June 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members12 New Members in the New England Area

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

Samantha Caezza

Samantha Caezza

Family Estate Planning Law Group
(781) 246-8200
samantha@feplg.com
Attorney
Home Group: Wakefield

Elaine Caprio

Elaine Caprio

Caprio Consulting and Coaching LLC
President
(617) 833-9576
elaine@caprioconsulting.com
Attorney
Home Group: Boston 1

Bio: Arbitration & Mediation services; Legal, Claims & Insurance services; Management Consulting; Gender Balanced Leadership coaching.

Sandy Elsass

Sandy Elsass

HealthShare Works
President
(617) 306-8958
sandy@healthshare.works
Other
Home Group: Cambridge
Bio: Sandy D. Elsass serves as the President and co-Founder of The HealthShare Works (www.healthshare.works) a non-insurance alternative to often highly expensive and limited medical health plans.

Dara Lynn Freytag

Dara Lynn Freytag

Tarlow Breed Hart & Rogers, P.C.
Attorney
(617) 218-2081
dlfreytag@tbhr-law.com
Attorney
Home Group: Hingham

Bio: As an Estate Planning and Estate Administration attorney, I work with individuals, couples, and families to develop tax-efficient estate plans and multi-generational wealth transfers.

Matt LaMothe

Matt LaMothe

LaMothe, McNiff, Relethford, LLC
Partner
(617) 532-0704
mlamothe@lmrfirm.com
Attorney
Home Group: Danvers

Bio: Class Action Attorney with over 10 years of experience fighting for the rights of the common consumer.

Sharon Lincoln

Sharon Lincoln

Casner & Edwards, LLP
Partner
(617) 426-5900
lincoln@casneredwards.com
Attorney
Home Group: Boston 3

Mary McCraven

Mary McCraven

Tier4 Advisors
(978) 944-6378
maryjane@tier4advisors.com
Information Technology
Home Group: Woburn

Bio: IT Procurement made simple. I help businesses from start-up to fortune 500 companies find the right IT service providers at the right price for their business needs. Using our exclusive database of 700+ vendors in Data Center, Telecom, Security, Emerging.

Joey Mokos

Joey Mokos

CGT Consulting
(61) 470-8739
jmokos@cgtconsultingllc.com
Consultant Service
Home Group: Needham

Caroline O'Connell

Caroline O’Connell

Caroline O’Connell Law LLC
(781) 640-4340
caroline@ocnllaw.com
Attorney
Home Group: Newburyport

Bio: Alcoholic beverage regulatory and compliance attorney. Assists with licensing, violation defense, distribution, import, shipping & delivery, M&A, promotions and trade practice compliance.

Victor Onorato

Victor Onorato

Leader Bank
Private Client Manager
(617) 797-1069
victor.onorato@leaderbank.com
Banking Finance
Home Group: Woburn

Bio: 15+ years client management experience including: Leader Bank, Private Client Manager – Webster Bank, Manager – Citigroup, Business Banker – Bank of America, Business and Merchant Service Specialist.

Melissa Santas Peterson

Melissa Santas Peterson

The MFA Companies
President & CIO
(978) 557-5326
mpeterson@themfacompanies.com
Investment Advisor
Home Group: Waltham

Bio: Helping women who are young professionals, C-suite executives and business owners establish a strong financial foundation during their prime earning years by aligning their financial and life goals. Work collaboratively to navigate important financial.

Jack Wang

Jack Wang

Longhorn Financial LLC
(877) 226-4157
jack@longhornfin.com
Investment Advisor
Home Group: Woburn

Bio: Helping families navigate financial aid and the FAFSA, lower the cost of college, and pay for it efficiently without become the next student debt story. pay for it efficiently.

Member News

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

Member Milestones

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

Celebrating 5 Years

Meg Bennett

Meg Bennett

Bank of America Private Bank
Managing Director, Private Client Advisor
(617) 434-7157
meg.c.bennett@bofa.com
Investment Advisor
Home Group: Boston 1

Bio: I have a hybrid practice which focuses on serving the wealth management needs of financially successful individuals/families, and the needs of institutional nonprofit organizations. At US Trust, we take an approach which looks at both sides the balance…

Carrie Carrizosa

Carrie Carrizosa

Leader Bank
Senior Loan Officer
(781) 455-1606
ccarrizosa@leaderbank.com
Banking & Finance
Home Group: Boston Back Bay

Bio: Residential mortgages including bridge loans, ARMS and fixed rates. Second homes, first time homebuyers.

Greg Collins

Greg Collins

Catalyze LLC
Chief Catalyst
(617) 921-8289
gcollins@catalyz.com
Consultant & Service
Home Group: Boston 3

Bio: I accelerate and amplify client results. I’m a change management consultant and leadership effectiveness coach. I help clients develop growth strategies and build teams capable of implementing those strategies to achieve sustainable revenue and profit…

John Ela

John Ela

Ela Management Group, LLC
CEO Coach- Strategic Advisor
(603) 848-7194
john@elamanagementgroup.com
Consultant & Service
Home Group: Manchester

Bio: John Ela is a CEO Coach and Strategic Adviser, working with leaders who want greater performance and to achieve their most important goals. With 30 years of personal CEO experience, he brings a real world approach to assisting clients make positive change…

Jeff Hiatt

Jeff Hiatt

Performance Business Solutions, Inc.
Mangaging Member
(508) 878-4846
jdh@revenuebanking.com
Consultant & Service
Home Group: Manchester

Bio: Performance Business Solutions helps owners of commercial real estate and apartment buildings that they bought for $500K or more. PBS clients save money through such methods as cost segregation, reducing energy usage and rates.

John Stanton

John Stanton

Kenneth Freed & Company
CPA
(617) 424-1100
jstanton@kfreedco.com
Accountant
Home Group: Woburn

Bio: At Kenneth Freed & Company, we specialize in the taxation and financial guidance for individuals and their closely held businesses. After 30 years in the industry, we realize that it is not just about the numbers, but rather about assisting our clients a…

Robin Young

Robin Young

Northstar Financial Planning
President / Owner
(603) 458-2776
robin@northstarfp.com
Investment Advisor
Home Group: Manchester

Bio: For almost 30 years, Robin has been helping clients manage both the personal and financial sides of major life changes. Specializing in the unique needs of women, Robin guides her clients to gain the financial security and freedom they desire.

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 PV Zoom

Date: Tuesday, June 8, 2021
Time: 11:30am – 1:30m