New Members | 12 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
Family Estate Planning Law Group
(781) 246-8200
samantha@feplg.com
Attorney
Home Group: Wakefield
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
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
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
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
Casner & Edwards, LLP
Partner
(617) 426-5900
lincoln@casneredwards.com
Attorney
Home Group: Boston 3
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
CGT Consulting
(61) 470-8739
jmokos@cgtconsultingllc.com
Consultant Service
Home Group: Needham
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
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
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
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
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
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
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
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
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
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
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
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