About Geraldine
Bean has been actively managing a family office after an initial career in loan operations. She has held leadership positions in the banking industry. She completed her BA at Johns Hopkins University. She acquired further education in Accounting through Northwestern University in Evanston, Illinois. She has been actively involved in management as part of her non- profit work for The Chicago Botanic Garden as a member of the Woman’s Board. She remains active with the board of the Center for Plant Conservation where she has worked as the treasurer and is presently an advisor on that board and will be Secretary in 2020.
She has been actively involved in the process development of our practice for Patient and Financial Intake. She has also been part of the team to build the Electronic Health Record. She will manage the day to day processes of this firm.
She has had prior experience in the design and technical buildout of the Northwestern Orthopedic Institiute in Chicago, Illinois. She coordinated the technology buildout and implementation. She and a colleague were involved in the buildout of the space for this 15 person private Orthopedic Surgery Practice. She functioned as the Process Manager over a number of months at the inception of that practice. Her skills allowed for a smooth design and opening of that practice and was instrumental in the operations management of radiology, physician operations and the management of their teams with the larger group and management team.
She looks forward to her new role in assisting our patients through this journey in their health care.
Education
- Johns Hopkins University BA 1980
- Northwestern University Executive Education in Accounting 2015
Training
- See information in Bio content
- Accounting at Northwestern University, Evanston, Illinois 2015
Professional Affiliations
- The Chicago Botanic Garden Women’s Board
- The Center for Plant Conservation Board
- GCA Garden Club of Virginia in Middleburg, Virginia
- She holds the position of Secretary for the Center for Plant Conservation and the GCA Garden Club. She has served on the executive board of the Chicago, Botanic Garden Women’s Board as Treasurer.

Geraldine B. Carroll BA
COO and Office Manager
Geraldine B. Carroll is the chief operating officer and manager of our Middleburg Office. She has significant expereince in personal finance and has been with the company since its inception. She has intimate knowledge of our systems and processes. She is available throughout your experience to facilitate your visit to our office. No question is considered to be too small. She will be able to assist in the scheduling and payment parts of your visit and interaction with our team.
Bean specializes in the operations management of our practice. She has the skills to engage you at the time of setting an appointment and registering your vital information. She will assist in the flow through the office and scheduling. She will be a vital part of your checkout and timely financial reconciliation at the time of your visit or with surgical coordination. She welcomes all questions and looks forward to assisting everyone.





