New Group Leaders

1 New Group Leader in the Philadelphia Area

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.

Dave Ashworth

Dave Ashworth

The Quantify Group
(484) 378-7270
dashworth@thequantifygroup.com
Home Group: Harrisburg 1

New Members

12 New Members in the Philadelphia Area

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

Dave Ashworth

Dave Ashworth

The Quantify Group
(484) 378-7270
dashworth@thequantifygroup.com
Accountant
Home Group: Harrisburg 1

Sean Brennecke

Sean Brennecke

Lewis Brisbois
(302) 985-6009
sean.brennecke@lewisbrisbois.com
Attorney
Home Group: Northern Delaware l

Gregory Caruso

Gregory Caruso

Art of Business Valuation, Harvest Business, LLC
Member
(609) 664-7955
gcaruso@artofbv.com
Financial Service
Home Group: Philadelphia 4

Bio: Business Valuator who brings 40 years of business experience and occasionally wisdom. We can help. We practice what we call common sense compliance. Primarily perform business valuations for ESOPs, Estate and Gift Tax, SBA, Exit Planning.

Brendan Dodge

Brendan Dodge

VC3
(732) 201-4148
brendan.dodge@vc3.com
lnfonnation Technology
Home Group: King of Prussia 1

Bio: Former Collegiate Men’s Basketball Coach turned IT/Cybersecurity Sales Professional. I’ve been in the IT space for around 3.5 years mainly operating in Philly/NJ and working with SMBs bit 10-300 employees who value tech and the security of their business.

Daniel Fleming

Daniel Fleming

Wong Fleming Title: V.P. & Partner
(609) 951-9520
dfleming@wongfleming.com
Attorney
Home Group: Philadelphia 3

Bio: As a managing partner and attorney in our Princeton office, with experience in taking over 100 cases to jury verdict, I represent corporate clients primarily in corporate asset recovery.

Michael Galbraith

Michael Galbraith

Galbraith Law, LLC
Principal and Managing Attorney
(215) 563-4800
michael@mgalbraithlaw.com
Attorney
Home Group: Philadelphia 4

Bio: I am an estates/trusts attorney in Pennsylvania and New Jersey.

Mike Hynes

Mike Hynes

Puzzle HR
Regional Sales Manager
(215) 378-0662
mike@puzzlehr.com
Human Resources
Home Group: Philadelphia 6

Bio: HR expert focused on aligning processes, technology, and people to sustain organizational success.

Chad M Kessler

Chad M Kessler

SalesXceleration
Founder and CEO
(315) 542-8268
ckessler@salesxceleration.com
Consultant Service
Home Group: Northern Delaware 1

Bio: As a fractional sales leader and business development expert, my focus is on driving sales success for professional services firms and B2B business owners. I specialize in establishing a solid foundation for revenue growth.

Daniel Rosenberg

Daniel Rosenberg

Rosenberg I Perry & Associates, LLC
Managing Partner
(609) 216-7400
daniel@rosenbergperry.com
Attorney
Home Group: South Jersey l

Bio: Experienced and effective criminal defense attorney who handles Felony, Misdemeanor, DUI/DWI and just about any other criminal problem. I do not make messes, I clean them up.

Victoria Schall

Victoria Schall

Schall at Law LLC
(856) 310-6782
vschall@schallatlaw.com
Attorney
Home Group: South Jersey 1

Dixon Speaker

Dixon Speaker

Beacon Financial Services
Retirement Plan Consultant
(267) 300-5676
dixons@mybeacongroup.com
Financial Service
Home Group: Philadelphia 2

Bio: I am a CFP® and expert in workplace retirement plans. I help business owners run their retirement plan, I keep them out of trouble, and I educate their employees. I specialize in 401(k), 403(b), and cash balance plans.

Lee Schwartz

Lee Schwartz

Peaceful Separation and Divorce
Family Law Mediator-Pennsylvania
(215) 967-9070
las@sfsattorneys.com
Attorney
Home Group: Philadelphia 4

Bio: A family law mediator, with over 40 years of Pennsylvania family law experience.

Member News

Events

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

Thursday, September 5, 2024  – 11:30a PT | 1:30p CT | 2:30p ET