The
Accelerator
New Members | 18 New Members in the San Francisco Area
Michelle Ausburn
Company: BPM
Phone: (707) 524-6588
Email: mausburn@bpmcpa.com
Profession: Accountant
Home Group: Santa Rosa
Angela Clements
Company: Clements Employment Law
Phone: (707) 238-2011
Email: angela@clementsemploymentlaw.com
Profession: Attorney
Home Group: Santa Rosa
Sara Craven
Company: Sand Hill Global Advisors
Title: Chief Wealth Manager
Phone: (408) 390-9765
Email: scraven@shadv.com
Profession: Investment Advisor
Home Group: San Francisco 3
Bio: Serving women going through painful life transitions, such as spousal death or dissolution, I engage through financial literacy, simplification and investment advice to help my clients get back on their feet and plan for a positive future.
Alicia Cronbach
Company: Cronbach Law Group PC
Attorney: Attorney
Company: (707) 266-8407
Email: alicia@winedeal.law
Profession: Attorney
Home Group: Santa Rosa
Bio: Founder of a project based law firm with alcohol industry expertise, ready to help with the fire drills and complex projects that require extra support and specialized knowledge.
Matthew Delaney
Company: JDH Wealth Management
Title: Managing Partner, Wealth Advisor
Phone: (707) 542-1110
Email: matt@jdhwealth.com
Profession: Investment Advisor
Home Group: Santa Rosa
Bio: We serve as the financial quarterback for our clients to help make sure they don’t run out of money.
Christopher Doyle
Company: Christoper H. Doyle, PC
Phone: (415) 802-4168
Email: chdoyle@doylecounselor.com
Profession: Attorney
Home Group: San Francisco 7
Bio: Christopher H. Doyle, PC, attorney at law, offers advice, risk assessment, strategy, and litigation services. I focus on business and real estate issues, including compliance, dispute resolution, and litigation.
Scott Faulkner
Company: Risk Strategies
Title: Employee Benefits Advisor
Phone: (949) 681-1869
Email: sfaulkner@risk-strategies.com
Profession: Insurance
Home Group: San Francisco 10
Bio: Advisor of comprehensive employee benefits programs, with emphasis on strategic planning through data analytics and cost control.
Brooke Golden
Company: Nourishing Growth
Phone: (415) 366-6171
Email: brooke@nourishinggrowth.com
Profession: Marketing
Home Group: San Rafael 1
Bio: A veteran of the Natural Food CPG space Brooke has transitioned to working for small and growing brands in the natural food and cannabis space as a fractional marketing resource and product innovation manager.
Jennifer Jost
Company: Diamond Life Strategies
Title: Certified Money Coach
Phone: (925) 260-9228
Email: info@diamondlifestrategies.com
Profession: Financial Service
Home Group: San Ramon 3
Bio: As a Money Coach I help professionals gain clarity and confidence in their financial world by identifing Money Types. Creating new patterns and systems build success.
Bill Loew
Company: Miles Consulting Group, Inc.
Title: Executive Vice President
Phone: (650) 342-6282
Email: bill@milesconsultinggroup.com
Profession: Accountant
Home Group: San Francisco 7
Bio: Bill is a California CPA with 30+ years of experience focusing on multi-state sales and use tax issues with extensive consulting and compliance experience.
Henning Mathew
Company: BBVA Bank
Title: SVP
Phone: (925) 951-1491
Email: henning.mathew@bbva.com
Profession: Banking Finance
Home Group: Walnut Creek 2
Jennifer McGuire
Company: Morrill Law
Title: Trust & Estate Litigation Attorney
Phone: (925) 322-8615 x 111
Email: jennifer@morrill.law
Profession: Attorney
Home Group: San Ramon 2
Bio: I advocate on behalf of individuals and fiduciaries in complex trust and estate disputes. I am experienced in conservatorship matters, trust litigation, and estate litigation. My practice includes matters involving undue influence claims, capacity issues.
Frank Moore
Company: Law Office of Frank Moore
Phone: (415) 292-6091
Email: fsmoore@pacbell.net
Profession: Attorney
Home Group: Santa Rosa
Bio: : General litigation, including trials and appeals, civil and white collar criminal defense.
Matthew Olsman
Company: Matthew Olsman, Attorney At Law
Phone: (818) 308-4068
Email: matthew.olsman@gmail.com
Profession: Attorney
Home Group: Oakland 1
Gina Piper
Company: Elation Real Estate
Title: Founder & CEO
Phone: (925) 200-0202
Email: gina@ginapiper.com
Profession: Real Estate
Home Group: San Ramon 2
Bio: Gina Piper has earned a strong reputation as a top real estate agent in Pleasanton, California. Grateful and honored to be voted ‘Pleasanton’s #1 Realtor’ since 2011, Gina brings 26+ years of real estate experience to her clients.
Michael Rom
Company: Pensionmark
Title: Principal
Phone: (925) 984-2416
Email: mrom@pension-insight.com
Profession: Investment Advisor
Home Group: San Ramon 3
Bio: 401(k) specialist and advisor serving small/midsize companies (80-1100 employees) to help offload the burden in overseeing a successful retirement program. We play quarterback to provide clients peace of mind so they can focus on running their business.
Ron Schwab
Company: Nor Cal Business Sales
Title: Broker, Intermediary
Phone: (925) 304-2175
Email: ronschwab1@gmail.com
Home Group: San Ramon 3
Benjamin Spater
Company: Seyfarth Shaw
Title: Senior Counsel
Phone: (415) 544-1078
Email: bspater@seyfarth.com
Profession: Attorney
Home Group: Walnut Creek 3
Bio: Ben concentrates his practice on the design and tax-qualification of retirement plans, executive compensation and ERISA. Ben also served for many semesters as an adjunct professor at the Golden Gate University School of Law LL.M. Tax Program.
Member News
Dave Ogburn, BNY Mellon, Presented in a Webcast “Managing Endowments in a Crisis”
Dave Ogburn, BNY Mellon, teamed up with Stacie Kowalczyk and Dean Quiambao of Armanino LLP and Erik Dryburgh of Adler & Colvin to address questions top of mind to nonprofit staff and board leaders on managing endowments in the midst of a crisis. For a link to the slide deck and recording of the conversation click here.
Read More
Dave Ogburn, BNY Mellon, Co-Hosts Philanthropic Webcast Entitled “Board Leadership: Building Resiliency”
Nearly 200 participants joined co-hosts Dave Ogburn and Bo Lee of BNY Mellon for a webcast focused on building board resilience and leadership in a post-pandemic world. The webcast featured an impressive group of panelists – Kathy Surace-Smith, Beth McCaw, and Jean Tom – who brought unique insights and actionable ideas from their respective roles as board chair, nonprofit CEO, and legal advisor to nonprofits. View the replay here.
Distinguished Toastmaster Award to Roberta Guise
After a fiery sprint to complete 20 unique speeches in 2 months, Roberta Guise was awarded the Distinguished Toastmaster designation (DTM) from Toastmasters International.
Scott Fuller Interviewed on KGO Radio San Francisco
Relocation expert Scott Fuller was recently interviewed live on KGO Radio San Francisco to discuss the implications of employees now working from home and how that impacts migration out of the Bay Area and California. Read more here.
Amara Morrison Recognized by San Francisco Business Times
Wendel Rosen, LLP Land Use Partner Amara Morrison recognized by the San Francisco Business Times as 2020 Woman of Influence. View article here.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 10 Years
Teresa Mason
Company: Collins Mason & Company LLP
Title: Managing Partner
Phone: (510) 891-9000 x 1
Email: teresa@cmcaccountants.com
Profession: Accountant
Home Group: Oakland 1
Bio: Teresa is a tax and accounting advisor working with closely held businesses, family groups and high net worth individuals looking for proactive tax advise and outsourced accounting services.
James Mayock
Company: E&M Mayock
Title: Managing Partner
Phone: (415) 765-5111
Email: jmayock@emvisa.com
Profession: Attorney
Home Group: San Francisco 4
Bio: E&M Mayock practices the full range of immigration law, specializing in employment-based visas, with offices in San Francisco, CA. We offer expertise in business immigration through rapid processing of E-3s, TNs, J-1s, H-1Bs, and O-1s and also facilitate.
Celebrating 5 Years
Dana Borys
Company: Dana R. Borys, An Accountancy Corporation
Title: President and CEO
Phone: (925) 699-5319
Email: dana@danaborys.com
Profession: Accountant
Home Group: San Ramon 2
Bio: Dana is a tax advisor to emerging growth and start-up companies. Dana and her team goes beyond the code to build connections with clients.
Michael Epstein
Company: American Compensation Service Employee Benefit Advisors
Title: Principal
Phone: (925) 866-1800
Email: mse@acsbenefits.com
Profession: Insurance
Home Group: Pleasanton 1
Bio: Trusted Employee Benefits Advisor working with companies in all industries professionally designing, implementing and managing their cost effective Employee Benefit programs.
Catherine House
Company: SVN | QAV & Associates
Title: Managing Director
Phone: (415) 464-6401
Email: catherine.house@svn.com
Profession: Real Estate
Home Group: San Francisco 2
Bio: Catherine E. House, FRICS, CCIM is Managing Director of the local franchise SVN | QAV & Associates. Her company specializes in selling & leasing office, medical office buildings, medical condominiums and neighborhood commercial buildings.
Michael Huhn
Company: JHS CPA’s LLP
Title: Partner
Phone: (925) 820-1821
Email: mhuhn@jhs.com
Profession: Accountant
Home Group: San Ramon 1
Bio: Michael, a partner in the Danville office, handles construction and real estate development clients as well as consulting on constract disputes providing expert witness services.
Katy Young
Company: Ad Astra Law Group, LLP
Title: Managing Partner
Phone: (415) 795-3579
Email: kyoung@astralegal.com
Profession: Attorney
Home Group: San Francisco 9
Bio: Katy represents both plaintiffs and defendants in business disputes. Her favorite kinds of cases are business divorces, computer fraud cases, breach of contract actions, and securities issues. She’s a Super Lawyer Rising Star 2014-2019.
Upcoming Events
ProVisors Webinar
Courageous Conversations – Unpolarizing the Workplace
Date: Friday, July 10th
Time: 11:00am PT (1:00pm CT, 2:00pm ET)
Atlanta | Chicago | Dallas | Los Angeles | New England | Orange County | San Diego | Seattle | Silicon Valley