| The Bay Area
New Group Leaders
1 New Group Leader in the The Bay 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.
New Members
23 New Members in the The Bay Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Patrick Chua
Patrick Chua Agency, Inc (Farmers Insurance)
Agency Owner
(650) 249-6999
pchua@farmersagent.com
Insurance
Home Group: San Jose 1
Bio: Small business insurance, general liability, workers comp, cyber liability, errors & omission, commercial property insurance.
Paul Coleman
Merchant Support Network
President
(650) 692-9700 x102
pcoleman@merchantsupport.com
Human Resources
Home Group: San Francisco 10
Sachiko Danish
BPM
(415) 288-3557
sdanish@bpmcpa.com
Accountant
Home Group: Menlo Park 1
Patrick Elahmadie
Law Office of Patrick Elahmadie
(925) 401-5096
patrick@elahmadielaw.com
Attorney
Home Group: Walnut Creek 1
Bio: Advising the everyday person and family on estate planning matters. Advising entrepreneurs and small business owners on transactional legal matters.
Darcy Elman
Compass
Real Estate
(415) 246-6516
darcy.elman@compass.com
Real Estate
Home Group: San Francisco 15
Bio: For Real Estate Sales, For Buyers look to buy Real Estate in The Bay Area. San Francisco Real Estate.
Gordon Friedman
Guarantee Mortgage
Loan Officer
(415) 793-5106
gordon@gordonfriedman.com
Real Estate
Home Group: San Francisco 9
Bio: 20+ years of experience as a mortgage banker and broker in the Bay Area. I help homeowners and investors secure the best financing, at the lowest possible rates, for properties anywhere in California.
Christina Gibbons
Sunset Search
Director of Recruiting
(415) 623-8905
christina@sunset-search.com
Human Resources
Home Group: San Francisco 5
Bio: Executive recruiting for startups and mid-market companies, nationwide and globally. As a trusted advisor, I focus on building go-to-market and revenue-generating teams for Technology companies and adjacent industries.
Vaughn Hromiko
WOTC Planet
Principal | Director of Employer Services
(800) 655-5281 x 705
vah@wotcplanet.com
Consultant Service
Home Group: Sacramento 3
Tiffany Jones
Delfino Madden
Attorney
(916) 661-5824
tjones@delfinomadden.com
Attorney
Home Group: Sacramento 3
Bio: Mergers & Acquisitions Attorney I Former big law attorney focused on helping business owners navigate mergers and acquisitions with specialized legal and strategic support.
Brad Lambert
PNC Private Bank
Private Bank Market Leader
(415) 805-3109
bradley.lambert@pnc.com
Banking Finance
Home Group: Mountain View 1
Brandon Leitner
Okeanos
Partner
(617) 875-1950
brandon.leitner@okeanos.vc
Financial Service
Home Group: San Jose 2
Bio: Brandon helps accredited investors gain access into high profile private companies for investment.
Chris Mason
CommLoan
Director
(916) 583-8306
cmason@commloan.com
Banking Finance
Home Group: Sacramento 3
Sandhya Mukkamala
Astute
Managing Partner
(408) 806-6993
sandhya@thinkastute.com
Accountant
Home Group: San Ramon 1
Bio: Astute is a certified accounting and business advisory firm specializing in forensic audits, financial strategy, and pre-IPO readiness. We help businesses from startups to multinational organizations navigate complex financial landscapes with expertise.
Erick Rivera
BPM
Assurance Senior Manager
(415) 288-6276
erivera@bpm.com
Accountant
Home Group: San Francisco 9
David Roberson
ESQPG, Inc.
Principal, ESQPMG
(408) 402-5025
droberson.esq@gmail.com
Attorney
Home Group: Mountain View 2
Bio: I am a real estate attorney, a real estate broker; and currently the broker/owner of several real estate related businesses, asset and property management, which manage and maintain 300+ client properties on the SF Peninsula and Silicon Valley.
Gary Sanders
Sanders Mediation
(925) 216-9116
gary@sandersmediation.com
Attorney
Home Group: Walnut Creek 1
Gino Scurini
Dal Poggetto
(707) 525-3971
gscurini@dalpoggetto.com
Accountant
Home Group: Santa Rosa 1
Ramandeep Shergill
Fiscal Founders
CEO, Founder
(925) 695-7650
ramandeep@fiscalfounders.com
Accountant
Home Group: Walnut Creek 3
Bio: CPA-level bookkeeping, accounting, and financial advisory services. With 18+ years of experience across Big Four audit, public companies, and startups, she helps businesses scale with clean financials, strategic insights, and investor-ready reporting.
Ricardo Peinado
Agility Legal Partners
Attorney/General Counsel
(510) 219-5474
spraguejill90@gmail.com
Attorney
Home Group: Walnut Creek 1
Bio: With decades of experience as general counsel, in-house employment counsel, and litigator, Jill provides effective and efficient advice and counsel to companies regarding all aspects of workplace law.
Christopher Stewart
Columbia Private Bank
VP, Private Bank Relationship Manager
(707) 293-8775
chrisstewart@columbiaprivatebank.com
Banking Finance
Home Group: Santa Rosa 1
Bio: I provide a high-touch, relationship-driven approach, ensuring clients receive personalized service, proactive advice, and creative solutions that align with their unique goals.
Christopher Thenemann
Baker Tilly
Director, Real Estate Advisory
(408) 242-7544
christopher.thenemann@bakertilly.com
Real Estate
Home Group: Walnut Creek 1
Bio: Chris is a real estate professional with 17+ years of experience in valuation and advisory services for diverse clients, specializing in property valuations and market analysis for all asset types.
Adam Ullman
Prosperity Advising
Owner
(925) 400-8482
adam@prosperityadvising.com
Consultant Service
Home Group: San Francisco 1
Bio: I unlock value and resolve conflicts for small businesses, family enterprises, and companies preparing for sale—leveraging experience founding and operating businesses, resolving succession challenges, and deep IP expertise with legal insight.
Julia Wallace
Veritas Accounting
Senior Account Manager
(916) 740-5570
jwallace@veritasacct.com
Accountant
Home Group: Sacramento 3
Bio: Veritas is a full-service accounting firm, committed to ensuring our clients accounting, financial and payroll needs are completed reliably and efficiently.
Member News
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 15 Years
Stafford Jacobs
CAL Insurance & Associates, Inc
Property and Casualty Insurance Advisor
(415) 680-2125
stafford.jacobs@onedigital.com
Insurance
Home Group: San Francisco 11
Bio: Seasoned commercial insurance professional, helping high-growth companies and their leaders scale their businesses unencumbered by risk.
Celebrating 10 Years
Christine Abato
Woodside Capital Partners
Managing Director
(408) 242-0181
cabato@monetavista.com
Financial Service
Home Group: Menlo Park 1
Bio: Managing Director at Woodside Capital Partners, a leading Mergers & Acquisitions (M&A) firm focused on sell or buy-side transactions for Tech companies $20M-$300M. FINRA Licensed Investment bank. Aerospace background, degree in Physics & an MBA…
Louise Cochrane
LF Cochrane & Associates
(510) 985-9829
louise@lfcochrane.com
Accountant
Home Group: Oakland 1
Bio: Women business owners can be reactive when addressing business and personal taxes during tax preparation. I prefer being proactive, when tax planning is implemented throughout the year tax season becomes the time to see the gains from best laid plans.
Laurie Dennen
Law Office of Laurie A. Dennen
Business Transactional Attorney
(925) 415-0084
laurie@dennenlaw.com
Attorney
Home Group: Walnut Creek 3
Bio: I keep my clients out of trouble with proper entity selection & formation, precise drafting & negotiation of their contracts, developing sound buy-sell agreements & helping them buy, sell & operate their companies with legally sound practices (M&A).
Marianne Fleischer
Fleischer Communications
Founder and President
(415) 921-4628
fleischercom@sbcglobal.net
Consultant & Service
Home Group: San Francisco 7
Bio: Marianne Fleischer, San Francisco Group VII for 8 years, is a writer-producer-coach who’ll help your clients Pitch, Present & Testify.
Jason Geller
Fisher & Phillips LLP
Regional Managing Partner
(415) 490-9020
jgeller@fisherphillips.com
Attorney
Home Group: San Francisco 3
Bio: I am a native San Franciscan and am the Regional Managing Partner of the San Francisco office of my law firm, Fisher & Phillips LLP. We exclusively represent employers in all facets of employment and labor law.
Sam Lee
US Bank – Private Mortgage Banking
Mortgage Loan Officer – NMLS ID: 450819
(415) 371-9314
sam@workonreferrals.com
Banking & Finance
Home Group: San Jose 2
Bio: One person’s problem is another person’s ideal client. Bring me problems and I will help you turn them into networking influence that will bring commerce back to you. As a banker I also seek people who need construction, purchase & refi mortgages.
Jonathan Marquez
CAL Insurance and Associates, Inc.
Vice President, Group Benefits
(415) 680-2108
jmarquez@mycalteam.com
Insurance
Home Group: Walnut Creek 2
Bio: My background and specialty is in the group benefits insurance marketplace. I traditionally manage the group benefits insurance portfolio for privately-held or non-profit entities with 20-250 employees.
Scott Piper
Elation Real Estate
Real Estate Agent
(925) 989-1300
scott@scottpiper.com
Real Estate
Home Group: Pleasanton 1
Bio: Scott is a fearless strategist who leverages the power of best-in-class marketing and showmanship, cutting-edge technology, and wide-reaching listing strategies to facilitate that perfect matchmaking moment between buyer and seller.
Dawn Thomas
Compass Silicon Valley
Broker Associate, Realtor
(650) 215-5990
dawn@siliconvalleyandbeyond.com
Real Estate
Home Group: Mountain View 1
Bio: Probate, Divorce, and Luxury Certified Residential REALTOR® in Silicon Valley. With extensive experience in the luxury market, I assist lifestyle sellers, buyers, relocation clients, move-up buyers, and empty nesters across all price points, up to $45M.
Xiomara Vielman
Clarity Financial Management
Investment Advisor
(408) 389-4200
xvielman@clarityfinancialmgmt.com
Investment Advisor
Home Group: San Jose 2
Bio: Spanish speaking financial advisor, bilingual, financial planner providing objective advice.
Celebrating 5 Years
Marlene Pappas Getchell
Law Offices of Marlene Pappas Getchell
Attorney at Law
(415) 457-8830
marlene@mgetchell.com
Attorney
Home Group: San Rafael 1
Bio: Probate and Litigation attorney Marlene Pappas Getchell represents trustees and beneficiaries in disputes involving trusts, conservatorships and wills.
Michael Green
Abbey Weitzenberg Warren & Emery
(707) 545-5050
mgreen@abbeylaw.com
Attorney
Home Group: Santa Rosa 1
Bio: Mike only represents plaintiffs with a focus on medical malpractice, personal injury and wrongful death cases. He his results include jury verdict of $26.2 (medical malpractice)$37.7 million (PI and wrongful death case); $10.4 Million Trucking case.
Jeff Mooers
HD Mooers and Company
(925) 283-7310
jeffm@hdmooers.com
Insurance
Home Group: San Francisco 11
Bio: We Fight For Your Life (insurance).
Zane Stevens
Protea Financial
Founder
(415) 418-0020
zstevens@proteafinancial.com
Accountant
Home Group: Santa Rosa 1
Bio: The accountant to the wine industry.
Paul Schwartz
Corcoran Icon Properties Commercial
Senior Associate, Commercial Division
(707) 479-1841
schwartzbroker@gmail.com
Real Estate
Home Group: Santa Rosa 1
Bio: Paul is a commercial real estate broker specializing in the sale and leasing of office, industrial, retail and land. Paul represents buyers, sellers, tenants and landlords in Sonoma County and throughout the U.S.
Zachary Young
Patton Sullivan Brodehl LLP
“Rising Star” Real Estate and Business Litigation Attorney – Partner
(925) 600-1800
zyoung@psblegal.com
Attorney
Home Group: San Ramon 3
Bio: Trial attorney and Partner at Bay Area law firm Patton Sullivan Brodehl LLP, focusing on real estate and business disputes. Recognized as a “Rising Star” by Super Lawyer magazine 7 years running and “One to Watch” by Best Lawyers..
Events
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, April 1, 2025 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, April 9, 2025 – 8:30a PT | 10:30a CT | 11:30a ET
Thursday, April 17, 2025 – 11:30a PT | 1:30p CT | 2:30p ET