| 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.

Bob Bedritis

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.

Linde Carroll

Linde Carroll

Momentous Wealth Management
Certified Financial Planner/Shareholder
(253) 343-0342
linde@momentouswealth.com
Investment Advisor
Home Group: Vancouver 1

Amy Hamm

Amy Hamm

Insurance Connections Northwest Inc
Agency Owner
(425) 802-2250
amyhamm@msn.com
Insurance
Home Group: Seattle 1

Jason Harn

Jason Harn

COLVIN + HALLETT LAW
Colvin & Hallett
jharn@colvinhallettlaw.com
Attorney
Home Group: Seattle 2

Michael Mockary

Michael Mockary

Mockary Financial
Founder
(818) 303-5531
michael@mockarycpa.com
Financial Service
Home Group: Boise 2

Chirag Patel

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

Dani Opperud

Dani Opperud

Aldrich Advisors
Senior Manager
(503) 716-9232
dlopperud@aldrichadvisors.com
Accountant
Home Group: Portland 1

Ron Pettit

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.

Richard Reynolds

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.

Cameron Warr

Cameron Warr

Holland & Hart LLP
Attorney
(208) 383-3928
cdwarr@hollandhart.com
Attorney
Home Group: Boise 1

Craig Wigginton

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

James Banks

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.

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.

John Huey

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.

Brian Jorgenson

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.

Susan Schalla

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