New Members | 13 New Members in the San Francisco Area
Mia Blackler
Company: Lubin Olson & Niewiadomski LLP
Title: Partner
Phone: (415) 955-5012
Email: mblackler@lubinolson.com
Profession: Attorney
Home Group: Larkspur 1
Monica Burneikis
Company: Burneikis Law
Phone: (510) 328-3238
Email: monica@burneikislaw.com
Profession: Attorney
Home Group: San Francisco 13
Bio: Plaintiffs-side personal injury trial attorney specializing in catastrophic injuries, traumatic brain injury and wrongful death.
Kellie Delaney
Company: Maier Law Group
Title: Attorney
Phone: (760) 801-4889
Email: kellie@maierlawgroup.com
Profession: Attorney
Home Group: San Francisco 13
Bio: Employer-side employment attorney who handles HR advice, workplace investigations, and has expertise in data privacy, HIPAA.
Marsha Laine Dungog
Company: Andersen
Title: Director, PCS (International Tax)
Company: (415) 762-6335
Email: marsha.dungog@andersen.com
Profession: Attorney
Home Group: San Francisco 11
Bio: Cross border lawyer licensed in US and Canada providing international tax consulting and compliance services.
Jill Gromm
Company: Alliance Reverse Mortgage
Title: Certified Reverse Mortgage Professional
Phone: (707) 235-2269
Email: jgromm@alliancereverse.com
Profession: Banking Finance
Home Group: Santa Rosa
Michaele James
Company: CIOs2Go
Title: CIO
Phone: (650) 704-4543
Email: mjames@cios2go.com
Profession: Consultant Service
Home Group: San Francisco 8
Sarah Kern
Company: Lerman Law Partners LLP
Title: Estate Planning Attorney
Phone: (415) 302-6593
Email: sarah@lermanlaw.com
Profession: Attorney
Home Group: San Francisco 7
Bio: Estate planning attorney dedicated to guiding clients through a process fraught with emotional and technical complexity to achieve a sound plan for the future and lasting peace of mind.
Vanessa Kruze
Company: Kruze Coonsulting
Phone: (415) 322-1610
Email: vanessa@kruzeconsulting.com
Profession: Consultant Service
Home Group: San Francisco 5
Amanda Martinez
Company: Risk Strategies
Phone: (650) 435-8137 x 1923
Email: amartinez@risk-strategies.com
Profession: Insurance
Home Group: San Ramon 2
Daryl Reese
Company: Johnston Thomas
Phone: (707) 545-6542
Email: dreese@johnstonthomas.com
Profession: Attorney
Home Group: Santa Rosa 2
Michael Ross
Company: Morgan Stanley
Phone: (408) 947-2295
Email: mike.ross@morganstanley.com
Profession: Financial Service
Home Group: San Francisco 13
Bio: 33 years plus with same firm in same industry. Multiple advanced designations, deals with everything from “easy” to the most hairy and complicated estates from pre-death planning through gathering assets to flexible estate distributions.
Francisco Silva
Company: Dudnick Detwiler Rivin & Stikker
Title: Attorney
Phone: (415) 982-1400
Email: silva@ddrs.com
Profession: Attorney
Home Group: San Francisco 13
Bio: : I was born and raised in San Jose and moved to San Francisco for law school. I am married to my amazing wife, Jaclyn, and we live in Daly City. I have been with Dudnick, Detwiler, Rivin and Stikker LLP since March of 2011, where I first started.
Andrew Verriere
Company: Hartog, Baer & Hand
Title: Partner
Phone: (925) 317-9113
Email: averriere@hbh.law
Profession: Attorney
Home Group: San Ramon 3
Bio: I am a trusts and estates litigator with significant trial experience. My practice involves significant financial elder abuse litigation and conservatorship litigation, and I serve as a discovery referee and accounting referee.
Member News
Cameo Roberson Quoted in Financial Planning Magazine
Practice growth webinar, sponsored by Financial Planning Magazine. Featured panelist, Cameo Roberson of Atlas Park Consulting. Learn more here.
Sarah Kern Selected as 2020 California Super Lawyers “Rising Star”
Michelle and Jeff Lerman, founding partners of Lerman Law Partners, LLP, are excited to announce that Partner Sarah Kern has been selected as a 2020 California Super Lawyers “Rising Star”. The Rising Stars list recognizes no more than 2.5% of attorneys in California.
Steven Kronenberg Article Featured in Plaintiff Magazine
Steven Kronenberg recent article in Plaintiff Magazine discusses how manufacturers, distributors, and retailers can be held strictly liable under the consumer expectation test. This means that these companies may have litigation exposure for their defective products even if they were not negligent. Although his article is written for plaintiffs’ catastrophic injury attorneys, business owners and insurers might also find it useful to facilitate discussions re: risk management. Click here to view the article.
Jeff and Michelle Lerman Selected Again on 2020 California Super Lawyers List
Jeff and Michelle Lerman, founding partners of Lerman Law Partners, LLP, have been selected to the 2020 California Super Lawyers list. This is an exclusive list, recognizing no more than 5% of attorneys in California.
Nelly Spieler Becomes Partner at Frank, Rimerman+Co, LLC.
Nelly Spieler became a partner at Frank, Rimerman+Co, LLC. Nelly is leading a group that conducts technology and cybersecurity attestation and certification audits. These audits help companies build trust related to data and services their share and often are contractually required.
Steve Osborn – Selected as Super Lawyer for M&A
Steve Osborn is proud to have been selected again as a Super Lawyer for Merger & Acquisitions in Northern California. Super Lawyer is awarded to the top 5% of lawyers in their field.
Scott Fuller Interview Featured in a Recent Published Article
Scott Fuller was recently interviewed by The Epoch Times in their most recent published article about Bay Area Tech Workers finding new opportunities to work remotely. Read more, click here.
Monica J. Burneikis Named to 2020 Super Lawyers List
Burneikis Law is proud to announce Monica Burneikis was selected to the 2020 Northern California Super Lawyers list. Being named a “Super Lawyer” is an honor reserved for those lawyers who exhibit excellence in their practice. Super Lawyers are selected using a patented multiphase selection process, including evaluation on twelve indicators of peer recognition and professional achievement. The final published list of Super Lawyers represents no more than 5% of lawyers in the State. Burneikis Law Personal Injury Attorney burneikislaw.com.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 5 Years
Gail Covington
Company: Morgan Stanley
Title: Sr. Vice President
Phone: (415) 693-6672
Email: gail.covington@morganstanley.com
Profession: Investment Advisor
Home Group: San Francisco 8
Bio: Currently a Sr. VP and Senior Institutional Consultant with Morgan Stanley in SF. Manage assets for executives, family office groups and individuals needing comprehensive wealth management services.
Craig Daniel
Company: Gluck Daniel LLP
Title: Litigation Partner
Phone: (415) 510-2509
Email: cdaniel@gluckdaniel.com
Profession: Attorney
Home Group: San Francisco 1
Bio: I am a trial attorney committed to resolving high-value disputes for businesses, entrepreneurs, and property owners.
Rolf Neuweiler
Company: a2z CFO, LLC
Title: Principal
Phone: (925) 216-5058
Email: rolf@a2zcfo.com
Profession: Consultant & Service
Home Group: Walnut Creek 3
Bio: Consulting chief financial officer (CFO) services to non-profits, family offices and small to midsized businesses. I create financial and goal clarity, resulting in increases in cash, profitability and sales while preparing the business for exit.
Bill Vlahos
Company: Jackson Square Financial
Title: Partner
Phone: (415) 203-3350
Email: bvlahos@jsfin.com
Profession: Human Resources
Home Group: San Francisco 9
Bio: Bill is a a partner at Jackson Square providing employee benefits-health insurance, 401(k), liability insurance for over 400 Bay Area companies. Bill is also a licensed mortgage broker providing mortgages and real estate financing.
Upcoming Events
PV Webinar – How to Raise Your Firm’s Profile and Develop Business
Date: August 14, 2020
Time: 11:00am PT (1:00pm CT, 2:00pm ET)
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