The
Accelerator
New Members | 14 New Members in the San Francisco Area
Hilary Andersen
Company: Hilary Andersen Design
Title: Web and Graphic Designer
Phone: (415) 577-7062
Email: hilary@hilaryandersen.com
Profession: Marketing
Home Group: San Rafael I
Bio: A complete design firm specializing web and graphic design and digital marketing.
Christine Condy
Company: Fallon, Bixby, Cheng & Lee
Phone: (415) 781-2338
Email: ccondy@fbcl-visa.com
Profession: Attorney
Home Group: San Francisco II
Bio: I am an immigration attorney who handles work visas, green cards, and naturalization for clients ranging from start-up companies to multinational corporations, investors, artists, families, new couples, and individuals.
Richard Davis – Lowell
Company: BNY Mellon Wealth Management
Title: Sr. Director
Phone: (415) 951-4103
Email: richard.davis@bnymellon.com
Profession: Investment Advisor
Home Group: San Francisco V
Bio: Richard focuses on five areas of active wealth management: Investing, Borrowing, Spending, Tax Management and Asset Protection.
Danielle Kennedy
Company: Kennedy Payne
Phone: (415) 745-3042
Email: danielle@kennedypaynelaw.com
Profession: Attorney
Home Group: San Francisco XI
Bio: I counsel and represent Bay Area businesses in the areas of litigation risk mitigation, commercial disputes, and business torts.
Aroon Masand
Company: New York Life Insurance Company
Title: Licensed Agent and Financial Specialist
Phone: (510) 206-2766
Email: aroonm@gmail.com
Profession: Insurance
Home Group: Oakland II
Bio: A goals-oriented insurance agent and retirement income professional with a sucessful track record and believes in the Golden Rule when working with clients.
Steven Minchen
Company: Coldwell Banker Global Luxury
Title: Broker
Phone: (415) 690-0352
Email: doitsteve@yahoo.com
Profession: Real Estate
Home Group: San Francisco XII
Sara Olsen
Company: GO Strategy Partners
Title: Co-founder, Partner
Email: sara@gostrategypartners.com
Profession: Consultant Service
Home Group: San Francisco I
Seth Pardee
Company: Coblentz Patch Duffy & Bass
Title: Partner
Phone: (415) 772-5731
Email: spardee@coblentzlaw.com
Profession: Attorney
Home Group: San Francisco I
Stella Relampagos
Company: Squar Milner LLP
Title: Audit Principal
Phone: (415) 655-6369
Email: srelampagos@squarmilner.com
Profession: Accountant
Home Group: San Francisco XII
Bio: CPA with over 15 years of experience in public accounting, specializing in financial statement audits, reviews & compilations of middle market companies, not-for-profit entities and retirement plans.
Sarah Tetlow
Company: Firm Focus, LLC
Title: Legal Productivity Consultant
Phone: (925) 808-9995
Email: sarah@firm-focus.com
Profession: Consultant Service
Home Group: San Francisco XII
Bio: Legal Productivity Consultant.
Bill Vlahos
Company: Jackson Square Financial
Title: Partner
Phone: (415) 203-3350
Email: bvlahos@jsfin.com
Profession: Human Resources
Home Group: San Francisco IX
Bio: Bill is a partner at Jackson Square Financial (eat. 1996. 14 employees) providing employee benefit services to companies with 1-200 employees. The firm has over 350 Bay Area clients which it provides exemplary client service.
Mark Walther
Company: Walther Law & Fiduciary Services
Phone: (415) 981-9490
Email: mark@waltherapc.com
Profession: Attorney
Home Group: San Francisco VI
Sean Wilson
Company: Pacific Diversified Insurance Services
Title: Producer
Phone: (925) 686-2860
Email: swilson@pdins.com
Profession: Insurance
Home Group: San Ramon I
Bio: With over 20 years experience in the property/casualty insurance business, my clients understand being competitive is a must however that’s not why they hire me. They hire me to be an advocate and a trusted adviser with multifaceted resources.
Robyn Zach
Company: City National Bank
Phone: (415) 576-3981
Email: robyn.zach@cnb.com
Profession: Banking Finance
Home Group: San Francisco VI
Bio: I am an exerienced banker for over 25 yrs. specializing in offering a high touch conceriege banking experience to my clients. My expertise is in Personal and Business Banking solutions both depository and lending. I am my clients point person.
Member News
Jerry Clausen achieves Record-Setting Settlement in Award-Nominated Case
Jerry Clausen successfully represented a 12-year-old boy in the Court of Appeal in a case that subsequently settled for $47.5 million, the largest pre-trial settlement for a single injured plaintiff in California history. The trial attorney has been nominated for Consumer Trial Attorney of the Year.
Karen D. Sparks C.D.F.A.®, J.D. is contributor to expert panel study referenced in Psychology Today
Karen D. Sparks, C.D.F.A.®, J.D. was recently part of an expert panel study exploring the financial, social and psychological implications of dating after divorce. This study was referenced by Psychology Today on October 7, 2019 in an article on dating after divorce when you have children. https://www.psychologytoday.com/us/blog/legal-matters/201910/dating-after-divorce
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Upcoming Events
San Francisco Holiday Party
Date: December 11, 2019
Time: 5:30pm to 7:30pm
Location: OSHA Thai Restaurant
Register Now!
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