New Members

11 New Member in the Pacific Northwest

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

Bob Bedritis

Oswego Private Wealth Management
Manager Director
(503) 931-8104
bob@opwm.com
Investment Advisor
Home Group: Lake Oswego 1

Bio: We help Business Owners become Financially Independent of their Business.

Linde Carroll

Momentous Wealth Management
Certified Financial Planner/Shareholder
(253) 343-0342
linde@momentouswealth.com
Investment Advisor
Home Group: Vancouver 1

Amy Hamm

Insurance Connections Northwest Inc
Agency Owner
(425) 802-2250
amyhamm@msn.com
Insurance
Home Group: Seattle 1

Jason Harn

COLVIN + HALLETT LAW
Colvin & Hallett
jharn@colvinhallettlaw.com
Attorney
Home Group: Seattle 2

Michael Mockary

Mockary Financial
Founder
(818) 303-5531
michael@mockarycpa.com
Financial Service
Home Group: Boise 2

Chirag Patel

Clark Hill Law
Data Privacy, Cybersecurity, Artificial Intelligence (AI) / Technology, & E-Com
(360) 901-9086
cpatel@clarkhill.com
Attorney
Home Group: Lake Oswego 1

Dani Opperud

Aldrich Advisors
Senior Manager
(503) 716-9232
dlopperud@aldrichadvisors.com
Accountant
Home Group: Portland 1

Ron Pettit

Virtual Information Executives
CIO/COO Management Consultant
(503) 320-0993
rpettit@viellc.com
Consultant Service
Home Group: Vancouver 1

Bio: My name is Ron Pettit and company is VIE. I am a CIO, CTO, COO Management Consultant. My ideal client is a $20M to $500M company where the owner, CEO, CFO don’t speak the same language as the IT Director and want an IT Assessment.

Richard Reynolds

Silverpine Group
Managing Director
(415) 797-9045
reynolds@silverpinegroup.com
Financial Service
Home Group: Vancouver 1

Bio: I provide business valuations and specialize in appraising enterprises, equity, complex securities, and intangible assets. I provide valuations for estate planning, litigation support, ESOPs, fair value reporting, and exit planning.

Cameron Warr

Holland & Hart LLP
Attorney
(208) 383-3928
cdwarr@hollandhart.com
Attorney
Home Group: Boise 1

Craig Wigginton

EOS Wordwide
Professional EOS Implementer
(360) 448-0944
craig.wigginton@eosworldwide.com
Consultant Service
Home Group: Vancouver 1

Bio: I help 7-figure businesses hit 8 figures profitably and frustration-free.

Member News

Member Milestones

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

Celebrating 5 Years

James Banks

Washington Auto Law
Personal Injury Lawyer
(206) 497-HELP (4357)
james@waautolaw.com
Attorney
Home Group: Bellevue 2

Bio: Hurt in an accident and not sure who to talk to? I guide people through the insurance claims process from “Collision to Compensation.” No Fee Promise, Until We Win.

Chris Brumfield

Alliant Insurance Services
Professional Liability
(206) 351-0729
chris.brumfield@alliant.com
Banking & Finance
Home Group: Seattle 1

Bio: I assist mid and large sized Attorney, Architectural and Engineering Firms with Professional Liability (E&O) and insurance needs. I am a consultative, year-round broker well experienced with risk management, M&As, and complex insurance programs.

John Huey

Northwest Bank
SVP
(206) 621-8761
john.huey@northwest-bank.com
Attorney
Home Group: Seattle 1

Bio: John has been involved in the commercial banking industry for 30 years in the Puget Sound Region. His primary focus on commercial and industrial lending gives him a unique set of skills to help his customers achiev quality solutions.

Brian Jorgenson

Capital Eleven
Chief Investment Officer
(206) 372-9623
brian@capitaleleven.com
Financial Service
Home Group: Boise 1

Bio: Brian is the Chief Investment Officer for Capital Eleven, a Venture Capital and Private Equity firm with an Intermountain West focus.

Susan Schalla

Carney Badley Spellman
(206) 607-4148
schalla@carneylaw.com
Real Estate
Home Group: Seattle 3

Bio: Susan is an M&A attorney who helps clients sell or buy businesses, transition ownership, and make other strategic changes. She has a tax law degree and advises clients on the tax impacts of transactions in tandem with their CPAs.

Events

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

Tuesday, June 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, June 5, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, June 5, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, June 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET