New Group Leaders

1 New Group Leader 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.

Richie Marrero

Specialist, Employer Sponsored Benefits
360 Benefits
(773) 414-4914
rmarrero@360benefits.com
Home Group: North Shore 2

New Members

15 New Members in the Chicago Area

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

Jeff Beck

Merrill Lynch
Vice President
(312) 696-7529
jeffrey.beck@ml.com
Investment Advisor
Home Group: Chicago 11

Bio: Jeff and his team work with select families and small business owners across the nation developing customized, comprehensive plans to help them achieve their financial goals in areas such as retirement planning, investment management and estate planning.

Mark Bromberg

Insperity
Business Performance Advisor
(773) 848-1608
mark.bromberg@insperity.com
Human Resources
Home Group: Chicago 11

Aaron Crane

A.C. Digital Media
Content Creator for Social Media
(312) 203-2392
aaron@acdigitalmedia.co
Marketing
Home Group: Chicago 5

Bio: Helping professionals, business owners, and professionals create content for social media | Social media management | Owner of The Central Avenue Studio for photography, videography, & podcasting

Johnny DiVito

IXS Health
Sr. Benefits Consultant
(224) 301-2399
johnny@ixshealth.com
Insurance
Home Group: Chicago 11

Scott Holmes

PivotPoint Company
MANAGING DIRECTOR
(574) 849-4022
sholmes@pivotpointco.com
Consultant Service
Home Group: Chicago 4

Nick Lee

Bishop Diehl & Lee, Ltd.
Attorney
(847) 925-9638
nlee@bishoppatents.com
Attorney
Home Group: Schaumburg 1

Mark Litner

Jaffe & Berlin, LLC
Of Counsel
(312) 372-0414
mlitner@jaffeberlin.com
Attorney
Home Group: North Shore 1

Catherine Meyer

Unboxed Advisors LLC
COO
(260) 403-8064
catherine@unboxedadvisors.com
Consultant Service
Home Group: Chicago 11

Bio: Implement operating framework, execute advanced wealth planning strategies, prepare for business transaction & succession, and integrated advisory services.

Peter Moorman

Marc Jacobson & Associates
Vice President- Benefits Consultant
(913) 708-5209
peter@mjateam.com
Insurance
Home Group: Chicago 6

David Neiman

Romanucci & Blandin, LLC
Partner
(312) 608-1000
dneiman@rblaw.net
Attorney
Home Group: Lake County North

Bio: I am personal injury and consumer rights attorney who represents victims and their families in cases involving catastrophic injuries and wrongful death.

Robert Reed

Element-R Partners, LLC
Partner, Co-founder
(630) 579-1770
bob@rurelevant.com
Marketing
Home Group: Chicago 9

Ken Stevens

Plante Moran
Partner | Management Consulting
(312) 602-4794
ken.stevens@plantemoran.com
Accountant
Home Group: Chicago Central

Jose Suarez

Alera Group
Risk Management Consultant
(312) 909-7507
jose.suarez@aleragroup.com
Insurance
Home Group: North Shore 2

Kathy Svetina

NewCastle Finance
Founder | Fractional CFO
(312) 883-0552
kathy.svetina@newcastlefinance.us
Consultant Service
Home Group: Schaumburg 1

David Telisman

David Telisman Communications, LLC
President
(224) 645-2748
david@davidtelisman.com
Marketing
Home Group: North Shore 1

Bio: As a Writing and Marketing Specialist, I enable companies to create powerful messaging leading to customer retention and new business.

Member News

Member Milestones

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

Celebrating 5 Years

Michael Gnesin

Lewis Brisbois
Partner; Senior Corporate Attorney
(954) 678-4080
michael.gnesin@lewisbrisbois.com
Attorney
Home Group: Chicago 6

Bio: As a senior corporate attorney, Mr. Gnesin possesses a strong background and proven ability in corporate law and transactions, including general counsel, corporate governance (risk management, compliance, restructuring and strategic planning)…

Bernadette Sucec

Next Level Resources
Founder & CEO
(312) 608-4065
bsucec@nextlr.com
Accountant
Home Group: Chicago 9

Bio: Next Level Resources, offers scalable & cost effective CFO/Controller accounting/finance solutions for small & medium size companies, offering flexibillity to enhance the existing accounting staff or strategically provide CFO/Controller services.

Brad Summers

Wells Fargo Advisors
Financial Advisor
(312) 592-8057
bradley.p.summers@wellsfargo.com
Investment Advisor
Home Group: Chicago 10

Events

On April 18th, ProVisors hosted our annual Group Leader Awards and put a spotlight on some of our finest GLs. With over 450 amazing Home Group and Affinity Group Leaders, it’s nearly impossible to pick winners within this esteemed group. We had over 27 finalist in five categories. Congratulations to all of you and especially this years’ winners – Maria Castillo Dominguez, Christopher Cazares, Deb Danger, Kelly Fischer, Nicola Gelormino, Steven Glick, Josh Glikin, Neil Forester, David Oates, Tom Means, Krystalynn Schlegel, Michael Shockley and Dinia Takacs. We thank all of our Group Leaders for their passion, service and dedication to our amazing community and members.

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

Tuesday, June 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, June 5, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, June 5, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, June 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET