Affinity Living Group operates assisted living facilities in target markets throughout the United States, serving over 7,400 age qualified residents. ALG is comprised of an executive and senior management group directly responsible for all major functional areas. The senior management group functions in a team-oriented approach to design the appropriate mix of resources and support services for each ALG client. Combined, these professionals possess more than a century of experience in the successful management of long term care communities.
Major Management Functions
- Human Resources
- Management Information Systems
- Regulatory Compliance
- Resident Care Services
- Quality Assurance & Assessment
- Ancillary Services Management
- Memory Care Services
Charles E. Trefzger, Jr.
President & CEO
“Charlie” Trefzger is the founder, President, and Chief Executive Officer of Affinity Living Group. Headquartered in Hickory, NC, Affinity Living Group is the largest provider of senior living services in the southeastern United States (9th largest in the nation) serving over 12,000 residents in 150 senior living communities.
During more than 30 years in the healthcare industry, Charlie has managed the development, acquisition and operation of hundreds of senior living and healthcare facilities, including nursing homes, senior living residences, and their associated operations. He is an expert in the development, acquisition, financing, and leasing of healthcare facilities, developing equity capital, and preparing regulatory documents including Certificates of Need.
Charlie has been a founding partner of multiple healthcare companies, including ALG’s predecessor Meridian Senior Living. Prior to founding his own companies, Charlie was General Counsel for Smith Packett/Med-Com, LLC.
Charlie divides his time between Hickory, NC and Charleston, SC.
Chief Financial Officer
Bryan oversees ALG’s day-to-day accounting and treasury functions as well as financial and tax planning, capital and budgeting processes, trend analysis and forecasting, and strategic planning.
Bryan has nearly 30 years of accounting and healthcare experience. He joined ALG’s predecessor company, Meridian Senior Living, in 2012. Previously, Bryan was a founding partner of the national accounting firm Martin, Starnes and Associates CPAs, P.A.
Bryan is an accomplished speaker and has spoken on numerous occasions for the Government Finance Officers Association, NC Association of CPAs, Association of Government Accountants, the University of North Carolina at Chapel Hill, and UNC Charlotte. He is a guest lecturer at the Institute of Government in Chapel Hill.
Chief Marketing Officer
Neal directs ALG’s sales activities throughout the US, including
competitive market management, strategic partnership development,
preferred provider alliances, outcome-based best practices, and
performance gap initiatives.
Neal is a sales pioneer with a 30-year history of formulating innovative sales and marketing programs for the Senior Housing, Hospice/Palliative Care, Acute Care, Post-Acute Care, and Medicare Advantage Plan Payer industries. In his role at ALG, Neal implements progressive census development systems to aggressively drive customer recruiting/retention measures and ensure revenue objectives are continuously achieved. Neal oversees the day to day operations of ALG’s Sales, Marketing, Call Center and Central Intake departments.
Neal’s staunch focus is on executing forward thinking initiatives, which create substantial market presence and profitable outcomes, through direct sales that increase census.
Kevin O'Neil, MD, FACP, CMD
Chief Medical Officer
Dr. Kevin O'Neil joined Affinity Living Group as Chief Medical Officer (CMO) in 2018. His responsibilities as CMO encompass areas of resident health and welfare, staff training, and public education. He is responsible for oversight of all resident care through community partnership and training.
Dr. O'Neil holds certifications in Internal Medicine and Geriatric Medicine from the American Board of Internal Medicine. He is a Fellow of the American College of Physicians and a member of the American Geriatrics Society. He was awarded his Certified Medical Director (CMD) from the American Medical Directors Association, and also serves on the Board of Directors of AMDA's Society for Post-Acute and Long-Term Care Medicine.
Hailed as a leader in the area of geriatric medicine and health, Dr. O'Neil also serves on the Board of Directors of the Senior Friendship Centers of Southwest Florida and First Step in Sarasota, Florida. Since joining ALG, Dr. O'Neil has visited many of its assisted living and memory care communities to offer training to staff and families.
Chief Technology Officer
Bjorn is responsible for all aspects of information technology for the Affinity Living Group, including purchasing and development of computer systems, software, and communication infrastructure. He also directs the strategic development and upgrade of ALG's IT systems, with an eye to the future of IT and the health care industry.
Bjorn joined the organization in 2007 as a project manager for renovation and construction. A year later, he moved into the role of Information Technology Director. In 2011, Bjorn was named Chief Technology Officer.
A native of Sweden, Bjorn holds an Electro-Technical Degree. He is also an FAA licensed Flight Instructor and commercial pilot. He lives in Charleston, SC.
Executive Vice President
Rick is responsible for Affinity's strategic initiatives,
including leadership and organizational development. He works with the
CEO and the Management Team to ensure operational effectiveness and
efficient use of Affinity resources.
Rick earned his bachelor's and master's degrees at Texas A&M University and the University of Illinois, respectively. During his professional career, Rick has guided organizations in the healthcare sector to align mission with operational effectiveness. He has served in many leadership positions throughout his career, including a stint as a captain in the U.S. Army.
Most recently, Rick served as the President and Chief Executive
Officer of Argentum (previously the Assisted Living Federation of
America) - the national trade association serving the business of senior
living whose members are owners and operators of senior living
companies and communities throughout the United States. (Affinity Living
Group is a Premier Member.)
Senior Vice President - Capital Markets and Investor Relations
Jonathan Grossman joined Affinity Living Group in April 2018. He is responsible for the placement of debt and equity, as well as investor relations.
Jonathan has more than 25 years' experience in commercial real estate finance, debt and equity placements, capital raising, acquisitions, transaction structuring, servicing, restructures, workouts and investor relations. He has extensive domestic and international experience with asset management platform creation and development. He previously held senior management positions with private equity firms and hedge funds.
Jonathan has consulted with and for institutional investors and individuals on a variety of complex debt workouts, restructures, acquisitions, capital raising, and investor relations. Jonathan has been directly involved in commercial transactions in excess of $2 billion.
Vice President – Financial Planning & Analysis
Shana is responsible for all aspects of financial planning for the Assisted Living Group. She oversees the accounting staff as well as the team of analysts and programmers who evaluate and refine ALG’s business processes.
Shana has 14 years of progressive healthcare experience, and an extensive background in healthcare finance. Shana started as a Nurse’s Aide, going on to obtain a Business degree from Appalachian State University and a Master’s in Strategic Leadership from Mountain State University. She has worked in healthcare finance for multi-site specialty physician groups, hospital systems, and most recently senior housing. Her passion is supporting business models that provide access to quality, affordable healthcare options.
Vice President – Quality Assurance & Regulatory Compliance
“Sandra K,” as she is known throughout the company, directs the programs of corporate compliance and provides operational, financial, regulatory, crisis management and quality assurance expertise in senior housing for multiple states.
Sandra’s career includes 33 years of experience in the development, operation, and management of senior housing and healthcare facilities, including nursing homes, senior living, immediate care facilities and residential options for persons with intellectual disabilities. She has spent 17 years as a Regional Director of Operations, Licensed Administrator, Preceptor, and American Red Cross Instructor. She is a Certified Director of Assisted Living (CDAL) recognized by the Senior Living Certification Commission (SLCC).
Sandra is active with the National Association for Health Care Assistants and the Alzheimer’s Association.
Vice President Government Relations and Community Affairs
Denis advocates on behalf of Affinity and their residents at the state and local level. This includes working with government and regulatory agencies who share an interest in senior living and outreach to cities, towns and municipalities where ALG has properties.
A nine-year veteran of ALG and its predecessor companies, Denis moved through the ranks as Executive Director, Regional Director of Operations, Senior Regional Director, Vice President – Operations, and finally Executive Vice President. Denis has directed every portion of the Operations division, from building acquisitions to crisis communications, disaster management, multi-unit operations, recruiting and retention of community leadership, and more.
Headquartered at the ALG Home Office in Hickory, NC, Denis is an accomplished presenter and has spoken at many regional and national conferences.