|  The Bay Area

New Members

26 New Members in the The Bay Area

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

Margaret-Abeles

Margaret Abeles

COOs 2GO
Partner
(714) 325-3351
mabeles@coos2go.com
Consultant Service
Home Group: San Francisco 12

Bio: Margaret makes good companies even better and helps them grow. She creates and executes business and marketing strategy, performs Chief of Staff functions, project manages key initiatives, creates change management programs, and streamlines operations.

Laura Bailey

L. Baily Search Associates
Founder & Managing Partner
(949) 680-6153
laura@lbaileysearch.com
Human Resources
Home Group: San Rafael 2

Peter Barnes

Peter Barnes

CrossCountry Mortgage
Branch Manager/Loan Advisor
(510) 647-5326
peter.barnes@ccm.com
Banking Finance
Home Group: San Francisco 8

Bio: We are licensed in all 50 states and do all types of residential loans (Purchase, Refinances, Cash Out Refinances, Investment Properties, 2nd Homes, Up to 10 Units, Conventional, FHA, VA, Jumbo, DSCR, and Bank Statement Loans).

Robin Beers

Robin Beers

Ubuntu Culture Company
Founder, Ubuntu Culture Company
(415) 961-5051
robinbeers@gmail.com
Consultant Service
Home Group: San Rafael 2

Bio: Organizational Psychologist + 25-Yr Corporate Leader || Consultant || Keynote Speaker.

Ben Ben-Aderet

Ben Ben-Aderet

GRSee Consulting
Group CEO
(669) 249-8349
ben@grsee.com
Consultant Service
Home Group: Sacramento 3

Bio: Group CEO at GRSee Consulting Group and Consilium Labs. In the cyber security industry for more that 25 years.

Joanie Connell

Joanie Connell

Flexible Work Solutions
President
(619) 807-8165
jconnell@flexibleworksolutions.com
Consultant Service
Home Group: Silicon Valley Virtual 1

Bio: My business is reinventing nerds. I help technical experts transition into leaders and overcome people challenges. Industries include life sciences, software, engineering, healthcare, transportation, nonprofit.

Alda Curaming

Alda Curaming

JPMorgan & Chase Co.
(503) 314-8888
alda.curaming@chase.com
Banking Finance
Home Group: Menlo Park 1

Patricia Gay

Patricia Gay

Apex CAS
(415) 302-0689
patricia@apexcas.com
Accountant
Home Group: Santa Rosa 2

David Goldman

David Goldman

Ruby Peak Recruiting
(415) 902-2279
david@rubypeakrecruiting.com
Other
Home Group: San Francisco 11

Bio: Expert in sourcing, identifying, and placing administrative / executive assistants, executive business partners, and Chiefs of Staff in all industries.

Natalie Gomez

Natalie Gomez

Attorney at Law/ Partner/ Owner
(408) 413-1200
natalie@gomezedwardslawgroup.com
Attorney
Home Group: Campbell 1

Abigail Gorton

Abigail Gorton

Gorton Consulting
(415) 305-6050
abigail@abigailgorton.com
Financial Service
Home Group: Santa Rosa 1

Lauren Gray

Lauren Gray

(669) 288-0609
lauren.madergray@ml.com
Consultant Service
Home Group: Mountain View 1

Rick Hernandez

Rick Hernandez

N2CON Technology
CEO
(510) 291-4995 Ext:110
rick@n2con.com
Information Technology
Home Group: Walnut Creek 1

Bio: Rick Hernandez, currently serving as the Chief Executive Officer at N2CON, is a seasoned executive with a wealth of domestic experience in various facets of business operations.

Monica Jones

Monica Jones

Cross Country Mortgage
(925) 263-9522
monica@ccm.com
Banking Finance
Home Group: San Francisco 3

Lou Lamb

Lou Lamb

One82
VP, Marketing & Operations
(408) 335-0349
louise.lamb@one82.com
Information Technology
Home Group: Santa Clara 2

Bio: I lead initiatives to grow our client base to deliver tailored IT services, cybersecurity, and compliance solutions to SMBs, with a focus on accounting, legal, and financial industries.

David Lederman

David Lederman

Law Offices of David Lederman
Managing Attorney
(925) 522-8889
david@ledermanlaw.net
Attorney
Home Group: Walnut Creek 1

Virginia Lively

Virginia Lively

Lonich Patton Ehrlich Policastri, P.C.
Partner
(408) 553-0801
vlively@lpeplaw.com
Attorney
Home Group: Mountain View 2

Bio: Your guide for divorce, custody, spousal/child support, and prenups. Serving the Bay Area since 2012; Certified Specialist since 2018. With a legal masters in corporate tax, I specialize in divorces with complex compensation and businesses.

Katharine Moodie

Katharine Moodie

Perseverance Advisors
CEO
(510) 255-1565
kmoodie@perseveranceadvisors.com
Consultant Service
Home Group: San Ramon 1

Bio: I provide operations consulting to a variety of privately held companies looking to improve their operations and profitability.

Christopher R Owen

Christopher R Owen

Jackson Square Financial
Financial Advisor
(415) 407-5795
cowen@jsfin.com
Investment Advisor
Home Group: San Rafael 2

Joe Popper

Joe Popper

PopperTechTeam
(415) 273-3527 x 101
joe@poppertechteam.com
Consultant Service
Home Group: San Rafael 2

Jeffrey Ratinoff

Jeffrey Ratinoff

K&L Gates
Partner
(650) 255-2842
jratinoff@spencerfane.com
Attorney
Home Group: Silicon Valley Virtual 1

Bio: I am primarily an intellectual property litigator. I strive to protect clients’ intellectual property in a range of disputes, including patent infringement, trade secret misappropriation, breaches of license agreements and copyright and trademark infringement.

Blair Stientjes

Blair Stientjes

Total Benefits
Broker, Advisor, President
(925) 444-9404
blair@totalbenefitsca.com
Insurance
Home Group: Walnut Creek 1

Bio: Total Benefits is a service focused employee benefits and retirement plan advisory firm for small businesses.

Linda Tigue

Linda Tigue

First Citizens Bank
(707) 761-1677
linda.tigue@firstcitizens.com
Banking Finance
Home Group: Roseville 1

Brook Terhune

Brook Terhune

Corcoran Icon Properties
REALTOR
(707) 486-9051
brook@brookterhune.com
Real Estate
Home Group: Santa Rosa 1

Bio: Sonoma County native and Santa Clara graduate with a Real Estate business built on the foundation of Communication, Care and Community.

Lily Yu

Lily Yu

Agent Art
AGENT ART – Fine Art Advisor, Appraiser and Sommelier
(310) 902-7653
msagentart@gmail.com
Home Group: San Francisco 7

Bio: I am the answer to all your client’s art-related needs. From buying, selling, collecting, curating, authenticating, and appraising fine art, I go beyond in providing personalized and effective service.

Alyssa Zagrobski

Alyssa Zagrobski

Shelton Capital Management
Director, Retirement Plan Services
(415) 312-5926
azagrobski@sheltoncap.com
Financial Service
Home Group: Walnut Creek 1

Bio: 401(k) Guru with Expertise in 3(38) Invesment Management.

Member News

Member Milestones

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

Celebrating 10 Years

Sheila Gropper Nelson

Resolution Law Firm P. C.
Attorney/Owner
(415) 362-2221
shedoeslaw@aol.com
Attorney
Home Group: San Francisco 3

Bio: Over 40 years of practice, more than 20 years as the first California State Bar Certified Bankruptcy Law Specialist in San Francisco, I and my firm have worked for both Creditors & Debtors in reaching resolutions to bring closure for the issues presented.

Celebrating 5 Years

Karen Cavanagh

KLC Marketing Group
Owner
(415) 652-3200
karen@klcmarketinggroup.com
Marketing
Home Group: Walnut Creek 3

Bio: KLC Marketing Group grows businesses through digital marketing centered on marketing automation. We improve the entire marketing funnel from first touch through sale, tracking everything with analytics.

Joanie Connell

Flexible Work Solutions
President
(619) 807-8165
jconnell@flexibleworksolutions.com
Consultant & Service
Home Group: Silicon Valley Virtual 1

Bio: My business is reinventing nerds. I help technical experts transition into leaders and overcome people challenges. Industries include life sciences, software, engineering, healthcare, transportatation, nonprofit.

Mary Falvey

Falvey Associates
Strategic Advisor
(415) 317-1322
mary@falveyassociates.com
Consultant & Service
Home Group: San Francisco 1

Bio: Strategic advisor to CEOs bringing strategic clarity and counsel to manage rapid growth, turnaround or strategic pivot. Wealth of operating and consulting experience with startups, family businesses, and large companies in US & Europe.

Patricia De Fonte

De Fonte Law PC – Estate Planning With Heart
Principal and Attorney
(415) 735-6959
patricia@defontelaw.com
Attorney
Home Group: San Francisco 5

Bio: Virtual boutique estate planning firm in California providing a high touch, luxury estate planning experience for the middle-class millionaire. We work with all types of families, artists and entertainers, and green card holders.

Dan Hinde

Dan Hinde

BACS Consulting Group
Director of Business Development
(650) 204-0450
dhinde@bacsit.com
Information Technology
Home Group: San Francisco 9

Bio: Premium IT support and consulting for small to medium sized companies. BACS gives our clients peace of mind to focus on their company without distraction. Providing truly honest, and high quality service. Nearly all of our clients are referred to us.

Events

Join us for our Holiday Parties!  SV:  Tuesday, December 3rd from 5-7pm at Left Bank Grand Salon.  SFO:  Wednesday, December 11th from 5:30-7:30pm at Harborview Restaurant & Bar.  Details and registration are on the Hub.

Accelerate Your Membership (AYM) on Monday, December 9, 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

Wednesday, November 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, November 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

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

Tuesday, November 12, 2024  – 8:30a PT | 10:30a CT | 11:30a ET