New Members |Â 10 New Member in the San Francisco Area
Ed Calder
Blue Shield of California
Independent Consultant
(916) 768-5895
ed.a.calder@gmail.com
Consultant Service
Home Group:Â San Francisco 4
Dayna Farquhar
Galanti & Copenhaver
(707) 293-3875
dayna@galantilawgroup.com
Attorney
Home Group: Santa Rosa 2
Bio: Dayna Farquhar is an attorney with Galanti & Copenhaver, Inc. Her practice focuses on drafting trusts, wills, powers of attorney for finances, health care directives, real property transfers, trust administration, and probate.
Brady Helkenn
BH Tech Connection, LLC
Principal
(415) 933-7742
brady@bhtechconnection.com
Consultant Service
Home Group: San Francisco 9
Bio: Brady has a passion around helping underserved businesses to get access to tools and services they can’t normally access, such as preventative, ongoing, and responsive IT services.
Keeley Mooneyhan
HR Matters, Inc.
CEO
(415) 606-6640
keeley@hrmatters-inc.com
Consultant Service
Home Group: San Francisco 1
Bio: Keeley partners with companies to realize business objectives & create lasting value, connecting the people strategy to the business strategy.
Swanellie Paulin
Edward Jones
(650) 329-8803
swanellie.paulin@edwardjones.com
Investment Advisor
Home Group: San Francisco 3
Elizabeth Rest
Crown, LLP
Co-Founder and Partner
(415) 932-6557 x 2
elizabeth@crownllp.com
Attorney
Home Group: San Francisco 13
Bio: Elizabeth J. Rest is a principal and co-founder of CROWN®, LLP, a boutique San Francisco intellectual property law firm. Elizabeth’s practice is focused on representing clients in domestic and international trademark prosecution and enforcement.
Jessica Vann
Maven Recruiting Group
Founder and CEO
(415) 886-3465
jvann@mavenrec.com
Human Resources
Home Group: San Francisco 3
Eric Weinhagen
Metcon-Ti
Manager, Global Forensics & Litigation Services
(925) 846-4433
eweinhagen@metcon-ti.com
Consultant Service
Home Group: Pleasanton 1
Stephen Wilkes
Wagner Law Group
Partner
(415) 625-0002
swilkes@wagnerlawgroup.com
Attorney
Home Group: San Francisco 13
Bio: I head the ERISA Financial Services and the Investment Management Law Practice Groups at The Wagner Law Group, a nationally recognized top tier ERISA/Investment Law Boutique.
Joe Williams
Exchange Bank
(707) 524.3489
joe.williams@exchangebank.com
Banking Finance
Home Group: Santa Rosa 2
Member News
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 5 Years
Traci Hollander
Traci Hollander State Farm
State Farm Agent
(415) 575-3775
traci@tracihollander.com
Insurance
Home Group: San Francisco 1
Bio: I help people understand their risk exposure and offer solutions to protect their assets and income. I offer fire, auto, commercial, liability, life and disability insurance.
Lubna Jahangiri
Jahangiri Law Group
Shareholder
(925) 574-0100
lubna@thejlawgroup.com
Attorney
Home Group: San Ramon 2
Bio: I received my J.D. from Golden Gate University in 2001, from where I graduated at the top of my class. While at law school, I earned specialty certificates in Business and Real Estate law.
Randy Katz
Synesis Advisors
Business Broker
(415) 712-1315
rkatz@synesis-advisors.com
Financial Service
Home Group: San Francisco 8
Bio: Randy specializes in the sale of privately held companies that are underserved by your traditional investment banks. He represents clients in the services, manufacturing, wholesale, and specialty retail industries ranging from $1-$50 million in revenue.
Vera Kryukova
SingerLewak
Senior Tax Manager
(650) 872-7600
vkryukova@singerlewak.com
Financial Service
Home Group: San Francisco 3
Bio: A dedicated, experienced business and tax advisor, Vera works hand in hand with her clients throughout the year, ensuring they are always in compliance and never unnecessarily surprised by tax issues.
Krystalynn Schlegel
MG Schlegel & Associates
Insurance Agent
(415) 898-2030
kmschlegel@mgschlegelassociates.com
Insurance
Home Group: Larkspur 1
Bio: Specializing in helping business owners and individuals manage risk and protect wealth using life, disability and long term care insurance products.
Scott Wilcox
The W Group, Inc.
President
(925) 939-5180
swilcox@w-group.net
Consultant & Service
Home Group: San Francisco 3
Bio: The W Group, Inc. is a full-service corporate investigation and business intelligence practice specializing in effective and timely solutions through reliable information all over the world. Facts are more important than ever.
Upcoming Events
Accelerator Workshop – San Francisco
Date: January 20, 2021
Time: 11:30am to 1:30pm PT
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