| New England
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.
Tiiu Ashcraft, MFA
One 8 Solutions, LLC
Sales and Marketing Director
(617) 616-9099
tiiu@one-8.com
Accountant
Home Group: Southern New England
Bio: We are a Client Accounting Services (CAS) firm helping small and mid-market businesses in the greater Boston & nationally acting as their outsourced accounting department, bookkeeping is a component of those services along with business advisory services.
Sally Byrne
(617) 584-4755
sbyrne@byrnetechlaw.com
Attorney
Home Group: Cambridge
Peter Chandler
Sheff & Cook, LLC
(617) 227-7000
pchandler@sheffandcook.com
Attorney
Home Group: Boston 2
Joe D’Eramo
HiRoad Communications
Copywriter/PR&Marcom Consultant
(617) 848-0848
joe@hiroadcommunications.com
Marketing
Home Group: Mansfield
Bio: Copywriter/PR & Marketing Consultant.
Tim King
Merrill Lynch
(617) 946-8011
timothy.f.king@ml.com
Investment Advisor
Home Group: Boston 4
Jeff Lortz
Focal Point Growth Advisors of Boston
Strategic Growth Advisor
(617) 462-3229
jlortz@focalpointcoaching.com
Consultant Service
Home Group: Boston 2
Bio: Jeff is a trusted advisor, interim/fractional executive, consultant, and coach who helps companies and their leaders unlock their full growth potential.
Jennifer Marecki-Lehman
The HR Desk
Sr. HR Consutant / Founder
(860) 808-8492
jmarecki@thehrdesk.com
Human Resources
Home Group: Southem New England
Bio: Results driven HR Leader with a proven track record delivering HR solutions designed to fit. I have an entrepreneurial mindset, strong leadership skills and experience in growing a consulting practice, multiple times.
Jake Osborn
Cinch TT
Managing Partner
(774) 559-7609
jake.osbom@cinchit.com
Information Technology
Home Group: Southern New England
Bio: I have over 12 years’ experience in the Information Technology industry. Primarily working with small businesses that forced me to wear a lot of hats. I consider myself a jack of all trades in the industry and have seen a lot!
Andrew Parrish
Alternate Tax Solutions
(401) 309-2675
andrewparrish@altematetaxsolutions.com
Accountant
Home Group: Southern New England
Matt Shoemaker
Salter & Shoemaker, PC
(978) 455-3090
matt@neclosings.com
Attorney
Home Group: Manchester
Louie Soares
Cambridge Savings Bank
Small Business Relationship Manager
(857) 500-0865
lsoares@cambridgesavings.com
Banking Finance
Home Group: Waltham
Kelly Zack
AAF CPA
Director, State & Local Tax
(774) 512-4001
kzack@aafcpa.com
Accountant
Home Group: Framingham
Member News
ProVisors is now 10,000 members strong!
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 10 Years
Michael Barrett
SMC Management Corporation
Director, Investor Relations
(802) 233-1332
mbarrett@smcmgtco.com
Real Estate
Home Group: Portsmouth
Bio: Michael works with private accredited investors and their trusted advisors on private equity investments in SMC Mgt. Corp.’s multifamily apartment real estate projects with a 30 + year track record delivering monthly (“MAILBOX INCOME”) distributions.
Jim Bianchi
BCA Financial Group, Inc.
President
(617) 504–6396
jim@bcafinancialgroup.com
Insurance
Home Group: Braintree
Bio: Jim designs, implements and administers strategic employee benefit programs.
Lori Coleman
Supporting Strategies – 128 & South Shore MA, Prov RI
Partner / Director Business Development
(781) 313-8158
lcoleman@supportingstrategies.com
Accountant
Home Group: Dedham
Bio: We are the gold standard of Bookkeeping and Controller services.
Richard Mandel
LAW OFFICE of RICHARD MANDEL, PLLC
My Title? It’s Dr. Evil! I didn’t spend 6 years in Evil Medical School to be Mr.
(617) 529-3549
mandel@richardmandel.com
Attorney
Home Group: Waltham
Bio: Personal Injury – Traumatic Brain Injuries, Construction Injuries, Wrongful Death, Auto/Motorcycle/Bicycle Collisions, Product Defects, Premises liability. Talk to me – It’s FREE! “THE TIME TO CALL IS AS YOU FALL!”
Brad Taylor
Citrin Cooperman
Partner
(413) 707-1126
btaylor@citrincooperman.com
Financial Service
Home Group: Boston 4
Bio: I am a Partner in the Valuation Services group of Citrin Cooperman. I specialize in business valuation for estate & gift tax matters, corporate advisory, divorce (family law), shareholder disputes, damages and expert witness matters.
Celebrating 5 Years
Craig Raubenheimer
Roan Solutions, Inc.
CEO
(617) 517-6444
craigr@roansolutions.com
Information Technology
Home Group: Waltham
Bio: Helping small business since 1999 to optimize, manage and protect their digital worlds. With a people first philosophy, our client’s stay productive and secure with our 24/7 enterprise Managed Services.
David Robinson
Ruberto, Israel & Weiner, P.C.
Shareholder
(617) 570-3562
dwr@riw.com
Attorney
Home Group: Milton
Bio: David Robinson focuses his practice on litigation of complex commercial matters, lease disputes, employment disputes, wage and hour collective actions, construction, and securities and financial services.
William Sinnott
Hinckley Allen
Partner
(617) 378-4159
wsinnott@hinckleyallen.com
Attorney
Home Group: Milton
Bio: I’m an experienced white collar practitioner who served for many years as an Assistant U.S. Attorney, an Assistant District Attorney, and as Corporation Counsel for the City of Boston. I’m also a retired United States Marine Colonel.
Janean Sullivan
IMA – Boston
VP, Insurance Broker
(781) 315-2986
janean.sullivan@imacorp.com
Insurance
Home Group: Boston 4
Bio: Employee Benefits / Compensation; Commercial; Risk Management; D&O / E&O; Multi-state compliance; Workers Comp; M&A; Reps & Warranties Insurance
Events
Save-the-date for our Holiday Party – Tuesday, December 3rd from 5-7pm at the UMass Club. Details and registration are on the Hub.
Accelerate Your Membership (AYM) on Monday, October 14, 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, October 1, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 9, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, October 10, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
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