New Members

15 New Members in the The Bay Area

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

Suzanne Adler

Affogato HR Consulting
(408) 933-3020 x702
suzanne@affogatohr.com
Consultant Service
Home Group: Santa Clara 2

Bio: I am an HR Management Consultant advising small to medium sized companies in any industry and any location.

Noam Birnbaum

Ignition, Inc.
Founder/CEO
(510) 332-3828
noam@ignitionit.com
Information Technology
Home Group: San Francisco 3

Bio: Simplify IT, secure your business, and boost team productivity with Ignition IT. From onboarding automation to expert support, we make IT hassle-free, scalable, and human-centric—perfect for growing startups and hybrid teams. Let’s ignite your IT today!

Tiffany Brenneman

Perotti & Carrade
Tax Partner
(415) 461-8500 x 26
tiffany@pc-cpas.com
Accountant
Home Group: San Rafael 2

Brad Burch

Stout
(415) 510-6079
bburch@stout.com
Accountant
Home Group: San Francisco 15

Rachel Ernst

Accelherate
Women’s Leadership Coach and HR Consultant
(530) 219-3496
rachel@accelherate.org
Consultant Service
Home Group: San Rafael 1

Ben Godinez

Now CFO
Market President
(916) 956-0200
ben.godinez@nowcfo.com
Consultant Service
Home Group: Sacramento 3

Bio: Bringing Financial Visibility to Business Owners from CFO to Bookkeeper.

Matthew Grishman

Gebhardt Group
Principal | Wealth Adviser | Author | Speaker
(916) 580-7705
matthew@gebhardtgroupinc.com
Financial Service
Home Group: Roseville 1

Cheryl Hayes

Wells Fargo
VP, SBA Loan Originations
cheryl.hayes@wellsfargo.com
Banking Finance
Home Group: Oakland 1

Bio: Seasoned SBA Lending Specialist. Consultative/coaching approach to providing Owner Occupied Financing for CRE, Business Acquisition & Partner Buyout. SBA 504 / 7a & Conv options. Nat’l Lender – loans $500K to $15M+. Meaningful & Fast Prequal to start.

John Hong

Chan & Punzalan
(415) 519-1204
john@chanpunzalan.com
Attorney
Home Group: San Ramon 2

Johnny Kane

KBK Insurance Agency
(831) 724-1085 x312
jk4@kbkinsurance.com
Insurance
Home Group: Santa Cruz 1

Sarah Kensler

Kensler Solutions
Executive Coach and Consultant
(408) 406-6546
sarah@kensler.me
Consultant Service
Home Group: Santa Clara 1

Bio: I help individuals navigate life transitions by gaining clarity, building confidence, and creating a clear plan to move forward with purpose and fulfillment.

Devi McFadden

Kathy Devi McFadden LLC
Founder, CEO & Executive Coach
(408) 759-4574
devi@kathydevimcfadden.com
Consultant Service
Home Group: Campbell 1

Russ Powell

Russ Powell Consulting — Leadership Development
Leadership Development Trainer/Coach
(707) 324-3122
russ@russpowell.com
Consultant Service
Home Group: San Rafael 1

Bio: I help growing startups transform technical managers into relational leaders. I help them efficiently resolve people issues, conserve resources, and cultivate innovative, results-driven, sustainable cultures.

Cynthia Randall

Transworld Business Advisors San Francisco
Vice President | Owner | GRI
(415) 361-7977
crandall@tworld.com
Real Estate
Home Group: San Jose 2

Bio: The North Star Statement for Transworld Business Advisors San Francisco is to provide authentic, concierge-level service, leveraging the deepest bench in business brokerage to achieve our clients’ goals and foster lasting success, one client at a time.

Isaac Salem

Teknos Associates
Vice President
(650) 330-8807
isalem@teknosassociates.com
Consultant Service
Home Group: Silicon Valley Virtual 1

Bio: I value illiquid assets to assist companies and investors with tax and financial reporting.

Member News

Member Milestones

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

Celebrating 10 Years

Scott Dineen

Payroll Matters LLC
Principal
(415) 926-5142
scott@payrollmatters.com
Consultant & Service
Home Group: San Francisco 3

Bio: Full-service payroll solution. Getting your employees paid correctly and on time, while minimizing tax liabilities for you and your employees. SF compliance experts.

Mark Punzalan

Chan Punzalan LLP
Partner & Head of Litigation | Chan + Punzalan | San Francisco, California
(650) 481-8112
mark@chanpunzalan.com
Attorney
Home Group: San Francisco 10

Bio: Mark is the Head of Litigation at Chan + Punzalan where he leads the firm’s litigation matters in the areas of trade secrets, copyrights, trademarks, founders’ disputes, and commercial litigation. He also serves as the Group Leader for Palo Alto 2.

Celebrating 5 Years

Teresa Fluegel

Chicago Deferred Exchange Company (CDEC1031), a Wintrust Company
Executive Vice President
(415) 596-6749
teresa.fluegel@cdec1031.com
Real Estate
Home Group: Pleasanton 1

Bio: IRC Section 1031 – National Qualified Intermediary Services for Forward and Reverse Exchanges – over 20+ years experience working with real estate investors, attorney’s, CPA, real estate brokers.

Daniel S Gonzales

FERRARI, OTTOBONI, CAPUTO & WUNDERLING LLP
Partner
(408) 280-0535
dgonzales@ferrarilawpartners.com
Attorney
Home Group: San Jose 1

Bio: Daniel S. Gonzales is a skilled and effective attorney with over thirty years in private practice, representing individuals, companies and institutions in a wide range of commercial real estate transactions.

Kevin Jordan

Kevin Jordan Coach, LLC
Principal and Owner
(925) 366-3419
kevin@kevinjordan.coach
Consultant & Service
Home Group: San Ramon 2

Bio: Independent executive, leadership & career transformation coach and consultant, working with professionals at all career stages and across an array of industries to achieve peak performance and agility resulting in sustained engagement.

Rian Jorgensen

Scarboro Jorgensen Insurance Services
(650) 465-0255
scarbororian@outlook.com
Insurance
Home Group: Menlo Park 1

Bio: Claim consultant & expert witness, with deep experience in Directors & Officers, Employment Practices, Professional (E&O) and Cyber liability insurance coverages.

Ted Moorhead

RBC WEALTH MANAGEMENT
Senior Vice President
(408) 947-3398
ted.moorhead@rbc.com
Financial Service
Home Group: San Jose 4

Bio: Financial Advisor 28 yrs guiding my clients thru up/down mkts. My wealth management process is accomplished in a disciplined/transparent way. Certified Divorce Financial Analyst, Chartered Retirement Planning Counselor, Certified Plan Fiduciary Advisor.

Josh Sterling

Camas Advice
Wealth Strategist and Life Insurance Agent
(707) 837-5214
josh@camasadvice.com
Insurance
Home Group: Santa Rosa 1

Bio: I help business owners, estates and individuals grow, protect and access their wealth using advanced planning strategies, life, disability and long term care insurance products.

Austin Wade

Bachecki, Crom & Co., LLP
CPA/ ABV, CFE – Partner
(415) 315-1406
awade@bachcrom.com
Accountant
Home Group: San Mateo 2

Bio: Experienced forensic accountant and business consultant, specializing in investigations related to bankruptcy/insolvency matters, business disputes, and closely held businesses.

Juliana Wong

Dellino Family Law Group
Managing Attorney
(206) 659-6839
jwong@dellinolaw.com
Attorney
Home Group: Bellevue 1

Bio: My practice focuses on a wide array of matters ranging from complex marital dissolutions, high conflict custody cases, as well as cohabitation/prenuptial and community property status agreements, and post-dissolution issues.

Events

Save-the-date for our Silicon Valley Spring PV@Night – Tuesday, April 29th from 5-7pm at Steins Beer Garden. Details and registration are on the Hub.

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, February 4, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 12, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Thursday, February 20, 2025 – 11:30a PT | 1:30p CT | 2:30p ET