April 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members37 New Members in the San Francisco Area

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

Harry-Todd Astrov

Harry-Todd Astrov

Zaino Hall & Farrin LLC
Of Counsel
(614) 689-0320
htastrov@zhftaxlaw.com
Attorney
Home Group: Pleasanton 1

Bio: H.T. Astrov is a tax attorney with over 30 years of experience advising clients and preventing and solving IRS and state tax problems of all sizes.

Allegra Bandy

Allegra Bandy

Oddua Publishing LLC
CEO
(510) 332-0482
abandy@odduapublishing.com
Consultant Service
Home Group: Oakland 3

Bio: Allegra Bandy works primarily out of the San Francisco Bay Area at her audiobook production and publishing company, ODDUA PUBLISHING LLC. She specializes in producing author narrated audiobooks.

Kirsten Barranti

Kirsten Barranti

Barranti Law Group
Attorney
(925) 474-0040 x 2
kirsten@keblawgroup.com
Attorney
Home Group: Oakland 3

Bio: Representing small to mid-size company on variety of employment matters.

Robin Bennett

Robin Bennett

Doyenne Corporate Law
(650) 770-1920
rbennett@doyennecorporatelaw.com
Attorney
Home Group: San Francisco 14

Jennifer Bourque

Jennifer Bourque

Cross Country Mortgage
Loan Officer
(925) 321-4198
jbourque@myccmortgage.com
Banking Finance
Home Group: Oakland 3

Bio: Jennifer is committed to assisting clients with their residential financing needs all over the state of California. With a foundation based in education, she ensures her clients are aware of their options and gives them the tools needed to make the best.

Karen Collopy

Karen Collopy

Karen Collopy
Enrolled Agent
(510) 583-0117
taxes@karencollopy.com
Accountant
Home Group: Oakland 3

Bio: I’m a former Revenue Agent with the IRS turned Enrolled Agent specializing in tax prep for individuals, sole proprietors, & small non-profits.

Connor Day

Connor Day

Ferber Law
(925) 355-9800
cday@ferberlaw.com
Attorney
Home Group: Oakland 3

Garrett Dillon

Garrett Dillon

VLMG Law
Construction Attorney
(415) 623-7021
gdillon@vlmglaw.com
Attorney
Home Group: San Francisco 14

Bio: Here to assist with your construction needs, including legal and risk management concerns, contract negotiation and drafting, and emerging mid-project issues, while also providing reliable and tenacious dispute resolution representation.

Sirena Dimas

Sirena Dimas

Pennbrook Insurance Services
Benefits Consultant
(415) 812-0342
sdimas@pennbrookins.com
Insurance
Home Group: San Francisco 14

Bio: Hi! I’m a Benefits Consultant that loves startups, non-profits, growing companies and sticky situations. The benefits world is more than a health plan, I can help!

Bob Driscoll

Bob Driscoll

Karp Capital Management
(415) 345-8185
bob@karpcapital.com
Investment Advisor
Home Group: San Francisco 10

Bio: Guiding business owners, executives, and their employees through tax-advantaged planning and customized investment strategies. We specialize in auto dealers, law firms, medical practices, construction, architects, and engineers.

Jason Estavillo

Jason Estavillo

Law Offices of Jason Estavillo
(510) 982-3001
jason@estavillolaw.com
Attorney
Home Group: San Francisco 4

Daniel Fujimoto

Daniel Fujimoto

First Bank
Senior Vice President & Relationship Manager
(925) 708-8319
daniel.fujimoto@fbol.com
Banking Finance
Home Group: Pleasanton 1

Bio: Providing commercial banking services to privately-held and/or family-owned companies with revenues between $10 million to $250 million within Northern CA. Target industries include: manufacturing, wholesale, distribution & prof services.

Marco Grelli

Marco Grelli

Lincoln Financial Advisors
(925) 659-0304
marco.grelli@lfg.com
Investment Advisor
Home Group: San Francisco 10

Stella Guinto

Stella Guinto

Corcoran Global Living Commercial
Commercial Real Estate Broker
(415) 404-1814
stella@stellainternationalrealestate.com
Real Estate
Home Group: San Francisco 14

Bio: As a licensed Real Estate Broker, Stella specializes in the acquisition and disposition of commercial and investment properties such as multifamily, industrial, mixed-use and office.

Henry Hilbert

Henry Hilbert

Passion4People Consulting
Partner
(917) 664-8490
henry@p4pconsult.com
Consultant Service
Home Group: San Francisco 7

Frederick Huebner

Frederick Huebner

Huebner CPA
(925) 460-1337
fred@huebnercpa.com
Accountant
Home Group: Oakland 3

Scott Jacobs

Scott Jacobs

Mindful Money
(510) 848-0012 x 105
scott@mindful.money
Investment Advisor
Home Group: Oakland 3

Valerie Kushel

Valerie Kushel

Valerie Gerard Kushel
(415) 578-0382
valerie@vgklaw.com
Attorney
Home Group: Larkspur 1

Bio: Valerie is an attorney specializing in the areas of Estate Planning, Probate & Trust law.

Vicente Lopez

Vicente Lopez

First Bank
(831) 595-0324
vicente.lopez@fbol.com
Banking Finance
Home Group: San Francisco 3

Bio: Provides Commercial Loan Products for Family Owned Businesses.

John Lough

John Lough

Scherer Smith & Kenny LLP
(415) 433-1099
john@sfcounsel.com
Attorney
Home Group: San Francisco 14

Michelle Massey

Michelle Massey

Merrill Lynch
(925) 963-6264
michellemassey77@gmail.com
Investment Advisor
Home Group: Oakland 3

Shahrad Milanfar

Shahrad Milanfar

Milanfar Shahrad
Trial Attorney / Mediator
(925) 433-6023
smilanfar@milanfarlaw.com
Attorney
Home Group: San Ramon 3

Bio: I am the trial attorney I hope you never need. Focussing on telling clients’ stories in personal injury, product liability & nursing home neglect / abuse cases.

Daniel O'Brien

Daniel O’Brien

First Republic
(415) 447-8161
dobrien@firstrepublic.com
Banking Finance
Home Group: San Francisco 14

Bio: Business Banker with First Republic.

Annie Paul

Annie Paul

Now CFO
(408) 499-2485
apaul@nowcfo.com
Financial Service
Home Group: Oakland 3

Bio: NOW CFO is a “roll up our sleeves” full-service consulting firm with a singular focus on outsourced CFO, controller, accounting, and finance service needs.

Richard Poulson

Richard Poulson

Law Office of Richard Poulson
(510) 747-8034
rich@richardpoulsonlaw.com
Attorney
Home Group: San Francisco 10

David Raygoza

David Raygoza

PNC Bank
(415) 229-8020
david.raygoza@pnc.com
Banking Finance
Home Group: San Francisco 10

Jim Rowse

Jim Rowse

Heartland Payroll Solutions
Senior Product Advisor
(925) 570-8563
james.rowse@e-hps.com
Human Resources
Home Group: San Ramon 1

Bio: Payroll professional for 16 years. Our comp plan is heavily weighted towards client retention.

John Rueppel

John Rueppel

Johnston, Kinney & Zulaica
Partner
(415) 644-4509
john@jkzllp.com
Attorney
Home Group: San Francisco 14

Bio: I am a Certified Specialist in Trust and Estates Law, handling inheritance disputes in the Bay Area. I advise trustees, executors, heirs and beneficiaries on their rights and options in this emotionally charged realm.

Nicole Sager

Nicole Sager

Coastal Payroll
Human Capitol Management Consultant
(415) 332-6777
nsager@coastalpayroll.com
Consultant Service
Home Group: San Francisco 14

Bio: I love to help employers streamline their processes by offering a fully integrated Human Capital Management solution which will consolidate their Payroll, HR, Time and Attendance, and Benefits Management.

Melinda Sammis

Melinda Sammis

Law Offices of Blacker, Sammis & Blacker
Partner
(415) 397-3222
melinda@blackersammis.com
Attorney
Home Group: Oakland 3

Bio: I specialize in divorce mediation consulting and negotiation (and litigation when necessary) and the drafting of complex pre and postmarital agreements and cohabitation agreements.

Lan Shaw

Lan Shaw

Vision Financial Planning
(510) 358-8668
lan@visionfinancialplanning.com
Investment Advisor
Home Group: San Francisco 10

Ashley Shoemaker

Ashley Shoemaker

Indigo Moments
(415) 310-7817
ashley@indigomomentsphotography.com
Marketing
Home Group: Oakland 3

Sonya Smallets

Sonya Smallets

Minnis & Smallets
(415) 551-0885
sonya@minnisandsmallets.com
Attorney
Home Group: San Francisco 4

Lucy Tang

Lucy Tang

Baker Tilly
(415) 593-1320
lucy.tang@bakertilly.com
Accountant
Home Group: San Francisco 10

Bio: Forensic accountant specializing in matrimonial law, business valuations, financial tracing, fraud investigation, and complex litigation.

Ana Clara Vogler

Ana Clara Vogler

Vogler Law Offices
(626) 390-6078
anaclara@voglerlawoffices.com
Attorney
Home Group: San Francisco 14

Bio: I am Brazil and California Attorney, fluent in English, Portuguese, Spanish, and Italian. I have more than 20 years of experience in International Taxation and Business Law. I can help you on your tax planing, and foreign investments.

Donald Wexler

Donald Wexler

VisCom Studios
CEO
(925) 255-5195
dwexler@viscomstudios.com
Marketing
Home Group: Walnut Creek 2

Paul Wildrick

Paul Wildrick

ProvenGain
CEO
(925) 963-9665
paulwildrick@provengain.com
Consultant Service
Home Group: San Francisco 14

Bio: Paul is a visionary entrepreneur with more than twenty five years as CEO/President/Owner of multiple service companies. He is an exceptional trainer and coach with demonstrative skills for consistently driving growth, profit and exit strategies.

Member News

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

Todd Carey
Feb 17, 2021

Cameo Roberson, Freelance Contributor - US News & World Report

Freelance contributor for US News & World Report, Financial Advisor Practice Management Section. https://money.usnews.com/financial-advisors/articles/5-questions-to-ask-when-hiring-a-compliance-firm

Member Milestones

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

Celebrating 10 Years

Jeffrey Antonchuk

Jeffrey Antonchuk

Dudnick Detwiler Rivin & Stikker LLP
Esq.
(415) 982-1400
antonchuk@ddrs.com
Attorney
Home Group: San Francisco 8

Bio: Estate planning for high net worth individuals and families, administering trusts and estates and advising fiduciaries; wealth transfer strategies, such as grantor retained annuity trusts, life insurance trusts and generation-skipping trusts.

Celebrating 5 Years

Amanda Conley

Amanda Conley

Brand & Branch LLP
Partner
(510) 984-4285
amanda@brandandbranch.com
Attorney
Home Group: San Francisco 10

Bio: Amanda Conley is a founding partner at Brand & Branch LLP, a women-owned law firm serving clients with intellectual property in cutting edge and highly-regulated industries. Amanda co-founded the International Cannabis Bar Association in 2015.

Arjun Dhingra

Arjun Dhingra

All Western Mortgage
Business Development
(775) 691-0417
arjun@lendclear.com
Banking & Finance
Home Group: San Francisco 10

Bio: Arjun is a mortgage banker handling sales and business development for All Western Mortgage, Inc., serving the Nevada and Northern California markets for 16 years. Forging strategic relationships with real estate professionals and their clients by offer.

Karen Hawkes

Karen Hawkes

Hawkes Law, A.P.L.C.
Trademark Attorney
(619) 241-9168
karen@hawkestrademarklaw.com
Attorney
Home Group: Oakland 3

Bio: Trademark, copyright and corporate law. Trademark clearance, registration, infringement litigation, and TTAB opposition and cancellation. Copyright registration and infringement litigation. Business formation, corporate counseling and advertising law.

Brendan Love

Brendan Love

Andersen
Managing Director – Valuation Services
(415) 764-2746
brendan.love@andersen.com
Financial Service
Home Group: San Francisco 10

Bio: Business valuation expert. Specialties include independent third-party valuations for accounting (tax / GAAP) and shareholder buyouts.

Jill McInerney

Jill McInerney

McInerney Family Law
Attorney
(415) 619-3169
jill@mcinerneyfamilylaw.com
Attorney
Home Group: San Francisco 10

Bio: As a Certified Child Welfare Law Specialist, my area of expertise is child abuse and neglect within divorce and parentage actions, dependency, probate guardianship, and domestic violence proceedings.

Cloud Schnoebelen

Cloud Schnoebelen

Major Lindsey & Africa
Managing Director
(415) 274-0790
cschnoebelen@mlaglobal.com
Human Resources
Home Group: San Francisco 2

Bio: Cloud Schnoebelen, Managing Director for Major, Lindsey & Africa’s Interim Legal Talent group, works with corporate legal departments and law firms to recruit attorneys and legal professionals to fulfill clients’ interim legal needs.

Shmuel Silverman

Shmuel Silverman

Multi-Innovation
CEO / Founder
(415) 888-3870, Ext. 100
shmuel@multi-innovation.com
Consultant & Service
Home Group: San Rafael 1

Bio: Shmuel Silverman is the CEO of Multi-Innovation, a team of inventors and patent specialists that helps companies of all sizes tap into the full potential of their business through strategic investments in Intellectual Property.

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.

There are no April Member Events for this region.