New Group Leaders

2 New Group Leaders 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.

Angela Dunz

Owner / Founder
LinkedIn Badass
(415) 419-1781
angela@angeladunz.com
Home Group: San Rafael 2

Tony Quintong

CEO
Securieon Group
(949) 244-5133
tony@securieon.com
Home Group: San Ramon 1

New Members

22 New Members in the The Bay Area

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

Jay Arcilla

Wells Fargo
(925) 494-4916
jay.arcilla@wellsfargo.com
Banking Finance
Home Group: San Francisco 11

Sean Buxton

Legacy Capital Group
Senior Wealth Advisor
(408) 399-6330
sean@legacycapitalgroup.com
Financial Service
Home Group: Santa Cruz 1

Eric Clarke

Hanson Bridgett
(925) 746-8470
eclarke@hansonbridgett.com
Attorney
Home Group: Walnut Creek 1

David Espineira

Burton Enright Welch
Retirement Plan Advisor
(925) 932-8010
despineira@bewinvest.com
Investment Advisor
Home Group: San Ramon 2

Katrina Fehring

Pacific Crest Group
Partner / HR Advisor
(415) 968-4005
kfehring@pcg-services.com
Consultant Service
Home Group: San Francisco 1

Bio: Operational accounting/finance and Human Resource on a flexible and fractional basis tailored for SMBs to accelerate growth, leverage systems, be compliant & efficient.

Jessica Franke

Maven Oak CPAs
Cofounder/Principal
(925) 548-6102
jfranke@mavenoak.cpa
Accountant
Home Group: Walnut Creek 1

Bio: Jessica is a CPA and Principal. She is a co-founder of Maven Oak CPAs and has more than 20 years of experience in public accounting. She has experience in taxation of businesses and individuals with a particular expertise in trusts and estates.

Soraya Golesorkhi

Coldwell Banker
Realtor, CNE, SRES
(925) 808-8390
sg@soraya4homes.com
Real Estate
Home Group: Walnut Creek 1

Gal Gressel

Sheppard Mullin
(310) 429-9715
galgressel@gmail.com
Attorney
Home Group: San Francisco 4

Kris Hagar

Newmark
Director
(925) 974-0119
kris.hagar@nmrk.com
Real Estate
Home Group: Walnut Creek 3

Andrea Hernandez

Aprio
Senior Tax Manager, Private Client Services
(925) 444-4044
andrea.hernandez@aprio.com
Accountant
Home Group: Walnut Creek 1

Bio: With over a decade of tax expertise, I specialize in closely held businesses, high-net-worth individuals, and family groups across various industries, with a particular passion for the real estate sector.

Brent Kaspar

Kaspar & Lugay
Partner
(415) 789-5881
brent@kasparlugay.com
Attorney
Home Group: San Francisco 14

Nick Lane

Arecibo, Inc.
(925) 683-1653
nicholas@arecibocpa.com
Accountant
Home Group: Campbell 1

Mark Lively

Cloudline Investments
(415) 317-4195
mark@cloudlineinv.com
Real Estate
Home Group: San Francisco 10

Charlie Lucero

Lucero & Olson
(650) 267-0168
charles@luceroolson.com
Attorney
Home Group: San Francisco 10

Kelsey Martin

One Digital
Client Executive
(925) 588-9552
kelsey.martin@onedigital.com
Human Resources
Home Group: San Francisco 15

Christy Peterson

Andersen Tax, LLC
Director Valuation Services
(510) 512-6770
christy.peterson@andersen.com
Financial Service
Home Group: San Francisco 7

Bio: I love valuation! I specialize in valuing private companies, fractional interests, intangible assets, intellectual property, debt instruments, and derivatives.

Shirley Roberson

D/L/H/A Law Group
Senior Associate Attorney
(925) 944-3300
shirley@dlhalaw.com
Attorney
Home Group: Walnut Creek 1

Preet Sekhon

Realm Advisors
Founder
(408) 888-3294
psekhon@realmgroup.co
Accountant
Home Group: Santa Rosa 2

Marissa Sinha

(408) 299-1447
msinha@hopkinscarley.com
Attorney
Home Group: Campbell 1

Yogish (Yogi) Subbaiah

CMIT Solutions of Fremont
President
(408) 219-2516
ysubbaiah@cmitsolutions.com
Information Technology
Home Group: Campbell 1

Denise Tuemmler

Protected Investors
Certified Financial Planner CFP(R)
(925) 746-7707
dtuemmler@protectedinvestors.com
Investment Advisor
Home Group: Walnut Creek 1

Terri Vellios

Keller Williams Realty Silicon Valley
Real Estate Broker
(408) 482-1800
terrivellios@icloud.com
Real Estate
Home Group: San Jose 1

Bio: Real Estate Strategist, with focus on listing residential real estate, and Probate Sales.

Member News

Member Milestones

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

Celebrating 10 Years

Lee Lueddemann

Law Office of Leopold Lueddemann
Data Privacy, Patents, Trademarks, AI, Contracts, Agreements, Licenses
(714) 619-1409
lee@lueddemannlaw.com
Attorney
Home Group: San Ramon 3

Bio: I protect clients with data privacy, patents, trademarks, and copyrights as well as with strategic policies and contracts, including licensing.

Phyllis Simon

Garcia & Gurney, ALC
Attorney
(925) 223-6573
psimon@garciagurney.com
Attorney
Home Group: San Ramon 1

Bio: Phyllis is a business transactions attorney. Her areas of practice encompass business transactions, mergers and acquisitions, entity formations, commercial real estate transactions and a host of other business issues faced by clients.

Clifford Stephan

OneCompensation
Principal
(408) 391-4274
clifford@onecompensation.com
Human Resources
Home Group: San Jose 2

Bio: OneCompensation provides project-based compensation plan design and interim consulting resources to companies headquartered in the Bay Area and beyond. We design employee/ executive pay and reward programs that help our clients attract, retain and engage…

Celebrating 5 Years

Chris Acker

CB Acker Associates Insurance Services
Owner
(650) 969-5844
chris@cbackerassociates.com
Insurance
Home Group: Palo Alto 1

Ashar Ahmed

Infinity Law Group
(925) 831-4755
aahmed@infinitylawca.com
Attorney
Home Group: San Ramon 3

Bio: Ashar is a tenacious litigator, guiding his clients through complex legal disputes. He has represented companies and individuals in high-stake complex litigation matters.

Joshua Borger

Berliner Cohen LLP
Partner
(408) 286-5800
joshua.borger@berliner.com
Attorney
Home Group: Palo Alto 1

Bio: I am an aggressive business litigator with twenty years of experience.

Erin Bradrick

NEO Law Group
(415) 977-0558
erin@neolawgroup.com
Attorney
Home Group: San Francisco 5

Bio: Erin provides corporate, governance, and tax counsel exclusively to nonprofits and exempt organizations. She also frequently speaks on nonprofit legal issues to various audiences and writes extensively on legal issues impacting the nonprofit sector.

Anne Fokstuen

Law Offices of Anne Fokstuen
Family law attorney
(415) 745-0427
af@annefokstuen.com
Attorney
Home Group: Larkspur 1

Bio: Anne Fokstuen is the owner of a boutique family law firm in the Bay Area. She represents clients in divorce proceedings, custody litigation and adoption courts. She also drafts prenuptial and post nuptial agreements.

David Herron

Calegari & Morris
Partner
(415) 955-0381
dherron@calegariandmorris.com
Accountant
Home Group: San Francisco 2

Bio: I am a licensed CPA with 30 years of experience ranging from tax consulting and compliance to M&A advisory to financial analysis. I help clients by finding answers, solving problems and finding the most efficient way to achieve their goals.

Jessica Lanning

Lanning Financial Inc.
Chief Strategist
(415) 354-5699
jlanning@lanningfinancial.com
Financial Service
Home Group: San Francisco 5

Bio: As a financial planner, Jessica loves helping people with highly appreciated assets sell those assets and defer capital gains taxes. She’s also great with do-it-yourselfers who want help transitioning to retirement.

Diana Maier

Maier Law Group
Mediator; Workplace Investigator; Employment Attorney
(415) 515-1707
diana@maierlawgroup.com
Attorney
Home Group: San Francisco 15

Bio: In 2022, Diana Maier was named by Super Lawyers as one of the top rated Employment Law and Alternative Dispute Resolution attorneys in Northern California. Diana is a mediator and the founder of Maier Law Group, a boutique employment defense law firm.

Aaron Rubin

Werba Rubin Papier Wealth Management
Partner
(408) 260-3138
arubin@wrpwealth.com
Investment Advisor
Home Group: San Jose 4

Bio: Providing high-level, pre-IPO employees and executives with stock compensation planning.

Robert Sloss

Procopio, Cory, Hargreaves & Savitch LLP
Partner
(650) 645-9024
robert.sloss@procopio.com
Attorney
Home Group: San Mateo 1

Bio: I solve clients’ most vexing legal problems relating to intellectual property and commercial disputes. As a partner in the Palo Alto office of a West Coast regional law firm, I counsel and represent technology companies in high-stakes litigation.

Carolyn Sweeney

Century Group
Managing Director
(415) 489-7406
csweeney@century-group.com
Human Resources
Home Group: Walnut Creek 2

Bio: Accounting Recruiter: Expert at connecting Accounting and Finance professionals with the companies that need them.

Emily Tsai

CBIZ
Senior Tax Manager, CPA
(415) 869-5587
emily.tsai@cbiz.com
Accountant
Home Group: San Ramon 3

Bio: Tax advisor – Emily is an experienced CPA who helps clients with tax compliance/planning with a focus on High Net Worth individual and Real Estate partnerships. Call me if you need a trusted tax advisor.

Daniel Wayne

Wolford Wayne
Partner
(415) 649-6203
daniel@wolford-wayne.com
Attorney
Home Group: San Francisco 10

Bio: Daniel and his firm represent residential tenants in lawsuits against landlords for defective conditions and harassment, among other issues. Daniel and his team only represent tenants, never landlords.

Todd Wellnitz

Wellguard Insurance & Financial
Independent Insurance Broker
(415) 846-1521
todd@wellguardfinancial.com
Insurance
Home Group: San Francisco 6

Bio: LIFESTYLE Insurance Advocate protecting, replacing & guaranteeing INCOME streams…frequently income TAX FREE! Specializing in Life Insurance, Disability, Long Term Care, Structured Settlements & Income Annuity.

Rich Wood

B2B CFO Partners, LLC
Partner
(650) 595-2552
richwood@b2bcfo.com
Consultant & Service
Home Group: San Francisco 3

Bio: Partner in B2B CFO, providing advisory services to privately-held businesses. I help improve strategy, operations, accounting and cashflow. I also help complete successful financings and exits.

Events

Save-the-Date for our Fall PV@Nights! Silicon Valley: Tuesday, September 10th at Stein’s Beer Garden from 5:00-7:00pm. San Francisco: Thursday, September 19th at Harborview Restaurant & Bar from 5:00-7:00pm. Details and Registration are on the Hub!

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