May 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members23 New Members in the San Francisco Area

Join us in welcoming our new members! Reach out via their email below to make a connection.

Ruth Koller Burke

Ruth Koller Burke

Koller Burke Law
Attorney
(925) 788-2430
ruth@kollerburkelaw.com
Attorney
Home Group: Oakland 3

Nicole Bussi

Nicole Bussi

Alta Employment Law
Attorney
(415) 218-2693
nbussi@altaemploymentlaw.com
Attorney
Home Group: Larkspur 1

Bio: Nicole specializes in conducting independent investigations for employers facing complaints of inappropriate conduct in the workplace. She also advises employers on mitigating liability through proper compliance with employment laws and regulations.

Christine Crandell

Christine Crandell

New Business Strategies
(415) 309-7017
christine.crandell@newbizs.com
Consultant Service
Home Group: San Francisco 5

Bio: I help companies drive revenue growth by taking the guesswork out of understanding customer expectations and how to operationalize them within organizations.

Russell Doi

Russell Doi

Mutual of Omaha Mortgage
Reverse Mortgage Specialist
(510) 305-9476
rdoi@mutualmortgage.com
Banking Finance
Home Group: Oakland 3

Bio: I have over 30 years of lending experience and since 2012 specialize solely in reverse mortgages. I have a passion for helping seniors gain greater peace of mind and an enhanced quality of life.

Dan D'Orazio

Dan D’Orazio

Scharf Investments
(831) 429-6513
dan@scharfinvestments.com
Investment Advisor
Home Group: San Ramon 2

John Engers

John Engers

Pennbrook Insurance
(925) 389-1160
jengers@filice.com
Attorney
Home Group: Oakland 3

Amber Farooqui

Amber Farooqui

Loan Depot
(925) 309-1193
afarooqui@loandepot.com
Banking Finance
Home Group: San Francisco 4

Rebecca Freeman

Rebecca Freeman

San Francisco Law Group
Principal Attorney
(415) 813-2259
rfreeman@sanfranciscolawgroup.com
Attorney
Home Group: San Francisco 10

Bio: Business & Investor Immigration Attorney I help U.S. companies employ foreign talent. I also assist foreign investors in securing legal status in the U.S. to build and grow businesses here.

Kathryn Grey

Kathryn Grey

Civility Partners
Creator of Respectful Work Cultures
(415) 713-5675
kathy@civilitypartners.com
Human Resources
Home Group: Santa Rosa 2

Bio: Replace toxic workplace behaviors/cultures with positive, respectful, inclusive ones. Climate assessment, harassment prevention, professional coaching, strategies for non-destructive communication, tools for non-discriminatory employment strategies.

Jen Hoover

Jen Hoover

Momentum Accounting
(415) 697-0864
jen.hoover@momentumaccounting.com
Accountant
Home Group: San Ramon 2

Bio: Momentum Accounting provides technology forward controller/CFO services, bookkeeping, payroll services and bill pay services to small businesses and venture backed startups ($0M – $20M).

Anshu Khanna

Anshu Khanna

Nangia Andersen LLP
Managing Director/ Partner
(415) 912-9434
anshu.khanna@nangia-andersen.com
Accountant
Home Group: San Francisco 11

Bio: International tax- corporates & individuals; M&A transaction support, expert witness, India tax/ regulatory/ legal, any tax/ accounting/ audit/ forensics an other back office needs from India.

Allison Kvikstad

Allison Kvikstad

Ellevest
Senior Private Wealth Advisor
(415) 948-6796
akvikstad@ellevest.com
Investment Advisor
Home Group: Pleasanton 1

Bio: I help people reach their financial goals & build wealth – with social impact – through financial planning and investment management.

Michael Li

Michael Li

North Bay Legal, APC
Principal
(707) 321-5287
mli@northbay-attorneys.com
Attorney
Home Group: Santa Rosa 2

Bio: Our firm practices civil litigation, focusing on individuals, consumers and personal injury. A graduate of Georgetown Law, I have 25 years of legal experience, over 50 jury trials, and several published cases..

Helen Masamori

Helen Masamori

Farmers Insurance
(408) 771-1180
hmasamori@farmersagent.com
Insurance
Home Group: San Francisco 14

Diana Passadori

Diana Passadori

Passadori Law & Mediation, P.C.
(415) 678-1981
diana@passadoriflm.com
Attorney
Home Group: San Francisco 12

Bio: I am passionate about my criminal defense practice. I enjoy protecting constitutional and other civil rights in the courtroom on behalf of my clients.

Raj Sathyaseelan

Raj Sathyaseelan

LINK Silicon Valley
CEO
(925) 201-1989
raj.sathyaseelan@linkbusiness.com
Consultant Service
Home Group: Oakland 3

Bio: I help lower middle market business owners prepare and exit from their business successfully.

Trevor Scotto

Trevor Scotto

Fiduciary Financial Group
Partner
(415) 717-4831
tscotto@ffgwealth.com
Investment Advisor
Home Group: Oakland 3

Bio: I build high-functioning Virtual Family Offices and Wealth Management Solutions around very successful entrepreneurs and families.

Cate Steane

Cate Steane

Make it Happen Preparedness Services
Founder
(707) 978-4065
cate@makeithappenps.com
Consultant Service
Home Group: Santa Rosa 2

Bio: We help businesses secure their future through emergency preparedness training and planning.

Robert Thomas

Robert Thomas

OUM
(415) 796-6524
rthomas@oumcpa.com
Accountant
Home Group: San Francisco 10

Bio: Sr. Audit Manager with a focus on technology, life science, consumer products and 401k audits. We’re a full service firm with a focus on relationships and client service.

Drew Thompson

Drew Thompson

Enso Wealth
Principal
(925) 998-7250
drew@ensowealth.com
Investment Advisor
Home Group: San Ramon 2

Ruky Tijani

Ruky Tijani

Firm for the Culture
Founder and Managing Attorney
(510) 859-4299
rtijani@firmfortheculture.com
Attorney
Home Group: Oakland 3

Seth Tuman

Seth Tuman

2Go Advisory Group
Chief Administrative Officer/Partner
(925) 482-8664
seth@coos2go.com
Consultant Service
Home Group: Oakland 3

Bio: I have been the Chief Operating Officer for law firms for over twenty years.

Marta Vanegas

Marta Vanegas

Martin & Vanegas
(925) 937-5433
marta@martinvanegaslaw.com
Attorney
Home Group: Oakland 3

Member News

Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.

Todd Carey
Apr 13, 2021

Monica Burneikis Re-Selected to The National Trial Lawyers Top 100 Civil Plaintiff Trial Lawyers

The National Trial Lawyers is pleased to announce that Monica Burneikis of Burneikis Law in Oakland has been re-selected as a Top 100 Civil Plaintiff Trial Lawyer in California. Membership in this exclusive organization is by invitation only and is limited to the top 100 attorneys in each state or region. Monica Burneikis specializes in catastrophic personal injury claims and wrongful death cases.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 10 Years

Staci Dresher

Staci Dresher

Mintz Group
Partner, Associate General Counsel
(415) 765-9900
sdresher@mintzgroup.com
Consultant & Service
Home Group: San Francisco 5

Bio: Corporate sleuth, workplace misconduct investigator, due-diligence professional and risk mitigation expert with legal background who specializes in gathering business facts and admissible evidence.

Petra Loer

Petra Loer

ANDERSEN
Managing Director – Valuation Services
(415) 764-2740
petra.loer@andersen.com
Financial Service
Home Group: San Francisco 5

Bio: I perform valuations/appraisals of businesses, business interests, intangible and tangible assets, debt instruments, and derivatives for a variety of purposes, including financial reporting and tax planning and reporting.

Celebrating 5 Years

Randall Choy

Randall Choy

Hedani, Choy, Spalding & Salvagione
(415) 778-0800
rpchoy@hedanichoy.com
Attorney
Home Group: San Francisco 5

Bio: After nearly 40 years of litigation, I am focusing on mediation with Judicial Arbitration and Mediation Services (JAMS) at their San Francisco office, resolving personal injury, construction and family law disputes.

Jay Shaffer

Jay Shaffer

Colton Commerical & Partners, Inc.
Partner & Co-Founder
(415) 590-7871
jshaffer@coltoncommercialsf.com
Real Estate
Home Group: San Francisco 5

Bio: Jay Shaffer is a Co-Founder and Principal of Colton Commercial & Partners, a San Francisco based commercial real estate brokerage and property management company. Jay spearheads the brokerage team, focused on office space leasing and investment sales.

Laney M. Silverman

Laney M. Silverman

The Design Boutique, Inc.
Chief Creative Officer + Founder
(415) 890-5934
laney@thedesignboutique.com
Marketing
Home Group: San Francisco 8

Bio: Does your website say copyright 2013? Is your logo your initial in a circle? The Design Boutique, Inc., a full-service branding + website design firm will pull your website & your brand into 2021 – where it belongs!

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.

There are no May Member Events for this region.