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.

Beth Carter

BBA Bookkeeping, LLC
Bookkeeper/CEO
(617) 800-5051
beth@bbabookkeeping.com
Financial Service
Home Group: Boston 7

Bio: CEO | Badass Bookkeeper | QuickBooks Trainer.

Emilie Checrallah

UBS
(603) 226-1115
emilie.checrallah@ubs.com
Investment Advisor
Home Group: Boston 7

Joseph Enriquez

Chance Ruttenberg & Freedman
Partner
(401) 453-6400
jenriquez@crfllp.com
Attorney
Home Group: Boston 3

Bio: Helping high net worth business owners, individuals, and married couples seeking asset protection, estate tax limitation or elimination, and wealth succession planning.

David Giordano

Giordano Law LLC
(617) 275-4725
davidg@giordanolawllc.com
Attorney
Home Group: Natick

Bio: Intellectual Property attorney helping clients obtaining and enforcing patents and trademarks.

Darlene Hale

Hollywood Agency
Principal
(781) 264-0511
darlene@hollywoodagency.com
Marketing
Home Group: Braintree

Bio: For 25 years, Darlene has helped companies, including Welch’s, Samsonite and StanleyBlack&Decker, gain marketshare with integrated marketing communications. At Hollywood Agency, Darlene defines for how clients’ stories are pitched, placed and measured.

Brenda Hall

Aland Realty
REALTOR®
(603) 501-0463 x 737
bhall@alandrealty.com
Real Estate
Home Group: Portsmouth

Bio: As a residential REALTOR® & Broker in NH + Maine, Brenda works with Sellers and Buyers to find the ideal home match for the next phase of their journey in life!

Michael Hawkes

Leominster Credit Union
Vice President
(978) 771-6722
mhawkes@leominstercu.com
Banking Finance
Home Group: Manchester

Leslie MacKinnon

Compass
Realtor
(617) 312-0009
leslie.mackinnon@compass.com
Real Estate
Home Group: Milton

Bio: Real Estate, Property Sales, Buyers Agent, Property Marketing, Real Estate Investment, Contract Negotiations, First Time Home Purchases Leases and Rentals.

Kim McKown

The Nautilus Group
(617) 429-3419
kmckown@thenautilusgroup.com
Insurance
Home Group: Lexington

Bobby Morris

Merrill Lynch
Wealth Management Advisor
(781) 229-7469
robert.m.morris@ml.com
Investment Advisor
Home Group: Boston Back Bay

Pat Murphy

UBS
(508) 362-1891
patrick.murphy@ubs.com
Investment Advisor
Home Group: Plymouth

Mike O’Brien

Scafidi Juliano, LLP
(781) 210-4710 x 121
mobrien@scafidijuliano.com
Attorney
Home Group: Plymouth

Nick Parseghian

Marcum
Partner
(617) 807-5204
nicholas.parseghian@marcumllp.com
Financial Service
Home Group: Cambridge

David Pitney

Northeast Brokerage
(860) 874-1570
david.pitney@nb-bga.com
Insurance
Home Group: Providence

Mike Ransom

Daystar Inc
CIO
(603) 766-5924 x 118
mransom@daystarinc.com
Information Technology
Home Group: Portsmouth

Bio: I work with potential and existing partners to help them forecast and leverage technology to achieve their business goals.

Lori Rudd

REMAX
Broker Associate
(508) 954-5227
loriruddhomes@gmail.com
Real Estate
Home Group: Mansfield

Bio: One thing you get with me is a personal relationship which goes a long way. Contact me with any questions you might have about selling or buying a home. I’m licensed in MA + RI.

Ellen Sullivan

Cambridge Immigration Law
Owner, Founding Attorney
(617) 714-4375
ellen@cambridgeimmigrationlaw.com
Attorney
Home Group: Waltham

Bio: Immigration Attorney with 18 years of experience and client succeses.

Jennie Tannenbaum

Simply Good Law PLLC
Owner and Attorney
(978) 681-0017
jennie@simplygoodlaw.com
Attorney
Home Group: Boston 7

Bio: I counsel small businesses in entity formation, contracts and employment law. I represent employers and employees in employment matters.

Courtney Pasay Vaughan

Smith, Costello, & Crawford
(978) 998-2464
clpasay@gmail.com
Attorney
Home Group: Boston 4

Pete Whiting

The Gnar Company Inc
Head of Growth and Client Service
(617) 710-3317
pete@thegnar.co
Consultant Service
Home Group: Cambridge

Bio: Pete is the co-founder of The Gnar Company, a web and mobile app design and development company. Founded in 2015, they help organizations from startup to enterprise build great custom software.

Member News

Announcing our Referral Contest Winners!

We had three people who referred 3 members each – a three-way tie! A big CONGRATULATIONS and thank you to:

Stewart Wessel – North Dallas 2, Group Leader

Rob Hinckley – Denver 3, Member

Bernard Williams Philadelphia 6, Group Leader

Each have won a $100 Gift Card to our ProVisors store and a $300 Dinner on ProVisors.

We also had the drawing for a free membership (for those who selected this prize). The winner of the free membership is… Mike Lazar of Denver 4! Congratulations Mike and a big thank you to all who participated.

Member Milestones

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

Celebrating 5 Years

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.

Jim Roche

Robust Alternatives
Principal
(508) 243-1684
jimr@robustalternatives.com
Accountant
Home Group: Framingham

Bio: Fractional CFO to entrepreneurial companies building bench strength. Inventory companies, such as manufacturing, distribution & construction are our focus.

Jonathan White

Jordan & White, LLC
Founding Member and Attorney
(978) 744-2811
jwhite@jordanwhitellc.com
Attorney
Home Group: Danvers

Bio: Jonathan’s practice focuses on estate planning, residential and commercial real estate conveyancing, and probate estate administration.

Events

Join us for our New England Holiday Party at the University of Mass Club on Tuesday, December 12th from 5-7pm. Registration and details on the Hub.

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