The
Accelerator
New Members | 16 New Members in the San Francisco Area
Stu Bailey
Company: FocalPoint
Title: Business Performance Coach
Phone: (925) 858-0231
Email: sbailey@focalpointcoaching.com
Profession: Consultant Service
Home Group: Walnut Creek I
Bio: Stu is a FocalPoint Executive Business Coach located in the San Francisco Bay Area. He brings 25 years of experience working alongside the CIO and CXO suite for large, commercial and government clients as an Information Technology business executive.
Erin Bradrick
Company: NEO Law Group
Phone: (415) 977-0558
Email: erin@neolawgroup.com
Profession: Attorney
Home Group: San Francisco V
Bio: Erin provides corporate, governance, and tax counsel exclusively to nonprofits and exempt organizations. She also frequently speaks on nonprofit legal issues to various audiences and writes extensively on legal issues impacting the nonprofit sector.
Dina Capaccioli
Company: Pinnacle Brokers Insurance Solutions, LLC
Title: Vice President
Phone: (925) 322-7680
Email: dina@pinnbrokers.com
Profession: Insurance
Home Group: San Ramon II
Bio: Dina is Vice President of Employee Benefits at Pinnacle Brokers Insurance & Consulting providing employee benefit solutions and Affordable Care Act consulting services to privately held companies in a variety of industries.
Gerald Clausen
Company: ClausenAppeals
Phone: (415) 391-4475
Email: clausenappeals415@gmail.com
Profession: Attorney
Home Group: San Francisco XI
Bio: I have handled more than 150 appellate matters. My focus is on tort & personal injury cases and employment law cases. But I also handle cases in such areas as probate, real estate, commercial/business, family law, and insurance coverage.
Steven Colby
Company: Royse Law Firm
Title: Dr.
Phone: (650) 813-9700 x 222
Email: scolby@rroyselaw.com
Profession: Attorney
Home Group: San Francisco XII
Bio: Patent Attorney, Director of IP strategy at Royse Law, CEO HyperKey, Inc., investor and startup advisor.
Joe Daynes
Company: ISU Insurance Services
Title: Managing Director
Phone: (415) 623-5168
Email: jdaynes@isusf.com
Profession: Insurance
Home Group: San Francisco XII
Bio: Business Insurance Broker & Risk Management Advisor – We provide a comprehensive approach to help small business owners mitigate risk and protect their business.
Anne Fokstuen
Company: Law Offices of Anne Fokstuen
Title: Family law attorney
Phone: (415) 745-0427
Email: af@annefokstuen.com
Profession: Attorney
Home Group: Larkspur I
Bio: Anne Fokstuen is the owner of a boutique family law firm in the Bay Area. She represents clients in divorce proceedings, custody litigation and adoption courts. She also drafts prenuptial and post nuptial agreements.
Emily Hall
Company: Andersen Tax
Phone: (415) 764-2761
Email: emily.hall@andersentax.com
Profession: Accountant
Home Group: San Francisco XII
Bio: I help corporations plan for income tax matters: accounting for income taxes (ASC 740), compliance.
Wendy Hanson
Company: BetterManager.us
Title: Co-Founder/COO
Phone: (401) 451-5261
Email: wendy@bettermanager.us
Profession: Consultant Service
Home Group: Walnut Creek I
Bio: Wendy Hanson is Co-Founder/COO of BetterManager.us, a company providing executive coaching and leadership development at scale with a team of 45 coaches across the globe.
Christine Lacy
Company: Deer Hollow Benefits
Title: President
Phone: (925) 550-9505
Email: christine@deerhollowbenefits.com
Profession: Human Resources
Home Group: San Ramon III
Bio: Health Insurance Broker and Employment Law Attorney working with small groups for Healthy Workplaces.
Jessica Lanning
Company: Lanning Financial Inc.
Title: Chief Strategist
Phone: (415) 354-5699
Email: jlanning@lanningfinancial.com
Profession: Financial Service
Home Group: San Francisco V
Bio: I love helping people with highly appreciated assets sell those assets and defer capital gains taxes. I’m great with do-it-yourselfers who want help transitioning to retirement.
Diana Maier
Company: Maier Law Group
Title: Owner, Maier Law Group
Phone: (415) 515-1707
Email: diana@maierlawgroup.com
Profession: Attorney
Home Group: San Francisco XII
Bio: Diana is the founder of Maier Law Group and a recognized expert in employment and privacy law, as well as a trained workplace investigator, executive coach and mediator.
Claire Pratt
Company: Jewell Stewart & Pratt PC
Title: Principal & Managing Attorney
Phone: (415) 434-1161
Email: claire@jspvisa.com
Profession: Attorney
Home Group: San Francisco VII
Bio: Top-rated immigration lawyer working with businesses to obtain work visa and green cards for foreign national talent.
Leigh Wasson
Company: BNY Mellon Wealth Management
Title: Senior Wealth Director
Phone: (415) 951-4165
Email: leigh.wasson@bnymellon.com
Profession: Investment Advisor
Home Group: San Francisco XII
Bio: Financial Advisor and Client Strategist with BNY Mellon. Focus is wealth management for business owners, multi-jurisdictional clients and family law settlements with a minimum portfolio of $5 Million. Fiduciary, banking and wealth transfer services.
Daniel Wayne
Company: Wolford Wayne
Title: Partner
Phone: (415) 649-6203
Email: daniel@wolford-wayne.com
Profession: Attorney
Home Group: San Francisco XII
Bio: Daniel and his firm represent residential tenants in lawsuits against landlords for defective conditions and harassment, among other issues. Daniel and his team only represent tenants, never landlords.
Todd Wellnitz
Company: Wellguard Insurance & Financial
Title: President – Chief Strategist
Phone: (510) 749-6759
Email: todd@wellguardfinancial.com
Profession: Insurance
Home Group: Walnut Creek I
Bio: Independent insurance broker providing small business owners and professionals certainty in an uncertain world. Executive Bonus Plans, Tax-Free retirement, Buy-Sell funding, Employee Retention Strategies, Long-Term Care, Disability, Estate Tax mitigation
Member News
Allison Tabor Appeared in Forbes!!!, San Ramon, CA
Allison Tabor, was featured in Forbes!! How to Grow Your Business by Embracing Your Suck.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
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