New Members

2 New Members in the Silicon Valley Area

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

Andrew Cary

Latitude Legal
Partner | Latitude
(415) 377-2982
acary@latitudelegal.com
Attorney
Home Group: Santa Clara 2

Mohammad Hasham

Grant Thornton LLP
Managing Director, Accounting Advisory Services
(408) 665-6837
mohammad.hasham@us.gt.com
Accountant
Home Group: Menlo Park 1

Member News

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.

Member Milestones

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

Celebrating 10 Years

Janet Brewer

Law Office of Janet L Brewer
Attorney
(650) 325-8276
janet@calprobate.com
Attorney
Home Group: San Jose 2

Bio: Estate Planning, Probate & Trust Administration. Special focus on international estate planning & high net worth individuals & families who wish to protect their loved ones from creditors, predators, inlaws & outlaws.

Jim Hoover

Hoover Krepelka, LLP
Partner and Certified Family Law Specialist
(408) 947-7600
james@hooverkrepelka.com
Attorney
Home Group: San Jose 4

Bio: I am a Certified Family Law Specialist and owner of Hoover Krepelka, LLP (23 attorneys, 24 support staff, 230+ years of experience). We address all aspects of family law: property, support, custody, domestic violence and related matters.

Celebrating 5 Years

Mike Morales

Abbott, Stringham & Lynch
Principal, Tax & Advisory
(408) 377-8700
mmorales@aslcpa.com
Accountant
Home Group: San Jose 1

Bio: Expert in taxation of closely held businesses and high net worth individuals Mike works closely with his clients to optimize their tax savings!

Shana Nelson

Shana Nelson Insurance Agency Inc
President
(650) 988-8990
shana.nelson.lnoy@statefarm.com
Insurance
Home Group: Mountain View 1

Bio: Shana Nelson has been the Agent/owner of her boutique State Farm Insurance Agency since 1998, In Mountain View since 2000. The agency team of 6 who are all licensed and experienced work to assist clients in regularly assessing their current exposures…

David Wiedenfeld

Redwood Valuation
Senior Manager, CFA, CPA, PhD
(505) 933-9816
david.wiedenfeld@redwoodvaluation.com
Financial Service
Home Group: San Jose 1

Bio: We prepare sound and defensible valuations for myriad reasons, including: purchase price allocations, fair value measurement, gift and estate taxes, stock option pricing, entity conversion, and other business or dispute matters.

Events

Accelerate Your Membership (AYM) on July 10th (8:30a P / 10:30a C / 11:30a E) with Preston Howard and Tanya Patterson who will discuss the Influence of a Great Testimonial and How to use a Troika to Give Referrals. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.

EC Workshop on July 25th (1:30p P / 3:30p C / 4:30p E) – This is 45-60 minute quarterly workshop where designated chairs will review the primary roles of an Executive Committee member, explore best practices and establish camaraderie with EC members across the country.

Save-the-date for our SV Fall PV@Night on Tuesday, September 12th at Steins. Details and registration on the Hub.

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

Wednesday, July 5, 2023 – 9:30am-111:00am ET | 10:30am-12:00pm CT | 12:30pm-2:00pm PT

Wednesday, July 5, 2023 – 11:30am-1:00pm ET | 12:30pm-2:00pm CT | 2:30pm-4:00pm PT

Thursday, July 6, 2023 – 8:30am-10:00am ET | 9:30am-11:00am CT | 11:30am-1:00pm PT

Thursday, July 6, 2023 – 9:30am-11:00am ET | 10:30am-12:00pm CT | 12:30pm-2:00pm PT