New Group Leaders

2 New Group Leaders in the Chicago 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.

Laura Liss

Franchise & Business Attorney
Liss & Lamar, P.C.
(630) 571-5626
laura@lisslamar.com
Home Group: Chicago Mergers & Acquisitions

Shannon Hahn

Pillar International Insurance Advisors
(312) 415-6107
shannon.hahn@pillarintl.com
Home Group: Chicago Women’s Affinity Group

New Members

16 New Members in the Chicago Area

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

Cathy Cain-Blank

The WDG Agency
President
(847) 926-7990
cathyc@thewdgagency.com
Marketing
Home Group: North Shore 1

Bio: Sales & Marketing Ops Specialist, HubSpot Gold Partner, Content Strategist & Creator.

Jonathan Darin

Coldwell Banker Real Estate Group
Licensed Real Estate Broker
(708) 473-5241
jonathan@homesbyjdt.com
Real Estate
Home Group: Chicago South

Kenny DePaola

OneDigital
VP of Executive Benefits- Non-Qualified Benefit Consultant
(224) 279-9282
kenneth.depaola@onedigital.com
Consultant Service
Home Group: Schaumburg 1

Bio: I help companies integrate executive benefit plans (Deferred Comp) into total rewards, creating a cost effective alignment between the objectives of talent and stakeholders and a powerful strategy for competitively attracting and retaining key talent.

Howard Fisher

Hantarra, powered by Salesxceleration
Trusted Growth Partner
(312) 560-0336
hfisher@salesxceleration.com
Consultant Service
Home Group: Chicago 4

Bio: Grow your sales. Fractional Chief Revenue Officer. Outsource Vice President of Sales.

Andy Hite

Scaling Minds
Founder
(847) 276-0835
andy@scalingminds.com
Consultant Service
Home Group: North Shore 1

Bio: Andy Hite, a recognized executive coach who specializes in executive performance and leadership development, drives team alignment and shapes organizational culture for strategic growth, innovation, and excellence.

Jen Leon

Friedman+Huey
Partner
(708) 416-8655
jleon@fhassoc.com
Accountant
Home Group: Chicago South

Bio: Tax Partner at Friedman & Huey; 18+ years experience; Trusted Advisor.

Daniel Mahoney

INSPERITY
Business Performance Advisor
(312) 434-4506
dan.mahoney@insperity.com
Human Resources
Home Group: Chicago 7

Bio: I am a Business Performance Advisor, specializing in Human Capital Management, Human Resources, Payroll and Benefits Administration. My focus is helping small businesses with 5 to 500 employees to grow and reach their maximum potential.

Ernest J Ramos

Advanced Appraisal Associates Inc.
President
(708) 478-4788
ernie@advancedappraisal.net
Real Estate
Home Group: Chicago South

Bio: Certified General Real Estate Appraiser in Illinois, Specializing in Residential, Multifamily and Small Commercial Real Estate.

Yolanda Rocio

Rocio HR Consulting Services, LLC
President & CEO
(630) 803-3355
yrocio@rocioconsultingllc.com
Human Resources
Home Group: Naperville 1

Andrew Sachs

Latimer LeVay Fyock
Partner
(312) 521-5984
asachs@llflegal.com
Attorney
Home Group: Chicago 5

Chappie Sartino

Draper and Kramer Mortgage Corp
VP of Residential Lending
(312) 203-2000
chappie.sartino@dkmortgage.com
Real Estate
Home Group: Chicago 10

Michael Schodrof

UBS
Financial Advisor
(312) 525-4226
michael.schodrof@ubs.com
Banking Finance
Home Group: Chicago 4

Jennifer Strezo

Red Seal Design
Founder and Brand Designer
jennifer@redsealdesign.com
Marketing
Home Group: Naperville 1

Bio: Jennifer Strezo is a veteran graphic designer. She provides brand design, web design, and graphic design for service-based small businesses that stands out from crowd and reflects their personalities. Branding that’s anything but boring.

Sharnell Weathersby

Sharnell Weathersby
Speaker | Executive Coach and Brand Consultant
(309) 256-5166
sharnell@sharnellweathersby.com
Consultant Service
Home Group: Naperville 1

Patrick Woytek

Sosin, Arnold & Schoenbeck, Ltd
Attorney
(708) 448-8141
pwoytek@sosinarnold.com
Attorney
Home Group: Chicago South

Bio: I represent business clients in commercial transactions, commercial real estate, zoning and land use, municipal law, and general counsel matters.

Parissa Zargar

Fidelity Charitable
Regional Director, Charitable Planning Consultant
(859) 663-040
parissa.zargar@fmr.com
Financial Service
Home Group: Chicago 9

Member News

As we enter 2024, we are thrilled to announce that we now have over 9,000 members in 26 regions nationally. The growth we have experienced this year has been remarkable, and we are looking forward to even more expansion in 2024 and beyond. In fact, we are delighted to introduce our three newest regions: Las Vegas, Orlando, and San Antonio! We would like to express our deepest gratitude to our dedicated Group Leaders, passionate Members and Team ProVisors for their efforts in making our community the largest and most impactful networking community exclusively for Trusted Advisors.

Member Milestones

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

Celebrating 5 Years

Susan Weitzman

Morgan Stanley
Executive Director, Financial Advisor
(847) 480-5463
susan.g.weitzman@morganstanley.com
Investment Advisor
Home Group: Chicago 3

Bio: I educate and guide individuals and their families toward achieving their investment and financial planning goals.

Events

Accelerate Your Membership (AYM) on Monday, February 12, 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.

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, January 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, January 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET