New Group Leaders

4 New Group Leaders in the New England 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.

Warren Rutherford

Owner
The Executive Suite
(508) 778-7700
wjr@theexecutivesuite.com
Home Group: Plymoth

Lettie Trespasz

Loan Officer
HarborOne Mortgage
(339) 225-1365
ltrespasz@harborone.com
Home Group: Providence 2

Jonathan White

President
Blue Door Mortgage
(617) 527-2583
jwhite@bluedoormortgage.com
Home Group: Boston Estate & Business Succession Planning AG

Mona Wong

Senior Loan Officer
Monument Mortgage
(781) 761-9843
monaw@monumentmortgage.com
Home Group: Boston 7

New Members

12 New Members in the New England Area

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

Colby Bircher

Fidelity Charitable
VP, Charitable Planning Consultant
(617) 563-0948
colby.bircher@fmr.com
Consultant Service
Home Group: Boston 3

Bio: I collaborate with financial, legal and accounting professionals to provide expertise and guidance on leveraging donor advised funds as a powerful tool for their clients’ philanthropic and financial planning.

Mark Bressler

Sassoon Cymrot Law LLC
Counsel
(617) 936-5260
mbressler@sassooncymrot.com
Attorney
Home Group: Boston 5

Bio: Commercial Real Estate Lawyer for banks/private lenders, investors and non-profits.

Joshua Burnett

Amann Burnett, PLLC
Partner
(603) 696-5401
jburnett@amburlaw.com
Attorney
Home Group: Haverhill

Bio: Joshua is an attorney who represents debtor and creditor clients in the U.S. Bankruptcy Court.

John Dustin

JED Insurance & Financial Service Agency
President
(508) 543-1067
john.dustin@jedinsurance.com
Insurance
Home Group: Mansfield

Bio: What does my policy cover? I do not understand the language? What are my exposures? What can I do to be solvent and profitable? Insurance & Risk Management Solutions for all types of businesses and personal accounts. We provide all fashion service.

Peter Gelzinis

Pierce Atwood LLP
Partner
(617) 488-8148
pgelzinis@pierceatwood.com
Attorney
Home Group: Boston Charter

Mary Hackett

South Shore Mortgage Inc.
President
(781) 264-3106
southshoremortgage@verizon.net
Banking Finance
Home Group: Milton

Jon Hughes

KLR Outsourcing
Director
(617) 236-8098
jhughes@klroutsourcing.com
Accountant
Home Group: Mansfield

Zack Lemear

Pivot Creative
(603) 82p-ivot
zack@thepivotplan.com
Marketing
Home Group: Merrimack Valley

Greg May

Nelson Mullins
(617) 217-4612
greg.may@nelsonmullins.com
Attorney
Home Group: Boston 4

Daniel Seaman

AAF CPAs
Tax Partner
(774) 512-4025
dseaman@aafcpa.com
Accountant
Home Group: Waltham

Johanna Tejada

Eastern Bank
(781) 710-0251
j.tejada@easternbank.com
Banking Finance
Home Group: Wakefield

George Thorogood

IMA Insurance
(508) 735-5629
george.thorogood@imaagency.com
Insurance
Home Group: Plymouth

Member News

If you haven’t checked out our new ProVisors Power Networking series yet, take a peek at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Watch all the videos in the series HERE.

Member Milestones

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

Celebrating 10 Years

Sheri Bouchie

Morgan Stanley Wealth Management
Vice President, Financial Advisor
(978) 739-3956
sheri.bouchie@morganstanley.com
Investment Advisor
Home Group: Woburn

Celebrating 5 Years

Jonathan J. Fox

Kelleher + Holland, LLC
Attorney – Corporate Dept. Co-Chair
(847) 713-1360
jfox@kelleherholland.com
Attorney
Home Group: Schaumburg 1

Bio: Attorney – Corp. Dept. Co-Chair with Kelleher + Holland, LLC, North Barrington, IL, providing legal services to clients buying and selling businesses.

Cindy Moore

Samel Insurance
Personal & Business Insurance
(978) 580-7044
cmoore@samel-ins.com
Insurance
Home Group: Woburn

Bio: business owners policies, workers comp, commercial auto, home, auto, D&O, professional liability, claims, boat, motorcycle insurance…

Amy Stratton

Moonan Stratton LLP
Partner/Attorney
(401) 272-6300
astratton@moonanstratton.com
Attorney
Home Group: Providence

Bio: I help business owners and individuals with business succession, corporate, estate planning and elder law concerns.

Events

National Networking Day is Wednesday, September 20^th at 2pm PST with featured guest speaker Bob Burg, Author of the Go-Giver. Registration and Dial-In Details are on the Hub.

Join us for our Fall PV@Night at the UMass Club on Tuesday, September 19th from 5:00-7:00pm. Registration and details are on the Hub.

Accelerate Your Membership (AYM) on October 9, 2023 (8:30a P / 10:30a C / 11:30a E) with Sami Azhari/Richard Wang who will discuss GUESTING STRATEGY -The skill in virtual networking and the importance of guesting outside of your region. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.

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, September 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

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

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

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