|  New England

New Members

20 New Members in the New England Area

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

Sanjay Aggarwal

Sanjay Aggarwal

Finhive LLC
Partner
(781) 640-4860
sanjay@finhive.co
Financial Service
Home Group: Cambridge

Bio: Sanjay Aggarwal is a Partner at Finhive, a business advisory firm dedicated to providing financial services to startups and early-stage companies.

David Blauzvern

David Blauzvern

CSG Partners
Vice President
(516) 426-8819
dblauzvern@csgpartners.com
Financial Service
Home Group: Boston 6

Bio: Vice President at CSG Partners specializing in ESOPs, mergers & acquisitions and capital advisory.

Sean Capplis

Sean Capplis

Capplis, Connors, Carroll & Ennis, PC
Attorney
(617) 227-0722
scapplis@ccclaw.org
Attorney
Home Group: Braintree

Bio: Professional Licensure.

Mark Cashman

Mark Cashman

The Cashman Law Firm
Trial Attorney/Principal
(978) 306-7549
mark@cashmanlegal.com
Attorney
Home Group: Boston 3

Jen Dromgoole

Jen Dromgoole

The Dromgoole Center For Admission
Volunteer
(978) 831-3306
success@centerforadmission.com
Consultant Service
Home Group: Boston 7

Peter Early

Peter Early

Ringler Associates
(603) 423-0055
pearly@ringlerassociates.com
Financial Service
Home Group: Boston 5

Paul Falewicz

Paul Falewicz

Succentrix Business Advisors
(978) 987-3200
paul.falewicz@succentrix.com
Accountant
Home Group: Lexington

Bio: I save business owners five to seven hours per month by taking accounting off of their to-do list. I work with businesses with 20 or fewer employees to become their virtual CFO to understand their financials.

Joshua French

Joshua French

Nutter
Partner
(617) 439-2099
jfrench@nutter.com
Attorney
Home Group: Seaport

Brandt Hollander

Brandt Hollander

HollanderPLLC
Managing Attorney
(508) 616-9375
bfh@hollanderpllc.com
Attorney
Home Group: Framingham

Derek Johnston

Fiduciary Trust
Artist/Songwriter
(617) 574-3456
djohnston@fiduciary-trust.com
Investment Advisor
Home Group: Boston 2

Josh Launer

Josh Launer

Todd & Weld LLP
Of Counsel
(617) 624-4748
jlauner@toddweld.com
Attorney
Home Group: Boston Back Bay

Ben Levitan

Ben Levitan

Cedalion Partners
(617) 519-6516
ben@cedalionpartners.com
Consultant Service
Home Group: Natick

Bio: As a four-time CEO and Venture Capitalist with more than 25 years of business experience across a range of businesses, Ben understands leadership and growth challenges.

Debra Neiman

Debra Neiman

Neiman & Associates Financial Services, LLC.
Principal/Founder
(781) 641-5700
deb@neimanonline.com
Investment Advisor
Home Group: Boston 7

Bio: I help clients transform financial complexity into opportunity so they can live rich rewarding lives. I do that by analyzing and aligning their financial planning, investments and income tax strategies with their life goals and values.

Tiffany O'Connell

Tiffany O’Connell

O’Connell Law LLC
Attorney
(508) 202-1818
tiffany@oconnelllawgroup.com
Attorney
Home Group: Natick

Bio: We make the complexity of Estate Planning and Elder Law comfortable and understandable.

Corina Pfeffer

Corina Pfeffer

Smack Happy Design
(786) 479-4465
corina@smackhappydesign.com
Consultant Service
Home Group: Boston 5

Chris Reilly

Chris Reilly

Eastern Bank
Vive President, Small Business Relationship Manager
(978) 446-922
c.reilly@easternbank.com
Banking Finance
Home Group: Manchester

Bio: Chris is a knowledgeable and trusted Business Banking Relationship Manager at Eastern Bank, specializing in SBA Loans, cash management services and Income producing Real Estate financing options.

Drake Richey

Drake Richey

Bush & Company
Partner
(617) 526-9369
drichey@financialguide.com
Insurance
Home Group: Boston 2

Bio: Financial advisor, specialty in insurance, planning, charitable planning.

Tom Roach

Tom Roach

Cetera Wealth
IAR
(781) 786-8400
thomas.roach@ceterawealth.com
Investment Advisor
Home Group: Boston 4

Lisa VanderVliet

Lisa VanderVliet

Checkwriters
Account Executive
(888) 243-2555 x 1270
lvandervliet@checkwriters.com
Human Resources
Home Group: Southern New England

Bio: Supporting Employers with their Payroll and Human Resource Goals through our dedicated support, knowledgeable team and full HRIS platform. We don’t sell insurance or investments and play well with others; which always benefits the client.

Logan Weinkauf

Logan Weinkauf

Logan A. Weinkauf, P.C.
(508) 375-3878
logan@weinkaufpc.com
Attorney
Home Group: Plymouth

Member News

Member Milestones

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

Celebrating 10 Years

Vincent Lau

Clark Lau LLC
Managing Partner
(617) 299-4200
vlau@clarklau.com
Attorney
Home Group: Cambridge

Bio: Leads a team dedicated to employer-side immigration services: work visas (H-1B) and green cards. Contact us when an employer is hiring and/or is navigating immigration compliance issues.

Celebrating 5 Years

Deborah Danger

DangerLaw, LLC
Estate Planning and Probate Litigation
(617) 789-4511
deborah@dangerlaw.com
Attorney
Home Group: Boston 5

Bio: Estate planner with a sense of humor. 5% discount to any client who makes me laugh. Ideal client networth is $2 and $10 million. Trusts, Post Death Admin, Asset Protection. LGBTQ community, solo agers and those who are afraid of estate planning.

Events

Save-the-date for our Spring PV@Night – Thursday, May 16th at the University of Mass Club.  Registration and details are on the Hub.

Accelerate Your Membership (AYM) on Monday, April 8, 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

Wednesday, March 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, March 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, March 7, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

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