| Pacific Northwest
New Members
11 New Member in the Pacific Northwest
Join us in welcoming our newest members! Reach out via their email below to make a connection.
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Bob Bedritis
Oswego Private Wealth Management
Manager Director
(503) 931-8104
bob@opwm.com
Investment Advisor
Home Group: Lake Oswego 1
Bio: We help Business Owners become Financially Independent of their Business.
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Linde Carroll
Momentous Wealth Management
Certified Financial Planner/Shareholder
(253) 343-0342
linde@momentouswealth.com
Investment Advisor
Home Group: Vancouver 1
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Amy Hamm
Insurance Connections Northwest Inc
Agency Owner
(425) 802-2250
amyhamm@msn.com
Insurance
Home Group: Seattle 1
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Jason Harn
COLVIN + HALLETT LAW
Colvin & Hallett
jharn@colvinhallettlaw.com
Attorney
Home Group: Seattle 2
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Michael Mockary
Mockary Financial
Founder
(818) 303-5531
michael@mockarycpa.com
Financial Service
Home Group: Boise 2
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Chirag Patel
Clark Hill Law
Data Privacy, Cybersecurity, Artificial Intelligence (AI) / Technology, & E-Com
(360) 901-9086
cpatel@clarkhill.com
Attorney
Home Group: Lake Oswego 1
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Dani Opperud
Aldrich Advisors
Senior Manager
(503) 716-9232
dlopperud@aldrichadvisors.com
Accountant
Home Group: Portland 1
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Ron Pettit
Virtual Information Executives
CIO/COO Management Consultant
(503) 320-0993
rpettit@viellc.com
Consultant Service
Home Group: Vancouver 1
Bio: My name is Ron Pettit and company is VIE. I am a CIO, CTO, COO Management Consultant. My ideal client is a $20M to $500M company where the owner, CEO, CFO don’t speak the same language as the IT Director and want an IT Assessment.
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Richard Reynolds
Silverpine Group
Managing Director
(415) 797-9045
reynolds@silverpinegroup.com
Financial Service
Home Group: Vancouver 1
Bio: I provide business valuations and specialize in appraising enterprises, equity, complex securities, and intangible assets. I provide valuations for estate planning, litigation support, ESOPs, fair value reporting, and exit planning.
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Cameron Warr
Holland & Hart LLP
Attorney
(208) 383-3928
cdwarr@hollandhart.com
Attorney
Home Group: Boise 1
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Craig Wigginton
EOS Wordwide
Professional EOS Implementer
(360) 448-0944
craig.wigginton@eosworldwide.com
Consultant Service
Home Group: Vancouver 1
Bio: I help 7-figure businesses hit 8 figures profitably and frustration-free.
Member News
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 5 Years
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James Banks
Washington Auto Law
Personal Injury Lawyer
(206) 497-HELP (4357)
james@waautolaw.com
Attorney
Home Group: Bellevue 2
Bio: Hurt in an accident and not sure who to talk to? I guide people through the insurance claims process from “Collision to Compensation.” No Fee Promise, Until We Win.
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Chris Brumfield
Alliant Insurance Services
Professional Liability
(206) 351-0729
chris.brumfield@alliant.com
Banking & Finance
Home Group: Seattle 1
Bio: I assist mid and large sized Attorney, Architectural and Engineering Firms with Professional Liability (E&O) and insurance needs. I am a consultative, year-round broker well experienced with risk management, M&As, and complex insurance programs.
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John Huey
Northwest Bank
SVP
(206) 621-8761
john.huey@northwest-bank.com
Attorney
Home Group: Seattle 1
Bio: John has been involved in the commercial banking industry for 30 years in the Puget Sound Region. His primary focus on commercial and industrial lending gives him a unique set of skills to help his customers achiev quality solutions.
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Brian Jorgenson
Capital Eleven
Chief Investment Officer
(206) 372-9623
brian@capitaleleven.com
Financial Service
Home Group: Boise 1
Bio: Brian is the Chief Investment Officer for Capital Eleven, a Venture Capital and Private Equity firm with an Intermountain West focus.
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Susan Schalla
Carney Badley Spellman
(206) 607-4148
schalla@carneylaw.com
Real Estate
Home Group: Seattle 3
Bio: Susan is an M&A attorney who helps clients sell or buy businesses, transition ownership, and make other strategic changes. She has a tax law degree and advises clients on the tax impacts of transactions in tandem with their CPAs.
Events
Accelerate Your Membership (AYM) on Monday, June 10, 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, June 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, June 5, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, June 5, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, June 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET
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