JWA Expands West with Healthcare Finance Leader Morgan Stump
JW Advisory (JWA), a specialized mergers and acquisitions advisory firm dedicated to healthcare transactions, is taking a significant step forward in its national growth strategy with the appointment of seasoned healthcare finance professional Morgan Stump. This strategic hire not only strengthens the firm’s leadership bench but also marks its formal expansion into the Western United States—an increasingly important region for healthcare consolidation, private investment, and practice transitions.
Headquartered in Atlanta, JWA has steadily built a reputation as a high-touch, client-focused advisory platform that supports healthcare business owners through some of the most critical financial decisions of their careers. By bringing Stump on board as a Merger & Acquisition Advisor, the firm is positioning itself to better serve healthcare entrepreneurs across states like Oregon, California, Washington, and beyond. Based in Oregon, Stump will spearhead JWA’s West Coast expansion, focusing on advising clients through strategic transactions such as practice sales, acquisitions, partnerships, and long-term growth initiatives.
Stump joins JWA with more than 16 years of deep experience in healthcare finance, business development, and strategic growth. Over the course of his career, he has developed a strong track record of helping healthcare operators access capital and scale their businesses. His expertise spans loan origination, financial structuring, and relationship-driven advisory, making him particularly well-suited to guide clients through complex M&A processes.
Before joining JWA, Stump played a pivotal role at Provide, a prominent healthcare lending platform. As one of the company’s early employees, he was instrumental in building its national origination infrastructure from the ground up. During his tenure, Stump contributed to a remarkable growth trajectory, helping expand Provide’s loan portfolio from approximately $50 million to over $5 billion. He also sourced more than $500 million in healthcare loans personally, underscoring his ability to identify opportunities, build trust with clients, and execute effectively at scale.
His journey at Provide began in 2018, when he joined as the company’s first outside sales hire and its 18th employee overall. Over time, he rose through the ranks to become National Sales Manager and eventually Head of Sales. In these leadership roles, he oversaw national growth strategy, led sales execution, and played a key role in developing high-performing teams. His experience managing both strategy and execution provides him with a well-rounded perspective that aligns closely with JWA’s advisory model.
Prior to his time at Provide, Stump spent eight years at Wells Fargo, where he gained foundational experience in banking and financial services. This background further strengthens his ability to navigate the financial complexities that healthcare business owners often face, particularly when evaluating liquidity events or growth investments.
The addition of Stump also reflects a broader strategic vision shared by JWA’s leadership team. Founder John Wlodarek and Managing Partner Dave Dahler have been intentional about building a national platform that combines institutional-level expertise with a personalized, relationship-driven approach. Stump’s long-standing professional connection with Wlodarek—dating back to their overlapping time at Provide—adds an extra layer of alignment and trust to the partnership.
During their time at Provide, Wlodarek contributed to the company’s expansion into dental financing, while Stump later helped scale the broader platform into a recognized leader in healthcare finance. Their shared experience in building and growing a high-impact organization has laid a strong foundation for collaboration at JWA.
According to Dahler, Stump’s unique blend of financial acumen, leadership experience, and relationship-building skills makes him an ideal fit for the firm’s next phase of growth. As demand for sophisticated advisory services continues to rise—particularly among independent healthcare operators—JWA sees the Western U.S. as a key opportunity for expansion.
Healthcare business owners, including dentists, veterinarians, and other practice operators, are increasingly seeking guidance as they navigate a rapidly evolving landscape. Factors such as consolidation, private equity interest, regulatory changes, and shifting reimbursement models are creating both opportunities and challenges. In this environment, having access to experienced advisors who can provide strategic insight and execution support is more important than ever.
JWA aims to fill this gap by offering a comprehensive advisory platform that combines deep industry knowledge with advanced tools and infrastructure. The firm emphasizes a team-based approach, leveraging internal resources across analytics, marketing, and transaction support to streamline the deal process. This allows advisors like Stump to focus on delivering tailored solutions and maximizing outcomes for clients.
Since its founding in 2020, JWA has grown its footprint across several key markets, including Atlanta, Boston, St. Louis, Milwaukee, and Cleveland. The firm has also been expanding its presence in Florida, reflecting a broader strategy of targeting high-growth healthcare markets across the country. The move into the Western U.S. represents a natural extension of this strategy, enabling JWA to serve clients in regions where demand for advisory services continues to accelerate.
Wlodarek has consistently emphasized the importance of providing healthcare entrepreneurs with access to institutional-quality representation—something that has traditionally been reserved for larger transactions or corporate clients. Many independent practice owners, he notes, have historically relied on fragmented or inconsistent advice when making critical business decisions. JWA’s mission is to change that by offering a more cohesive, transparent, and outcome-driven advisory experience.
Stump shares this vision and sees his role at JWA as an opportunity to build on his previous work in healthcare finance. Throughout his career, he has helped clients secure funding and grow their operations. At JWA, he will take that support a step further by guiding them through full lifecycle transactions—from initial strategy and valuation to negotiation and closing.
He believes that for many healthcare business owners, their practice represents not only a source of income but also their most significant financial asset. As such, decisions around selling, merging, or expanding require careful planning and expert guidance. By joining JWA, Stump aims to help clients unlock the full value of their businesses while ensuring that their long-term goals are met.
The firm’s technology-enabled approach also plays a key role in its differentiation. By investing in advanced analytics and internal systems, JWA is able to provide clients with data-driven insights and more efficient transaction processes. At the same time, the firm remains committed to maintaining a high-touch experience, ensuring that each client receives personalized attention and support throughout the engagement.
As JWA continues to grow, the addition of leaders like Stump signals its commitment to building a best-in-class advisory platform for the healthcare sector. With a strong foundation, a clear strategic vision, and an expanding national presence, the firm is well-positioned to capitalize on the opportunities ahead.
The expansion into the Western United States is not just a geographic milestone—it represents a broader evolution in JWA’s journey toward becoming one of the nation’s premier healthcare advisory firms. By combining experienced leadership, robust infrastructure, and a client-first philosophy, JWA is setting a new standard for how healthcare transactions are managed and executed.
Looking ahead, the firm plans to continue investing in talent, technology, and market expansion as it works toward its long-term goal of delivering exceptional outcomes for healthcare business owners across the country. With Morgan Stump now leading its efforts in the West, JWA is poised to strengthen its impact and further solidify its position as a trusted partner in healthcare M&A.
About JW Advisory (JWA)
JW Advisory, JWA, is a premier, highly specialized M&A advisory firm focused on healthcare transactions, including dental, veterinary, and related professional services. The firm provides strategic guidance to business owners navigating sales, acquisitions, and growth initiatives, combining institutional expertise with a high touch, relationship driven approach designed to deliver superior outcomes.
