmTrust, which is A rated by AM Best and CARE has been assigned a Financial Stability Rating® of A Excellent by Demotech. CCMS Members receive a 5-10% discount as well as other value added programs including OmniSure RiskFit Membership, cybersecurity coverage, SE Healthcare’s Physician Burnout Program, and others.

CARR Healthcare Realty

CARR Healthcare RealtyContact: Jared Vandersluis Business Type: Real EstatePhone: 417-693-2303

CARR is the nation’s leading provider of real estate services for healthcare tenants and buyers. Every year, healthcare practices trust CARR to achieve the best terms on their commercial real estate purchase and lease negotiations. CCMS members will receive education on how their practices’ real estate affects practice profitability and how they can avoid costly pitfalls.

Cotten Medical Billing & Consulting

Cotten Medical Billing & Consulting Contact: Theresa Cotten Business Type: Medical Billing Phone: (239) 645-8195

Cotten Medical Billing & Consulting, Inc. offers 20+ years of Medical Billing Experience, serving Physicians in Southwest Florida. Their client base includes physicians of all specialties seeking excellence in medical billing, coding, staffing and consultation. CCMS members receive a free soft audit of their current billing software ($500.00 value).

Creative Scripts Compounding Pharmacy

Creative Scripts Compounding Pharmacy
Creative Scripts Contact: Jerry Meloche, Pharm.D. Business Type: Compounding Pharmacy Phone: (239) 261-0050

Creative Scripts is a Naples original, family owned, compounding-only pharmacy. We specialize in bio-identical hormone replacement therapy (bHRT), dermatology, and veterinary compounding, as well as the best service of any pharmacy in Naples. As an added value to CCMS members, Creative Scripts offers a 10% discount on all compounded medications for the members and their direct families (wife, husband, son, daughter). 

First Citizens Bank

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First Citizens Bank Contact: Miranda Sharkey  Business Type: Banking Phone: 239-514-2237 Fax: 239-594-9566

First Citizens Bank is dedicated to building long-lasting relationships with individuals, small-to-midsized businesses, and professionals. Our associates have developed a strong expertise in meeting the financial needs of the medical community. Please contact us to learn more about our great rates, our customized approach to client service, and our comprehensive array of financial products. We would love to earn your business!

Leading Edge Benefit Advisors

Leading Edge Benefit Advisors Contact: Timothy McGee Business Type: Employee Benefits Phone: 239-415-0101 Fax: 239-433-1565

Leading Edge Benefit Advisors has served the Naples area for over 34 years, providing employee benefit and compensation solutions to local businesses. Leading Edge can offer an industry specific, multiple employer welfare arrangement (“MEWA”), allowing CCMS member private practices the benefit of large group medical insurance with Florida Blue for themselves, their staff, and families. Leading Edge also offers many physician specific coverages, including business overhead protection, disability coverage, and life insurance options.

LTCi Marketplace

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LTCi Marketplace Contact: Mitchell Dannenberg Business Type: Insurance Phone: 239-877-1688

LTCi Marketplace provides insurance planning and consulting for clients looking to design strategies which can help to protect a lifetime of financial achievement, be that for those still at work, for business succession initiatives, retirement or estate needs, divorce and charitable giving. CCMS members receive a free review of current insurance coverages.

Medline Industries, Inc.

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Medline Industries, Inc. Contact: Max Pollock Business Type: Healthcare Supplies Phone: 800-633-5463 Fax: 866-331-3150

Medline is the largest privately held manufacturer and distributor of healthcare supplies in the United States, providing 500,000 products that serve the entire continuum of care. Medline is a manufacturer direct source of medical equipment & supplies, education (CEUs) and product & sales support. CCMS members receive a minimum of 10% savings in aggregate and standard freight waived for 1 year.

Meridian Financial Group

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Meridian Financial Group Contact: Dan Shannon Business Type: Financial Advisors Phone: 239-690-9820  Fax: 239-690-9821  Email

We are a boutique financial services firm specializing in working with physicians in the areas of asset protection planning, wealth management and wealth transfer. Through our team of experienced advisors, and our strategic alliances with professionals from other industries, we can deliver customized solutions for our clients. Meridian Financial Group is excited to partner with M Financial in offering innovative financial solutions to the ultra-affluent and corporate markets.

Porter Wright

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Porter Wright Contact: Joshua Bialek Business Type: Law Firm Phone: 239-593-2962 Fax: 239-593-2990 Email

Porter Wright works with health care businesses and providers to solve complex legal problems, stay in compliance with regulatory obligations, and take advantage of growth opportunities. From labor and employment law to business law to litigation, our attorneys help health care clients achieve their goals. We are proud to have been members of the Preferred vendors program since 2001.

Slepcevich Financial Group, LLC

Slepcevich Financial Group, LLC Contact: William Slepcevich Business Type: Professionals Wealth Management Phone: 239-435-9433 Fax: 239-435-0104

SFG LLC is showing our clients how they can retire comfortably on at least 50% less in assets than they originally thought. We do that by using strategies the tax codes allows us to utilize that have been in the code since 1913 that the majority of the population knows little to nothing about. Complimentary first year retirement analysis, insurance audit, or business audit.

Truist Bank

Truist Bank  Contact: Samia Rizk  Business Type: Banking, Financial Planning Phone: (239) 248-8904

Truist Bank provides a customized suite of products, offerings and services dedicated to physicians and practices. With nearly 100 employees working in their private wealth medical specialty group along with a team of dedicated medical practice credit specialists, Truist Bank is uniquely suited to address the challenges of managing the personal wealth of physicians and medical professionals as well as addressing the cash flow complexities associated with the running of practice.
Verita Wealth Advisory Group - Ameriprise Financial

Verita Wealth Advisory Group - Ameriprise FinancialVerita Wealth Advisory Group – Ameriprise Financial  Contact: Jeremy Darstek  Business Type: Financial Planning Phone: (239) 898-3836 Fax: (239) 302-5141

Verita Wealth Advisory Group is a private wealth advisory practice of Ameriprise Financial Services, LLC and a financial planning practice with over 30 years of experience. They specialize in working with physicians and small business owners to integrate their unique needs with proprietary strategies and deliver customized solutions for each client. CCMS members receive a free initial consultation which includes an Investment Portfolio Review and 1040 Tax Return Review. They will also offer a 15% discount from their standard financial planning fees.

VYTAL Medical Solutions

VYTALVYTAL Medical Solutions LLC  Contact: Nathan Jones  Business Type: Medical Billing Services Phone: (239) 450-1997 Fax: (703) 448-1411

VYTAL Medical Solutions is a medical billing service company that handles all of your billing and collection needs, so you can focus on providing quality care to your patients. VYTAL will waive the $750 initiation fee for CCMS members.

Wintrust Wealth Management

Wintrust Wealth Management LogoWintrust Wealth Management  Contact: Nina Azwoir  Business Type: Wealth Management Phone: (239) 687-5204, (972) 697-5099

Wintrust Wealth Management takes pride in serving sophisticated individuals with a special focus on the Healthcare Industry. We honor the highest standards of service and integrity and specialized care with your Investments, Trust and boutique Asset Management. CCMS members receive complimentary financial planning and discounted management fees.