New Group Leaders

1 New Group Leader in the The Bay Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Audrianna Sibiski

Private Wealth Advisor
Morgan Stanley
(517) 862-4945
audrianna.sibiski@morganstanley.com
Home Group: San Francisco 12

New Members

24 New Members in the The Bay Area

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

John Apuzzo

MGO
International Tax Partner
(949) 296-4382
japuzzo@mgocpa.com
Accountant
Home Group: San Francisco 14

Bio: US International Tax Professional.

Gene Agustin

Lucent Mortgage
Mortgage Advisor
(408) 828-0575
gene@lucent-mtg.com
Banking Finance
Home Group: Sacramento 3

Lucas Bachman

Shoreline Partners, LLC
Managing Director
(925) 899-5847
lbachman@shoreline.com
Financial Service
Home Group: San Ramon 1

Bio: I represent families and entrepreneurs in the sale of their companies, leveraging a diverse background and strong work ethic, to close complex M&A transactions for the highest value.

Javier Bastidas

Leland, Parachini, Steinberg, Matzger & Melnick
Senior Associate Attorney
(415) 957-1800
jbastidas@lpslaw.com
Attorney
Home Group: San Francisco 10

Bob Bednarz

Guarantee Mortgage
Loan Advisor
(415) 891-3405
bbednarz@guaranteemortgage.com
Banking Finance
Home Group: San Francisco 7

Bio: I am a residential mortgage lender licensed in California and New Mexico.

Jethro Busch

Steven Adair MacDonald & Partners
Partner
(415) 956-6490
jbusch@samlaw.net
Attorney
Home Group: San Francisco 15

Bio: I have been a licensed California attorney since 1981, specializing in handling real estate disputes. I represent landlords and tenants, and handle commercial and residential. I also handle partitions, and real estate purchase disputes.

James Callejas

Investment Property Exchange
Vice President
(415) 640-0794
james.callejas@ipx1031.com
Financial Service
Home Group: Walnut Creek 1

Bio: Helping real estate investors preserve their equity and build wealth through the 1031 Exchange.

Donna Clark

Kennedy Wilson Property Services
Senior Managing Director
(916) 826-8697
dclark@kennedywilson.com
Real Estate
Home Group: Sacramento

Michael DeBoard

StrategyPlus
CFO
(408) 839-9162
michael@strategyplus.io
Consultant Service
Home Group: Campbell 1

Bio: I partner with Founder’s and CEOs to execute strategic visions as a Fractional CFO.

Doug Dixon

Live Better Financial
Founder & CEO
(650) 996-8013
doug@livebetterfinancial.com
Financial Service
Home Group: Palo Alto 3

Bio: I offer both traditional and reverse mortgages. As a US Navy veteran, I use a disciplined approach to navigate complex situations, specializing in guiding clients through the intricate mortgage process.

Niels von Doepp

Cushman & Wakefield
(415) 451-2403
niels.vondoepp@cushwake.com
Real Estate
Home Group: Larkspur 1

Preet Gill

Lockton Insurance Brokers, LLC
EVP, Global Technology Risk Practice Leader
(408) 515-7370
preet.gill@lockton.com
Insurance
Home Group: Walnut Creek 1

Elliott Harry

Dahl Law Group
Attorney
(916) 545-2790
eharry@tqdlaw.com
Attorney
Home Group: Sacramento 3

Larry Hertz

Engel & Volkers
Global Real Estate Advisor
(925) 330-7416
larry@hertzteam.com
Real Estate
Home Group: Walnut Creek 1

Ezra Herzog

Health & Integrative Insurance Solutions, Inc.
Benefits Advisor
(415) 297-6260
ezra@integrativeinsurance.com
Insurance
Home Group: San Rafael 2

Bio: Ezra Herzog is a leader in benefit design and implementation. I offer customized Insurance, Compliance, Technology, and HR solutions to attract and retain talent.

Terry Hill

Next Level Strategies
Strategic Consultant
(510) 459-7107
terry@nlshr.com
Human Resources
Home Group: San Ramon 1

Bio: Terry brings 30+ years of human resources leadership experience including at executive level in multiple industries, with multinational workforces and in both for-profit and nonprofit sectors.. He has an MS in HR and has been published in HR journals.

David Lee

Sweeney Mason LLP
(408) 356-3000
dlee@smllp.com
Attorney
Home Group: Campbell 1

Alex Leitzes

Summitry
Principal
(650) 212-2240
alexleitzes@summitry.com
Financial Service
Home Group: San Mateo 1

Martin Encinas Leon

Harper Real Estate
Founding Partner
(415) 652-4532
martin@harperre.com
Real Estate
Home Group: San Francisco 7

Bio: Specializing in residential real estate in San Francisco Bay Area.

Jimmy Mah

(415) 230-2168
jmah@mahcocpa.com
Accountant
Home Group: Menlo Park 1

Carrie Peters

ABC License Company
Founder, Fixer, CEO
(510) 544-0617
carrie@abclicensecompany.com
Consultant Service
Home Group: San Rafael 1

Jackie Remar

Meritas Wealth Management, LLC
Financial Planner
(415) 300-4560 x 204
jackie@meritaswealth.com
Investment Advisor
Home Group: San Rafael 2

Bio: Jackie assists clients with retirement planning, financial life planning, and portfolio management. Ideal clients are those who appreciate in-depth financial planning and also have assets to manage (minimum of $750,000 portfolio value or $7,500/year fee).

Anna Rembold

Metavent Title: CEO & Founder
(415) 531-0924
anna@metavent.io
Marketing
Home Group: San Francisco 2

Sascha Yim

Sunridge Legal
(646) 549-0843
sascha@sunridgelegal.com
Attorney
Home Group: San Francisco 7

Member News

Member Milestones

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

Celebrating 20 Years

Joe Delaney

Robertson Stephens®
Managing Director, Principal
(415) 578-3160
joe.delaney@rscapital.com
Investment Advisor
Home Group: San Francisco 3

Bio: We relish the opportunity to guide successful individuals and families to make smart decisions with their money and protect their financial future. We serve attorneys, executives and business owners.

Celebrating 15 Years

Richard McDerby

Manatt, Phelps & Phillips, LLP
Partner
(415) 291-7427
rmcderby@manatt.com
Attorney
Home Group: San Francisco 2

Bio: Business attorney with broad-based business law expertise, advising clients on a wide variety of corporate and commercial transactions, including mergers and acquisitions, private equity and venture capital financings and technology transactions.

Celebrating 10 Years

George Merrick

The InnFinGroup
Principal
(707) 996-3625
gmerrick@innfingroup.com
Financial Service
Home Group: San Francisco 7

Bio: George is a Principal with The InnFinGroup, one of North America’s largest Alternative Funding Source for Small Business, providing working capital for growth. We provide timely cash flow solutions for growing companies.

Aaron Minnis

Minnis & Smallets LLP
Partner
(415) 551-0883
aaron@minnisandsmallets.com
Attorney
Home Group: San Francisco 5

Bio: Aaron Minnis is a San Francisco employment law attorney who represents executives, professionals, salaried and hourly employees in employment law matters.

Alay Yajnik

Law Firm Success Group
Law Firm Growth Expert | Author | Podcaster
(925) 967-2197
alay@yajnikgroup.com
Consultant & Service
Home Group: San Ramon 3

Bio: I teach law firm owners across the country to grow their law firms using our proven law firm growth system. Call me when a law firm owner wants to grow their firm without working nights and weekends.

Celebrating 5 Years

Christine Condy

Contract immigration work
Immigration Attorney
christinecondy@yahoo.com
Attorney
Home Group: San Francisco 2

Bio: I am an immigration attorney who handles work visas, green cards, and naturalization for clients ranging from start-up companies to multinational corporations, investors, inventors, and artists. Also, marriage cases and certain family cases.

Gretchen Hollstein

Litman Gregory Wealth Management
Senior Wealth Advisor, Principal, CFP
(415) 464-5814
gretchen.hollstein@lgam.com
Investment Advisor
Home Group: San Francisco 5

Bio: Over 20 years experience advising individuals and families (often business owners) with personal financial analysis, investment asset allocation and management, charitable gift planning, and multi-generational legacies.

Steven Minchen

Compass
Broker
(415) 690-0352
steven@minchenteam.com
Real Estate
Home Group: San Francisco 15

Bio: I am a highly experienced & credentialed Residential Real Estate Broker helping people find their place in the world. Hyper local knowledge of the market, successful negotiation skills, management of complex RE transactions. Your trusted Advisor…

Sarah Tetlow

Firm Focus
Legal Productivity Consultant
(925) 808-9995
sarah@firm-focus.com
Consultant & Service
Home Group: San Francisco 12

Bio: What is the one thing that always seems to disappear? Time. I help lawyers and busy professionals stop leaking time (and money) by designing an intentional and proactive workday. Prioritize the right things to get more done today!

Events

Join us for our Fall PV@Nights! Silicon Valley: Tuesday, September 10th at Stein’s Beer Garden from 5:00-7:00pm. San Francisco: Thursday, September 19th at Harborview Restaurant & Bar from 5:00-7:00pm. Details and Registration are on the Hub!

Accelerate Your Membership (AYM) on Monday, October 14, 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, September 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, September 5, 2024 – 11:30a PT | 1:30p CT | 2:30p ET