New Members | 17 New Members in the San Francisco Area
Karen Alary
Company: The Personnel Perspective
Title: Managing Partner
Phone: (707) 576-7653
Email: karena@personnelperspective.com
Profession: Human Resources
Home Group: Santa Rosa
Rosario Avila
Company: Arrow Benefits Group
Title: Financial Adviser
Phone: (707) 992-3795
Email: rosarioa@arrowbenefitsgroup.com
Profession: Consultant Service
Home Group: Santa Rosa
Derek Becker
Company: U.S. Bank
Title: Commercial Banking Relationship Manager
Phone: (415) 677-3507
Email: derek.becker@usbank.com
Profession: Banking Finance
Home Group: San Francisco 9
Bio: Accomplished commercial banker with 15 years of finance experience in San Francisco. Seeking to provide superior service and creative financial solutions to CFOs, CEOs, and finance influencers of start-ups to large corporations.
Jennifer Bogart
Company: Goldstein Enright
Title: Accountant
Phone: (925) 552-8200
Email: jbogart@goldsteinenright.com
Profession: Accountant
Home Group: San Ramon 1
Bio: I am a licensed CPA specializing in tax return and financial statement preparation and tax planning for individuals and small- to mid-sized companies. I frequently work with pass-through entities and their owners to provide comprehensive tax planning at both the entity and individual levels.
Raul Escatel
Company: Alvarado Smith
Phone: (415) 624-8665
Email: rescatel@alvaradosmith.com
Profession: Attorney
Home Group: San Francisco 3
Kyle Everett
Company: Development Specialists, Inc.
Title: Senior Managing Director
Phone: (415) 981-2717
Email: keverett@dsi.biz
Profession: Consultant Service
Home Group: San Francisco 8
Bio: Mr. Everett is a California CPA, licensed in 1984 and for the last 25+ years has been an insolvency and litigation consultant working on behalf of companies, creditors and lenders in workout and bankruptcy cases.
Deb Graceffa
Company: Gargalicana/Graceffa LLP
Phone: (510) 251-2000
Email: deb@ggllp.net
Profession: Attorney
Home Group: San Francisco 12
Roy Johnston
Company: Johnston Thomas Attorneys at Law, PC
Phone: (707) 545-6542
Email: rjohnston@johnstonthomas.com
Profession: Attorney
Home Group: Santa Rosa
Ramin Keyvan
Company: Rhino Network Solutions
Phone: (650) 421-7280
Email: keyvan@rhinonetworksolutions.com
Profession: Consultant Service
Home Group: San Francisco 4
Andrew McClelland
Company: Lunski & Stimpert
Phone: (415) 426-3521
Email: andrew@lunskilaw.com
Profession: Attorney
Home Group:Oakland 2
Scott Raber
Company: Rimon, P.C.
Title: Partner
Phone: (415) 693-9208
Email: scott.raber@rimonlaw.com
Profession: Attorney
Home Group: San Francisco 3
Bio: Scott Raber advises senior executives, entrepreneurs, start-ups, and emerging companies on employment law issues, and serves as trial counsel in a variety of business disputes.
Andrea Roth
Company: Roth Fine Art Appraisals
Phone: (925) 299-6850
Email: azroth@rothfineartappraisals.com
Profession: Consultant Service
Home Group: San Francisco 6
Bio: I provide art appraisals for private, corporate and public institutions for insurance coverage, estate/gift tax, charitable contribution, divorce or collateral valuations. We also offer art advisory services for sale/purchase of art.
Charlotte Smith
Company: Life Design for Lawyers & Leaders
Title: Executive Coach & Law Firm Well-being Consultant
Phone: (408) 656-1986
Email: charlotte@charlotte-smith.com
Profession: Consultant Service
Home Group: San Francisco 5
Bio: As a Lawyer turned Executive Coach, I partner with attorneys, legal professionals and law firms to help those experiencing overload and stress, move to a place of clarity of mind, flow and focus through coaching and consulting.
Joe Stokley
Company: Stokley Properties
Phone: (925) 878-1603
Email: joestokley@stokleyproperties.net
Profession: Real Estate
Home Group: Walnut Creek 2
Clint Tripodi
Company: Risk Strategies Company
Title: Strategic Consultant
Phone: (415) 755-6323
Email: ctripodi@risk-strategies.com
Profession: Insurance
Home Group: Santa Rosa
Bio: Strategic Consultant specializing in all lines of insurance and human capital needs.
Derrick Wilkinson
Company: Moss Adams
Phone: (707) 535-4163
Email: derrick.wilkinson@mossadams.com
Profession: Accountant
Home Group: Santa Rosa
Adam Wiskind
Company: Exit Strategies Group, Inc.
Phone: (707) 781-8744
Email: awiskind@exitstrategiesgroup.com
Profession: Financial Service
Home Group: Santa Rosa
Bio: I help business owners to appraise, market and sell their small companies ($2M-$50M annual revenue). Industry focus – Manufacturing, Distribution and B2B Service.
Member News
Sheeba Varghese Selected as Top Leadership Trainer of the Year
Sheeba Varghese selected as Top Leadership Trainer of the Year by the International Association of Top Professionals (IAOTP), For more information, click here.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 5 Years
Craig Casavant
Company: Craig Casavant
Title: Broker/Owner
Phone: (925) 584-8403
Email: ccasavant@newvintagemtg.com
Profession: Banking & Finance
Home Group: Walnut Creek 3
Bio: Craig is a Mortgage Broker specializing in residential 1-4 unit and commercial purchase and refinance transactions. His practice covers the entire mortgage spectrum from Government loans such as Reverse Mortgages and VA loans, to conventional conforming loans and more.
Kevin George
Company: Articulate Design
Title: Brand and Marketing Expert
Phone: (415) 271-7775
Email: kevin@articulate-sf.com
Profession: Consultant & Service
Home Group: San Francisco 7
Bio: Digital Branding and Marketing for Professional Services.
Chris Holland
Company: Holland Law LLP
Title: Founder
Phone: (415) 200-4980
Email: cholland@hollandlawllp.com
Profession: Attorney
Home Group: San Francisco 8
Bio: Decades of experience as a patent-licensed trial attorney and former long term planning engineer help me skillfully represent clients in all facets of their businesses, whether they are still at the drawing board, already in the boardroom during funding and expansion, or ultimately, in the courtroom.
Michael McLaughlin
Company: McLaughlin Sanchez LLP
Title: Attorney at Law
Phone: (415) 655-9753
Email: michael@msllp.law
Profession: Attorney
Home Group: San Francisco 7
Bio: Michael J.McLaughlin is a founding partner at McLaughlin Sanchez LLP, a San Francisco-based boutique litigation firm. Mr. McLaughlin represents landlords in eviction actions.
Christopher “Casey” McNamara
Company: Fox Rothschild LLP
Title: Partner
Phone: (415) 539-3336
Email: cmcnamara@foxrothschild.com
Profession: Attorney
Home Group: San Francisco 5
Bio: I graduated from Hastings College of Law, magna cum laude, in 2000 and have practiced in the Bay Area since then. I am currently a partner at Fox Rothschild LLP. My practice focuses on complex financial matters as well as highly contested family law disputes.
Danielle Pener
Company: Alta Employment Law
Title: Principal Attorney
Phone: (415) 935-3380
Email: dpener@altaemploymentlaw.com
Profession: Attorney
Home Group: San Francisco 8
Bio: Danielle has counseled and represented California employers from start-ups to Fortune 500 companies for 16 years. She specializes in helping employers manage their risk with business-savvy and practical compliance (“preventative”) work, and more.
Kristen Thall Peters
Company: Cooper, White & Cooper LLP
Title: Partner
Phone: (925) 935-0700
Email: linda.ktpeters@cwclaw.com
Profession: Attorney
Home Group: Walnut Creek 3
Bio: Kristen practices real estate, land use, environmental and energy law, assisting with the buying, selling, leasing and development of property for commercial developers, property owners, industrial users and energy companies.
Ralph Zappala
Company: Busby Zappala & Sanchez LLP
Title: Partner
Phone: (925) 299-9600
Email: rzappala@bzlawllp.com
Profession: Attorney
Home Group: Walnut Creek 3
Bio: Mr. Zappala is senior trial counsel, representing commercial clients and insurers in the San Francisco Bay Area since 1981. He has tried over 40 cases in Federal and State Court, and has represented clients in over 1,000 mediations and arbitrations.
Upcoming Events
Accelerator Workshop – San Francisco
Date: March 11, 2020
Time: 11:30am to 1:30pm
Accelerator Workshop – East Bay
Date: March 18, 2020
Time: 11:30am to 1:00pm
Accelerator Workshop – San Francisco
Date: April 8, 2020
Time: 11:30am to 1:00pm
PV@Night – San Francisco
Date: April 16, 2020
Time: 5:30pm to 7:30pm
Location: Harborview
Accelerator Workshop – San Francisco
Date: May 13, 2020
Time: 11:30am to 1:00pm
Accelerator Workshop – East Bay
Date: May 20, 2020
Time: 11:30am to 1:00pm
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