The
Accelerator
New Members | 16 New Members in the San Francisco Area
William Acord
Company: As You Will Consulting
Title: Owner
Phone: (415) 830-3772
Email: will@asyouwill.com
Profession: Information Technology
Home Group: San Francisco XII
Bio: Computer and technology consultant, proposing, implementing and educating on technology.
Jennifer Bennett
Company: Drinker Biddle & Reath LLP
Title: Director of Partner Recruiting
Phone: (415) 591-7509
Email: jennifer.bennett@dbr.com
Profession: Human Resources
Home Group: San Francisco VI
Bio: For 20 years, I’ve helped law firms identify, recruit and retain lawyers at all experience levels. Currently, I recruit partner-level lawyers – individuals, groups, and firms – across the country for Drinker Biddle & Reath, a 600-lawyer AmLaw 100 firm.
Mariia Eroshin
Company: UBS
Phone: (415) 963-5316
Email: mariia.eroshin@ubs.com
Profession: Investment Advisor
Home Group: San Rafael I
Gretchen Hollstein
Company: Litman Gregory Asset Management
Title: Senior Wealth Advisor, Principal, CFP
Phone: (415) 464-5814
Email: gretchen.hollstein@lgam.com
Profession: Investment Advisor
Home Group: San Francisco V
Bio: Over 20 years experience advising individuals and families (often business owners) with personal financial analysis, investment asset allocation and management, charitable gift planning, and multi- generational legacies.
Carl Horne
Company: Pillar 6
Phone: (415) 630-5991
Email: carl@pillar6.com
Profession: Insurance
Home Group: San Francisco XII
Bio: I specialize in working with individuals, families, and closely held businesses to protect their risk by finding the best life, disability, or long term care plan to meet their needs.
Paul Jasper
Company: Rimon Law Group PC
Title: Partner
Phone: (415) 870-4296
Email: paul.jasper@rimonlaw.com
Profession: Attorney
Home Group: San Francisco XII
Bio: Bankruptcy/restructuring attorney representing debtors, creditors, purchasers and sellers in bankruptcy, state insolvency proceedings, and out-of court workouts and restructurings. Also handle out-of-bankruptcy business and commercial litigation.
Anita Jimenez
Company: United Business Bank
Title: Vice President, Commercial Lending
Phone: (510) 754-3415
Email: ajimenez@ubb-us.com
Profession: Accountant
Home Group: Walnut Creek III
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: As a financial planner, Jessica loves helping people with highly appreciated assets sell those assets and defer capital gains taxes. She’s also great with do-it-yourselfers who want help transitioning to retirement.
Mari Metcalf
Company: Maier Law Group
Phone: (415) 737-5317
Email: mari@maierlawgroup.com
Profession: Attorney
Home Group: Oakland I
David Ogburn
Company: BNY Mellon
Phone: (415) 951-4124
Email: david.ogburn@bnymellon.com
Profession: Investment Advisor
Home Group: San Ramon III
Bio: Dave leads the Endowments & Foundations practice for the SF Bay Area and Northern CA for BNY Mellon Wealth Management. As a Senior Client Strategist, he also devises wealth planning and business transition strategies for entrepreneurs.
Daniel Shea
Company: The MicroTechs
Title: Chief Technician
Phone: (415) 246-0101
Email: daniel@microtechs.io
Profession: Consultant Service
Home Group: Larkspur I
Alice Shikina
Company: 1971
Title: Mediator
Phone: (415) 793-8729
Email: mediator@aliceshikina.com
Profession: Consultant Service
Home Group: Oakland I
Bio: Alice Shikina mediates divorce cases, personal injury, landlord/tenant cases, commercial real estate.
Nelly Spieler
Company: Frank Rimerman+Co, LLC
Title: Director, Technology Audit
Phone: (415) 439-1182
Email: nspieler@frankrimerman.com
Profession: Information Technology
Home Group: San Francisco XII
Margarita Wear
Company: Maier Law Group
Title: Senior Counsel
Phone: (415) 295-2141
Email: margarita@maierlawgroup.com
Profession: Attorney
Home Group: San Rafael I
Bio: Employment attorney providing advice and counseling to employers and representing employers in employment disputes.
Alexcis Wichtowski
Company: Whiting, Fallon, Ross & Abel
Phone: (925) 296-6000 x 117
Email: awichtowski@disso.com
Profession: Attorney
Home Group: San Ramon I
Colleen Wilson
Company: Rose Ryan
Phone: (510) 456-3056 x 249
Email: cwilson@roseryan.com
Profession: Financial Service
Home Group: San Francisco III
Bio: Rose Ryan takes dynamic companies further, faster, by delivering specialized finance and accounting solutions at every stage of your company’s growth.
Member News
Robert Arzt was quoted in the Advisor Today Magazine
Robert Arzt was quoted in the feature article for Advisor Today Magazine titled, “How to Rev Up Your Sales by D. Scott Brennan, Michael Begley, CLTC, CLU, Robert Arzt, CLU, ChFC, LLIF.
Karen D. Sparks, C.D.F.A.®, J.D., Featured Guest on Real Wealth® Media
Karen D, Sparks C.D.F.A.®, J.D., was in conversation with Jim Silbernagael of Real Wealth Media® discussing the role of a certified divorce financial analyst® in divorce and separation and how this expertise is essential to creating financial decisions that are focused on the correct analysis.
Read More
Real Wealth® Media, an educational podcast program with a passion to educate, inspire and motivate Americans to make smart choices with their money so that they can enjoy a fulfilling life. https://realwealthmarketing.com/podcasts/for-better-or-for-worse-the-divorce-dilemma/
Karen D. Sparks, C.D.F.A.®, J.D. was in conversation with Esther Szabo on her Women and Wealth Podcast. As a certified divorce financial analyst®, she provided insight on the strategies and processes necessary to successfully transition through the financial aspects divorce process. https://gatespassadvisors.com/podcast/ See Episode 24.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
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