New Members

4 New Members in the Silicon Valley Area

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

Jonna Mooney

Affogato HR Consulting
Principal
(408) 933-3020 x700
jonna@affogatohr.com
Human Resources
Home Group: Mountain View 1

Bio: Human Resources Management Consultant focused on small and mid-sized companies. 25+ years in Silicon Valley as a true HR Generalist.

Ralyssa Robinson

(408) 680-0214
rrobinson@acrisure.com
Insurance
Home Group: San Jose 1

Michelle Thompson

Keller Williams Silicon Valley
Realtor
(408) 839-4436
michelle.thompson@kw.com
Real Estate
Home Group: Mountain View 1

Bio: Residential Real Esate in the Bay Area.

Aaron Wu

(650) 999-0000
aaron@leewullp.com
Consultant Service
Home Group: Palo Alto 2

Member News

As we enter 2024, we are thrilled to announce that we now have over 9,000 members in 26 regions nationally. The growth we have experienced this year has been remarkable, and we are looking forward to even more expansion in 2024 and beyond. In fact, we are delighted to introduce our three newest regions: Las Vegas, Orlando, and San Antonio! We would like to express our deepest gratitude to our dedicated Group Leaders, passionate Members and Team ProVisors for their efforts in making our community the largest and most impactful networking community exclusively for Trusted Advisors.

Member Milestones

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

Celebrating 10 Years

Maureen Clark

Three Sixty HR, Inc.
CEO
(650) 328-1165
maureen@threesixtyhr.com
Human Resources
Home Group: San Mateo 2

Bio: Human Resources consultant, licensed private investigator and expert witness.

Kurt Hoefer

Summitry
Partner
(650) 212-2240
kurt@summitry.com
Investment Advisor
Home Group: San Mateo 1

Bio: Summitry is a wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We build teams of professionals, drawing from ProVisors, to deliver the best solutions and outcomes to our clients.

David Makman

Law Offices of David A. Makman
Attorney
(650) 242-1560
david@makmanlaw.com
Attorney
Home Group: Palo Alto 1

Bio: The Law Offices of David A. Makman is a boutique firm that primarily handles transactional and litigation work in the technology area. Our lawyers are multilingual and have experience handling complicated matters relating to Japan as well as other parts.

Monika Miles

Miles Consulting Group Inc
President
(408) 266-2259
monika@milesconsultinggroup.com
Consultant & Service
Home Group: San Jose 1

Bio: We specialize in multi-state tax solutions and address state income tax & sales tax issues for our clients. We provide peace of mind to clients navigating the ever-changing multi-state tax landscape.

Matt Schlegel

Schlegel Cascade
Managing Partner
(650) 924-8923
matt@schlegelcascade.com
Financial Service
Home Group: Palo Alto 1

Bio: Matt is a cost reduction expert delivering expense reduction for his clients on cell phone service costs, small parcel shipping (UPS and FedEx) and merchant processing fees. In each of these areas he lowers cost by typically 25% and oftentimes more.

Michelle Walsh

Three Sixty HR, Inc.
Consultant
(650) 328-1165
michelle@threesixtyhr.com
Human Resources
Home Group: Palo Alto 1

Bio: I provide Human Resources Consulting for small to medium size businesses. We help businesses comply with California employment laws and advising businesses on how to build healthy relationships with employees. We edit and write employee handbooks.

Celebrating 5 Years

Manoj Dandekar

Enterprise Economic Evaluation
Managing Director
(650) 224-1489
manoj@3isgroup.com
Financial Service
Home Group: Mountain View 1

Bio: Over 30 years of experience in the valuation of: * intangible assets (such as customer lists and relationships, proprietary technology, know how, recipes, etc.) and * intellectual property (domain names, patents, software, etc.)

Jaime Orendac

My OHR LLC
Human Resources Consultant
(408) 264-4710
damsel33@yahoo.com
Human Resources
Home Group: San Jose 3

Bio: A true HR generalist, Jaime provides a wide variety of Human Resources services for companies as a cost effective alternative to staffing a full time Human Resources department. Jaime advises on aspects of employment decisions including personnel policy,

Events

Accelerate Your Membership (AYM) on Monday, February 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.

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, January 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

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

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