| Philadelphia
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Culhane Meadows
Partner
(610) 659-4023
nbarlas@cm.law
Attorney
Home Group: Philadelphia 6
Bio: I am an intellectual property and technology transactions attorney. Prioritizing practicality and efficiency, I offer deep expertise in IP licensing, software and SaaS agreements, services agreements, and other IP and technology-related contracts.
Cooper Levenson
(609) 572-7570
kbeers@cooperlevenson.com
Attorney
Home Group: Philadelphia 6
Secure Planning Group, LLC
(215) 540-5566
matthew.crescenzo@securepg.net
Investment Advisor
Home Group: Philadelphia 6
Bio: Matthew is a Financial Advisor focused on helping business owners with their Company Retirement and Benefit Plans. Matthew is an Accredited Investment Fiduciary which he applies to his specialization in Qualified and Non-Qualified Plans.
Strategic Exit Advisors
Managing Director
(215) 489-8881
cacyliax@se-adv.com
Banking Finance
Home Group: Philadelphia 3
Bio: M&A advisor for entrepreneurs in the lower middle market ($10M – $50M) companies. I offer sell-side, buy-side and readiness roadmap (exit plan) services.
Liberty Fox Technology
CEO
(215) 821-9118
bill@libertyfoxtech.com
Information Technology
Home Group: King of Prussia 1
Bio: I believe no problem is truly insurmountable; working together with a strong team, any challenges can be overcome. I love what I do because I get to help motivated, small and medium businesses, who are struggling with their growth, become unstuck.
Saxton & Stump
Labor & Employment, Senior Care and Healthcare Litigation Attorney
(484) 328-8553
sjf@saxtonstump.com
Attorney
Home Group: King of Prussia 1
The Garner Firm
Of Counsel
(267) 805-6558
melanie@garnerltd.com
Attorney
Home Group: Philadelphia 1
Granite Insurance Group LLC
Principal
(267) 607-3100
matt@graniteinsgroup.com
Insurance
Home Group: Philadelphia 6
Bio: Commercial Property Casualty Insurance Broker
Legacy Planning
(610) 719-8600 Ext. 129
jhodson@legacy-online.com
Financial Service
Home Group: King of Prussia 1
Sagamore Executive Advisors
Executive Adviser
(862) 324-5837
blenihan@sagamore-advisors.com
Consultant & Service
Home Group: King of Prussia 1
Bio: Creating high performing organizations to achieve growth and profitability goals.
x86 Services
Fractional CIO
(215) 326-9499
slevan@x86services.com
Information Technology
Home Group: Philadelphia 2
Bio: Factional CIO/CTO/CISO that helps businesses scale, stay secure and compliant. I work with IT procesess and technology to assist with cyber security compliance and IT efficiency.
WSFS Bank
Small Business Relationship Manager
(856) 371-4806
emorris@wsfsbank.com
Banking Finance
Home Group: Philadelphia 6
Bio: Helping business owner achieve their goals.
Chime CPA
Owner
(610) 466-5454
samantha@chime.cpa
Accountant
Home Group: Philadelphia 6
Bio: “The happy accountant” providing bookkeeping to CFO level services to multi-entity business owners including family office, franchises, investors & multi-property rental real estate owners.
The O’Connor Group
Vice President of Growth
(484) 325-5900
mpopoleo@tocgrp.com
Human Resources
Home Group: Philadelphia 1
Bio: I assist small to mid-sized businesses with their people problems by providing HR and talent acquisition consulting services.
CLA (CliftonLarsonAllen)
Client Relationship Leader
(215) 837-3782
karen.robinson@claconnect.com
Consultant Service
Home Group: King of Prussia 1
Combined Resource Solutions, Inc.
President/Founder
(484) 798-9829
mrukin@consultcrs.com
Human Resources
Home Group: Philadelphia 2
Bio: Conduct employee-facing surveys to provide data to the C-Suite so they better understand what’s on the minds & in the hearts of their employees to make better decisions to create THRIVING workplaces! Employee Engagement Surveys Exit Interviews.
Shaffer & Gaier
(215) 751-0100
mshaffer@shaffergaier.com
Attorney
Home Group: Philadelphia 1
1847Financial
(215) 901-6967
mshigon@1847financial.com
Financial Service
Home Group: Philadelphia 6
Pinnacle CFO Services
(302) 983-9932
christine@pinnaclecfoserv.com
Accountant
Home Group: King of Prussia 1
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.
Save-the-date for our PHL Holiday Party at City Winery on Tuesday, December 5th from 5-7pm. Registration and details 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.
Tuesday, October 3, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 4, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, October 4, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, October 5, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
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