New Group Leaders

2 New Group Leaders in the New England 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.

Dominic Grew

Business & Executive Coach to Law Firms
Elevate Business Coaching, LLC
(857) 272-6391
dgrew@elevatebusinesscoaching.com
Home Group: Dedham

Lisa Levesque

Business Performance Coach
Focal Point Coaching
(508) 838-5355
llevesque@focalpointcoaching.com
Home Group: Transitioning Business Advisors Affinity Group

New Members

13 New Members in the New England Area

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

Neil (Dima) Berdiev

DNB Advisory
Managing Partner and Co-Founder
(617) 233-1405
neil@dnbadvisory.com
Financial Service
Home Group: Boston 6

Bio: Career commercial banker turned business owner & PE investor. Commercial debt financing arrangement. Deal sizes $3MM-$100MM. National coverage. Best professional day: Client says they would never seek commercial loans without my team’s assistance.

Chris Bollig

Bellrock Insurance LLC
Owner and Principal
(866) 200-3690
chris@bellrockinsurance.com
Insurance
Home Group: Southern New England

Bio: Commercial middle market insurance, licensed in CT, MA, and RI. Excel with manufacturers (from food & breweries to high tech), aerospace & DoD parts manufacturers, technology focused businesses, and AEC – architects, engineers, contactors.

Susan Yahn DiPinto

Cambridge Trust
SVP
(617) 548-1914
susan.yahndipinto@cambridgetrust.com
Banking Finance
Home Group: Natick

Patty Flowers

IPX1031 – Investment Property Exchange Services, Inc.
Vice President
(617) 423-1031
patricia.flowers@ipx1031.com
Real Estate
Home Group: Boston 5

Bio: 1031 Exchange – Tax Deferral for sale of Investment Real Estate.

Tim Harrigan

Harrigan Insurance Services Inc.
Senior Benefits Specialist
(603) 605-4091
tharrigan@mycoreinsurance.com
Insurance
Home Group: Newburyport

Bio: I help seniors transition into Medicare.

A J Moscone

Moscone Law
Founder/Managing Attorney
(617) 604-2777
amoscone@mosconelawboston.com
Attorney
Home Group: Seaport

Patrick Ryan

Merrill Lynch
Vice President
(617) 946-8023
patrick.s.ryan@ml.com
Investment Advisor
Home Group: Natick

Bio: I help busy individuals and families simplify and manage all aspects of their financial lives through identifying their goals and helping to develop a strategy to accomplish them. Retirement planning; investment management; 401k; concentrated stock.

Rebecca Ryan

Danger Law
(617) 340-3231, ext. 2
rebecca@dangerlaw.com
Attorney
Home Group: Lexington

Ana Schwarz

Rubin Rudman
Family & Marital Law Attorney
(617) 330-7099
aschwarz@rubinrudman.com
Attorney
Home Group: Boston Charter

Rach SebellShavit

HELM365
Leadership Development Coach
(978) 808-1853
rachsebellshavit@helm365.co
Consultant Service
Home Group: Boston 7

Bio: Leadership Development Coach transforming new and mid-level managers into leader managers; confident, collaborative, resilient champions who drive organizational results. I help managers get unstuck and upskilled so that they lead empowered teams.

Jackie Seklecki

BANKW Staffing
Director, Strategic Accounts
(508) 948-0446
jseklecki@bankwstaffing.com
Human Resources
Home Group: Southern New England

Bio: I work with hiring managers in New England with hiring & staffing needs. This includes Accounting, Finance, IT, HR, Administration, Legal and Sales professionals.

Janean Sullivan

IMA – Boston
VP, Business Development
(781) 315-2986
janean.sullivan@selectebs.com
Insurance
Home Group: Boston 4

Amanda Thibodeau

Morse
Employment Law Senior Attorney
(781) 697-2206
athibodeau@morse.law
Attorney
Home Group: Boston 5

Bio: Management side employment law attorney.

Member News

Mar 13, 2024

Attorney Terri Pastori Panelist at Employment Law 101 Seminar

Attorney Terri Pastori was thrilled to be a panelist at the recent New Hampshire Bar Association’s Employment Law 101 seminar on March 6, 2024. The program covered a wide range of topics that span the life-cycle of an employee, from issues that arise with interviewing and hiring to termination and unemployment concerns. Terri and Attorney Heather Burns from Upton Hatfield spoke on Case Selection to Trial from the Plaintiff and Defense Perspectives.

Member Milestones

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

Celebrating 10 Years

John Dustin

JED Insurance & Financial Service Agency
President
(508) 543-1067
john.dustin@jedinsurance.com
Insurance
Home Group: Framingham

Bio: What does my policy cover? I do not understand the language? What are my exposures? What can I do to be solvent and profitable? Insurance & Risk Management Solutions for all types of businesses and personal accounts. We provide all fashion service…

Bob Everett

Northeast Planning Associates, Inc
Financial Advisor
(617) 733-8336
robert.everett@lpl.com
Investment Advisor
Home Group: Boston Charter

Bio: Bob helps business owners and CFOs maximize the tax benefits of an organizations retirement plan, manage costs, monitor performance, understand and implement fiduciary practices, and assist plan participants. Think 401(k), 403(b). Think Bob Everett.

Bob Furlong

The Bulfinch Group
Certified Exit Planner
(617) 818-2001
bobfurlong@bulfinchgroup.com
Investment Advisor
Home Group: Needham

Bio: Call me when you have a client that wants to get paid for NOT running their company. Holistic financial advice for the highly productive. When you are your business, you need me, your financial bodyguard.

Michael Mulcahy

Mulcahy Capital
Principal
(617) 861-2042
michael@mulcahycapital.com
Real Estate
Home Group: Dedham

Bio: Hassle-Free Loans for Real Estate Developers.

Celebrating 5 Years

Jessica Demmerly

Rubin and Rudman LLP
Partner
(617) 330-7130
jdemmerly@rubinrudman.com
Attorney
Home Group: Boston 4

Bio: I focus my practice on elder law and special needs planning. I help families address the sensitive issues of planning for incapacity, public benefits eligibility and financing long-term care.

Kevin Diamond

Rico, Murphy, Diamond & Bean LLP
Probate and Fiduciary Litigation
(508) 205-5500
kdiamond@rmdbllp.com
Attorney
Home Group: Framingham

Bio: Kevin G. Diamond is a Probate Litigator at Rico, Murphy, Diamond & Bean LLP, Kevin is licensed as both an Attorney and a CPA. He can help you find and get your family’s money.

John Doane

Twin Lights Financial Services
(978) 925-2525
jdoane@ibrokernet.com
Banking & Finance
Home Group: Wakefield

Bio: Provide 1031 exchange and other tax-oriented tax deferral strategies for Business owners and HNW individuals selling highly appreciated assets…

David Giordano

Giordano Law LLC
(617) 275-4725
davidg@giordanolawllc.com
Attorney
Home Group: Natick

Bio: Intellectual Property attorney helping clients obtaining and enforcing patents and trademarks

James Moynihan

DeMoura Smith, LLP
(781) 914-3771
jmoynihan@demourasmith.com
Attorney
Home Group: Wakefield

Bio: Attorney handling trust and estate administration and litigation.

Diane C Pappas

Solutions For Divorce, LLC
Certified Divorce Financial Analyst®, Certified QDRO Specialist™
(978) 833-6144
diane@solutionsfordivorce.com
Financial Service
Home Group: Boston 5

Bio: Expert divorce financial and tax analysis to resolve divorce issues. Financial mediation, financial forensics, expert witness, alimony tax analysis, marital asset division, pension valuations, stock option analysis, QDROs, DROs, post-divorce planning.

Roxanne Richard

Vieira & DiGianfilippo Ltd
Attorney
(508) 238-2510
rrichard@clozers.com
Attorney
Home Group: Dedham

Bio: We provide practical and effective legal solutions in commercial and residential real estate matters in Massachusetts and Rhode Island.

Lawrence Sheh

Partridge Snow & Hahn LLP
Partner
(781) 474-5126
lsheh@psh.com
Attorney
Home Group: Boston 1

Bio: Lawrence serves as outside corporate legal counsel to a broad range of emerging and established businesses.

Bill Tarpey

World Insurance Associates, LLC
Client Advisor
(781) 708-0425
williamtarpey@worldinsurance.com
Insurance
Home Group: Wakefield

Bio: I help business owners identify exposures so that we can customize their General Liability, Professional Liability, Management Liability, Property, Auto and Workers’ Compensation insurance policies appropriately and economically.

Chuck Thibedeau

Integrated Realty Resources, LLC
President
(603) 626-1900
chuck.thibedeau@irr-re.com
Real Estate
Home Group: Manchester

Bio: Integrated Realty Resources assist Commerical Property Owners maximize their returns.

John Weaver

McLane Middleton
(781) 904-2685
john.weaver@mclane.com
Attorney
Home Group: Woburn

Bio: Privacy. Data Security. Cybersecurity. GDPR. CCPA. Personal Data and Information. PHI. Data Breaches. Information Risk Assessments. Emerging Tech Law.

Events

Join us next month for our Spring PV@Night – Thursday, May 16th at the University of Mass Club. Registration and details are on the Hub.

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

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

Thursday, April 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Tuesday, May 7, 2024 – 8:30a PT | 10:30a CT | 11:30a ET