| Atlanta
New Group Leaders
2 New Group Leaders 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.
Karin Benado
Director of Sales, Commercial Lines Specialist
Rick Mottern State Farm Insurance
(770) 422-1818
karin@rickmottern.com
Home Group: Perimeter
Charlotte Merritt
Business Performance Advisor
Insperity
(404) 788-2336
charlotte.merritt@insperity.com
Home Group: Buckhead 1
New Members
15 New Members in the Atlanta Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Angie Azbill
Cathedral Capital
Partner
(678) 591-5152
angie@cathcap.com
Financial Service
Home Group: Buckhead 1
Samir Black
Data Pros Consulting
CEO
(770) 508-7518
samir@dataprosconsulting.com
Information Technology
Home Group: Perimeter
Bio: Incident Response experts for Medical, Legal, and Manufacturing. We can also help your business with it’s Cyber Security Journey. Just know, when it does happen, you can count on us to have your back.
Jay Brackman
Integris
Sr. Account Executive
(404) 483-5886
jay.brackman@integrisit.com
Information Technology
Home Group: Buckhead 1
B. Stanton Breon
SDG Advisors, LLC
(404) 861-2476
stan@sdginvest.com
Financial Service
Home Group: Perimeter
Sonal Chandler
Minerva Consulting
Founder & CEO
(404) 483-7424
schandler@minervaconsultinginc.com
Information Technology
Home Group: Atlanta Virtual
Bio: As a trusted advisor in cybersecurity and AI readiness, I help small to midsize companies tackle complex challenges. I offer strategic and technical guidance to enhance security, integrate AI technologies, and ensure your business’s success.
Rhonda Clater
Level10 CFO
CFO Advisor
(478) 719-5982
rhonda.clater@level10cfo.com
Financial Service
Home Group: Midtown 2
Stephanie Graham
Graham Estate Planning
Managing Attorney
(404) 593-2450
stephanie@grahamestateplanning.com
Attorney
Home Group: Sandy Springs
Bio: We help you have peace of mind by pushing probate predators back in their corner through proactive trust planning before you die and through litigation when the rightful heir needs help navigating probate.
Russ Hall
ActionCOACH
Partner
(770) 649-6730
russhall@actioncoach.com
Consultant Service
Home Group: Midtown 2
Gerardo Kerik
Imagino Group LLC
Principal Strategist & Managing Director
(404) 247-7406
gkerik@wsidigitalboost.com
Marketing
Home Group: Johns Creek
Bio: Gerardo Kerik offers consulting as a Fractional CMO, senior advisor, and digital marketing consultant. His agency under WSI specializes in performance marketing, digital strategy, and AI consulting for SMEs to improve profitability and productivity.
Kelli Kochs
TaxCredible
Account Manager
(404) 271-1592
kelli.kochs@taxcredible.com
Financial Service
Home Group: Cobb Galleria
Michael (Mike) Levison
Raincatcher
Senior M&A Advisor
(970) 309-3662
mike.levison@raincatcher.com
Financial Service
Home Group: Buckhead 2
John Lutz
Apex Pension Strategies, Inc
Director of Sales
(770) 410-5022
jlutz@apexpension.com
Consultant Service
Home Group: Sandy Springs
Bio: Retirement Plan Specialist.
Chitra Patel
WealthWorth
CEO, Founder
(404) 623-7511
chitra@yourwealthworth.com
Investment Advisor
Home Group: Perimeter
Kevin Sledge
Synovus
Vice President
(678) 715-2425
kevinsledge@synovus.com
Banking Finance
Home Group: Cobb County
Bio: Kevin Sledge is committed to providing comprehensive commercial banking solutions that support growth and effective financial management of lower middle market companies in the Georgia market with annual revenues ranging from $5MM to $100MM.
Jennifer M Spivey
CORPORATE REAL ESTATE ADVISORS | ITRA GLOBAL
Associate Broker
(404) 272-3255
jspivey@itraglobal.com
Real Estate
Home Group: Buckhead 3
Bio: I help businesses with their commercial real estate needs – all over the world!
Member News
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 5 Years
Sally Bayless
Wells Fargo Advisors
Senior Financial Advisor
(678) 529-3304
sally.bayless@gmail.com
Financial Service
Home Group: Buckhead 1
Bio: I create personalized strategies to help clients save and invest to achieve their goals including business retirement plans, saving for and living in retirement, estate planning, and other life events.
Carter Stout
Stout Kaiser LLC
Partner
(770) 349-8201
cstout@stoutkaiser.com
Attorney
Home Group: Buckhead 3
Bio: Carter leads the firm’s real estate practice. He brings more than 30 years of legal-practice experience to representing lenders, buyers, sellers, landlords and tenants in commercial real estate transactions.
Jason Wiggam
Wiggam Law
Partner
(404) 233-9800
jwiggam@wiggamlaw.com
Attorney
Home Group: Buckhead 1
Bio: I help individuals and businesses dispute and settle their tax liabilities.
Events
Join us for our Fall PV@Night – Tuesday, September 17th at Bar Peri from 5:00-7:00pm. Details and Registration are on the Hub!
Accelerate Your Membership (AYM) on Monday, October 14, 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
Tuesday, September 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, September 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, September 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, September 5, 2024 – 11:30a PT | 1:30p CT | 2:30p ET