New Members

5 New Members in the Silicon Valley Area

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

Brooke Kernick

KM Advisors LLP
Partner
brooke@kmadvisorsllp.com
Attorney
Home Group: Santa Clara 2

Bio: Provide trust and estate administration and private fiduciary services to clients in the San Francisco Bay Area.

Tyler Martin

CFO Made Easy, LLC
(408) 430-7770
tyler@thinktyler.com
Consultant Service
Home Group: Palo Alto 3

Bio: As a virtual CFO, I guide businesses with annual revenue of $1-15 million towards consistent positive cash flow, higher profits, and increased business value.

Raj Prasad

(510) 673-6461
raj@wdfadigital.com
Marketing
Home Group: Palo Alto 3

Ricardo Ramirez

(408) 785-3415
ricardo@svcriminallaw.com
Attorney
Home Group: Mountain View 1

Katherine Santini

gatheringand
Founder
(650) 622-2504
katherine.santini@gatheringand.com
Financial Service
Home Group: San Mateo 2

Member News

Member Milestones

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

Celebrating 10 Years

Catherine Hendricks

Berkshire Hathaway international
Real Estate Residential Silicon Valley and international
(650) 245-5094
frenchrealtor@gmail.com
Real Estate
Home Group: Palo Alto 1

Bio: International Realtor Relocation working with Global High net worth clients. Buy and sell residential Real Estate people moving in and out Silicon Valle , USA and Europe. .

David Joud

Dynamic Strategic Alignment
President
(408) 462-9043
david@dsalignment.com
Consultant & Service
Home Group: Palo Alto 1

Bio: International executive coach working with individual and teams focusing on M&A, exit strategy, leadership training, strategic planning, productivity, customer service, communication, conflict, turnover, promotion, sales training, emotional intelligence.

Celebrating 5 Years

David Bellumori

Berliner Cohen
Tax Attorney
(408) 286-5800
david.bellumori@berliner.com
Attorney
Home Group: San Jose 2

Bio: Transactional tax and corporate attorney. I help individuals and business entities with 1031 exchanges, QSBS, M&A, offshore bank reporting (FBAR), and IRS/FTB disputes. LL.M. in Taxation.

Robert Carrillo

TB Accounting Services
Accountant
(831) 888-7823
robert@tbacct.com
Banking & Finance
Home Group: San Jose 1

Bio: I have worked in operations managment and the accounting/finance field for the past 20 years for domestic and international firms.

Caroline Schuyler

Law Office of Caroline Schuyler
Employment attorney, workplace investigator, mediator
(650) 996-2075
caroline@cmschuyler.com
Attorney
Home Group: Santa Clara

Bio: Caroline is an experienced employment attorney and workplace investigator, providing these services to employers throughout California for over 20 years. Caroline is also an experienced mediator.

Events

Save-the-date for our Spring PV@Night – Wednesday, April 17th at Steins Beer Garden. Registration and details are on the Hub.

Accelerate Your Membership (AYM) on Monday, February 12, 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, February 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024 – 11:30a PT | 1:30p CT | 2:30p ET