PROVISORS NEWS
New Members | 37 New Members in the Atlanta Area
Justin Barnes
Company: Jackson Lewis P.C.
Title: Principal
Phone: (404) 586-1809
Email: justin.barnes@jacksonlewis.com
Profession: Attorney
Home Group: Midtown I
Bio: I am a Principal in the Atlanta, Georgia office of Jackson Lewis, where I focus my practice on representing companies and management in labor and employment matters.
Martin Bel
Company: CBIZ Retirement Plan Services
Title: Senior Vice President
Phone: (407) 221-5985
Email: mbel@cbiz.com
Profession: Consultant Service
Home Group: Midtown II
Bio: Retirement Plan Advisor specializing in ERISA and fiduciary risk management and investment advisory services to employer sponsored retirement plans throughout the Southeast and Midatlantic regions from offices in Atlanta, Orlando and Charlotte.
Michael Benner
Company: Risk Strategies Company
Title: Vice President, Employee Benefits
Phone: (470) 361-1006
Email: mbenner@risk-strategies.com
Profession: Insurance
Home Group: Midtown II
Bio: My 20+ years of insurance industry experience has developed leadership in the arena of complex corporate benefits program management.
Becca Bonacchi
Company: Insperity
Title: Business Performance Advisor
Phone: (678) 773-7292
Email: becca.bonacchi@insperity.com
Profession: Human Resources
Home Group: Buckhead III
Bio: I help companies generate revenue, limit liability, and bring Fortune 500 benefits to their employees.
Jason Brady
Company: KWSM
Title: Marketing Solutions Manager
Phone: (404) 883-5803
Email: jason@kwsmdigital.com
Profession: Marketing
Home Group: Buckhead III
Bio: I help companies tell their story.
Daniel Brown
Company: Daniel J. Brown, L.L.C.
Title: Attorney
Phone: (404) 850-1111
Email: browndj64@gmail.com
Profession: Attorney
Home Group: Midtown I
Bio: I am the attorney and sole member of Daniel J. Brown, L.L.C., a law practice focused on environmental, health and safety.
Peter Chatel
Company: The Chatel Consulting Group
Title: Principal
Phone: (404) 502-2884
Email: pcchatel@gmail.com
Profession: Consultant Service
Home Group: Midtown II
Bio: In April 2015, after 22 years with The Coca-Cola Company, Peter announced the formation of his consulting practice, The Chatel Consulting Group. Peter’s consulting practice focuses on advancing high performance leadership & culture.
Justin Daniels
Company: Baker Donelson
Title: Shareholder
Phone: (678) 406-8706
Email: jdaniels@bakerdonelson.com
Profession: Attorney
Home Group: Buckhead III
Bio: Justin is a corporate attorney who specializes in M&A and other business transactions. he handles complex corporate transactions that include partnerships, acquisitions, licensing, secured lending and master service agreements.
Jodi Daniels
Company: Red Clover Advisors, LLC
Title: Founder & CEO
Phone: (800) 231-9244
Email: jodi@redcloveradvisors.com
Profession: Consultant Service
Home Group: Buckhead II
Bio: Jodi has more than 20 years of corporate experience in finance, strategy, online advertising and privacy at firms like Deloitte, The Home Depot, Cox Enterprises, and Bank of America. In fall 2017, Jodi started her boutique data privacy consultancy.
Daniel D. Dinur
Company: Dinur and DeLuca, LLP
Title: Partner
Phone: (770) 395-3170
Email: dan@dinurdelucalaw.com
Profession: Attorney
Home Group: Buckhead II
Bio: Dan is a seasoned advisor to middle market companies and their owners. Among his areas of expertise are: mergers and acquisitions, venture capital, securities and representing families in succession, estate planning and wealth management matters.
Douglas Duerr
Company: Elarbee, Thompson, Sapp & Wilson LLP
Title: Attorney at Law
Phone: (404) 582-8432
Email: duerr@elarbeethompson.com
Profession: Attorney
Home Group: Buckhead II
Bio: Since 1990, I have been counseling and representing employers in all aspects ot the employment relationship. I focus on giving practical and pragmatic advice after getting to know my client and tailoring my advice to their unique needs and concerns.
Chris Edwards
Company: Bennett Thrasher LLP
Title: Senior Tax Manager
Phone: (678) 990-2245
Email: christopher.edwards@btcpa.net
Profession: Accountant
Home Group: Buckhead III
Bio: Chris is a Senior Manager in the Commercial Tax practice, providing federal and state income tax consulting and compliance services to middle-market and closely-held corporate and flow-through entities.
Natasha Ganem
Company: Lion Leadership
Title: Founder and Principal Consultant
Phone: (706) 940-2411
Email: nganem@lionleadership.com
Profession: Consultant Service
Home Group: Midtown I
Bio: I help companies fix broken cultures by training managers, coaching executives, and developing strategy for alignment and agility.
Adam Gaslowitz
Company: Gaslowitz Frankel LLC
Title: Managing Member
Phone: (404) 892-9797
Email: agaslowitz@gadisputes.com
Profession: Attorney
Home Group: Midtown I
Bio: Nationally recognized expert in fiduciary litigation, including complex estate litigation, trust litigation, will contests, guardianship disputes, intra-family business disputes, and business torts.
Rebecca Glasgow
Company: The ESOP Group, UBS Financial Services, Inc.
Title: Director
Phone: (404) 479-6027
Email: rebecca.glasgow@ubs.com
Profession: Investment Advisor
Home Group: Buckhead II
Bio: Rebecca focuses on business transition, ESOP §1042 Rollover, ESOP cash management, and comprehensive wealth management including investment and liability management, wealth transfer, education funding and charitable planning.
Anne Tyler Hall
Company: Hall Benefits Law
Title: Founding Attorney and Principal
Phone: (404) 861-7441
Email: athall@hallbenefitslaw.com
Profession: Attorney
Home Group: Midtown II
Bio: Author, Employee Benefits & Executive Compensation Attorney at Hall Benefits Law, LLC.
Dan Harper
Company: Sales Xceleration
Title: President
Phone: (706) 540-3636
Email: dharper@salesxceleration.com
Profession: Consultant Service
Home Group: Buckhead III
Marty Heller
Company: Fisher & Phillips LLP
Phone: (404) 240-4146
Email: mheller@fisherphillips.com
Profession: Attorney
Home Group: Midtown II
Bio: Labor and employment attorney representing employers in disputes with employees.
Greg Hiebert
Company: Leadership Forward
Title: Managing Partner
Phone: (404) 569-4154
Email: greg.hiebert@leadershipforward.com
Profession: Consultant Service
Home Group: Buckhead II
Bio: Greg and his company provide customized and evidence based leadership development solutions to clients who want to deepen their organization’s strategic success. These solutions include executive coaching, Team development and leadership education.
Chris Johnson
Company: J.S. Held
Title: Assistant Vice President
Phone: (404) 481-4880
Email: cjohnson@hsno.com
Profession: Accountant
Home Group: Buckhead II
Roger Kirschenbaum
Company: MendenFreiman
Title: Partner
Phone: (770) 559-5531
Email: rkirschenbaum@mendenfreiman.comm
Profession: Attorney
Home Group: Midtown II
Bio: Trusts, Estates and Probate Attorney working with entrepreneurs and successful individuals.
Eric Leister
Company: Morgan Stanley Private Wealth Management
Title: Senior Vice President
Phone: (404) 949-4102
Email: eric.leister@morganstanleypwm.com
Profession: Investment Advisor
Home Group: Buckhead I
Bio: Eric joined Morgan Stanley PWM in 2008. He focuses on developing customized financial solutions for families, foundations, and endowments, with extensive experience in monetization, hedging, and risk management.
Brett Lockwood
Company: Smith, Gambrell & Russell, LLP
Title: Partner
Phone: (404) 815-3674
Email: blockwood@sgrlaw.com
Profession: Attorney
Home Group: Midtown I
Richard MacKelfresh
Company: Ameriprise Financial Services, Inc.
Title: Business Financial Advisor – Managing Director
Phone: (404) 459-9161
Email: richard.g.mackelfresh@ampf.com
Profession: Investment Advisor
Home Group: Midtown II
Dan Mahony
Company: Transcendent Sales Solutions, LLC
Title: President
Phone: (404) 660-6649
Email: dan@transcendentsales.com
Profession: Consultant Service
Home Group: Buckhead II
Bio: I help businesses achieve breakthrough Sales Growth, Discipline and Accountability.
Jim Massengale
Company: Expense Reduction Analysts
Title: Director
Phone: (706) 594-5241
Email: jmassengale@expensereduction.com
Profession: Consultant Service
Home Group: Midtown I
Bio: I work with C-suite leadership that already do a good job with cost control, but feel there is additional cash flow still available in their supply base. We provide the next level of expertise and additional resource to uncover incremental cash flow.
Michael McGinley
Company: Prairie Capital Advisors, Inc.
Title: Director
Phone: (678) 699-2125
Email: mmcginley@prairiecap.com
Profession: Banking Finance
Home Group: Buckhead I
Bio: Mr. McGinley provides financial advisory services (ESOP Advisory, Mergers and Acquisitions, and Business Valuations) primarily to middle market, privately held businesses in a wide range of industries.
Fred Nort
Company: CM Lenders
Title: Partner
Phone: (770) 330-5331
Email: frednort@gmail.com
Profession: Banking Finance
Home Group: Midtown II
Bio: I provide solutions to Commercial Money problems. From businesses that need mortgages, to dreams that require an SBA loan, or maybe an asset based loan, to an equipment lease or alternative non-bank money; all of these solutions are part of my business.
Scott O’Halloran
Company: Scotland Wright Associates
Title: Partner
Phone: (404) 947-7360
Email: sohalloran@scotlandwright.com
Profession: Real Estate
Home Group: Buckhead I
Bio: Scott is a Partner and strategic advisor for Scotland Wright Associates, a commercial real estate advisory firm based in Atlanta, GA. Scott specializes in representing the real estate interests of major office, healthcare and industrial tenants nationwide.
Tanya Osensky
Company: Osensky Law LLC
Title: Attorney
Phone: (404) 369-5126
Email: tsosensky@outlook.com
Profession: Attorney
Home Group: Midtown II
Bio: I advise clients on starting a new business, buying or selling an existing business and doing business with contracts.
Laurance (Larry) D. Pless
Company: Pless & Sauro, PC
Title: Partner
Phone: (404) 885-5229
Email: larry.pless@plessandsauro.com
Profession: Attorney
Home Group: Midtown I
Bio: Have led acquisitions ranging in size from six figures to $450M;
Jon Ramey
Company: Supporting Strategies | Atlanta
Title: Managing Director
Phone: (770) 308-1400
Email: jramey@supportingstrategies.com
Profession: Accountant
Home Group: Buckhead II
Bio: Supporting Strategies | Atlanta provides outsourced bookkeeper and controller level services to businesses looking for long-term cost effective solutions to their bookkeeping needs.
Len Reo
Company: The Attivo Group, LLC
Title: President
Phone: (949) 253-9639 ext 102
Email: len@attivoconsulting.com
Profession: Consultant Service
Home Group: Buckhead III
Bio: Business Management Software experts (Accounting, ERP, eCommerce, CRM, etc.) for Manufacturing, Distribution & Service Industries. We work with Exact Macola, Sage 100, Dynamics Great Plains, Exact Online and Quality Management software.
Tori Silas
Company: Nelson Mullins Riley & Scarborough LLP
Title: Partner
Phone: (404) 322-6725
Email: tori.silas@nelsonmullins.com
Profession: Attorney
Home Group: Midtown I
Rachel Wilder
Company: Wilder Wealth Strategies
Title: Financial Advisor
Phone: (470) 839-8740
Email: rachel@wilderwealthstrategies.com
Profession: Insurance
Home Group: Midtown II
Bio: Rachel brings to her clients expertise in all aspects of asset protection and retirement planning, including life, disability and long term care insurance, annuities, and pension planning. Rachel helps families and business owners understand their options
Jerrund Wilkerson, PD, MBA
Company: Jerrund Wilkerson Leadership Coaching
Title: Owner
Phone: (770) 329-5757
Email: jerrund@jerrundwilkerson.com
Profession: Consultant Service
Home Group: Buckhead III
Bio: Everything Rises and Falls on Leadership! Decades of successful experience coaching motivated business leaders to increase their performance and impact. We help Good be better! Strong healthcare background
Josh Worden
Company: Trajectory Web Design
Title: Principal, Creative Director
Phone: (404) 594-2298
Email: josh@trajectorywebdesign.com
Profession: Marketing
Home Group: Midtown II
Bio: Trajectory is a web design and website development agency based in Atlanta. We build clean, functional, secure and 100% custom websites for clients of all sizes.
Member News
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