Basil Barouki

Wells Fargo Private Bank
(858) 229-1605
basil.barouki@wellsfargo.com
Investment Advisor
Home Group: Pleasanton 1

Curtis Berrien

Newmark
(925) 974-0129
curtis.berrien@nmrk.com
Real Estate
Home Group: Pleasanton 1

Crichton Clark

C.H. Clark Consulting
(610) 662-8234
crichtonclark@gmail.com
Consultant Service
Home Group: San Francisco 5

Madison Gunn

Absolute Trust Counsel
Attorney
(925) 943-2740
madison@absolutetrustcounsel.com
Attorney
Home Group: Walnut Creek 3

Bio: I assist individuals and families with their foundational estate planning and oversee the firm’s after death division, handling trust administrations, probates, spousal property petitions and more.

David Jordan

Pacific Computer Consultants
President
(925) 215-3559
djordan@pcc-sf.com
Information Technology
Home Group: Walnut Creek 3

Daniel Kodam

D-Kode Technology
CEO/Digital Marketing Specialist
(925) 954-4201
daniel@dkodetech.com
Marketing
Home Group: San Ramon 2

Bio: A Certified Digital Marketing Professional with 10+ years of marketing 30+ years of IT experience guiding clients from micro-businesses to mega-corporations.

Jemma Jorel Lester

Proper Pour Co
President
(845) 389-3958
jemma@properpourco.com
Consultant Service
Home Group: San Francisco 2

Bio: Hospitality Consulting & Advocacy.

Joe Levy

Compass Commercial
(415) 990-1051
joe@levysf.com
Real Estate
Home Group: San Francisco 9

Lori Beth Merrill

Paladin Fiduciary Services LLC
Fiduciary
(707) 931-9423
paladinfiduciary@gmail.com
Consultant Service
Home Group: Santa Rosa 2

Zach Mesel

Wooden Spoon Managed IT Services
President
(707) 523-2222
zach@wooden-spoon.com
Information Technology
Home Group: Santa Rosa 1

Sean Murphy

CMIT Solutions
(415) 300-7159
smurphy@cmitsolutions.com
Information Technology
Home Group: Santa Rosa 2

Bio: Cybersecurity and IT advisor to small and medium size companies. Helping businesses leverage technology to decrease cybersecurity risk and increase productivity and profits.

Tom Pattinson

Redwood Tax Partner
(415) 479-1137
tom@redwoodtaxpartner.com
Accountant
Home Group: San Rafael 1

Andrea Posey

Coopers LLP
(415) 434-2111
andrea@coopers.law
Home Group: San Francisco 7

Derek Ridgway

Rimon Law
Partner and LEED AP
(925) 984-0951
derek.ridgway@rimonlaw.com
Attorney
Home Group: San Francisco 6

Barbara Stephenson

300 Feet Out
(415) 551-2377 x25
barbara@300feetout.com
Marketing
Home Group: San Francisco 5

Jennifer Ghelfi-De Smedt

Ghelfi – De Smedt & Associates
Founder and Principal
(650) 483-8682
jennifer@ghelfidesmedt.com
Consultant Service
Home Group: San Ramon 1

Bio: I’m a certified executive coach and organizational culture consultant that works with leaders and boards to align strategy, people and culture. By leveraging emotional and conversational intelligence I connect values and actionable behaviors.

Betty Taisch

Compass
(415) 385-8780
betty.taisch@compass.com
Real Estate
Home Group: San Francisco 13

Stacy Turner

The Turner Law Office
(415) 310-2512
stacy@sturnerlaw.com
Attorney
Home Group: Larkspur 1

Ryan Banta

BridgeBank
Vice President – Team Leader
(925) 249-4908
ryan.banta@bridgebank.com
Banking & Finance
Home Group: Walnut Creek 2

Bio: Ryan is a seasoned business banker providing middle market companies with customized banking solutions including working capital, real estate business acquisition and ESOP financing needs.

Gil Barrett

BMO Family Office
Managing Director
(415) 640-7873
gil.barrett@bmo.com
Investment Advisor
Home Group: San Francisco 7

Bio: Wealth management planning in a collaborative and fiduciary culture for over two decades, I specialize in meeting the complex global investment needs of business owners, corporate executives, family offices, and private foundations.

Becky Brown

Pyxis Financial Solutions
Partner
becky@pyxisfinancial.com
Consultant & Service
Home Group: San Ramon 2

Bio: Pyxis Financial Solutions provides end to end accounting services for professional service firms. We manage the books in a tax efficient way. We are coordinated so preparing business taxes annually is a seamless integrated process.

Michael Crist

CF&P Insurance Brokers
Partner
(925) 956-7716
mike@cfpinsurance.com
Insurance
Home Group: Walnut Creek 2

Bio: Partner with Property and Liability insurance brokerage CF&P in Walnut Creek. Our firm has been servicing the insurance needs of businesses & families for 80+ years. We analyze insurance solution to ensure appropriate coverage at a competitive premium.

Martin Fleisher

The Fleisher Law Firm
Esq.
(415) 518-4222
marty@fleisherlaw.com
Attorney
Home Group: San Francisco 12

Bio: Commercial real estate and business lawyer with expertise in leasing, investors, buys and sales of commercial real estate, business formations, limited liability company operating agreements, shareholder agreements, contracts, planning, operations…

Audrey Gee

Brown Gee & Wenger, LLP
Partner
(925) 943-5000
agee@bgwcounsel.com
Attorney
Home Group: Walnut Creek 2

Bio: HR strategy and employer-side litigation attorney. Audrey has successfully defeated class certification and settled cases involving over 1000 employees and Private Attorney General Act.

Christopher Morales

The Morales Law Firm
Attorney at Law
(415) 552-1215
chris@moralesdefense.com
Attorney
Home Group: San Francisco 5

Bio: If you or a loved one have been charged with a crime, you need the services of a skilled criminal defense attorney.We defend clients against Federal and State charges, both felonies and misdemeanors, including: Murder, Drug Crimes, Drunk Driving, Theft…

Dawn Newton

Donahue Fitzgerald LLP
Partner
(510) 451-3300
dnewton@donahue.com
Attorney
Home Group: Walnut Creek 2

Bio: Business attorney and franchise law specialist, handling start-up franchisors through established nationwide franchise systems. Trademark prosecution & licensing.

Greg Bronshvag

Sequoia Mortgage Capital, Inc
President
(415) 946-8204
greg@sequoiamortgage.com
Banking & Finance
Home Group: San Rafael 1

Bio: Sequoia Mortgage Capital is a direct lender providing real estate financing to credit worthy borrowers.

Chris DeMay

Aprio
Tax Partner
(415) 765-1313
christopher.demay@aprio.com
Accountant
Home Group: San Francisco 9

Bio: I work with owners of small to mid-size businesses, and family owned businesses, providing consulting to manage and grow wealth through tax optimization. I have significant experience working with high net worth individuals, retirement plan consulting…

Steve Johnson

Scaling Sales
Sales Growth Expert
(415) 259-7882
steve@scalingsales.com
Consultant & Service
Home Group: San Rafael 1

Bio: I work with Founders, CEOs & sales teams to grow sales by creating unique value propositions and increasing close rates.

Jeff Leung

Arent Fox LLP
Counsel
(415) 805-7965
jeff.leung@arentfox.com
Attorney
Home Group: San Francisco 2

Bio: Jeff is Counsel in the San Francisco office of Arent Fox LLP where he is a member of the firm’s Complex Litigation and Intellectual Property practices. Jeff is an experienced litigator, successfully representing clients in complex commercial and I…

Mark Leverette

BPM LLP
Partner
(510) 847-4193
mleverette@bpmcpa.com
Accountant
Home Group: San Francisco 4

Bio: Outsourced Accounting, Client Accounting & Advisory Services (CAAS), Audit Review or Compilation, Real-Estate, Technology Crypto Blockchain,. Management Advisory, Analytics, Accounting Systems ERP, NetSuite, Intacct, Yardi, MRI…

Richard Thornton

American Note Capital
Managing Partner
(510) 918-9001
richard@amnotecap.com
Banking & Finance
Home Group: San Rafael 1

Bio: Richard Thornton is the Managing Partner of American Note Capital (ANC) which invests in residential mortgage notes. ANC provides investors with high yield, passive, long-term investments suitable for creating financial freedom in retirement.

Anthony Trias

Stonebridge Financial Group
Annuity Specialist
(415) 479-1777
anthony.trias@equitable.com
Financial Service
Home Group: San Rafael 1

Bio: I believe in making a significant impact on the lives of others. As a CFP and an “Annuity Coach,” I educate clients on annuity strategies for downside protection and guaranteed income. Call me with questions on annuities or anything CFP related.

Richard Zuromski

Seifert Zuromski LLP
Attorney
(415) 869-8837
rzuromski@szllp.com
Attorney
Home Group: San Francisco 3

Bio: I’m an attorney advising in business, contract, landlord/tenant and real estate disputes. Don’t sign a contract without me looking at it first. Call me before responding to a litigation threat or if you need to file a lawsuit to protect your rights.