New Members

25 New Members in the New England Area

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

Jarred Alexandrov

CMG Financial
Branch Manager
(508) 735-0078
jarreda@cmghomeloans.com
Real Estate
Home Group: Boston 4

Bio: Exclusive provider of the All-In-One mortgage loan program, the only loan in America that pays principal before interest, which can save you hundreds of thousands of dollars in overall interest paid!

Mike Brunnick

Focal Point Coaching
(617) 682-0210
mbrunnick@focalpoint.com
Consultant Service
Home Group: Newburyport

Carolanne Caron

Carolanne Caron, CPA, PLLC
Principal
(603) 552-6745
ccaron@carolannecaroncpa.com
Accountant
Home Group: Manchester

Bio: Accountant, CPA, Bookkeeping, Fractional CFO.

Alex Chiulli

Savage Law Partners, LLP
Partner
(401) 238-1209
achiulli@savagelawpartners.com
Attorney
Home Group: Providence

John Doten

Catamount Corporation
CEO
(240) 888-3560
jdoten@catamountcorp.com
Financial Service
Home Group: Boston 6

George Drugas

Harbor One
Vice President Small Business Team Leader – Commercial Lending
(774) 539-8909
gdrugas@harborone.com
Banking Finance
Home Group: Cambridge

Thalia Gekas

Eastern Bank
Vice President
(781) 400-3967
t.gekas@easternbank.com
Banking Finance
Home Group: Braintree

Rick Golden

Rockland Trust Bank
Assistant Vice President
(774) 283-3111
richard.golden@rocklandtrust.com
Banking Finance
Home Group: Braintree

Bio: As a Relationship Manager at Rockland Trust Bank, I am responsible for developing new business, underwriting, structuring and closing of new commercial loans, as well as, maintaining and servicing an existing commercial loan portfolio.

Anne Hill

Hilltop Operations + Consulting
Operational Efficiency Expert
(720) 251-4612
anne@hilltopoperations.com
Consultant Service
Home Group: Boston 7

Susan Joo

(857) 330-0445
dr.suuus@grnail.com
Consultant Service
Home Group: Needharn

John Judice

Addiction Recovery Services
Owner
(603) 591-3707
john.iudice@gmail.com
Consultant Service
Home Group: Haverhill

Darci Knowles

DARCI Creative
(603) 436-6330
darci@darcicreative.com
Marketing
Home Group: Manchester

Eric Labo

RogersGray
Partner, VP
(508) 209-6059
eric.labo@rogersgray.com
Insurance
Home Group: Boston 1

Bio: Insurance risk management advisory serving the property & casualty needs of affluent individuals and families. Specializing in Coastal High Value Homes, Personal Umbrella/Excess Liability, Jewelry, Art, Collections, Luxury Vehicles, Watercrafts, Cyber.

Anne Leduc

Focus Technology
Senior Account Executive
(978) 376-4923
aleduc@focustsi.com
Information Technology
Home Group: Portsmouth

Bio: Anne Leduc is a Senior Account Executive at Focus Technology, with 18 years of experience in the MSP IT industry focused on managed services, risk management, and cybersecurity compliance.

Geri MacPhee

Catamount
(804) 306-2538
gmacphee@catamountcorp.com
Insurance
Home Group: Boston 2

Courtney Rose Moore

AIR Funding, Inc.
Regional Vice President
(617) 839-2848
cmoore@arfunding.com
Financial Service
Home Group: Boston 7

Bio: AIR Funding, Inc. Professional in turning accounts receivable into ready cash. Invoice Funding. Alternative funding. Accelerated cash flow.

Khepra Moscillo

Eastern Bank
(781) 348-4938
k.moscillo@eastembank.com
Banking Finance
Home Group: Mansfield

Jeffrey Odland

Wadliegh, Starr & Peters, PLLC
Partner
(603) 669-4140
jodland@wadleighlaw.com
Attorney
Home Group: Manchester

Theresa Ramos

Tracey, Roman & Ramos, PC
Partner
(617) 236-1800
tbr@trr-law.com
Attorney
Home Group: Waltham

Bio: My firm represents clients in all aspects of family law including divorce, post-divorce, division of assets, alimony, child support and child custody disputes. I represent a wide range of clients at all stages of their dispute.

Dr. Nick Sarantopoulos

EOS Worldwide
Professional EOS Implementer
(978) 210-9780
nick.sarantopoulos@eosworldwide.com
Consultant Service
Home Group: Lexington

Bio: EOS Implementer, Business Teacher, Facilitator & Coach, Accomplished Speaker, Kolbe Certified consultant. Vision, Traction, Healthy.

Amanda Shuman

Kelly & Murstein Family Law, LLC
(617) 203-8500
amanda@kellymurstein.com
Attorney
Home Group: Metro West 1

Bio: Focusing on all aspects of family law: divorce, modifications, alimony, child support, unmarried parents, and contempts.

Lisa Treiber

Schlossberg, LLC
(781) 848-5028
ltreiber@schlossbergllc.com
Attorney
Home Group: Plymouth

Rick Weed

SES ESOP Strategies
Vice President, Client Development
(617) 233-6199
rick.weed@sesesop.com
Other
Home Group: Boston 1

Brooke Weldon

Weldon Global
CEO & Founder
(603) 256-2769
brooke@weldonglobal.com
Consultant Service
Home Group: Boston 5

Bio: Brooke is an expert at association management for national/international professional societies of any industry. She especially thrives in a changing or growing organizational environment.

Matt Wessels

Wessels Tax Advisors, LLC
(603) 340-3683
wesselstaxadvisors@gmail.com
Accountant
Home Group: Metro West 1

Member News

Member Milestones

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

Celebrating 10 Years

Doug Cox

HUB International New England LLC
Vice President
(978) 661-6715
doug.cox@hubinternational.com
Insurance
Home Group: Waltham

Bio: Along with the HUB team, my goal is to serve as the outsourced risk management arm for clients. A company CFO or President has enough to deal with on a day to day basis. With over 30 years of industry experience, clients count on me to be responsive…

Gregory Rush

Dunn Rush & Co. LLC
Senior Managing Director
(617) 451-0001
grush@dunnrush.com
Financial Service
Home Group: Waltham

Bio: Greg Rush is a Partner and co-founder of Dunn Rush & Co. LLC, specializing in M&A advisory for middle market companies. Prior to co-founding Dunn Rush in 2009, Mr. Rush held prior investment banking positions with Citigroup Capital Strategies…

Don Zidik

Grassi & Co. CPAs
Tax Principal
(781) 400-1625, ext 205
dzidik@grassicpas.com
Accountant
Home Group: Lexington

Bio: I provide tax planning and compliance (preparation) for closely held businesses and their owners, in addition to non-profits, trusts and estates.

Celebrating 5 Years

Ronald Baptista

Withum
Partner
(781) 333-3033
rbaptista@withum.com
Accountant
Home Group: Woburn

Ron Rice

Weiner and Rice, LLC
CPA
(617) 969-3232 x24
ron@weinerandrice.com
Accountant
Home Group: Boston 5

Bio: I am a CPA with 40+ years experience preparing & reducing taxes for individuals, small businesses, trusts & estates.

Stephen Seckler

Seckler Attorney Coaching
President
(617) 851-2319
steve@seckler.com
Consultant & Service
Home Group: Cambridge

Leigh Tucker

CLA
Principal
(617) 549-2399
leigh.tucker@claconnect.com
Accountant
Home Group: Boston 5

Bio: CPA and accountant with extensive nonprofit expertise. National team provides interim financial management and financial staffing, consulting, outsourced accounting, executive search. Founder, Nonprofit Executives Networking Group and From Bored 2 Board.

Events

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