New Members | 9 New Members in the Silicon Valley Area
Join us in welcoming our new members! Reach out via their email below to make a connection.
Laureen Cortez
Heritage Bank of Commerce
Business Bank Relationship Manager
(650) 422-0120
laureen.cortez@herbank.com
Banking Finance
Home Group: Palo Alto 1
Bio: I am an experienced banker with over 25+ years in the industry providing credit and depository solutions for business and individuals in the greater bay area. I focus on clients that seek a 1-on-1 high touch professional banking relationship.
Tami Corum
B2B CFO
(831) 917-9691
tamicorum@b2bcfo.com
Consultant Service
Home Group: Santa Clara 1
Raj Ganesan
The Business Labs Inc
Managing Director
(925) 667-7576
rajganesan@thebusinesslabs.com
Financial Service
Home Group: San Jose 3
Bio: Business Automation Consultant focused on improving bottom-line performance and AI.
Maria Guardado
(408) 406-0285
maria@veridianmortgage.com
Banking Finance
Home Group: San Mateo 2
Patty Leeper
Facilitator & Consultant
(650) 766-0996
patty@pattyleeper.com
Consultant Service
Home Group: Menlo Park 1
Bio: I work with organizations and their people in three ways: leadership development, team turnarounds and providing traction for goals.
Clari Nolet
Team Hewins
Senior Finanical Advisor
(650) 517-9548
clarin@teamhewins.com
Consultant Service
Home Group: Santa Clara 1
Bio: Clari Nolet, CFP®, CDFA® – Senior Financial Advisor.
Chelsea Pagan
Hepner & Pagan, LLP
(408) 429-8336
chelsea@hepnerpagan.com
Attorney
Home Group: Mountain View 1
Bio: I am an attorney-mediator helping clients approach their divorce with peace and respect with the goal of staying out of Court.
Mike Radakovich
(415) 730-4234
mike@kbibenefits.com
Insurance
Home Group: San Mateo 2
Sophie Tsang
Compass
(408) 667-3171
sophie@compass.com
Consultant Service
Home Group: Menlo Park 1
Bio: Sophie’s Civil Engineering background and marketing expertise contribute to her broad understanding and high efficiency in marketing real estate properties. She has been consistently a top performer since 2005, and personally ranks the highest 1% by volum.
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
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 5 Years
Janice (Jan) Berthold
Heffernan Insurance Brokers
Senior Vice President
(650) 842-5205
janiceb@heffins.com
Insurance
Home Group: San Jose 3
Bio: Companies turn to us when they are looking for fresh ideas and new thinking to reduce their Property/Liability Insurance and Workers’ Compensation costs and minimize risk. See my books, ‘The 80/20 CFO’ & ‘Getting to Zero’ on Amazon…
Robin Brown
Real Estate Appraisal & Consultation
Real Estate Appraiser
(408) 206-4289
appraisal@mebassociates.com
Real Estate
Home Group: San Jose 3
Bio: I have been appraising in the Bay Area for over 30 years. I appraise residential real estate, offer expert testimony, rent surveys and consulting.
Jack Dominge
Uptrex Wealth Advisors
Managing Partner & Wealth Management Advisor
(650) 397-9600
jack@uptrex.com
Investment Advisor
Home Group: San Jose 3
Bio: I am passionate about helping people optimize their financial situation. In my opinion, money is a tool to be used to live the life you want and to positively impact the people and causes important to you.
Edna Eng
Compass
Realtor
(408) 605-5528
edna.eng@compass.com
Real Estate
Home Group: San Jose 3
Bio: Edna has been specializing in residential real estate in Silicon Valley since 1999 with sales over 200 million. Being a native has helped Edna provide her clients with the advantage of being represented by someone who knows the community.
Kara Foster
Foster Hsu, LLP
Partner
(408) 841-7200
kara@fosterhsu.com
Attorney
Home Group: San Jose 3
Bio: Specializing in Family law, I work in the best interest of my client to settle divorce and custody disputes, litigating when necessary.
Adam Ferguson
Ferguson Law Group, Inc.
Attorney
(408) 296-3602
adam@ferglawgroup.com
Attorney
Home Group: San Jose 2
Bio: My practice includes will and trust contests, fiduciary accounting and surcharge actions, trust litigation, interpretation of testamentary instruments, beneficiary representation, elder abuse litigation, and appeals.
Kristie Prinz
THE PRINZ LAW OFFICE
Principal
(408) 884-2854
kprinz@prinzlawoffice.com
Attorney
Home Group: San Jose 2
Bio: I am a Silicon Valley business lawyer who represents software, SaaS, IT, digital health, and other technology/life sciences companies in their business transactions.
Patrick Whitaker
Whitaker Financial Services
Principal
(408) 286-3000
patrick@whitakerfs.com
Insurance
Home Group: San Jose 3
Bio: Whitaker Financial Services is an employee benefits consulting firm. We work with small to mid-size companies reviewing, designing and implementing their employee benefit programs.
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.
Silicon Valley Accelerator PV Zoom
Date: Tuesday, May 18, 2021
Time: 11:30am to 1:00pm PST
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