|  New England

New Members

17 New Members in the New England Area

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

Colin Barrett

Colin Barrett

Nelson Mullins
Partner
(617) 217-4715
colin.barrett@nelsonmullins.com
Attorney
Home Group: Boston 2

Katie Belanger

Katie Belanger

AAFCPAs, Inc.
Partner
(508) 808-3554
kbelanger@aafcpa.com
Accountant
Home Group: Merrimack Valley

Bio: Katie provides audit, tax, and consulting solutions to sophisticated nonprofit organizations, including complex health & human service providers, social service agencies, residential and day treatment agencies, and early education and care (EEC) agencies.

Samantha Caezza

Samantha Caezza

Family Estate Planning Law Group
Attorney
(781) 246-8200
samantha@feplg.com
Attorney
Home Group: Wakefield

Bio: Sam is an estate planning attorney with Family Estate Planning Law Group. Our firm’s unique ongoing client care program has 500+ families. Clients hire our finn to take care of them and their families throughout their lifetime w/o hourly billing.

Michael Chinitz

Michael Chinitz

Chinitz Law LLC
Founder
(781) 418-5124
mike@chinitzlawllc.com
Attorney
Home Group: Boston 2

Bio: Needham, MA based employment law practice with an emphasis on representing executives in their transitions between jobs.

Joe Colelli

Joe Colelli

Harbor Networks
Senior Consultant
(508) 652-3026
joec@harbometworks.com
Consultant Service
Home Group: Framingham

Honoria DaSilva-Kilgore

Honoria DaSilva-Kilgore

Personal College Counseling, Inc.
Independent Educational Consultant
(508) 622-5250
nod@personalcollegecounseling.com
Consultant Service
Home Group: Mansfield

Bio: We set you up for success in college and beyond by finding the best fit college while maximizing merit and financial aid.

Kathleen DelPrete

Kathleen DelPrete

DelPrete Consulting
(508) 309-8219
kathleen@delpreteconsulting.com
Marketing
Home Group: Framingham

Bio: 15 Year Marketing Professional helping small Businesses and Entrepreneurs.

Kenzie Ferris

Kenzie Ferris

Heritage Financial Services
Wealth Manager
(781) 619-1323
kferris@heritagefinancial.net
Financial Service
Home Group: Needham

Linda Fisher

Linda Fisher

Fisher Law LLC
Estate Planning and Elder Law Attorney
(781) 821-8800
lfisher@bostonestatelawyer.com
Attorney
Home Group: Dedham

Bio: Estate planning and elder law attorney with LL.M in Taxation serving individuals and families in all facets of these practice areas including estate tax planning, probate avoidance, special needs planning, Medicaid, estate administration.

Kathleen Harrison

Kathleen Harrison

Brown & Brown Insurance
VP – Business Development
(781) 710-4751
kathleen.harrison@bbrown.com
Insurance
Home Group: Wobum

Bio: Insurance, employee benefits, group medical, dental, vision, disability, life insurance.

Eric Karofsky

Eric Karofsky

VectorHX
President
(617) 869-2997
ekarofsky@vectorhx.com
Consultant Service
Home Group: Waltham

Bio: We design exceptional and user friendly websites, mobile apps, and software products. User experience (UX) / customer experience (CX) / digital strategy / user research / surveys / segmentation / personas / user journeys / prototypes.

Jarrett Lau

Jarrett Lau

Office Admin Help
CEO
(617) 869-1848
jarrett@officeadminhelp.com
Human Resources
Home Group: Boston 7

Bio: Helping Companies with Remote Staffing Recruitment,Consulting,and Employer of Records Services.

John McBride

John McBride

Harbor One
(508) 916-8642
jmcbride@harborone.com
Banking Finance
Home Group: Framingham

David O'Brien

David O’Brien

Asset Strategy Advisors
Senior Consultant
(718) 235-4426
dco@assetstrategy.com
Investment Advisor
Home Group: Framingham

Bio: A seasoned financial advisor focused on tax planning strategies including 1031 exchanges, qualified opportunity zone funds, private placements, oil and gas drilling funds, direct indexing etc. Retirement income planning, Roth IRA conversion strategies.

Michale Phippen

Michael Phippen

The law Office of Michael C. Phippen
Principal
(617) 548-5388
michael@phippenlaw.com
Attorney
Home Group: Norwell

Lydia Sierra

Lydia Sierra

Lydia Sierra Consulting
Founder & CEO
(718) 309-7800
lsierra@lydiasierraconsulting.com
Consultant Service
Home Group: Providence

Randy Spencer

Randy Spencer

Vierra & DiGianfilippo Ltd.
Partner/ Attorney
(508) 809-6590
rspencer@clozers.com
Attorney
Home Group: Mansfield

Bio: Attorney Specializing m residential and commercial real estate transactions. Representing buyers, sellers and lenders.

Member News

Member Milestones

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

Celebrating 10 Years

Albert Inglesi

Eastern Bank
Vice President
(617) 558-2320
a.inglesi@easternbank.com
Banking & Finance
Home Group: Dedham

Bio: Commerical Lender specializing in SBA 504 loans.

Steven Konowitz

Konowitz & Greenberg
Attorney and Counselor at law
(781) 237-0033
ssk@kongreen.com
Attorney
Home Group: Dedham

Bio: Litigator specializing in commercial collections, working with clients as partners; I thoroughly think about their goals and apply my years of experience to provide advice based on principles that has their back, and their future.

John E. Nelson

Nelson & Roach
Attorney at Law
(617) 770-0077
jnelson@legalprocedure.com
Attorney
Home Group: Braintree

Bio: Representation of individuals, bank, lending institutions in the transfer and conveyance of real property.

Celebrating 5 Years

Jonathan Bello

One 8 Solutions, LLC
Founder/CEO & Principal Accountant
(617) 332-8522
jbello@one-8.com
Accountant
Home Group: Waltham

Bio: “Numbers tell half the story. Let us show you the rest.” We are a Client Accounting Services (CAS) firm acting as an outsourced accounting department where bookkeeping is a component of those services.

Joe Cacace

Todd & Weld LLP
Partner
(617) 624-4730
jcacace@toddweld.com
Attorney
Home Group: Framingham

Bio: Bad Deals and Appeals – I litigate business disputes of all kinds, e.g., contract, employment, trade secret & disputes re: closely held businesses. I also do defamation, discrimination, and civil rights cases. And appeals of all kinds.

Katerina Ferraro

Katerina Ferraro

LPL Financial
Financial Planner
(781) 859-3900
katerina.ferraro@lpl.com
Financial Service
Home Group: Boston 5

Bio: Specialize in financial planning for individuals, families, and small business owners, particularly clients who are interested in sustainable and impact investing/ESG.

Victor Kwitkiwski

Victor Kwitkiwski

BPAS
National Sales Manager | Workplace Retirement Plans | BPAS
(603) 718-2707
vkwitkiwski@bpas.com
Financial Service
Home Group: Woburn

Bio: C(k)P®, CRPS®, CPFA®, NQDC®, Workplace Retirement Plans.

Events

Join ud 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, December 9, 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, November 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

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

Wednesday, November 7, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Tuesday, November 12, 2024  – 8:30a PT | 10:30a CT | 11:30a ET