New Members | 11 New Members in the Chicago Area
Join us in welcoming our new members! Reach out via their email below to make a connection.
Alex Baker
MG+M The Law Firm
Partner
(312) 625 4993
abaker@mgmlaw.com
Attorney
Home Group: Chicago 8
Bio: I’m a civil litigation attorney who represents companies in areas of toxic torts, personal injury, and products liability. Partner at law firm with national resources, creative trial tactics, and an unwavering focus on optimal results.
Mike Bradley
Paylocity
Senior HCM Account Executive
mbradley@paylocity.com
Human Resources
Home Group: Chicago 10
Bio: Paylocity specializes in a unified technology platform for Payroll, HCM and Employee Engagement solutions for mid-sized businesses. Brokers and Advisors choose to partner with Paylocity to help retain and grow their book of business.
Nicole Dawson
HRBoost, LLC.
Senior HR Business Partner / Consultant
(630) 450-0524
ndawson@hrboost.com
Human Resources
Home Group: North Shore 1
Bio: Provides strategic direction to the C-Suite and develops HR solutions that align with business objectives. Builds high performance organizations with the right talent, fully and inclusively engaged in the culture and business initiatives.
Will Edelman
Delahunty & Edelman LLP
Partner
(312) 820-2501
wedelman@delawllp.com
Attorney
Home Group: Chicago 2
Bio: I am a former federal prosecutor, a former police officer, and an experienced trial lawyer. My practice focuses on white collar defense, investigations, and business litigation.
Nathan Falstad
Falstad Consulting
Principal
(616) 218-8091
nathan@falstadconsulting.com
Consultant Service
Home Group: Chicago 9
Bio: Strategy & Operations Business Leader – Improving operating performance and leveraging data-driven insights to lead transformational change. Manufacturing, aerospace & defense, food and beverage, turnarounds, CPG. Former engineer on NASA program.
Des Guthrie
Human Behavior Crisis
(213) 610-9120
des@humanbehaviorcrisis.com
Consultant Service
Home Group: Chicago 9
Nick Roe
Adtaxi
(708) 228-1366
nroe@adtaxi.com
Marketing
Home Group: Chicago 2
Benjamin Rotman
Golan Christie Taglia LLP
Attorney
(312) 696-1369
bdrotman@gct.law
Attorney
Home Group: Chicago 9
Mark Sternberg
Expense Reduction Analysts
Principal Consultant
(847) 875-3663
msternberg@expensereduction.com
Financial Service
Home Group: North Shore 1
Bio: I assist businesses by finding savings in 45+ categories of overhead and non-direct expenses. Our services are self-funded. I improve Cash Flow & EBITA. We create value thought our extensive knowledge and insight in the cost categories we review.
Collin Wasiak
Compass
Broker
(847) 814-9911
collin.wasiak@compass.com
Real Estate
Home Group: Chicago 7
Dror Zetouni
Bank Leumi USA
Relationship Manager
(847) 209-1408
dzetouni@gmail.com
Banking Finance
Home Group: Temporary Group CHICAGO
Bio: My name is Dror Zetouni. I am in the business of helping people connect to fantastic professionals. Through my large network I am able to always connect people to superb professionals.
Member News
Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.
Member Milestones
Celebrating 5 Years
Puneet Cham
Latimer LeVay Fyock LLC
Attorney
(312) 422-8000
pcham@llflegal.com
Attorney
Home Group: Chicago 3
Bio: Puneet is a Partner at Latimer LeVay Fyock LLC, a full service business law firm. He concentrates his practice in the areas of estate & business succession planning, trust & estate administration, and estate and trust litigation.
Jenny Deloy
Marcum LLP
Chicago Office Managing Partner
(847) 282-6419
jenny.deloy@marcumllp.com
Accountant
Home Group: Chicago Central
Bio: I am the Chicago Office Managing Partner and Partner in Charge of Assurance for the Chicago/Deerfield offices of Marcum LLP, one of the largest independent public accounting and advisory service firms in the nation. Headquartered in New York City, Marcum…
Charles Franklin
Franklin, Greenswag, Channon, & Capilla, LLc
Attorney
(847) 701-2250
cfranklin@fgcclaw.com
Attorney
Home Group: Chicago 8
Bio: Protecting licensees and livelihoods – representing professionals in discipline, licensure and malpractice matters in court and administrative forums; policyholder rights, insurance claims and coverage disputes.
Philip Gafka
L.E.A.P. Associates, Inc.
Principal
(847) 212-4903
phil@leapcoaching.com
Consultant & Service
Home Group: Chicago 1
Bio: Phil specializes in executive coaching, leadership and culture development. He helps enterprises that want to grow and grow their people for superior results. Phil’s coaching is customized for individual and team results.
Rita W. Garry
Robbins, Salomon, & Patt, Ltd.
Shareholder
(312) 456-0285
rgarry@rsplaw.com
Attorney
Home Group: Chicago 2
Bio: I am a Partner at Robbins, Salomon, & Patt serving as the primary care business attorney for over a 100 SMBs working with them on entity choice/design matters, start-up tax clarity to achieve the most impactful corporate governance and tax planning.
Zach Gay
USI Insurance Services
Vice President, Employee Benefits
(312) 442-7207
zach.gay@usi.com
Insurance
Home Group: Chicago 12
Bio: USI is a leading national insurance brokerage and consulting firm delivering customized employee benefit solutions throughout the United States to middle market companies.
Andrew Goldberg
Laner Muchin, Ltd
Partner
(312) 467-9800
agoldberg@lanermuchin.com
Attorney
Home Group: Chicago 7
Bio: We assist employers of all sizes and in all industries in managing the complex legal, regulatory and practical rules governing the employer-employee relationship. We handle litigation in all forums; we have a full-service benefits group…
Adam Grais
McDonald Hopkins LLC
Member
(312) 642-1902
agrais@mcdonaldhopkins.com
Attorney
Home Group: Chicago Central
Bio: I advise clients on structuring business transactions with a focus on federal income tax issues. Other law firms often turn to me as co-counsel for their clients’ tax matters.
Jillian Holly
UBS Financial Services, Inc
Wealth Advisor
(847) 498-7842
jillian.holly@ubs.com
Investment Advisor
Home Group: Chicago 1
Bio: Jillian Holly Galfi is a wealth advisor at UBS Financial Services. Jillian specializes in retirement, estate, and college planning. She creates comprehensive financial plans for her clients to help them achieve their long and short term goals.
Henry Kaskov
Kaskov Valuations, Inc.
President
(847) 637-0511
henry@kaskovvaluations.com
Financial Service
Home Group: Chicago 1
Bio: Business valuation expert for succession planning, mergers & acquisitions, estate and gift tax reporting, ESOPs, marital and corporate dissolution and disputes, commercial economic damages, & general financial consulting.
Beth Kraszewski
Purposeful Wealth Advisors
President / Wealth Manager
(773) 975-4020
beth.kraszewski@keatinginc.com
Investment Advisor
Home Group: Chicago 2
Bio: Certified Financial Planner & Certified Divorce Financial Analyst. Comprehensive financial planning & investment management firm. We provide a global platform with the high touch of a boutique. Affiliated w/ Raymond James (5th largest broker dealer in U.S…
David Lesser
Klarian Capital Group
Managing Partner
(773) 348-2466
dave@klarian.net
Financial Service
Home Group: Chicago 1
Bio: David offers a unique blend of Consulting & Loan/Business Brokerage Services to an underserved market – smaller mid-market operating companies and real estate ventures owned and run by entrepreneurs whose core skills are not classic business skills.
Michael Liss
FRANLAW – The Franchise Law Firm.
Business and Franchise Attorney
(630) 571-5626
mliss@franlaw.com
Attorney
Home Group: Chicago 1
Bio: FRANCHISING – All aspects. Represents franchisors and franchisees. MERGERS & ACQUISITIONS – Legal work to buy and sell businesses. REAL ESTATE – Sale, purchase and lease. BUSINESS STARTUPS. COMPLETE BUSINESS LEGAL COUNSEL.
Katy Mickelson
Beermann LLP
Divorce & Family Law Attorney
(312) 621-4382
khmickelson@beermannlaw.com
Attorney
Home Group: Chicago Central
Bio: Family law & divorce attorney, litigator & certified mediator, strategic, efficient & discrete resolution of actions for divorce, parentage, orders of protection, domestic violence, prenuptial/post-nuptial agreements…
Natalie Remien
Levin Ginsburg
Partner
(312) 368-0100
nremien@lgattorneys.com
Attorney
Home Group: Chicago 5
Bio: Data privacy attorney; GDPR, CCPA, HIPAA, BIPA regulation compliance; trademark attorney; licensing, litigation, software licensing.
Victoria Rock
Veritext Litigation Solutions
Client Concierge
(312) 446-7407
victoria@victoriarock.biz
Consultant & Service
Home Group: Chicago 6
Bio: “Historians of the Spoken Word & Guardians of the Record.” Court Reporting |Remote Hearings/Depositions with unique Exh. Share | Transcription | Video | Realtime | 24/7 Scheduling | Free Conf. Rooms for deps & arbs | Nationwide. Accessible any time!
Joseph Scandariato Jr
Merrill Lynch
Managing Director
(312) 269-5039
joseph_m_scandariatojr@ml.com
Investment Advisor
Home Group: Chicago 1
Bio: The Scandariato Group is a wealth management group primarily focused on supporting corporate executives, business owners, professionals and entrepreneurs with sophisticated guidance based around customized wealth management strategies.
Tami Semler
Ashford Insurance Agency
Asset Protection
(312) 436-0666
tami@ashfordins.com
Insurance
Home Group: Chicago Central
Bio: Insurance. Property & Casualty. General Liability. Products Liability. Professional Liability. Cyber. Employment Practices. Workers Comp. HNOA. Directors&Officers. Condo Associations. High Net Personal Lines. Homeowners. Auto. Umbrella. Collections.
Thomas Swift
1821 Design
Owner
(847) 814-0269
ts@1821design.com
Marketing
Home Group: Chicago 1
Bio: 1821 Design is a full service web and mobile application design and development firm that focuses on the creation of today’s technology. 1821 Design helps clients understand what their technology needs are or could be and then provides a custom solution…
David Ventura
Twende Investment Group
Managing Principal
(312) 515-3629
dventura@twende-invest.com
Investment Advisor
Home Group: Chicago 6
Bio: David is an experienced investment management professional who is committed to providing tailored advisory services and investment management solutions to successful professionals, multi-generational families, non-profit and corporate clients.
Kris Zeigler
Draper and Kramer Mortgage Corp.
VP of Residential Lending
(312) 654-7242
kris.zeigler@dkmortgage.com
Banking & Finance
Home Group: Chicago 1
Bio: Over 17 Years as a Residential Mortgage Banker/Broker. Responsive, creative and competitive solutions based on the buyer’s goals and financial needs, with a smooth process and closing for a property purchase and refinance..
Upcoming Events
Join an Accelerator Workshop for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.
Chicago Accelerator Workshop
Date: Friday, May 14, 2021
Time: 11:30am – 1:00pm
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