| The Bay Area
New Members
30 New Members in the The Bay Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.

Saad Abbas
Snap Advisory
Managing Partner
(760) 666-4336
sabbas@snapadvisory.com
Accountant
Home Group: Palo Alto 1

Nicole Adkison
(408) 999-0000
nicole@adkisonlaw.com
Attorney
Home Group: Menlo Park 1

Donna Aldrich
Go Rascal Mortgage
Mortgage Broker
(415) 345-4320
donna@donnaaldrich.com
Banking Finance
Home Group: San Francisco 12

Laura Biche
(408) 999-0000
laura@biche.com
Financial Service
Home Group: Palo Alto 2

Bethany Brass
Lonich Patton Ehrlich Policastri
Associate Attorney
(415) 325-2767 ; (408) 553-0801
bbrass@lpeplaw.com
Attorney
Home Group: San Francisco 3
Bio: I combine strategic advocacy and my wealth of family law experience to help clients achieve favorable outcomes on the division of the marital estate, child and spousal support, and child custody & visitation plans.

Jennifer Brust
Sparta Business Solutions Inc.
HR Expert
(650) 808-7922
jennifer@spartahrbiz.com
Human Resources
Home Group: San Francisco 6
Bio: I’m a strategic advisor, arbitrator (certified through FINRA), and HR consultant with over 20 years of industry experience. I specialize in helping small businesses in California navigate employment law liabilities, and avoid costly litigation.

Jeanel Carlson
OakBloom Marketing
Co-founder and Chief Elevating Officer, OakBloom Marketing
(404) 932-9632
jeanel@oakbloommarketing.com
Marketing
Home Group: San Francisco 1
Bio: I help leaders and entrepreneurs level up with the power of their personal brand and company brand.

Jackie Cuneo
Exception Lending
Mortgage Broker: Creative, strategic, experienced. Complex scenario specialist.
(415) 948-5390
jackie@exceptionlending.com
Banking Finance
Home Group: San Francisco 1
Bio: Mortgage advisor, complex scenario specialist. Creative, strategic, experienced. I help clients buy and refinance Real Estate using conventional, jumbo, specialty mortgage products, bridge loans, and private money.

Terri Denver
Sales Xceleration
Fractional Chief Revenue Officer Sales Xceleration
(408) 607-8728
tdenver@salesxceleration.com
Consultant Service
Home Group: Walnut Creek 1
Bio: Fractional Outsourced Sales Leader for SMB B2B Businesses.

Dawn Garzoli
Garzoli Consulting
Consultant
dawn@garzoliconsulting.com
Consultant Service
Home Group: Santa Rosa 2
Bio: I specialize in Team Communication, Leadership Coaching, Employee Engagement, and Sales Optimization. My focus is on helping organizations align their teams, empower their leaders, and drive meaningful results.

Cheryl Hayes
Wells Fargo
(510) 285-0846
cheryl.hayes@wellsfargo.com
Banking Finance
Home Group: Oakland 1

Matthew James
Spencer Fane
Attorney
(408) 918-2804
mjames@spencerfane.com
Attorney
Home Group: Santa Cruz 1

Den Jones
909cyber
Founder & CEO
(408) 203-1777
den@909cyber.com
Consultant Service
Home Group: Campbell 1
Bio: Expert Cybersecurity consultancy: Reduce cost & reduce user friction while reducing risk from cyber attack.

Steven Kirch
Simple Academy
Partner, Profit Minds
(925) 518-8876
stevenjkirch@gmail.com
Information Technology
Home Group: Pleasanton 1

Michael Klein
Live Better Financial
(916) 502-2775
mikek@livebetterfinancial.com
Banking Finance
Home Group: Sacramento 3

Ryan Kraft
Venardi Zurada
Senior Attorney
(510) 410-6007
rkraft@vzlawfirm.com
Attorney
Home Group: Walnut Creek 1

Stanton Lawson
Sequioa Senior Solutions, Inc.
CEO
(707) 953-6061
stan@sequoiaseniorsolutions.com
Other
Home Group: Santa Rosa 2

Erin McDermit
M&H LLP
Partner / Employment Law Attorney
(650) 331-7028
emcdermit@mh-llp.com
Attorney
Home Group: Silicon Valley Virtual 1
Bio: I represent companies of all sizes and executives in employment law matters, including pre-litigation disputes and workplace investigations.

Dave Monk
ArcSource Consulting Inc.
CEO
(510) 301-3740
dave@arcsource.com
Walnut Creek 1
Home Group: Consultant Service
Bio: Founder and CEO of ArcSource which provides cybersecurity and IT services for businesses with 20- 500 employees. Dave is a cybersecurity expert, author, public speaker, and loves helping businesses use technology to grow profits and productivity..

John Nelson
Sandler by Marin Sales Advisory
Managing Partner
(415) 328-9827
john.nelson@sandler.com
Consultant Service
Home Group: San Rafael 2

Jeff Okrepkie
George Petersen Insurance Agency
(707) 360-4338
jokrepkie@gpins.com
Insurance
Home Group: Santa Rosa 1

Beth O’Neill
O’Neill Leadership Development
Coach, Facilitator, Workshop Leader
(415) 948-9486
beth@oneillleadership.com
Consultant Service
Home Group: Larkspur 1
Bio: For more than 25 years, O’Neill has worked with leaders to develop their collaborative capability. Her areas of interest and accomplishment include creating environments that promote collaboration, developing open and effective modes of communication.

Lisa Petrocchi-Merriman
Mark Kamin & Associates
Executive Leadership Coach and Program Leader
(669) 208-2194
l.merriman@mka-world.com
Consultant Service
Home Group: Silicon Valley Virtual 1

Judy Richardson
Nick Sadek Sotheby’s International Realty
Realtor , DRE 01098101
(916) 870-4003
judyrichre@gmail.com
Real Estate
Home Group: Roseville 1
Bio: Trusted Real Estate Advisor for Luxury & Unique Properties in Northern California and Northern Nevada.

Anshuman Sindhar
Anshuman Sindhar Consulting llc
Managing Principal
(510) 593-5029
anshuman.sindhar@asc.systems
Information Technology
Home Group: Walnut Creek 1
Bio: Fractional CIO/CDO supporting end-to-end Data Strategy, Data Governance, Enterprise Architecture, Data Analytics, Data Privacy, Data Security, Performance Measurement, Finance and Risk Management, Reporting and Business Intelligence Solutions.

Scott Stillman
The Law Office of Scott Stillman
(415) 306-8024
scott@scottstillmanlaw.com
Attorney
Home Group: San Francisco 13
Bio: Scott is an employment attorney who represents employees with any legal needs, including discrimination and harassment cases to wrongful termination and wage disputes.

Joseph Urbanski
Johnston, Kenney & Zulaica
Partner
(415) 644-4503
joseph@jkzllp.com
Attorney
Home Group: San Francisco 1

George Usi
Omnistruct, Inc.
CEO
(916) 469-4102
gusi@omnistruct.com
Consultant Service
Home Group: Sacramento 3
Bio: Cyber Risk Solved.

Ben Watson
Ben Watson Consulting, LLC
(415) 226-9509
ben@benwatsonconsulting.com
Consultant Service
Home Group: Santa Clara 2
Bio: I’m a fractional COO for financial advisors. I help clients with creating a great client experience, process improvements, and software implementations.

Michael Young
Princeton Pacific Capital
(415) 215-3925
michael@princetonpacific.com
Real Estate
Home Group: San Rafael 2
Member News
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 10 Years

Robert Friedman
Fearless Branding
Branding Consultant
(415) 465-4400
robert@fearlessbranding.com
Consultant & Service
Home Group: Oakland 1
Bio: Fearless Branding works with professional services and consulting firms to differentiate their businesses in crowded, competitive markets to tell their stories fearlessly so they attract and win the clients they really want.

Walter Pfeffer
Littler Mendelson P.C.
Shareholder
(917) 399-8484
wpfeffer@littler.com
Attorney
Home Group: San Francisco 7
Bio: Littler is the largest employment law firm in the world. With over 1,800 attorneys focused solely on helping employers, we have the expertise you’re looking for. My particular bailiwick is protecting companies’ information.
Celebrating 5 Years

Josh Brothers
Brothers & Henderson, P.S.
Attorney
(206) 324-4300
joshb@brothershenderson.com
Attorney
Home Group: Seattle 3
Bio: Compassionate, high quality counseling for individuals, families, and professionals in all aspects of estate planning, trust administration, and planning for recoveries in civil litigation.

Angela Frangieh
State Farm Insurance
Owner + Agent
(408) 793-8300
angela.frangieh.m8zx@statefarm.com
Insurance
Home Group: San Jose 1
Bio: “Big enough to serve you, small enough to know you.” I learned the importance of small business working with my parents, plus knowledge about loss and great protection. I bring my passion and expertise to the strategies and advice I share with my clients.

Roy Johnston
Johnston & Associates, Attorneys at Law, PC
Estate Planning, Business, Real Estate, Trust Administration, Probate Attorney
(707) 545-6542
rjohnston@johnstonassociateslaw.com
Attorney
Home Group: Santa Rosa 1
Bio: Currently in my 28th year, I am passionate about guiding my clients through a comprehensive estate planning process, helping them make very detailed choices, and giving them the peace of mind that everything is in place for their family.

Andrew McClelland
Hoge, Fenton, Jones & Appel, Inc.
Of Counsel
(415) 426-3521
andrew.mcclelland@hogefenton.com
Attorney
Home Group: Oakland 2
Bio: Civil litigation attorney specializing in construction, real estate, and business disputes.

Andrea Roth
Roth Art Group
(925) 299-6850
andrea@rothartgroup.com
Consultant & Service
Home Group: San Francisco 6
Bio: I am an art appraiser, leading a team of personal property appraisers of art, antiques, furniture, and all household contents. I provide appraisals for insurance, estate/gift tax, donations, divorce or collateral. Our valuations withstand challenge..

Clint Tripodi
The Liberty Company
SVP, Human Capital Management Practice Leader
(707) 812-2555
ctripodi@libertycompany.com
Consultant & Service
Home Group: Santa Rosa 1
Bio: HR executive focused on Strategic Planning, Leadership Development, Executive Coaching, and HR Consulting.

Hart Williams
Cloud Capital
Managing Partner
(801) 910-4278
hart@cloudcapital.us
Financial Service
Home Group: Seattle 3
Bio: We work with our clients so that they are financially bulletproof. We start with comprehensive financial plans, and combine that with sound investment management and tailored family office services.

Adam Wiskind
Exit Strategies Group, Inc.
Senior Advisor
(707) 781-8744
awiskind@exitstrategiesgroup.com
Financial Service
Home Group: Santa Rosa 1
Bio: Adam helps business owners to appraise, market and sell their closely-held companies ($3M-$30M annual revenue). Industry focus – Construction, Inspection/Testing, Manufacturing, Distribution and B2B Service.
Events
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, January 7, 2025 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, January 8, 2025 – 8:30a PT | 10:30a CT | 11:30a ET
Thursday, January 16, 2025 – 11:30a PT | 1:30p CT | 2:30p ET
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