New Members

6 New Members in the Philadelphia Area

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

Alle Aldrich

Fact Finder Forensics Inc.
Chief Executive Officer
(215) 461-5650
alle@factfinderforensics.com
Accountant
Home Group: Philadelphia 4

Bio: Forensic Accountant/CFE. While my work is commonly associated with criminal investigations and litigation support, I also help corporations, government entities, and individuals navigate complex financial issues and deliver reliable financial insights.

David Burkholder

Wisler Pearlstine LLP
(610) 825-8400
dburkholder@wispearl.com
Attorney
Home Group: Philadelphia 4

Elias Ganim

McLaughlin Ganim, LTD.
Attorney (Pennsylvania Licensed)
(610) 644-4545
elias.ganim@mclaughlinlaw.com
Attorney
Home Group: Philadelphia 6

Bio: Providing Estate Administration and Planning services for Pennsylvania residents: including Wills, Living Wills (Healthcare Agent and Advanced Directives), Durable Power of Attorney, Trusts, and Probate Administration.

Matt Levering

Brown Brothers Harriman
SVP – Head of Corporate Advisory & Banking
(267) 473-1401
matthew.levering@bbh.com
Banking Finance
Home Group: Philadelphia 3

Rebecca Roskey-Brunner

Complete Care Strategies
CEO
(610) 265-4300
rbrunner@completecarestrategies.com
Consultant Service
Home Group: Philadelphia 4

Bio: Nurse Care Manager and Patient Advocate who specializes in working with children and adults with special needs, the medically complex, and the aging population. Think of us as “Your Professional Family Member”!

Daniel Valentino

Fenstermacher and Company PC
Tax Manager
(484) 761-2605
dvalentino@fandco.com
Accountant
Home Group: Philadelphia 2

Bio: I assist trustees, executors and lawyers with trust and estate planning and preparation.

Member News

If you haven’t checked out our new ProVisors Power Networking series yet, take a peek at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Watch all the videos in the series HERE.

Events

National Networking Day is Wednesday, September 20^th at 2pm PST with featured guest speaker Bob Burg, Author of the Go-Giver. Registration and Dial-In Details are on the Hub.

Join us for our Fall PV@Night at Maggiano’s on 12th & Filbert on Wednesday, September 27th from 5:00-7:00pm. Registration and details are on the Hub.

Accelerate Your Membership (AYM) on October 9, 2023 (8:30a P / 10:30a C / 11:30a E) with Sami Azhari/Richard Wang who will discuss GUESTING STRATEGY -The skill in virtual networking and the importance of guesting outside of your region. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.

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 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 6, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 6, 2023 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, September 7, 2023 – 11:30a PT | 1:30p CT | 2:30p ET