New Members | 19 New Members in the San Francisco Area
Join us in welcoming our new members! Reach out via their email below to make a connection.
Peter Barnes
RPM Mortgage
Loan Advisor
(510) 647-5326
peter.barnes@rpm-mtg.com
Banking Finance
Home Group: San Francisco 14
Samy Basta
Basta & Company
CEO
(415) 384-5004
info@bastacpa.com
Accountant
Home Group: San Francisco 14
Bio: Tax Advisory, Virtual CFO with focus on medical accounting, real estate and startups.
Tess Brigham
Tess Brigham Coaching
Psychotherapist and Coach
(415) 407-5142
tess@tessbrigham.com
Consultant Service
Home Group: San Francisco 14
Bio: As a coach I blend my knowledge and experience as a psychotherapist to young adults find their unique life path. If you’re a parent or employer, I can help you better understand the young adult in your life.
Ryan Cummings
Frontier Bay Insurance
(925) 217-4974
ryan@frontierbayins.com
Insurance
Home Group: San Ramon 3
Bio: We work with a wide range of industries including law firms, contractors, wholesalers, manufacturers and any service related business for all their insurance needs.
Judy Dang
Avid at Work
Principal
(415) 933-8676
judy@avidatwork.com
Consultant Service
Home Group: San Francisco 14
Bio: Judy Dang is a productivity consultant and speaker who helps solopreneurs break down large projects so that they can actually arrive at the finish line. She partners with them on critical projects in their business that lead to increased revenue faster.
Frances Evensen
Altus Alliance
Management Consultant focused on Revenue Growth
(510) 579-6414
frances@altusalliance.com
Consultant Service
Home Group: San Francisco 14
Bio: 20+ years of Sales and Marketing leadership in B2B technology companies.
Howard Gerber
Golden One Credit Union Home Loans
Senior Home Loan Advisor
(925) 701-1652
hgerber@golden1.com
Banking Finance
Home Group: San Ramon 2
Bio: Seasoned Mortgage Professional with over 40 years experience in many facets of real estate sales and lending.
Matthew Gluck
Gluck Daniel LLP
Partner
(415) 510-2604
mgluck@gluckdaniel.com
Attorney
Home Group: San Francisco 14
Carlos Gonzalez
CFO
(404) 316-6885
carlos@moli65.com
Consultant Service
Home Group: San Francisco 14
Bio: I help startups build the financial projections that best depict the future they envision.
Steven Lee
Donahue Fitzgerald LLP
Partner
(510) 451-3300
slee@donahue.com
Attorney
Home Group: San Francisco 10
Bio: Co-Chair of the Business and Corporate Transactions Group Practice Group at Donahue Fitzgerald LLP. I serve as outside general counsel to a broad range of emerging companies.
Yuliya Magomedov
Magomedov Law Group
(415) 534-5358
yuliya@magomedovlaw.com
Attorney
Home Group: San Francisco 14
Barrett Rodda
Rising Tide Studios
(925) 207-9832
barrett@risingtidestudios.io
Consultant Service
Home Group: San Ramon 3
Mary Scipi
Unified Accounting & Tax
CFO and CPA
(510) 589-5754
mary@unified-accounting.com
Accountant
Home Group: San Francisco 14
Bio: I help companies outsource their accounting and finance, payroll and taxes so they can focus on other strategic areas of their business. I also work with attorneys on litigation support by providing forensic accounting services.
Boyu Shi
Vanreusel Ventures
Corp dev, FP&A, CFO
(415) 671-4633 x 705
boyu@vanreuselventures.com
Financial Service
Home Group: San Francisco 10
Bio: Senior Corporate Financial analyst at Vanreusel Ventures. I help organization optimize their financial structure and develop and manage budgeting process, financial projections as well as help build financial models and create financial reports.
Jessica Takano
Donahue Fitzgerald
(925) 953-6364
jtakano@donahue.com
Attorney
Home Group: San Francisco 14
Sheree Tallerman
PlanPerfect, Inc.
CEO
(917) 828-5888
sheree@planperf.com
Consultant Service
Home Group: San Francisco 7
Bio: Corporate retirement plan specialists and actuaries (TPA). We work with start-ups and small businesses who are looking for significant tax deductions using Cash Balance, Defined Benefit, Profit Sharing & 401k Plans.
Sejal Thakkar
TrainXtra
Chief Civility Officer / Legal Training Ninja
(619) 852-6529
sejal@trainxtra.com
Attorney
Home Group: San Francisco 14
Bio: Civility is the best defense against future lawsuits. I help companies create positive, safe and respectful workplaces by providing effective and customized training programs.
Michael Velzo
Jackson Square Financial
Financial Consultant
(415) 217-7906
mvelzo@jsfin.com
Investment Advisor
Home Group: San Francisco 14
Bio: I work with closely held businesses and business owners and executives. I provide a comprehensive solution through delivery of customized group benefits and retirement plans, commercial insurance, and wealth management.
Jason Wolford
Wolford Wayne
(415) 322-5105
jason@wolford-wayne.com
Attorney
Home Group: San Francisco 14
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
Joseph Creitz
Creitz & Serebin LLP
Managing Partner
(415) 466-3090
joe@creitzserebin.com
Attorney
Home Group: San Francisco 8
Bio: Providing the highest level of service and expertise to participants and beneficiaries of ERISA-regulated welfare and retirement plans, and to to insureds in insurance bad-faith disputes. Joe won the California Lawyer Attorneys of the Year (CLAY) Award.
Erin Daly
Regal Tax & Law Group
Bankruptcy and Restructuring Attorney
(415) 360-5850
erin@regaltaxlaw.com
Attorney
Home Group: San Francisco 6
Bio: My practice focuses on loan workouts, corporate restructuring, commercial bankruptcy, and complex litigation. I have been recognized as a Northern California Rising Star by Super Lawyers for the past 6 consecutive years: 2016-2021.
Johnny Huang
Northwestern Mutual
Insurance Specialist
(415) 733-6521
johnny.huang@nm.com
Insurance
Home Group: San Francisco 10
Bio: I help businesses and individuals protect their income with disability and life insurance. Call me for buy-sell insurance, supplemental disability insurance, group long-term disability insurance and long-term care insurance.
Brit Summerill
NOW CFO
Partner
(669) 225-0207
bsummerill@nowcfo.com
Consultant & Service
Home Group: San Francisco 10
Bio: As a partner at NOW CFO, I have worked as a CFO and Controller for many public and private companies. My expertise includes accounting clean up, cash flow, financial analysis, dash boarding, M&A, clean-up, and financial reporting.
Lisa Wills
Law Office of Lisa Wills, a Professional Law Corporation
Managing Shareholder
(925) 463-9000
ldw@lisawillslaw.com
Attorney
Home Group: San Ramon 2
Bio: Innovative and practical solutions for client’s issues related to real estate, business and construction transactions, disputes and dispute avoidance.
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.
San Francisco Accelerator Workshop
Date: Wednesday, March 10, 2021
Time: 11:30am – 1:00pm
East Bay Accelerator Workshop (San Francisco)
Date: Wednesday, March 17, 2021
Time: 11:30am – 1:00pm
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