At well.financial, we are a team dedicated to helping those in the business of caring for others. Our goal is to help every practice or group that we work with achieve three simple things; save money, make things simpler, and get better.

To contact us, simply call us at 646.813.9955 or shoot us an email

Team

Tim Frazier – Founder & CEO

Tim is responsible for strategy, client services and new customer acquisition. He has a 15 years experience providing banking services dental, veterinary & medical clinics where he found the experience of managing vendors and renewals too time consuming and not valuable. Tim is a graduate of Kalamazoo College along with a Graduate Certificate from the University of Michigan.

David Uroda – CTO

David is responsible for IT strategy and delivery across the enterprise. He has a 20-year track record of success in the IT industry, spanning hardware, software, and services with a focus on leveraging technology and driving strategic, transformational change.
David received an M.B.A. in Finance and Strategy from Columbia University Graduate School of Business

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