New Members

4 New Members in the Silicon Valley Area

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

Jeanie Colclough

Riveting Trips
(408) 647-7141
jeanie@rivetingtrips.com
Consultant Service
Home Group: Palo Alto 3

Bio: Conde’ Nast Top Travel Specialist who helps plan vacations and incentive travel.

Karen Traversi Kovaleski

Independent Consultant
(415) 609-7735
karen.traversi.kovaleski@gmail.com
Consultant Service
Home Group: Palo Alto 3

Tami Royston

RoseRyan
(408) 655-9875
troyston@roseryan.com
Consultant Service
Home Group: San Jose 2

Michael Safro

Stifel Venture Bank
(408) 821-6760
msafro@stifelbank.com
Banking Finance
Home Group: Palo Alto 3

Bio: Senior Vice President, Stifel Venture Bank. Focused on early to late stage venture backed companies in enterprise software. 10+ years of advising and providing various forms of capital to start-ups such as venture debt, working capital and M&A financing.

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

Lee Abel

Independent Long Term Care Insurance Advisor
Independent Long Term Care Insurance Agent
(415) 821-2271
lee@ltci-sf.com
Insurance
Home Group: San Mateo 2

Bio: I educate people on various types, benefits, and options available when considering the value of long term care insurance, helping them tailor the best plan for their needs.

Amy Cole

ABI Group, M&A, Business Sales & Valuations
M&A Advisor, Certified Business Broker
(925) 890-6012
acole@abi-ma.com
Financial Service
Home Group: Walnut Creek

Bio: Business Transactions are complex. Amy specializes in the confidential sale of privately-owned firms & business valuations. She simplifies the exit process & maximizes value utilizing a systematic approach, customized marketing, strong negotiation skills.

Joe Ivankovich

Johnston Gremaux & Rossi LLP
Partner
(925) 944-1881
jivankovich@jgrcpa.com
Accountant
Home Group: Walnut Creek 2

Bio: Focused on helping closely held and family owned businesses strive to meet the demands of finding solutions to tax and business succession planning issues.

George Kasolas

law office of George c Kasolas
Attorney at Law
(408) 998-9000
gckasolas@gmail.com
Attorney
Home Group: San Jose 2

Bio: Attorneys at Law focusing on Criminal Defense with over 40 years experience State and Federal Jurisdictions. Defense of persons and entities accused of criminal conduct in State and Federal Courts. We undertake traditional matters such as DUI, theft…

K. Esther Szabo

Gates Pass Advisors
CEO
(650) 797-0280
esther@gatespassadvisors.com
Investment Advisor
Home Group: Palo Alto 1

Bio: I am a financial planner and portfolio manager. Focus on women and couples seeking independent advise on effective personal financial strategies. Customized ongoing financial planning integrated with tax sensitive portfolio management.

Events

Join us for our Holiday Party at Il Fornaio Palo Alto on Thursday, December 14th from 5:00pm-7:00pm. Details and registration are 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