New Group Leaders

1 New Group Leader in the Pacific Northwest

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.

Koby Wilbanks

Founder & Attorney
Continuum Legal & Consulting
(903) 570-5608
koby@continuum.legal
Home Group: Seattle 2

New Members

25 New Member in the Pacific Northwest

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

Wade Calvert

Wealth Ops, LLC
Wealth Advisor
(208) 508-4070
wade@wealthops.com
Investment Advisor
Home Group: Boise

Bio: Build the wealth you want. Live the life you want. Spend your time how you want.

Phil Chun

Polaris Leadership Consulting
Leadership Consultant & Executive Coach
phil@withpolaris.com
Consultant Service
Home Group: Lake Oswego 1

Kevin Clouser

NOW CFO
Partner -NOW CFO Idaho
(208) 590-0938
kclouser@nowcfo.com
Accountant
Home Group: Boise 1

Bio: Partner with NOW CFO providing expertise and support for a wide range of accounting and finance- related projects including budgeting, cashflow management, process improvement, financial modeling, and more to help make informed decisions.

Michelle Dellino

Dellino Law Group
Managing Attorney and Owner
(206) 629-2113
michelle@dellinolaw.com
Attorney
Home Group: Seattle 3

Bio: Managing Attorney and Owner, Dellino Family Law Group.

Brent Farley

Farley Law, PLLC
Managing Member
(512) 751-8147
bfarley@farleylawpllc.com
Attorney
Home Group: Boise 1

Scott Fletcher

Scott Fletcher Law, PLLC
Founder
(206) 852-4025
sdfletcher22@outlook.com
Attorney
Home Group: Seattle 5

Sean Gordon

Academy Mortgage
Loan Officer
(503) 816-3506
sean.gordon@academymortgage.com
Banking Finance
Home Group: Seattle 5

Bio: I work with homebuyers from various backgrounds to help them achieve their goals of homeownership. I create a seamless process of getting buyers fully pre-underwritten and keeping them up to date throughout the entire process.

Courtney Hastings

Freestone Capital Management
Director – Client Advisor
(206) 707-7336
chastings@freestonecapital.com
Investment Advisor
Home Group: South Puget Sound 2

Bio: I help professional women and business owners achieve their financial goals through cohesive planning and investment management – expertise in alternative investments.

Colin Kossman

Farmers Insurance
Insurance Agent
(206) 985-1600
ckossman@farmersagent.com
Insurance
Home Group: Bellevue 2

Brennan Mayfield

Wealthmark Advisors
Wealth Advisor
(360) 551-4807
brennan@wealthmarkgroup.com
Investment Advisor
Home Group: South Puget Sound 2

Jason McGill

The ASP Team
Partner | Oregon & SW WA Practice Manager
(503) 389-6635
jason@asp-nw.com
Financial Service
Home Group: Portland 1

Bio: 35+ bookkeepers and accounts supporting small businesses through part-time support either onsite, hybrid, or remote support.

Bill Nootenboom

Pragma Group LLC
Managing Director
(503) 706-9959
bill@pragmagroupllc.com
Financial Service
Home Group: Lake Oswego 1

Joe Orlando

Exit Strategies Group, Inc.
Vice President – Business Valuations
(503) 925-5510
jorlando@exitstrategiesgroup.com
Financial Service
Home Group: Portland

Bio: Joe Orlando is an Accredited Senior Appraiser (ASA) and is Vice President of Valuation Services for Exit Strategies Group, Inc. a mid-size business valuation and M&A brokerage firm serving the Western U.S.

Janeth Pannen

Penrith Home Loans
Mortgage Consultant
(480) 299-1196
janeth.pannen@penrithloans.com
Banking Finance
Home Group: South Puget Sound 2

Brandi Pickell

Bank of America
Senior Vice President, Sr. Relationship Manager
(503) 387-8737
brandi.pickell@bofa.com
Banking Finance
Home Group: Lake Oswego 1

Marcus Pigrom

Desmond, Marcello & Amster
Senior Manager
(424) 207-5880
mpigrom@dmavalue.com
Financial Service
Home Group: Boise 1

Bio: DM&A is a business valuation and litigation consulting firm headquartered in Los Angeles, CA. My area of expertise is in the appraisal of machinery, equipment and personal property. Our team has extensive experience in valuing tangible assets in a wide.

Jeri Richard

SKA Wealth Strategies of Raymond James
Partner/Financial Advisor
jeri.richard@raymondjames.com
Financial Service
Home Group: Lake Oswego 1

Beth Roach

Delap Wealth Advisory
Wealth Advisor
(503) 616-7684
broach@delapwa.com
Investment Advisor
Home Group: Lake Oswego 1

Tiffany Salzman

Candor Concepts
Founder & Principal Consultant
(971) 238-4588
tiffany@candorconcepts.com
Marketing
Home Group: Lake Oswego 1

Debbie Schwinn

Executive Allies
Accounting Manager
(208) 870-7220
dschwinn@theexecutiveallies.com
Accountant
Home Group: Boise 1

Bio: We are a top strategic accounting firm in Boise Id. Our straightforward approach includes carefully planned out month-end closes and financial forecasts for your business.

Laura Shipley – Strobbe

Bank of America
Senior Vice President, Senior Relationship Manager
(503) 544-9441
laura.shipley@bofa.com
Banking Finance
Home Group: Portland 1

Cindy Scobee

Cross Country Mortgage
Mortgage Broker
(206) 276-7052
cindy.scobee@ccm.com
Real Estate
Home Group: Seattle 1

Bhaj Townsend

Focus and Sustain
President
(425) 823-0984
bhaj@focusandsustain.com
Consultant Service
Home Group: Bellevue 2

Bio: For over 25 years, Bhaj has been a leader and pioneer in guiding families to find their purpose when tension is threatening the continuity of the family or business. Bhaj Townsend is known as the dynamics coach.

Michael Vanderslice

ACT Capital Advisors
Managing Director
(425) 681-4223
mvanderslice@actcapitaladvisors.com
Financial Service
Home Group: Seattle 2

Joe Woods

Woods & Associates LLC
Principal Consultant
(215) 262-2888
joe@woods-associates.com
Consultant Service
Home Group: Seattle 2

Member News

As we enter 2024, we are thrilled to announce that we now have over 9,000 members in 26 regions nationally. The growth we have experienced this year has been remarkable, and we are looking forward to even more expansion in 2024 and beyond. In fact, we are delighted to introduce our three newest regions: Las Vegas, Orlando, and San Antonio! We would like to express our deepest gratitude to our dedicated Group Leaders, passionate Members and Team ProVisors for their efforts in making our community the largest and most impactful networking community exclusively for Trusted Advisors.

Member Milestones

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

Celebrating 5 Years

Doug Hall

Doug Hall’s Resources for CEOs
Business Coach for Leadership & Management Process
(425) 760-8103
doug@resourcesforceos.com
Consultant & Service
Home Group: Seattle 2

Bio: Doug is a business coach expert in leadership & management processes. EOS(R) from the Traction book, ScalingUp, OKRs, 4DX, 3HAG and Rockefeller Habits: training/facilitating/coaching the tools and methods.

Events

Accelerate Your Membership (AYM) on Monday, February 12, 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.

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

Wednesday, January 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, January 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET