New Members

14 New Members in the DC/Metro Area

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

Brett Baldino

Rosenberg Martin Greenberg
Partner
(410) 727-8553
bbaldino@rosenbergmartin.com
Attorney
Home Group: Baltimore 5

Elizabeth Bernard

McKool Smith
Principal
(202) 370-8319
ebemard@daignaultiyer.com
Attorney
Home Group: Northern Virginia 1

Todd Bornstein

Selzer Gurvitch Rabin Wertheimer Polott, P.C.
Partner
(301) 634-3104
tbomstein@sgrwlaw.com
Attorney
Home Group: DC/Metro 10

Liza Bowersox

Weaver
Managing Director
(804) 323-4881
liza.bowersox@weaver.com
Accountant
Home Group: DC/Metro 10

Ellie Hitt

RE/MAX Realty Centre
Realtor
(240) 888-8448
ellie@homeswithellie.com
Real Estate
Home Group: DC/Metro 3

Alisa Meindertsma

G&A Partners
Business Advisor
(571) 220-0111
ameindertsma@gnapartners.com
Human Resources
Home Group: Northern Virginia I

Linh Nguyen

BDO USA LLP
Tax Managing Director
(240) 731-3493
lvnguyen@bdo.com
Accountant
Home Group: DC/Metro 9

Bio: As seasoned tax professional with over 15 years of public accounting experience, Linh specializes in tax provisions (ASC740/TFRS), compliance, and consulting for mid-market and multinational corporations.

Rivka Schreiber

Flexible Finances LLC
CFP & Certified Divorce Financial Analyst
(202) 297-1321
rivka@flexiblefinances.com
Investment Advisor
Home Group: DC/Metro 11

Lee Self

Renaissance Executive Forums
Partner, Northern Virginia
(703) 402-5065
lself@ref.global
Consultant Service
Home Group: DC/Metro 6

Bio: Executive Peer Group Facilitator, Leadership Developer, and Business Advisor helping CEOs connect, learn & grow together.

Brian Singer

Foxtrot Media, Inc.
Principal
(443) 463-5623
bsinger@foxtrotmedia.com
Marketing
Home Group: Baltimore 4

Bio: Principal of Foxtrot Media, Inc., a WordPress Website Development and WordPress/ cPanel Website Hosting Partner. Our customer-focused team is dedicated to writing elegant code and keeping your website online.

Gabe Trasatti

Trasatti Wealth Planning, LLC
Principal
(410) 244-6222
gtrasatti@trasattiwp.com
Investment Advisor
Home Group: Baltimore 2

Christina Tunison

LPL Financial
Financial Advisor/ Retirement Plan Consultant
(202) 670-2558
christina.tunison@lpl.com
Investment Advisor
Home Group: DC/Metro 11

Nathan Volke

Law Office of Stacey B. Rice, LLC
Partner
(443) 333-4343
nvolke@staceyricelaw.com
Attorney
Home Group: Baltimore 2

Tien Wong

Opus8, Inc.
CEO
(703) 932-9191
tienwong@gmail.com
Banking Finance
Home Group: DC/Metro 3

Bio: We help companies and fund managers raise private capital from our community of 4000+ family offices, UHNW investors and institutional investors.

Member News

Events

Save-the-Date for our Fall PV@Night – Thursday, September 12th at Carmine’s DC from 5:30-7:30pm. Details and Registration are on the Hub!

Accelerate Your Membership (AYM) on Monday, August 12, 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, July 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, July 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Tuesday, July 23, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, July 24, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, July 24, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, July 25, 2024 – 11:30a PT | 1:30p CT | 2:30p ET