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.

Raymond Godleski

Certified Financial Planner
Strategic Planning Group
(404) 456-0600
ray@strategicplanninggroup.com
Home Group: Northeast Atlanta Suburbs

New Members

18 New Members in the Atlanta Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

George Beck

HTK
V.P. Securities
(678) 557-7091
george@strategicplanninggroup.com
Investment Advisor
Home Group: Northeast Atlanta

Bio: UGA Business Management statistics Grad Magna Cum. Financial manager for Small business and HNW individuals.

Tommy Burke

American Express
Manager, Business Development
(678) 925-1203
thomas.a.burke@aexp.com
Banking Finance
Home Group: Midtown 1

Peter Chatel

Chatel Group
Director of Operations
(404) 502-2884
peter@chatelgrouip.com
Real Estate
Home Group: Midtown 2

Bio: Peter Chatel leverages over 30 years in Atlanta and over 20 years in Corporate to provide real estate wealth advisory services.

Adam Clark

ETS Solutions – Voice | Data | Cloud | Security
Technology Consultant
(678) 504-4725
adam@etssolutions.com
Information Technology
Home Group: Brookhaven

Bio: “I love people, and I love technology.”

Gayle Ely

Total Life Leadership
(678) 520-7477
gayle@total-life-leadership.com
Consultant Service
Home Group: Buckhead 1

Phil Van Gelder

Atlanta Office Technologies
Partner
(770) 415-1723
pvg@youraot.com
Information Technology
Home Group: Alpharetta

Bio: Partner and Co-Founder of AOT, where we sell and service commercial office equipment, like copiers, printers, and audio/visual solutions.

Jaryd Green

Baker & Summy, PC
Partner
(678) 464-4311
jaryd@basattorneys.com
Attorney
Home Group: Gwinnett

Bio: I handle commercial and residential real estate matters, business transactions, and estate planning. I love to solve complex problems for you and your favorite clients!

Stephanie Gustafson

Digital RevGen
Founder
(310) 849-5959
stephanie@digitalrevgen.com
Marketing
Home Group: Cobb Galleria

Bio: Developing strategies and creating sales and marketing materials with the goal of increasing revenue.

Jeane Gutierrez

Action Plan Sales, LLC
Founder, Outsource/Fractional VP of Sales
(225) 205-8155
jeane@salesxceleration.com
Consultant Service
Home Group: Brookhaven

Bio: I help Small to Mid-Size businesses build a path to more sales.

John Hagan

Teledata Select
CEO
(404) 257-1502
jhagan@teledataselect.com
Information Technology
Home Group: Buckhead 1

Taylor Hess

StoneBridge Business Advisors
Managing Member
(770) 402-5022
taylor.hess@stonebridgeba.com
Financial Service
Home Group: Northeast Atlanta

Parita Kuttappan

iPEC
(786) 300-5157
awarifycoaching@gmail.com
Consultant Service
Home Group: Perimeter

Jason Lastinger

Integrity Insurances & Financial Services, Inc
(470) 695-6422
jason@integrityinsurance.net
Insurance
Home Group: Brookhaven

Cary Matthews

Opal Partners Group
Managing Partner
(678) 845-6141
cmatthews@opalpg.com
Consultant Service
Home Group: Gwinnett

Bio: I provide fractional COO services as a player/coach to small businesses including part-time COO, project, and mentoring engagements.

Marika Ponton

Office Angels
(404) 692-4414
marika@officeangels.us
Accountant
Home Group: Perimeter

Adam Tolliver

Artisan Financial Strategies, LLC
Partner
(404) 210-9311
atolliver@artisanfsonline.com
Investment Advisor
Home Group: Midtown 1

Bio: We serve as a time and energy shield for Business Owners, helping take their financial world from disjointed and siloed to coordinated and cohesive.

Richard (Rick) Walters

Innovative Financial Group Atlanta
VP
(678) 000-3333
rwalters@askifg.com
Insurance
Home Group: Midtown 1

Edie Woelfle

Keiboarder
Founder
(470) 458-4026
edie@keiboarder.com
Information Technology
Home Group: Gwinnett

Member News

If you haven’t checked out our new ProVisors Power Networking series yet, take a peek at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Watch all the videos in the series HERE.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 5 Years

Mark Moore MAI

CBIZ Valuation Group
Director
(805) 657-6624
marke.moore@cbiz.com
Real Estate
Home Group: Cobb Galleria

Bio: I am a real estate appraiser with CBIZ Valuation Group. I have diversified experience in real estate valuation. My expertise spans most property types. I hold the MAI designation with the Appraisal Institute.

Events

Accelerate Your Membership (AYM) on July 10th (8:30a P / 10:30a C / 11:30a E) with Preston Howard and Tanya Patterson who will discuss the Influence of a Great Testimonial and How to use a Troika to Give Referrals. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.

EC Workshop on July 25th (1:30p P / 3:30p C / 4:30p E) – This is 45-60 minute quarterly workshop where designated chairs will review the primary roles of an Executive Committee member, explore best practices and establish camaraderie with EC members across the country.

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, July 5, 2023 – 9:30am-111:00am ET | 10:30am-12:00pm CT | 12:30pm-2:00pm PT

Wednesday, July 5, 2023 – 11:30am-1:00pm ET | 12:30pm-2:00pm CT | 2:30pm-4:00pm PT

Thursday, July 6, 2023 – 8:30am-10:00am ET | 9:30am-11:00am CT | 11:30am-1:00pm PT

Thursday, July 6, 2023 – 9:30am-11:00am ET | 10:30am-12:00pm CT | 12:30pm-2:00pm PT