San Francisco 0420

New Members | 8 New Members in the San Francisco Area

Miles Armstead

Company: Fremont Bank
Title: Managing Partner
Phone: (510) 709-7917
Email: miles.armstead@fremontbank.com
Profession: Banking Finance
Home Group: San Francisco 3

Jessie Banuelos

Company: Farmers Insurance
Phone: (925) 258-1010
Email: jbanuelos@farmersagent.com
Profession: Insurance
Home Group: San Francisco 12

Don Davidson

Company: Greenberg Traurig
Phone: (415) 655-1317
Email: davidson.donald@gmail.com
Profession: Attorney
Home Group: Walnut Creek 3

Franz Fleischli

Company: The Mentor Valuation Group Inc.
Title: Managing Director
Phone: (707) 473-0770
Email: fﬂeischli@mentorvaluations.com
Profession: Financial Service
Home Group: Santa Rosa
Bio: Valuations and appraisals of business entities, machinery and equipment, real estate, intangibles, and inventory. Most of our assignments come from major lenders, law ﬁrms, investment banks and accounting ﬁrms.

Teresa Fluegel

Company: Chicago Deferred Exchange Company
Title: Executive Vice President
Phone: (415) 596-6749
Email: teresa.ﬂuegel@cdec1031.com
Profession: Banking Finance
Home Group: Pleasanton 1
Bio: Teresa Fluegel has been providing professional 1031 Tax Deferred Exchange services including Forward and Reverse Exchanges for 20+ years. Teresa enjoys helping educate investors to understand the complex rules to defer capital gains tax.

Kevin Jordan

Company: Kevin Jordan Coach, LLC
Title: Principal, Kevin Jordan Coach, LLC
Phone: (925) 366-3419
Email: kevin@kevinjordan.coach
Profession: Consultant Service
Home Group: San Ramon 1
Bio: Independent executive, leadership & career transformation coach and consultant, working with professionals at all career stages and across an array of industries to achieve peak performance and agility resulting in sustained engagement.

Pamela Lauper

Company: AssayCS Inc
Title: Chief Operating Ofﬁcer
Phone: (415) 906-6070 x 245
Email: pamelalauper@assaycs.com
Profession: Consultant Service
Home Group: San Francisco 1
Bio: In addition to running the Operations at MacCorkle, Pamela also focuses on working with afﬂuent clients, who typically have more complex insurance needs based on their wealth and the need to protect their vast assets.

Steven Swaney

Company: Schiff Hardin
Phone: (415) 901-8680
Email: sswaney@schiffhardin.com
Profession: Attorney
Home Group: San Francisco 9

Member News

Brett Sharenow, Broadscope Consulting, Provides Compelling CEO and Founder insights on the Investor’s Podcast Network

Insights on developing business strategy, raising capital, and preparing for VC, PE, and Angel investor meetings that have helped CEOs and founders raise more than $750 million. The podcast is available here: https://bit.ly/Brett-Podcast-SV-1 on the Investors Podcast Network: Silicon Valley, hosted by Shawn Flynn.

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Member Milestones

Celebrating 15 Years

John Baum

Company: Hirschfeld Kraemer LLP
Title: Partner
Phone: (415) 835-9006
Email: jbaum@hkemploymentlaw.com
Profession: Attorney
Home Group: San Francisco 2
Bio: John represents employers in all aspects of labor and employment law, including litigation of wrongful discharge, discrimination and harassment lawsuits. He also counsels and trains employers on a wide variety of personnel topics.

Celebrating 10 Years

Stafford Jacobs

Company: CAL Insurance & Associates, Inc
Title: Property and Casualty Insurance Advisor
Phone: (415) 680-2125
Email: sjacobs@cal-insure.com
Profession: Insurance
Home Group: San Francisco 11
Bio: Stafford helps individuals, privately held companies and nonprofit entities transfer risk though insurance solutions. He specializes in long-term relationships, ensuring every client has the best possible protection at the best possible price.

Jill Thorpe

Company: Law Office of Delagnes Linder & Duey LLP
Title: Partner
Phone: (415) 983-0500
Email: jthorpe@dldllp.com
Profession: Attorney
Home Group: San Francisco 2
Bio: Sophisticated estate planning and tax planning for individuals and businesses; business formation, sale and acquisition; real estate acquisition, ownership, leasing and operations; and trust and estate administration.

Celebrating 5 Years

Chris Abato

Company: Moneta Vista Advisors, Inc
Title: President
Phone: (408) 242-0181
Email: cabato@monetavista.com
Profession: Financial Service
Home Group: San Francisco 12
Bio: CEO of Moneta Vista Advisors, a boutique Mergers & Acquisitions Advisory firm specializing in buy and sell side deals in any industry $10M-$100M. FINRA Licensed Investment bank. Aerospace background, degree in Physics & an MBA.

Louise Cochrane

Company: LF Cochrane & Associates
Title: CPA
Phone: (510) 985-9829
Email: louise@lfcochrane.com
Profession: Accountant
Home Group: Oakland 1
Bio: For most people, preparing taxes is an arduous, confusing, and often frustrating procedure. Enter Louise of L.F. Cochrane & Associates, renowned and respected for over 10 years for providing individuals, families, and small & medium sized businesses.

Laurie Dennen

Company: Law Office of Laurie A. Dennen
Title: Business Transactional Attorney
Phone: (925) 415-0084
Email: laurie@dennenlaw.com
Profession: Attorney
Home Group: Walnut Creek 3
Bio: I keep my clients out of trouble with proper entity selection & formation, precise drafting & negotiation of their contracts, developing sound buy-sell agreements & helping them buy, sell & operate their companies with legally sound practices (M&A).

Marianne Fleischer

Company: Fleischer Communications
Title: Founder and President
Phone: (415) 921-4628
Email: marianne@fleischercomm.com
Profession: Consultant & Service
Home Group: San Francisco 7
Bio: Marianne Fleischer, ProVisors San Francisco Group VII, is a speechwriter and PRIVATE presentations coach. She also facilitates her COOL UNDER FIRE workshops for corporations and professional services firms.

Jason Geller

Company: Fisher & Phillips LLP
Title: Regional Managing Partner
Phone: (415) 490-9020
Email: jgeller@fisherphillips.com
Profession: Attorney
Home Group: San Francisco 3
Bio: I am a native San Franciscan and am the Regional Managing Partner of the San Francisco office of my law firm, Fisher & Phillips LLP. We exclusively represent employers in all facets of employment and labor law.

Jonathan Marquez

Company: CAL Insurance and Associates, Inc.
Title: Vice President, Group Benefits
Phone: (415) 680-2108
Email: jmarquez@cal-insure.com
Profession: Insurance
Home Group: Walnut Creek 2
Bio: My background and specialty is in the group benefits insurance marketplace. I traditionally manage the group benefits insurance portfolio for privately-held or non-profit entities with 20-250 employees.

Andy McClure

Company: Sherpa Business Development
Title: Principal, Business Growth Specialist
Phone: (925) 683-1685
Email: andy@sherpabizdev.com
Profession: Marketing
Home Group: San Ramon 1
Bio: Helping businesses doing $2 to $20 million in annual revenue get more clients and more business through consistent inbound and outbound marketing.

Scott Piper

Company: BHG & Agent International
Title: Real Estate Agent
Phone: (925) 989-1300
Email: scott@agent-international.com
Profession: Real Estate
Home Group: Pleasanton 1
Bio: Scott is a fearless strategist who leverages the power of best-in-class marketing and showmanship, cutting-edge technology, and wide-reaching listing strategies to facilitate that perfect matchmaking moment between buyer and seller.

Rick Thorpe

Company: HR Options
Title: Sales and Marketing Director
Phone: (925) 265-8715
Email: rthorpe@hroptions.com
Profession: Human Resources
Home Group: Walnut Creek 3
Bio: HR Options Provides HR Support and outsourced employment services.

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