| DC/Metro
New Members
18 New Members in the DC/Metro Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Johanna Bathurst
JLB Wealth Management Group
CEO, Wealth Manager and Investment Advisor
(443) 838-6325
jbathurst@jlbwealth.com
Investment Advisor
Home Group: Baltimore 3
Peggy Bennett
Nossaman LLP
Partner
(202) 887-1419
pbennett@nossaman.com
Attorney
Home Group: DC/Metro 10
Martin Bienstock
Bienstock PLLC
Managing Partner
(202) 908-6600
mbienstock@bienstockpllc.com
Attorney
Home Group: DC/Metro 6
Thrine Harpring
Cover Your Accounts, LLC
Consultant and Bookkeeper
(703) 906-4230
thrine@coveryouraccounts.com
Accountant
Home Group: DC/Metro 3
Bio: Fractional Controller, Accounting Consulting and Bookkeeper for Owners on QuickBooks.
Sara Hartary
Quantive
Managing Director
(703) 884-0896
shartary@goquantive.com
Consultant Service
Home Group: DC/Metro 10
Wenchi Hu
Wenchi Hu, Attorney at Law, PLLC
Founder and Principal
(201) 424-8878
wenchi.hu@hulaw.us
Attorney
Home Group: DC/Metro 10
Brian Kauffman
Nixon & Vanderhye P.C.
Patent Attorney and Shareholder
(703) 816-4892
bkk@nixonvan.com
Attorney
Home Group: DC/Metro 10
Paul Kashchy
Capital Bank
Commercial Relationship Manager
(703) 581-5189
pkashchy@capitalbankmd.com
Banking Finance
Home Group: DC/Metro 1
Bio: What I do is offer a 𝐭𝐚𝐢𝐥𝐨𝐫𝐞𝐝 𝐬𝐞𝐫𝐯𝐢𝐜𝐞 with an 𝐨𝐧𝐠𝐨𝐢𝐧𝐠 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 for each of my clients and consult them on the importance of 𝐜𝐚𝐬𝐡-𝐟𝐥𝐨𝐰 and 𝐜𝐫𝐞𝐝𝐢𝐭 so they can confidently 𝐟𝐨𝐜𝐮𝐬 𝐨𝐧 growth.
Peter McElwain
Crowe LLP
Audit Partner
(804) 814-9042
peter.mcelwain@crowe.com
Accountant
Home Group: DC/Metro 3
Bio: Audit Partner with over 24 years of experience within the real estate and asset management industries.
Len Miller
Leonard J. Miller & Associates
President & CEO
(410) 404-6800
lenmiller@lenmiller.com
Accountant
Home Group: Baltimore 3
Douglas Palmer
Palmer Financial, LLC
Principal & Founder
(301) 437-3990
doug@palmerfinancial.net
Accountant
Home Group: DC/Metro 6
Bio: For decades, Doug has been a CPA and CFO serving large and small organizations. He began his career with PwC and then founded an outsourced CFO and Accounting firm that serves primarily nonprofit organizations.
Ben Pawson
Apex Finance Solutions
CFO
(571) 643-2679
ben@apexfinancesolutions.com
Financial Service
Home Group: DC/Metro 2
Eric Rosenberg
M&T Bank
Senior Vice President | Senior Business Banking Relationship Manager
(443) 761-5411
erosenberg@mtb.com
Banking Finance
Home Group: Baltimore 4
Bio: Client focused advisor specializing in holistic banking strategy for small and mid-sized companies. Over 16 years Eric has worked with companies with revenues from inception to $100MM+, led teams, M&A integration efforts, and enablement strategies.
Mark Sadler
Freeman-Logan M&A Advisors
Partner
(703) 626-6522
msadler@freemanlogan.com
Financial Service
Home Group: DC/Metro 10
Deepesh Saxena
CMIT Solutions of Silver Spring
CEO
(410) 818-3793
dsaxena@cmitsolutions.com
Information Technology
Home Group: DC/Metro 10
Bio: IT & Business Alignment Expert, Cybersecurity, IT Infrastructure & Managed Service Provider.
Ryan Sturm
BDO USA
Tax Principal
(410) 375-0632
rsturm@bdo.com
Accountant
Home Group: Baltimore 4
Harel Turkel
SOS Tech Group
CEO
(410) 559-7020
ht@sostechgroup.com
Information Technology
Home Group: Baltimore 4
Nigel Wilkinson
Jackson Lewis P.C.
Principal
(703) 483‑8327
nigel.wilkinson@jacksonlewis.com
Attorney
Home Group: DC/Metro 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.
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
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