|  DC/Metro

New Members

8 New Members in the DC/Metro Area

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

India Bascombe

India Bascombe

CLA (CliftonLarsonAllen)
Consulting CFO
(202) 215-7124
india.bascombe@claconnect.com
Accountant
Home Group: DC/Metro 10

Bio: Small and mid-sized companies outsource their accounting to me and my team at CLA. From basic bookkeeping to experienced CFO level support.

Paula Gimenez

Paula Gimenez

Capital One
Business Banker
(202) 308-8967
paula.gimenez@capitalone.com
Banking Finance
Home Group: DC/Metro 9

Bio: Business Banker at Capital One responsible for the management and optimization of all commercial banking functions with companies generating annual revenues between $2MM and $25MM.

Lillian Hummel

Lillian Hummel

Fierst & Fink, P.C.
Attorney
(301) 762-8872
lhummel@fierstfink-law.com
Attorney
Home Group: DC/Metro 5

Bio: I’m an attorney licensed in MD and DC, with a focus on elder law and special needs planning. I advise families regarding Medicaid long term care eligibility, fiduciary responsibilities for trustees and financial agents, and special needs trusts.

Mike Kalnasy

Mike Kalnasy

CAVU Advisors
Vice President
(240) 925-2673
mkalnasy@cavuadvisors.com
Accountant
Home Group: DC/Metro 9

Bio: Vice President to strategic accounting firm that partners with growing government contractors to scale their businesses.

John McKenzie

John McKenzie

Dreary Ray, LLP
Partner
(214) 697-4272
johnm@dearyray.com
Attorney
Home Group: DC/Metro 5

Bio: A trial lawyer who helps clients facing business, malpractice, and government disputes. Partner at Deary Ray. Interested in trademark, copyright, and privacy law. Plaintiff and defense work. Curious. Persistent.

Matt Nieman

Matt Nieman

Jackson Lewis P.C.
Principal
(703) 483‑8331
matthew.nieman@jacksonlewis.com
Attorney
Home Group: DC/Metro 10

Vipul Talati

Vipul Talati

Wells Fargo
First Vice President St. Investment Advisor
(571) 602-8447
vipul.talati@wellsfargo.com
Investment Advisor
Home Group: DC/Metro 10

Melanie White Terry

Melanie White Terry

Harbor Financial Group
(202) 422-1079
mwhite@ft.newyorklife.com
Insurance
Home Group: DC/Metro 10

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Events

Accelerate Your Membership (AYM) on Monday, December 11, 2023 (8:30a P / 10:30a C / 11:30a E) PERSONAL BRAND – How to create resonance within the PV community and the importance of a strong elevator pitch.  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, December 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 6, 2023  – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 6, 2023 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, December 7, 2023 – 11:30a PT | 1:30p CT | 2:30p ET