| Pacific Northwest
New Members
9 New Member in the Pacific Northwest
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Nick Bilotta
Bilotta & Company, CPAs, LLC
Managing Partner & Founder
nick@bilottaco.com
Accountant
Home Group: Seattle 2
Jennifer Bucher
JB Law LLC
Managing Owner
(206) 887-1950
jennifer@jblawseattle.com
Attorney
Home Group: Seattle 2
Bio: I am an employment lawyer with 30 years of experience helping employers manage employee relations and navigate complex employment laws and regulations.
Matt Christensen
Johnson May
Managing Partner
mtc@johnsonmaylaw.com
Attorney
Home Group: Boise 2
Abby Durr
Silver Age Senior Living Advisors
Owner/Founder
(425) 891-7569
abby@silveragecare.com
Consultant Service
Home Group: Bellevue 1
Aanya Lee
Alera Group (TRUEbenefits)
Sr. Lead Consultant
(206) 267-4005
aanya.lee@aleragroup.com
Insurance
Home Group: Seattle 2
Andrew Leith
CBIZ Forensic Consulting Group
Director
(661) 544-5079
aleith@cbiz.com
Accountant
Home Group: Lake Oswego 1
Brian McClellan
Armanino LLP
Senior Director
brian.mcclellan@armanino.com
Financial Service
Home Group: Seattle 5
Jeff Peterson
PNW Business Law PLLC
Managing Attorney
(360) 728-6670
jeff.peterson@ pnwblaw.com
Attorney
Home Group: Vancouver 1
Bio: Jeff is the Managing Attorney of PNW Business Law. He is a business transactions lawyer who advises clients on business formation and governance, mergers & acquisitions, contracts, commercial real estate transactions, and more.
Member News
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 5 Years
Jim Bernard
James Randall Group
Partner
(206) 931-6688
jim@jamesrandallgroup.com
Human Resources
Home Group: Seattle 2
Bio: I am a retained executive search partner that works with clients across a range of industries to hire talented executives.
Grant Monson
Alterra Advisors
Partner, Financial Advisor
(425) 749-3300
grant@alterraadvisors.com
Financial Service
Home Group: Seattle 1
Bio: We help families and business owners use their wealth to enjoy life and provide for future generations and causes they care about through coordinated financial planning and wealth management strategies.
Rick Robertson
Axia Home Loans
CMPS, Branch Manager, Pacific Northwest
(425) 274-9523
robertson_richard@hotmail.com
Banking & Finance
Home Group: Bellevue 1
Bio: Mortgage | Jumbo | Investor | Self Employed | DSCR | Asset Based Lending | Adept at complicated situations, Rick recommends mortgage options so his clients can secure the lowest-cost debt structure in financing their real estate assets.
Brent Schlosstein
Alera Group
Founder & Senior Partner
(425) 830-1601
brent.schlosstein@aleragroup.com
Insurance
Home Group: Bellevue 1
Bio: Entrepreneur and recognized, employee benefit expert focused on building high performance health plans for progressive organizations. Passionate about transforming health care in an environment of transparency, collaboration and professionalism.
Events
Join us for our Fall PV@Night – Thursday, September 26th at 13 Coins Pioneer Square from 5:00-7:00pm. Â Details and Registration are on the Hub!
Accelerate Your Membership (AYM) on Monday, October 14, 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, September 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, September 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, September 4, 2024Â – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, September 5, 2024Â – 11:30a PT | 1:30p CT | 2:30p ET
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