March 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members11 New Members in the New England Area

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

John Biebel

John Biebel

Ridley Cove Financial Advisors
Chief Client Advisor
(617) 791-3811
jbiebel@ridleycove.com
Investment Advisor
Home Group: Woburn

Bio: John helps clients set and achieve their big financial goals, and he manages investments for growth and security. He is a lawyer and a Certified Financial Planner®.

Gary Bubb

Gary Bubb

Roberto Israel & Weiner
Shareholder
(617) 570-3538
gcb@riw.com
Attorney
Home Group: Seaport

Bio: Business and tax lawyer. Focus on merger and acquisition transactions, with specialty in partnership and corporate tax law and executive compensation.

Margaret Burke

Margaret Burke

Kolibri Law Support Solutions
Managing Director
(617) 501-3537
mburke@kolibrilaw.com
Consultant Service
Home Group: Seaport
Bio: Margaret brings 15 years of law firm management experience to Kolibri. Margaret and her team offer experienced, subscription-based support solutions to law firms. If you firm has business needs, day to day or hi-level management. Call Margaret.

Keira Gibson

Keira Gibson

Kajko, Weisman & Colasanti, LLP
Partner
(781) 860-9500
kgibson@massfirm.com
Attorney
Home Group: Burlington

Bio: Residential Real Estate Attorney who assists buyers and sellers purchasing or selling a property. Also, represents lenders with residential conveyancing transactions.

Kim Nguyen Marino

Kim Nguyen Marino

Avidia Bank
Vice President
(617) 861-7362
k.marino@avidiabank.com
Banking Finance
Home Group: Boston Back Bay

Bio: Commercial Relationship Officer- Expertise in Business & Commercial Banking Products and Services.

Jeff Meese

Jeff Meese

Berkshire Hathaway HomeServices | Commonwealth Real Estate
(857) 998-0600
jlmeese@gmail.com
Real Estate
Home Group: Boston Charter

Bio: I help homeowners, developers, and investors make great real estate decisions.

Dominic Poncia

Dominic Poncia

Warshaw, Di Carlo & Associates, PC.
Partner
(617) 262-7800
dponcia@warshawlaw.com
Attorney
Home Group: Boston 2

Bio: Boutique law firm representing clients in a variety of real estate matters, specifically including buy/sell representation, lender title and closing work, borrower residential and commercial title work, and lender document and closing representation.

Melissa Sherwood

Melissa Sherwood

Panakio Public Insurance Adjusters Inc
(781) 592-7575
melissa@panakio.com
Insurance
Home Group: Danvers

Bio: Advocating for the Insured not the Insurance Company.

Cathleen Toomey

Cathleen Toomey

The RiverWoods Group
Vice President of Marketing
(603) 770-8669
ctoomey@trwg.org
Consultant Service
Home Group: Portsmouth

Bio: I want to increase the knowledge of retirement options for consumers, legal and financial professionals. As VP of Marketing for The RiverWoods Group, for 14 years, I am a skilled presenter and seek to educate people about their options.

Mike Ward

Mike Ward

Mass Mutual
Partner – Insurance Planner
(617) 283-8158
mjward@financialguide.com
Insurance
Home Group: Mansfield

Bio: I help my clients achieve financial independence by providing comprehensive insurance planning.

Ross Yogel

Ross Yogel

KLR
Manager, Business Valuations
(617) 236-8098
ryogel@kahnlitwin.com
Accountant
Home Group: Seaport

Bio: I am a highly motivated business valuation professional available to help navigate financial consulting projects. Business valuation services may be for estate and gift tax reporting, transition/succession planning, M&A, 409a and other services.

Member News

Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.

Todd Carey
Feb 17, 2021

Certified Coach by the Accelerating Coach Excellence / WBECS

In addition to being a professionally trained EOS™ Implementer (7.5 years), a Kolbe™ Certified Consultant (5 years) and a Predictive Index™ Certified Partner (5 years), Sergiu recently became a Certified Coach by the Accelerating Coach Excellence organization (ACE) run by David Peterson, former Head Executive Coach for Google, and David Goldsmith, co-founder of the International Coaching Federation.  https://GetBusinessMomentum.com/LetsConnect
Todd Carey
Feb 12, 2021

Attorney Pastori Re-Appointed to the Adjunct Faculty at UNH School of Law

Terri Pastori, co-managing partner at Pastori | Krans law firm, has been re-appointed to the adjunct faculty at the University of New Hampshire School of Law teaching employment law during the Spring 2021 semester with Attorney Lauren Irwin of Upton Hatfield.
Todd Carey
Feb 08, 2021

Commissioned to speak at the NY Public Library

Donna Rustigian Mac has been chosen to speak on International Women's Day (March 8) for the NY Public Library. Donna, who has had a 40 year career in communications including 25 years in the media will speak on the topic of Overcoming Communication Barriers for All. https://www.nypl.org/events/programs/2021/03/08/healthy-human-communication-evolution-styles-and-skills-overcome

Member Milestones

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

Celebrating 5 Years

Peter Armanetti

Peter Armanetti

Navera Group, LLC
Principal
(508) 846-2090
parmanetti@naveragroup.com
Consultant & Service
Home Group: Boston 1

Bio: We provide middle market interim CFO & Controller services, strategic financial advisory, M&A pre-sale prep for smaller companies, post-acquisition integration, and turnaround workout; all across most industries.

Carl Barnes

Carl Barnes

Morse, Barnes-Brown & Pendleton, PC
Member
(781) 622-5930
cbarnes@morse.law
Attorney
Home Group: Waltham

Bio: I’m a transactional business lawyer, problem-solver and connector. I help people start, grow, finance and sell companies. My clients include tech startups, mid-market companies, entrepreneurs and investors.

Anne Casner

Anne Casner

Gibson Sotheby’s International Realty
REALTOR®
(781) 591-9449
anne.casner@gibsonsir.com
Real Estate
Home Group: Boston Back Bay

Bio: A seasoned Sotheby’s luxury REALTOR® who does a whole lot more than just open the door. Bringing experience, guidance and strong negotiation skills to help Buyers & Sellers obtain the greatest value in the real estate markets from Boston to MetroWest.

Larry Dannenberg

Larry Dannenberg

College Solutions
Founder of College Solutions
(508) 644-0057
larry@collegesolutions.com
Consultant & Service
Home Group: Needham

Bio: Helping high school students & their parents find the right fit in a college; Academically, Socially, & Financially. We consult on college admissions, career planning and financial aid for families worldwide. We guarantee the right fit!

Sandra Lundy

Sandra Lundy

Richardson Law
Attorney
(508) 548-1960
sandy@attorneyrichardson.com
Attorney
Home Group: Boston 3

Bio: Smart, sophisticated representation in family law or appeals.

Jason McCue

Jason McCue

Draper & Kramer Mortgage Corporation
Regional Manager NMLS # 21661
(617) 799-6704
jason.mccue@dkmortgage.com
Banking & Finance
Home Group: Danvers

Bio: * Helping borrowers make home financing decisions for purchase, refinance & cash out. * Consistently ranked among the top 1% of all Mortgage Bankers in the US. * 15 year career in the mortgage industry and has helped thousands of families save.

Deana McGovern

Deana McGovern

Camerlengo & Associates
Managing Director
(781) 438-1416
deana@camerlengocpa.com
Accountant
Home Group: Wakefield

Bio: Deana McGovern is a CPA with over fifteen years of experience in public accounting. Deana is the Managing Director of Camerlengo & Associates in Wakefield, Massachusetts. Camerlengo & Associates specializes in taxation (corporate and partnership)…

Mary McIver

Mary Ellen McIver

Hub International New England, LLC
Assistant Vice President
(978) 661-6816
maryellen.mciver@hubinternational.com
Insurance
Home Group: Danvers

Bio: 25+ years of Business Development, 10+ years in the Insurance industry specializing in servicing the property and casualty needs of Business owners & Individuals from the Middle Market to High Net Worth with our unique consultative model.

Paul Petrocelli

Paul Petrocelli

Petrocelli Public Insurance Adjusters
Public Insurance Adjuster
(617) 293-6749
paul@petrocelliadjusters.com
Insurance
Home Group: Hingham

Bio: I help people recover all the money they are legally entitled to following a property loss. As a licensed public insurance adjuster, I represent you in negotiations with your insurance company. You need representation. Call me 1st. FIRE-SMOKE-WATER-WIND.

Michael Silvia

Michael Silvia

Marcum LLP
Partner
(617) 807-5060
michael.silvia@marcumllp.com
Accountant
Home Group: Boston 1

Bio: Michael Silvia is a Partner in the Firm’s Boston office and a member of its National Alternative Investment Industry group and is the Partner in Charge of the New England Alternative Investment Industry Group.

Upcoming Events

Join an Accelerator Workshop 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 England Accelerator Workshop

Date: Monday, March 8th, 2021
Time: 8:00am – 10:00am