Follow our Team on LinkedIn Excelas Medical Legal Solutions

Jean Bourgeois, MBA, RHIA


Jean Bourgeois, MBA, RHIA, is the Founder of Excelas, LLC. Her career spans 35 years of leadership experience in healthcare and medical litigation consulting. She is the former director of medical records and health information at several Cleveland area hospitals, including the Cleveland Clinic Foundation. As a registered Health Information Administrator, Jean provides consulting assistance to healthcare organizations, law firms and insurance companies across the country. She speaks and publishes nationally on leadership, health information management and medical litigation support. Jean is a member of the American and Ohio Health Information Management Associations, the American Health Lawyers Association, the American Society for Healthcare Risk Management, The Defense Research Institute, and Women President’s Organization. She serves as a member of the trustee committee for the American Cancer Society. Jean obtained her MBA from Baldwin Wallace College in Cleveland Ohio and a BA in Health Information Administration from the College of St. Scholastica in Duluth Minnesota.

Beth Wilson, JD


Beth Wilson, JD, is the President of Excelas, LLC.  Prior to joining Excelas, Beth was Senior Counsel with HCR ManorCare/ProMedica Health System since 2009.  In this role, Beth was responsible for resolving legal matters involving patient care with a nationwide network of hospitals, skilled nursing and rehabilitation centers, assisted living facilities, outpatient rehab clinics, and home health and hospice.

Graduating Magna Cum Laude from the University of Toledo, Beth was awarded her Juris Doctor degree from University of Toledo Law School Magna Cum Laude as the top-ranked female student, and she was inducted into the Order of the Coif (top 10% of law school class).  She joined Cooper & Walinski, which in 2007 became the largest majority women-owned firm in the country, became a partner within five years, and then was elected to the firm’s Board of Directors.  While she is a licensed attorney and admitted to the Bar in Ohio and Michigan, Beth is not providing legal advice in her role as President of Excelas. LLC.

A 20 Under 40 Award recipient, recognizing distinguished individuals in the community, Beth has advocated on behalf of individuals with disabilities to obtain reasonable accommodations, and sought Civil Protective Orders pro bono for victims of domestic violence.  She has served on the Board of Directors for The Toledo Hospital, and her time and talents have also benefited American Heart Association, American Cancer Society, Habitat for Humanity, Toledo Humane Society, and The Toledo Zoo.

Sharon Ezzone, MBA

Vice President, Operations

Sharon Ezzone has a Bachelor of Arts in Psychology from The College of Wooster and a Master of Business Administration from Kent State University. She started her career as an operations manager for Evant, Inc. where she managed long-term care facilities. She then transitioned into Human Resources with key development experiences including Human Resources Generalist and Human Resources Manager roles at Swagelok Company, and then further honed her human resources skills as a Director of Human Resources for Education Solutions, LLC (dba Sylvan Learning Centers), and Human Resources Consultant positions at the Cleveland Clinic and Giesecke & Devrient America, Inc. Sharon has also worked as an independent consultant specializing in performance management, organizational development, and training.

Cathy Napoli Excelas Medical Legal Solutions

Cathy Napoli

Director, Finance and Administration

Cathy Napoli has a Bachelor of Science in Business Administration and Accounting from The University of Dayton. She has over 20 years of experience in accounting and finance, primarily in the financial services industry. Cathy started her career at PricewaterhouseCoopers in the audit and assurance department. While working for PwC, she became a Certified Public Accountant (CPA). She then transitioned to a financial analyst role for one of her clients, Progressive Insurance. Cathy furthered her experience at Progressive as an Accounting Manager in the corporate finance department. She also volunteered as the Treasurer of the Board for the Saint Paschal Baylon Athletic Association. Cathy joined Excelas in 2011, where she has had a variety of responsibilities and oversees the financial aspects of the company.

Terri Lightner Excelas Medical Legal Solutions

Terri Lightner, BSN, JD

Manager, Clinical Operations

Terri Lightner has unique background in both medicine and law and holds a Bachelor of Science in Nursing from Ursuline College as well as a Juris Doctorate from Cleveland-Marshall College of Law. She started at Excelas as a medical legal analyst in 2015 and was promoted to the manager of clinical operations position in 2019.

Before coming to Excelas, Terri was an emergency room RN at various local hospitals including the Cleveland Clinic and worked as an associate attorney at a nationally known Cleveland-based law firm. As a First Lieutenant in the United States Army Reserve, Terri served on active duty with an Evacuation Field Hospital in Saudi Arabia during Operation Desert Storm.

Terri currently leads our team of medical legal analysts, managing the department’s work flow while working closely with client services. Her combined nursing and legal expertise is an asset to our clients, as it ensures the medical reports they receive from Excelas are of the highest quality, containing the information essential for developing strategies for claim/litigation resolution.

Grace Jindra Excelas Medical Legal Solutions

Grace Jindra, BS, RHIA

Manager, Health Information Management

Grace Jindra has a Bachelor of Science in Health Information Management from the Ohio State University and is a Registered Health Information Administrator. She has more than 25 years of experience in Health Information Management and has held various positions at the Cleveland Clinic Foundation, from utilization review to supervisory and managerial roles. As the Manager of Health Information for Cleveland Clinic Health Care Ventures, Grace oversaw the information management practices for 7 companies. She currently manages the direction of Excelas’ Provider of Care Specialists, and Quality Review Specialists, as well as guides COVID timeline development and corporate HIPAA compliance.

Carrie Bencic Excelas Medical Legal Solutions

Carrie Bencic

Manager, Client Relationships

Carrie Bencic is a recent graduate of Vanderbilt University, class of 2017, where she majored in Medicine, Health, and Society with a focus on health policy and economies, and Corporate Strategy. While at university, Carrie worked at the Cleveland Clinic as an intern in their strategy department, researching potential partnering opportunities in surrounding states. Shortly after graduation, she joined Excelas in the Client Services department where she serves as the main point of contact for all client requests and inquiries, facilitates the onboarding process, and works to customize work products to fit specific needs.

Michelle Dietrich Excelas Medical Legal Solutions

Michelle Dietrich, RN

Manager, Records Management

Michelle Dietrich joined Excelas in 2006 and is a licensed Registered Nurse. Michelle has served in a variety of individual contributor, project management, and leadership roles over the years.  For the past two years, Michelle has been instrumental in the design, development, and implementation of the COVID-19 timeline tool.  Currently, she is the Manager, Records Management responsible for the overall and day-to-day operation of the organization department, including quality assurance.

Prior to Excelas, Michelle spent six years as a floor nurse and RN case manager. She served as a volunteer on the patient advisory council at the Cleveland Clinic for three years.

Michael Bohonos Excelas Medical Legal Solutions

Michael Bohonos

Information Technology & HIPAA Security Consultant

MPB Consulting

Mark Haberman Excelas Medical Legal Solutions

Mark Haberman

Web & Mobile Software Consultant & Developer

Haberman Consulting LLC

Carey Jo Marousek Content Writer Excelas

Carey Jo Marousek, MBA, RHIA

Content Writer

Melinda Mallari Marketing Consultant Excelas

Melinda Mallari

Marketing Consultant

Precision Market Services

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