New Group Leaders

2 New Group Leaders in the DC/Metro 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.

Michael Lipshultz

Senior Vice President – Wealth Management, Financial Advisor
Morgan Stanley
(301) 279-6431
micheal.s.lipshultz@morganstanley.com
Home Group: DC/Metro 2

Edgar Ndjatou

Principal
Officium, LLC
(202) 350-1174
edgar@officiumdc.com
Home Group: DC/Metro 11

New Members

15 New Members in the DC/Metro Area

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

Stephanie Chen Banjo

Have Your All Career
Founder | Leadership & Team Coach
(703) 705-1179
s@stephaniechenbanjo.com
Consultant Service
Home Group: DC/Metro 10

Bio: We help organizations solve business problems through a leadership development and coaching lens. We identify mission-critical teams and individuals, equipping them with skills to build trust, navigate conflict and accountability, and drive results.

Rachel Boehm

Rachel Boehm Coaching & Consulting LLC
Burnout Coach + Consultant
(571) 520-6552
rachel@rachelboehm.com
Consultant Service
Home Group: Northern Virginia 1

Bio: You need to know what burnout is, and all the different ways it can manifest because you’ve worked too hard to get where you are to let burn out, steal it from you. I’m Rachel Boehm. I help business owners and executives banish burnout.

Amy Cousins

BluePoint Financial LLC
Financial Advisor
(703) 300-7556
amy@bluepoint1.com
Investment Advisor
Home Group: Northern Virginia 1

Bio: Comprehensive Financial Planning, Investment, Insurance and Annuity Solutions

Steve Duckett

Battlefield Law Group, PLLC
Partner
(703) 424-5195
steve@battlefieldlawgroup.com
Attorney
Home Group: DC/Metro 6

Bio: Criminal Defense Attorney in Northern Virginia. My clients are generally those with the most to lose, both personally and professionally.

Lilia LaGesse

Heard Creative Co.
Founder + Lead Strategist
(301) 920-2032
lilia@heardcreative.co
Marketing
Home Group: DC/Metro 5

Bio: Lilia is an award-winning strategist and design consultant specializing in the nonprofit and education sectors. Her projects focus on the intersection of design, accessibility, branding, and strategy.

Candace Lee

Glassman Wealth Services
Vice President & Client Advisor
(703) 534-4444
candace@glassmanwealth.com
Investment Advisor
Home Group: Northern Virginia 2

Bio: I help wealthy individuals and families keep more of their wealth by leading with proactive tax strategies (including tax-efficient withdrawals in retirement, reduction or elimination of estate tax, building a tax-efficient investment portfolio, etc.).

James Legat

Legat Commercial Real Estate, LLC
Owner and Principal Broker
(703) 677-0101
jlegat@legatcre.com
Real Estate
Home Group: DC/Metro 6

Ryan Meyers

GEM Home Loans
Branch Manager
(410) 808-5175
rmeyers@gemhomeloans.net
Banking Finance
Home Group: Baltimore 4

Ryan Moore

Citrin Cooperman
Director
(212) 697-1000
rmoore@citrincooperman.com
Accountant
Home Group: DC/Metro 2

Bio: I lead the outsourced accounting group specializing in Real Estate at Citrin Cooperman, a top-20 accounting firm in the US with offices in Bethesda and Fairfax

Allison Perry

Transwestern
Vice President, Brokerage – Tenant Advisory
(443) 756-7506
allison.perry@transwestern.com
Real Estate
Home Group: DC/Metro 4

Daniel Stringer

Salsbury Sullivan
Attorney
(443) 563-0694
dstringer@salsburysullivanlaw.com
Attorney
Home Group: Baltimore 3

Bio: I represent clients injured by medical malpractice or serious personal injury and in other settings where clients need an experienced litigator or trial attorney.

Kenny Sylvester

MortgageOne Inc
Mortgage Loan Officer
(301) 252-7262
ksylvester@gomortgageone.com
Banking Finance
Home Group: DC/Metro 7

Victoria Underhill

Morgan Stanley
Financial Advisor
(301) 279-6437
victoria.underhill@morganstanley.com
Investment Advisor
Home Group: Northern Virginia 2

Alexandra Walker

A Leadership Experience LLC
Founder & CEO
(410) 419-2539
alex@leadershipexp.com
Consultant Service
Home Group: DC/Metro 9

Bio: Alex is a trusted thought partner, skilled consultant and growth coach. She enjoys applying her creative thinking to meet her client’s highest priorities. Powerful results are achieved through her joyous spirit, strategic thinking and experience.

Sheila Yosufy

John Marshall Bank
EVP – Director of Sales, Commercial & Retail Banking
(571) 748-8425
syosufy@johnmarshallbank.com
Banking Finance
Home Group: Northern Virginia 2

Member News

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