| Pacific Northwest

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.

Patty MacDonald

Patty MacDonald

VP; Branch Manager
Coastal Community Bank
(206) 498-2551
pmacdonald@coastalbank.com
Home Group: North Puget Sound 1

New Members

10 New Member in the Pacific Northwest

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

Stephen Adams

Stephen Adams

Matchlight Consulting
Founding Partner
(206) 351-0459
steve@steveadams.me
Information Technology
Home Group: Seattle 3

Simone Bachaud

Simone Bachaud

Clear Accounting Solutions
Tax Accountant | Online Bookkeeping | Federal and State Tax Filings
(206) 529-4955
sbachaud@clearprofit365.com
Financial Service
Home Group: Bellevue 1

Blaine Clooten

Blaine Clooten

Brownstein Rask LLP
Attorney
(503) 412-6720
bclooten@brownsteinrask.com
Attorney
Home Group: Lake Oswego 1

Bio: https://linktr.ee/clooten.

Kelly Kasper

Kelly Kasper

TAB North Seattle
Owner, Business Coach & Principal Consultant
(206) 914-3812
kelly@tabnorthseattle.com
Consultant Service
Home Group: Seattle 3

Bio: Kelly Kasper brings 30 years of business expertise to assist organizations in navigating businesses through times of challenge, opportunity, and change. She applies her skills in strategic planning, continuity of operations, team building and training.

David Lovik

David Lovik

Lovik & Juhl
Attorney
(206) 706-2831
lovik@lovikjuhl.com
Attorney
Home Group: Seattle 3

Patty MacDonald

Patty MacDonald

Coastal Community Bank
VP; Branch Manager
(206) 498-2551
pmacdonald@coastalbank.com
Banking Finance
Home Group: North Puget Sound 1

Bio: Commercial Lender | Commercial Business Banking | Commercial Real Estate & SBA Lending | Aquisition & Expansion Financing | Equipment & Vehicle Financing | Company size $5 – $50 million annual revenue | Business Owners & Non-Profits.

Jane Lyda Mounsey

Jane Lyda Mounsey

Constructive HR Strategies
Founder + Principal
(206) 406-0961
jane@constructivehrstrategies.com
Human Resources
Home Group: Seattle 3

Bio: I specialize in helping clients resolve their most challenging employee relations issues, and am a credentialed workplace investigator. I also offer strategic, wrap around HR services to help you build the workplace and culture of your dreams.

Amy Price

Amy Price

Washington Trust Bank
VP Relationship Manager -Small Business Banking
(360) 833-3004
aprice@watrust.com
Banking Finance
Home Group: Vancouver 1

Bio: Experienced Bank Vice President with a demonstrated history of working in the financial services industry. Skilled in Sales, Leadership and Commercial Banking.

Tessa Roberts

Tessa Roberts

Washington Estate Planning Services
Founder
tessa@washingtonestateservices.com
Attorney
Home Group: South Puget Sound 1

Kasey Winkler

Kasey Winkler

Bank of America
VP Senior Business Banking Relationship Manager
(253) 325-2049
kasey.winkler@bofa.com
Banking Finance
Home Group: South Puget Sound 1

Member News

Member Milestones

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

Celebrating 5 Years

Dan Weedin

Dan Weedin

Emerging Risk Solutions
Consultant/Broker
(360) 271-1592
dan@danweedin.com
Insurance
Home Group: South Puget Sound 1

Bio: Key Person | Life Insurance | Buy-Sell | Long-Term Care Insurance | Disability Insurance | Business Continuity and Succession Planning I Crisis Navigation | Serving attorneys, bankers, commercial lenders, and professional service consultants.

Events

Join us for our Holiday Party – Thursday, November 7th from 5-7pm at Columbia Tower 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