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.

CJ Bachman

CJ Bachman

CEO
1 SEO Digital Agency
(215) 485-0756
cbachmann@1seo.com
Home Group: Fort Washington 1

New Members

14 New Members in the Philadelphia Area

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

Rhonda Anderson

Rhonda Anderson

Anderson Law Group
(215) 913-5672
rhonda@andersonlaw.co
Attorney
Home Group: Philadelphia 6

Brian Blatchley

Brian Blatchley

EOS Worldwide
EOS Implementer
(215) 330-4030
brian.blatchley@eosworldwide.com
Consultant Service
Home Group: South Jersey 1

Bio: 40 years of multi-unit management, including movie theatres and hospitality operations. I am the guy who keeps the trains running on time!

John DePrince

John DePrince

Focal Point Coaching
Business Leadership Coach
(610) 952-4047
jdeprince@focalpointcoaching.com
Consultant Service
Home Group: Philadelphia 6

Bio: I have owned and operated businesses most of my career, as a Business Leadership Coach, I help small to medium-sized law firms and accounting firms grow.

Matthew Embrey

Matthew Embrey

Abacus IT
(856) 403-9546
matt@goabacus.com
Information Technology
Home Group: South Jersey 1

Bio: VP of Sales at Abacus IT focused on making life easier for community banks, credit unions, and law firms. I love helping clients find the perfect tech solutions to keep their businesses running smoothly, securely, and stress-free.

Ana Ferreira

Ana Ferreira

Ferreira Law
Attorney
(267) 521-2143
ana@anaferreiralaw.com
Attorney
Home Group: Philadelphia 1

Robert Glycenfer

Robert Glycenfer

Financial Guide, LLC
Retirement Plan Specialist
(570) 466-I046
rglycenfer@financialguide.com
Financial Service
Home Group: King of Prussia 1

Bio: We help business owners save significant money in taxes through strategic qualified plan design.

Melissa Hawes

Melissa Hawes

Miles Financial Management Inc.
Mobile Controller/CFO
(484) 354-3183
melissa@milesfinancialmgt.com
Financial Service
Home Group: Philadelphia 5

Bio: I am a CPA, certified in PA and NY. We provide outsourced controller and CFO services to small business. We help business with implementation and oversight of financial operations to business accounting, planning, reporting and taxation.

Ryan Hurd

Ryan Hurd

Saltz Mongeluzzi Bendesky
Trial Attorney
(717) 333-4873
rhurd@smbb.com
Attorney
Home Group: South Jersey I

Chris Mangano

Chris Mangano

Strategic Alliance Executive
(267) 566-2256
cmangano@withum.com
Information Technology
Home Group: Philadelphia 5

Steve Mendelsohn

Steve Mendelsohn

Mendelsohn Dunleavy, P.C.
Patent Prosecution Attorney
(610) 203-0090
steve@mendelip.com
Attorney
Home Group: Philadelphia 5

Bio: Patent Prosecution Attorney helping U.S. and Foreign Individuals and Small / Start-Up / Midsize / Large Technology Companies secure Patent Protection for their Mechanical, Electrical, Computer, and Telecommunications Inventions.

Brian Pugliese

Brian Pugliese

GMS Surgent
Partner
(215) 313-0362
brianp@gmssurgent.com
Accountant
Home Group: Philadelphia 6

Bio: Brian is a Partner at GMS Surgent, a mid-sized, full-service CPA and advisory firm. He is committed to delivering exceptional service and proactive tax planning solutions to businesses and high net worth individuals.

Kim Sherman

Kim Sherman

B2BCFO®
Partner
(609) 203-0659
kimsherman@b2bcfo.com
Financial Service
Home Group: South Jersey 1

Bio: CFO and financial consultant. Solving financial challenges with creative, practical solutions: cash management, cost containment, sales forecasting. Translating ambitious targets into sustainable growth, profitable results. Developing exit strategies.

Andrew Stear

Andrew Stear

Mallie LLP
Principal
(610) 935-1420
astear@maillie.com
Accountant
Home Group: King of Prussia I

Bio: CPA at regional accounting firm; specializing in tax and business advisory services of closely held businesses.

Stella Weiss

Stella Weiss

JURISolutions
Managing Director, Account Management
(215) 383-3504
sweiss@jsl-hq.com
Human Resources
Home Group: Philadelphia 4

Bio: Partnering with clients for over 25 years to develop custom legal talent solutions either in an interim or more permanent capacity.

Member News

ProVisors is now 10,000 members strong!

Events

Save-the-date for our Holiday Party – Tuesday, December 3rd from 5-7pm at Attico Rooftop.  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, October 1, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, October 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, October 9, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, October 10, 2024  – 11:30a PT | 1:30p CT | 2:30p ET