|  San Francisco

New Members

17 New Members in the San Francisco Area

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

Nick Abbott

Nick Abbott

North Bay Properties
(707) 523-2700
nabbott@northbayprop.com
Real Estate
Home Group: Santa Rosa 2

Sean Alexander

Sean Alexander

Alexander Tutoring
(415) 312-4720
sean@alexandertutoring.com
Consultant Service
Home Group: San Francisco 8

Francesca Boyd

Francesca Boyd

Fennemore Wendel
Director
(510) 301-9630
fboyd@fennemorelaw.com
Attorney
Home Group: San Francisco 4

Bio: Francesca specializes in sophisticated estate planning and trust administration.

Nicole Fucile-Borsian

Nicole Fucile-Borsian

Multi-Innovation
(310) 427-4811
nicole@multi-innovation.com
Marketing
Home Group: San Rafael 1

Robert Gascho

Robert Gascho

Eagle Strategies
Financial Advisor
(650) 248-9549
rgascho@eaglestrategies.com
Financial Service
Home Group: San Francisco 15

Bio: Protection-first financial advisor.

Chris Housh

Chris Housh

Housh Tax Law
(510) 593-9069
housh.tax.law@gmail.com
Attorney
Home Group: San Francisco 15

Reena Inthiran

Reena Inthiran

Heritage Bank
(650) 579-1501
reena.inthiran@herbank.com
Home Group: San Francisco 1

Donna Leung

Donna Leung

Starte
CEO & Founder
(510) 459-9388
donna@starte.io
Information Technology
Home Group: San Francisco 14

Bio: At Starte, we help companies get things done. We’re here to make you strong on execution.

Gabriela Lomeli

Gabriela Lomeli

Comerica
VP
(415) 477-3203
grlomeli@comerica.com
Banking Finance
Home Group: Pleasanton 1

Anna Michnicka

Anna Michnicka

Michnicka Law Ltd.
(415) 503-8324
anna@michnickalaw.com
Attorney
Home Group: San Francisco 15

Bio: Estate & Tax Planning | Administration of Trusts & Estates | Real Property & Entity Planning | Wealth Preservation & Transfer Strategies.

Michelle Pender

Michelle Pender

Engel & Volkers
(415) 283-6983
michelle.pender@engelvoelkers.com
Real Estate
Home Group: San Francisco 14

Heidi Quan

Heidi Quan

Alta Employment Law
(415) 269-3499
hquan@altaemploymentlaw.com
Attorney
Home Group: San Francisco 14

Ashton Ram

Ashton Ram

U.S. Bank
VP, Business Banking Relationship Manager
(510) 367-6769
ashton.ram@usbank.com
Banking Finance
Home Group: San Francisco 15

Bio: I specialize in a holistic approach when it comes to finding solutions and services to optimize cash flow, cut costs and achieve growth goals for business owners. Proven successful track record and over 17 years of business banking experience.

Scott Smith

Scott Smith

Hanson Bridgett LLP
Partner
(415) 995-5892
ssmith@hansonbridgett.com
Attorney
Home Group: San Francisco 12

Bio: I do deals for companies that range from the start-up to the middle-market stage. The companies I represent are in the tech or consumer product area, but I also specialize in sustainable business and impact investing.

Drew Starr

Drew Starr

Castlerock HR & Recruiting
CEO
drewstarr@castlerockhr.com
Human Resources
Home Group: Pleasanton 1

Ruby Steinbrecher

Ruby Steinbrecher

Law Office of Ruby Steinbrecher
(707) 336-2323
ruby@lawofficeofruby.com
Attorney
Home Group: Santa Rosa 2

Bio: A seasoned attorney who provides skillful counsel in creating holistic estate planning services that help people find peace of mind by creating a comprehensive legal plan to provide, and care for, assets and loved ones.

Sherlice Theroux

Sherlice Theroux

TL Squared
(510) 956-4466
stheroux@tlsqd.com
Accountant
Home Group: Walnut Creek 2

Member News

Announcing our Referral Contest Winners!  

We had three people who referred 3 members each – a three-way tie!  A big CONGRATULATIONS and thank you to:

Stewart Wessel – North Dallas 2, Group Leader

Rob Hinckley – Denver 3, Member

Bernard Williams Philadelphia 6, Group Leader

Each have won a $100 Gift Card to our ProVisors store and a $300 Dinner on ProVisors.

We also had the drawing for a free membership (for those who selected this prize). The winner of the free membership is… Mike Lazar of Denver 4!  Congratulations Mike and a big thank you to all who participated.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 10 Years

Susan Bluer

Bluer & Bluer LLP
(415) 989-1281
sgbluer@bluerlaw.com
Attorney
Home Group: San Francisco 6

Bio: Employee side experienced results oriented lawyer– 35 years.

Adam Engelskirchen

Adam Engelskirchen

Donahue Fitzgerald LLP
Partner
(415) 990-7804
aengelskirchen@donahue.com
Attorney
Home Group: San Francisco 1

Bio: Transactional real estate lawyer with big law firm (Sidley & Austin) and business (Director of Real Estate, Presidio Trust) experience. Call me for legal advice on real estate matters.

Lucy Lee

Fallon Bixby Cheng & Lee Inc.
Managing Attorney
(415) 781-2338
llee@fbcl-visa.com
Attorney
Home Group: San Francisco 6

Bio: Lucy Lee is an immigration attorney providing legal expertise on work visas, green cards and naturalization. Clients include start-up companies, multinational corporations, investors, professionals, families and individuals.

Geoffrey Murry

Ad Astra Law Group, LLP
Partner
(415) 795-3579
gmurry@astralegal.com
Attorney
Home Group: San Francisco 6

Bio: Geoffrey Murry practices primarily real estate litigation, focusing on residential neighbor disputes, disputes between buyers and sellers of real property and among co-owners of real property, and commercial landlord-tenant matters.

Celebrating 5 Years

Georgia Athanasiou

Bay Area CFO Consultants
OnDemand CFO for Private Companies
(415) 497-3172
georgia@bayareacfos.com
Consultant & Service
Home Group: San Francisco 11

Bio: As a CPA and on-demand CFO with 20+ years hands-on experience, I’ve successfully helped private companies through high-growth periods and also economic downturns. I focus on optimizing cash flow for sustainable growth and increased profit.

Justin Stewart

First Foundation Bank
Vice President/Branch Manager
(510) 250-8130
jstewart@ff-inc.com
Banking & Finance
Home Group: San Ramon 2

Bio: I bring over 20 years of banking experience to work for business owners throughout the bay area by helping to provide access to the financial tools they need to grow their business.

Terri Webb

Terri Webb

Century Group
Executive Recruiter
(415) 489-7404
twebb@century-group.com
Consultant & Service
Home Group: Walnut Creek 3

Bio: Terri is an Executive Search Recruiter with Century Group’s Walnut Creek, California office connecting top Accounting and Finance professionals with the companies that need them.

Events

Join us for our SFO Holiday Party at Harborview Restaurant & Bar on Wednesday, December 12th from 5-7pm.  Registration and details on the Hub.

Accelerate Your Membership (AYM) on Monday, December 11, 2023 (8:30a P / 10:30a C / 11:30a E) PERSONAL BRAND – How to create resonance within the PV community and the importance of a strong elevator pitch.  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.

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

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

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

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