| Atlanta
New Group Leaders
1 New Group Leader in the Atlanta Area
Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.
Marc Apple
CMO/Founder
Forward Push – Marketing & Advertising
(415) 640-8009
marc@forwardpush.com
Home Group: Midtown 3
New Members
25 New Members in the Atlanta Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Isobo Amaso
SignatureFD
Wealth Advisor
(404) 253-7698
isobo.amaso@signaturefd.com
Investment Advisor
Home Group: Sandy Springs
Bio: I am a wealth advisor that specializes in working with tax-sensitive business owners who are about to sell their company and/or who have already sold transition to the next stage in their lives.
Whitney Brennan
Investment Property Exchange Services, Inc. aka IPX1031
Vice President
(916) 806-1468
whitney.brennan@ipx1031.com
Other
Home Group: Brookhaven
Jordan Cantrell
Edward Jones
Financial Advisor
(252) 944-1806
jordanlcantrell@gmail.com
Investment Advisor
Home Group: Atlanta Virtual
Bio: Jordan Cantrell, CFP®, collaborates with her father, Rod Cantrell, in downtown Washington, offering expert financial guidance. She values relationships and communication, helping clients achieve lifestyle goals while cherishing family and exploration.
Kevin Coker
EDGE
Major Account Executive
(404) 734-0998
kcoker@edgeatl.com
Other
Home Group: Forsyth County
Christine Collins
G&A Partners
Senior Business Advisor
(404) 861-4520
ccollins@gnapartners.com
Human Resources
Home Group: Alpharetta
Kimberly Draper
Elite Tax Preparers, Inc
CEO
(404) 536-6070
elitetaxpreparers@outlook.com
Accountant
Home Group: Forsyth County
Gregory Fischer
Truist
VP
(404) 290-4700
gregory.fischer@truist.com
Banking Finance
Home Group: Johns Creek
Jessica Fleming
Millenia Partners
Partner
(407) 455-2829
jfleming@millenia-partners.com
Real Estate
Home Group: Forsyth County
Bio: Jessica Fleming is a Partner and Licensed Real Estate broker at Millenia Partners in Atlanta Georgia. Jessica is also a licensed Real Estate Associate in Florida. With knowledge in all areas of Commercial Real estate primary focus is within Healthcare.
Harrison Funk
4 Seasons Home Care
Owner
(770) 364-1296
harrison@4seasonscare.com
Other
Home Group: Buckhead 1
Don Gage
ProCFO Partners
Managing Director
(404) 729-3800
don.gage@procfopartners.com
Financial Service
Home Group: Alpharetta
Bio: Managing Director, Atlanta Region. ProCFO is the CFO for its client companies providing strategic financial leadership.
Natalie Hogg
Method Q, LLC
President, CEO
(404) 725-0205
natalie@themethodq.com
Marketing
Home Group: Avalon
Bio: Fractional CMO and Revenue-Driven Marketing Agency Owner.
Dr. Darice Irby
Thriving Partners LLC
Owner
(470) 580-3217
dirby@thrivingpartnersllc.com
Consultant Service
Home Group: Atlanta Virtual
Bio: I partner with organizations to help them grow and sustain profitable marketplace advantages by aiding to align their people and processes with their strategy.
Mike Kintz
Wingman Payments
President
(470) 575-3880
mike@wingmanpayments.com
Banking Finance
Home Group: Alpharetta
Bio: Over 30 years of expertise in merchant services and point-of-sale systems. Known for his industry knowledge and commitment to excellence, Michael is your go-to for secure, efficient payment solutions.
Travis Knobbe
Freeman Mathis & Gary, LLP
Partner
(470) 820-2810
travis.knobbe@fmglaw.com
Attorney
Home Group: Forsyth County
Charles Kuck
Kuck Baxter LLC
Managing Partner
(404) 816-8611
ckuck@immigration.net
Attorney
Home Group: Perimeter
Bio: Immigration Attorney, Law Professor, Advocate for Immigrants and Immigration Reform. Suer of Immigration Agencies, Handler of Difficult Immigration Matters.
John Marsh
Marsh Creek Advisors
Managing Partner
(404) 436-1071
jmarsh@mcreek.com
Financial Service
Home Group: Midtown 1
Bio: John is a Mergers and Acqusitions Advisor and Business Broker who helps business owners value and sell their companies. John’s typical clients have business valued between $1M and $50M.
Madison Orr
EDGE Business Systems
Senior Account Executive
(678) 313-4360
morr@edgeatl.com
Information Technology
Home Group: Midtown 1
Bio: I strategize with leaders to develop cost-effective and efficient ways to manage and secure their documents, both physical and virtual, throughout their lifecycle.
John Phillips
Walden Business Services
CEO
(540) 998-3010
john.phillips@phillipsbusiness.com
Financial Service
Home Group: Sandy Springs
Jon Ramey
Supporting Strategies | Atlanta
Managing Director
(770) 308-1400
jramey@supportingstrategies.com
Accountant
Home Group: Brookhaven
Bio: Supporitng Strategies | Atlanta provides outsourced bookkeeper and controller level services to businesses looking for long-term cost effective solutions to their bookkeeping needs.
Mike Shrubb
Sterling Seacrest Pritchard
Client Advisor
mshrubb@sspins.com
Insurance
Home Group: Midtown 1
Howard Silvermintz
Tier 1 Capital of Georgia, LLC
Founder,Member
(404) 320-1833
howard@insuratlanta.com
Insurance
Home Group: Buckhead 1
Bio: I provide individuals and businesses with life insurance solutions tailored to strengthen their total financial strategy. Specialties include long-term care, disability, key person insurance and Medicare, so clients keep more of the money they make.
Julia Taylor
LevLegal, LLC
Founding & Managing Paralegal
(678) 779-3314
jat@lev-legal.com
Consultant Service
Home Group: Atlanta Virtual
Bio: I empower lawyers by transforming practices and elevating law firm revenues with my team of expert paralegals, firm administrators, and consultants.
Esther Vayman
Vayman & Teitelbaum, P.C.
Shareholder/Attorney
(678) 736-7700
esther@vandtlaw.com
Attorney
Home Group: Gwinnett
Bio: I am an attorney in Atlanta helping clients with their Family Law matters, including divorce, custody, support, and division of assets.
Bobby Wadley
Allianz Trade
Agent
(470) 323-1477
bobby.wadley@amer.allianz-trade.com
Insurance
Home Group: Forsyth County
Bio: Trade Credit Insurance (Accounts Receivable Insurance).
Michelle Wilson
Wilson Legal, PC
Eldercare Attorney
(770) 205-7861
michelle@wilson-legal.com
Attorney
Home Group: Forsyth County
Member News
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 15 Years
Len Reo
Attivo Group, LLC
President
(949) 430-0361
len@attivoconsulting.com
Information Technology
Home Group: Buckhead 3
Bio: President of Attivo Group, that provides Sales, Implementation, custom development, cloud hosting and ongoing support of business management software such as SAP Business One for manufacturers, distributors and service companies.
Celebrating 10 Years
Dan Hamon
Tech Exec LLC
Chief GSD (Gets-Stuff-Done) Officer for Tech Companies
(626) 408-2801
dan@tech-exec.com
Consultant & Service
Home Group: Gwinnett
Bio: A Techie that Speaks Human™. I help technology companies Run Better, Grow Faster and Make More Money. My clients are technology entrepreneurs who want to build better software products to grow and succeed in their markets.
Events
Accelerate Your Membership (AYM) on Monday, June 10, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics. Register Now!
Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.
New Member Orientations
Wednesday, April 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, April 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, April 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
Tuesday, May 7, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
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