February 2022

provisors news

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 9 New Members in the New England Area

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

Petra Anderson

Petra Anderson

Law Office of Petra C. Anderson
(617) 536-9410
petra@andersonlegal.org
Attorney
Home Group: Boston 5

Elena Barbera

Elena Barbera

The Barbera Company
(617) 938-7504
elenab@thebarberacompany.com
Home Group: Burlington

Susan Gold

Susan Gold

Susan Gold Coaching
Marketing Strategy Coach
(978) 771-0848
susan@susangoldcoaching.com
Consultant Service
Home Group: Portsmouth

Bio:
Four decades of marketing and executive business experience with Fortune 100, mid-sized, small and micro businesses packed into a focused, practical approach to marketing strategy. Has the marketing agency, client and consultant/advisor perspectives.

Francesca Korbas

Francesca Korbas

Vested Advocates
Co-Founder
(978) 944-0027
fkorbas@vestedadvocates.com
Consultant Service
Home Group: Mansfield

Elizabeth McEvoy

Elizabeth McEvoy

Hinckley Allen
(617) 378-4107
emcevoy@hinckleyallen.com
Attorney
Home Group: Boston 4

Peg O'Brien

Peg O’Brien

McLane Middleton
Director, Employment Practice Group
(603) 628-1490
margaret.obrien@mclane.com
Attorney
Home Group: Merrimack Valley

Declan O'Toole

Declan O’Toole

SRE Boston
(617) 777-6109
dotoole@sreboston.com
Real Estate
Home Group: Milton

Dan Roderigues

Dan Roderigues

BPAS Fiduciary Services
Vice President
(267) 948-1607
droderigues@bpas.com
Investment Advisor
Home Group: Hingham

Gil Schipani

Gil Schipani

Tempus Fugit Law LLC
Owner
(617) 752-2371
gil@tflawllc.com
Attorney
Home Group: Boston 4

Bio: Real Estate attorney issuing title insurance in Boston.

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 10 Years

Vin DiCianni

Affiliated Monitors, Inc.
President
(617) 275-0620
vdicianni@affiliatedmonitors.com
Consultant & Service
Home Group: Boston 3

Bio: Independent monitoring services and ethics programs that fulfill the requirements of Settlements, Deferred, Non-Prosecution, Debarment and Corporate Integrity Agreements as a resolution of government and third-party enforcement actions.

Celebrating 5 Years

Andrew Betts

Bickling Financial Services
MBA, CFP
(781) 862-9792
andrew.betts@bickling.com
Investment Advisor
Home Group: Burlington

Bio: I am a Certified Financial Planner and Accredited Investment Fiduciary. My business is focused on implementing and managing corporate retirement plans. I work with 401(k), 403(b), defined benefit pension, cash balance, and non-qualified deferred…

Jeffrey Foley

Citrin Cooperman
Partner
(781) 817-1110
jfoley@citrincooperman.com
Accountant
Home Group: Milton

Bio: Jeff combines extensive experience in accounting and taxation with a practical understanding of the challenges that are faced by business owners today. This insight allows him to serve as a trusted advisor on most aspects of the business and to help clie

Alan Koenigsberg

Agile Digital Marketing LLC
President & Growth Guide
(925) 299-1358
alank@agiledigitalmktg.com
Home Group: Pleasanton 1

Bio: President of Agile Digital, Alan Koenigsberg and his team of specialists are highly experienced growth pros. We plan and execute marketing, sales & service goals. We serve mid-tier businesses, agencies and non-profits.

Eileen Morrison

Law Office of Eileen Morrison
Owner
(617) 219-9687
emorrison@morrisonlaw.us
Attorney
Home Group: Needham

Bio: I practice business immigration law, specializing in obtaining temporary and permanent work visas for performing and fine artists, professional athletes and entrepreneurs. We also obtain visas for professionals, intracompany transferees and investors.

Mark Parent

MAP Advisors
Outsourced COO/CFO
(339) 221-2474
mark.parent@mapadvisors.biz
Consultant & Service
Home Group: Dedham

Bio: Outsourced COO/CFO for owner managed businesses under $10 million in annual sales. Delivering Business Optimization with a Path Forward.

Brian Vinagro, CFP®

Peabody Wealth Advisors
LPL Financial Planner / CFP®
(978) 979-7349
brian.vinagro@peabodywealthadvisors.com
Investment Advisor
Home Group: Wakefield

Bio: CFP®, Financial Planning, Retirement Planning, Investment Management, Insurance Planning, Tax Strategies, Estate Management, Social Security Strategies, Medicaid Planning, Employer Sponsored Plans, College Savings Plans…

Karen Whitley

Sheehan Phinney
Shareholder
(617) 897-5655
kwhitley@sheehan.com
Attorney
Home Group: Cambridge

Bio: Management-side employment lawyer preventing and defending complaints of discrimination and wage violations; COVID law compliance (leaves/vaccines/accommodations).

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.

New England Accelerator PV Zoom

Date: Monday, February 14, 2022
Time: 11:30am – 1:30pm

Save the Date!

New England PV@Night
Tuesday, March 22nd
Details to Follow