June 2020

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members13 New Members in the San Francisco Area

Jeanne Browne

Jeanne Browne

Company: Law Offices of Jeanne Browne
Title: Attorney
Phone: (707) 575-5162
Email: jmbcounsel@aol.com
Profession: Attorney
Home Group: Santa Rosa
Bio: Practicing family law, mediation and collaborative practice regarding divorce, separation, child support or custody, property division, Marital Settlement Agreements, premarital and postmarital agreements. Consultations for self-represented parties.

Jordan Cohen

Jordan Cohen

Company: Brick and Mortar Legal, PC
Phone: (415) 894-5436
Email: jordan@brickandmortarlegal.com
Profession: Attorney
Home Group: San Francisco 11
Bio: Leading a San Francisco law practice facilitating the success of small businesses focusing on the hospitality and food & beverage industry.

Michael Green

Michael Green

Company: Abbey Weitzenberg
Company: (707) 545-5050
Email: green@abbeylaw.com
Profession: Attorney
Home Group: Santa Rosa

Marlene Pappas Getchell

Marlene Pappas Getchell

Company: Law Offices of Marlene Pappas Getchell
Title: Attorney at Law
Phone: (415) 457-8830
Email: arlene@mgetchell.com
Profession: Attorney
Home Group: San Rafael 1
Bio: Litigation attorney Marlene Pappas Getchell represents trustees and beneficiaries in disputes involving trusts, conservatorships and wills.

Paul Herrerias

Paul Herrerias

Company: Comhar Partners
Title: Managing Director
Phone: (415) 721-7001 x1
Email: pherrerias@comharpartners.com
Profession: Human Resources
Home Group: Larkspur 1

John Hess

John Hess

Company: Fortitude Investment Group LLC
Title: Registered Representative
Phone: (925) 366-6268
Email: jhess@fortitudeinvestments.com
Profession: Financial Service
Home Group: Pleasanton 1
Bio: John’s practice is focused on 1031 exchanges into investments structured as Delaware Statutory Trusts (DST). John educates Accredited Investors on their time-sensitive options in a 1031 Exchange and fulfilling their replacement property requirements.

Ben Jones

Ben Jones

Company: Lee & Associates
Title: Principal
Phone: (510) 903-7606
Email: bjones@lee-associates.com
Profession: Real Estate
Home Group: San Francisco 11
Bio: Twelve plus years of Commercial Real Estate experience. My focus has been assisting tenants, landlords, buyers and sellers in the Bay Area office market.

Barry Palma

Barry Palma

Company: Newmark Knight & Frank
Title: Senior Managing Director at Newmark Knight Frank
Phone: (707) 583-8410
Email: bpalma@ngkf.com
Profession: Real Estate
Home Group: Santa Rosa
Bio: Sell, Market and Lease Commercial Real Estate in Northern California since 1985.

Greg Rougeau

Greg Rougeau

Company: Brunetti Rougeau LLP
Title: Partner
Phone: (415) 710-3406
Email: grougeau@brlawsf.com
Profession: Attorney
Home Group: San Francisco 8
Bio: Since 1996, Greg has specialized in commercial, and, in some cases, complex individual, Chapter 11 (reorganization) and Chapter 7 (liquidation) bankruptcy proceedings and related litigation. During that time, he has represented corporate and individual.

Paul Schwartz

Paul Schwartz

Company: Terra Firma Global Partners
Phone: (800) 681-1361
Email: schwartzbroker@gmail.com
Profession: Real Estate
Home Group: Santa Rosa
Bio: Paul is a commercial real estate broker specializing in the sale and leasing of office, industrial, retail and land. Paul represents buyers, sellers, tenants and landlords in Sonoma County and throughout the U.S.

Zane Stevens

Zane Stevens

Company: Protea Financial
Title: Director
Phone: (415) 418-0020
Email: zstevens@proteafinancial.com
Profession: Accountant
Home Group: Santa Rosa
Bio: Guiding small businesses with high quality and cost-effective accounting.

Tim Tikalsky

Tim Tikalsky

Company: Sensiba San Filippo
Title: Principal
Phone: (925) 750-8981
Email: ttikalsky@ssfllp.com
Profession: Accountant
Home Group: San Ramon 3
Bio: Tim is a leader in SSF’s Real Estate and Construction industry group and provides services including valuations, litigation support, cost segregation, performance management, retirement, and succession planning.

Ron Wargo

Ron Wargo

Company: Friedemann Goldberg Wargo Hess LLP
Phone: (707) 543-4900
Email: rwargo@frigolaw.com
Profession: Attorney
Home Group: Santa Rosa
Bio: Ronald P. Wargo is a partner with Friedemann Goldberg Wargo Hess LLP. His practice focuses on estate planning, business law, intellectual property law, and sports and entertainment law.

Member News

Anthony Trias

Anthony Trias, CFP® Featured on Special Needs Podcast

Services and supports for adults with disabilities can be expensive so it makes sense to get creative. Using insurance policies as a financial planning tool is an example of the creative use of resources. Our guest gives us the lowdown on the various types of insurance available and how they can be leveraged to maximize assets, especially when a family member has special needs. Listen to the podcasts here.

Sarah Tetlow

Sarah Tetlow Interviewed on Life Design for Lawyers Podcast

In Episode 3 of The Life Design for Lawyers Podcast, Charlotte Smith (SF5) is joined by the amazing Sarah Tetlow (SF12), Legal Productivity Consultant to discuss all things productivity, and how you can become more productive and efficient in your law practice. Listen to it here.

Read More

Quoted in The Ultimate Law Firm Associate’s Working-From-Home Guide to Marketing, San Francisco, CA

Sarah Tetlow of Firm Focus contributed to the newest book edition of The Ultimate Law Firm Associate’s Marketing Checklist, by Ross Fishman, J.D. This new iteration of the Marketing Checklist was prepared to help attorneys enhance their Marketing and Business Development while #WFH full-time.

Imran Alavi

Imran Alavi Announces Proleadsoft’s Award

Expertise.com selects Proleadsoft as one of the top digital marketing agencies in San Francisco.

Kelly Woodruff

Kelly Woodruff featured in The Recorder

Kelly Woodruff, a certified appellate law specialist, was featured in the “expert opinion” section of The Recorder legal news.

Cameo Roberson

Cameo Roberson Quoted in Financial Planning Magazine

Cameo Roberson was quoted in Financial Planning Magazine in a story about how wealth managers are responding to coronavirus. Read the story here.

Susan Schwartz

Wonder Woman In Business, Susan Schwartz

Susan Schwartz announce that she is now an Adjunct Instructor at UC Santa Clara teaching Practical Emotional Intelligence for Agile and Project Managers.

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

Member Milestones

Celebrating 20 Years

Craig Gelfound

Craig Gelfound

Company: Arent Fox LLP
Title: Attorney at Law
Phone: (213) 629-7400
Email: gelfound.craig@arentfox.com
Profession: Attorney
Home Group: Temporary Group SAN FRANCISCO
Bio: Craig Gelfound is the head of Arent Fox’s West Coast Intellectual Property Group. Craig’s practice is focused on the procurement, maintenance and enforcement of patents, copyrights and trademarks.

Celebrating 10 Years

George Borges

George Borges

Company: Law Offices of George W. Borges
Title: Attorney at Law
Phone: (415) 565-9600
Email: gwborges@sbcglobal.net
Profession: Attorney
Home Group: San Francisco 8
Bio: 35 years practicing as a criminal defense lawyer in the San Francisco bay area and outlying counties – handle all types of misdemeanors, felonies and juvenile cases including, but not limited to, drunk driving, theft & drug cases and white collar crime.

Tony daRoza

Tony daRoza

Company: Merill Lynch-PBIG
Title: Managing Director
Phone: (415) 955-3950
Email: antonio.daroza@ml.com
Profession: Investment Advisor
Home Group: San Francisco 3
Bio: My main goal is to make work optional for our clients and to take the worry out of the responsibility that wealth creates.

Sarah Van Voorhis

Sarah Van Voorhis

Company: Van Voorhis & Sosna LLP
Title: Partner
Phone: (415) 274-2530
Email: sarah@vsfamlaw.com
Profession: Attorney
Home Group: San Francisco 1
Bio: Sarah Van Voorhis specializes in all areas of family law in the San Francisco Bay Area, including divorce (dissolution), child custody, child support, spousal support (alimony), parentage (paternity), domestic partnership issues, same-sex marriage and more.

Celebrating 5 Years

Marc Armstrong

Marc Armstrong

Company: Armanino LLP
Title: Tax Director
Phone: (925) 790-2897
Email: marc.armstrong@armaninollp.com
Profession: Accountant
Home Group: San Mateo 1
Bio: I have fifteen years of deep technical experience in federal, state and international tax matters. I have served clients in both the private and public sectors, serving diverse clients, from multinational corporations to high net worth individuals.

Ben Bedi

Ben Bedi

Company: EcoTech Law Group, P.C.
Title: Managing Shareholder and President
Phone: (415) 503-9164
Email: ben.bedi@ecotechlaw.com
Profession: Attorney
Home Group: San Francisco 8
Bio: Ben has a proven track record in building patent portfolios to maximize his clients’ IP asset valuation. He specializes in technologies involving water (e.g., solutions and wastewater treatment), energy efficiency (e.g., fenestration and lighting) and more.

Linnete Edwards

Linnette Edwards

Company: Abio Properties – Encircle – SET Staging + Design
Title: Associate Broker, Realtor, CEO, Senior Real Estate Specialist
Phone: (925) 580-8801
Email: ledwards@abioproperties.com
Profession: Real Estate
Home Group: Walnut Creek 2
Bio: I believe real estate is about relationships, not transactions. We value collaborative and clear communication to help our clients. No confusing jargon. No high-pressure sales tactics. No cliches. 18+ year Realtor, Owner and Associate Broker.

Kyle Everett

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 including as a chapter 7 and chapter 11.

Daniel Fitzpatrick

Daniel Fitzpatrick

Company: Pacific Pathways Real Estate Inc.
Title: President
Phone: (415) 294-0865
Email: dan@pacificpathwaysllc.com
Profession: Real Estate
Home Group: San Francisco 8
Bio: Attorney & Real Estate Broker. Pacific Pathways is a boutique real estate company that specializes in real estate sales, finance and development. I assist residential buyers and sellers of real estate in the San Francisco Bay Area.

Scott Fuller

Scott Fuller

Company: EXP Realty of California, Inc.
Title: Relocation Consultant/Real Estate Broker
Phone: (925) 567-6720
Email: scott@leavingthebayarea.com
Profession: Real Estate
Home Group: San Ramon 1
Bio: Residential real estate with a specialization in relocation.

Jeffrey Rosen

Jeffrey Rosen

Company: Tailored Benefits
Title: President
Phone: (415) 974-1114
Email: jdr@tailoredbenefits.com
Profession: Insurance
Home Group: San Francisco 6
Bio: Tailored Benefits offers a full suite of Employee Benefit programs and platforms for all small to midsize companies. We have unique employee benefit programs for employee benefits with state of the art technology platforms.

Greg Rougeau

Greg Rougeau

Company: Brunetti Rougeau LLP
Title: Partner
Phone: (415) 710-3406
Email: grougeau@brlawsf.com
Profession: Attorney
Home Group: San Francisco 8
Bio: Since 1996, Greg has specialized in commercial, and, in some cases, complex individual, Chapter 11 (reorganization) and Chapter 7 (liquidation) bankruptcy proceedings and related litigation.

Marci Sheeran

Marci Sheeran

Company: Risk Strategies Company
Title: Individual Lines
Phone: (650) 227-7227
Email: msheeran@risk-strategies.com
Profession: Insurance
Home Group: San Francisco 3
Bio: I help clients identify the risks and develop the plans to tackle the financial losses incurred to their businesses and/or loved ones in the event of an unexpected death, disability or long term care event.

Tiffany Stuart

Tiffany Stuart

Company: Dynamic Office & Accounting Solutions
Title: President
Phone: (925) 855-3600
Email: tiffany@go2dynamic.com
Profession: Consultant & Service
Home Group: San Ramon 2
Bio: Dynamic has been in business since 1997 providing placement, and recruitment solutions for companies of all sizes across industries. We are the flexible foundation for businesses to grow based on the demands of their customers needs.

Sandra Weck

Sandra Weck

Company: Colliers International
Title: Senior Vice President
Phone: (925) 227-6230
Email: sandra.weck@colliers.com
Profession: Real Estate
Home Group: Walnut Creek 3
Bio: As a commercial broker with Colliers International, I work throughout the Bay Area along the 680, 580 and 880 Corridors. This includes representing landlords and tenants. This will entail ground up development, leasing and sales of shopping centers.

Upcoming Events

There are no June Member Events for this region.