New Members

20 New Members in the San Francisco Area

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

Brian Barboza

Law Office of Brian A. Barboza
(707) 527-8553
bbarboza@barbozaesq.com
Attorney
Home Group: Santa Rosa 1

Nelly Berkovskaya

Morgan Stanley
(415) 955-1522
nelly.berkovskaya@morganstanley.com
Investment Advisor
Home Group: San Francisco 15

Ami Biligiri

B2B CFO
Partner
(415) 370-8665
amibiligiri@gmail.com
Financial Service
Home Group: Walnut Creek 3

Rachel Burr

Catamentum, LLC
Executive Coach & Leadership Consultant
(530) 639-0527
rachel@catamentum.com
Consultant Service
Home Group: Pleasanton 1

Bio: Rachel partners with leaders to mine the untapped potential in people. She helps them unleash the power within themselves and in their team to achieve results, improve collaboration, and increase their influence up and across the organization.

Katie Capielo

Brothers Smith LLP
(925) 944-9700
kcapielo@brotherssmithlaw.com
Attorney
Home Group: Pleasanton 1

Bio: Trust and Estate Litigation; High Net Worth Estate Planning.

Jeff Coons

Johnston, Kinney & Zulaica
Attorney
(415) 693-0550 x 4512
jeff@jkzllp.com
Attorney
Home Group: San Francisco 5

Beth Gebhardt

Gebhardt Group
Advisor
(925) 283-9150 x 6
beth@gebhardtgroupinc.com
Insurance
Home Group: Walnut Creek 3

Bio: My specialty is Medicare. I help people that are turning 65 figure out the Medicare Maze so that they have confidence in their decisions relative to healthcare as they approach retirement.

Rebecca Guyette

Private Fiduciaries of California
(415) 728-4864
rebecca@privatefiduciariesofcalifornia.com
Financial Service
Home Group: San Francisco 12

Tom Herz

Tom Herz Insurance
(415) 533-1045
tomherz@sbcglobal.net
Insurance
Home Group: San Francisco 15

Bio: As an independent agent I always strive to help you protect your assets and dreams. By strategic use of life, disability or long-term care insurance, your coverage is coordinated with your financial plan so you have maximum protection cost effectively.

Avi Klein

The Klein Group
Managing Partner
(202) 841-3144
avi@kleingroupllc.com
Attorney
Home Group: Oakland 2

Bio: Private investigator serving civil litigators and investors. I specialize in asset searches, background investigations, locating and interviewing key witnesses, identifying anonymous online fraudsters, surveillance and challenging service of process.

Elizabeth Kromer

VADU
Co-Founder
(415) 794-7231
elizabeth@myvadu.com
Home Group: San Francisco 6

Bio: VADU (Value-added ADU–Accessary Dwelling Unit) provides expert advice and oversight for home and commercial property owners wishing to create more residential housing.

Kang Lim

Lim Legal
(925) 570-8198
kang@limlegal.com
Attorney
Home Group: Pleasanton 1

Stephanie O’Brien

Stephanie O’Brien – The RAD Road
(917) 921-3797
stephrtw34@yahoo.com
Marketing
Home Group: San Francisco 5

Bio: I am a passionate brand builder, insights and strategy consultant who helps clients use the power of human insights, strategy and storytelling to impact customer/team perceptions and behavior, create differentiation, and inspire innovation and decisions.

Brian Ogle

Heritage Bank
(650) 579-1560
brian.ogle@herbank.com
Banking Finance
Home Group: San Francisco 3

Tara Perkins

Northern Trust
Senior Vice President, Senior Wealth Strategist
(650) 926-9206
tmc9@ntrs.com
Investment Advisor
Home Group: San Francisco 15

Bio: I work with multi-generational wealth specializing in providing corporate trustee services in all 50 states. Northern Trust has separate trust companies in DE, NV, Cayman and Guernsey.

Jessica Pliner

Lewis Brisbois
Employment Litigation Attorney (Employer Side)
(925) 357-3445
jessica.pliner@lewisbrisbois.com
Attorney
Home Group: San Rafael 1

Bio: Jessica Stuart Pliner is a skilled counselor to her clients on employment issues and a strategic advocate in litigated matters.

Armello Rodriguez

Lafayette Square
Director
(510) 945-0122
rodriguez@lafayettesquare.com
Financial Service
Home Group: San Francisco 11

Bio: Middle market focused non-bank lender that combines capital with worker solutions to make impact in local communities. Funds acquisitions for strategic and financial buyers. Minimum Loan Size: $15MM.

Thomas Santamorena

Insperity
Business Performance Advisor
(415) 377-6163
tom.santamorena@insperity.com
Human Resources
Home Group: Oakland 2

Bio: Help companies succeed, so communities prosper, by providing strategies to help companies run better, grow faster and make more money using an HR strategy to contain costs, provide administrative relief, reduce employer liability…while improving employee.

Stephen Schaefer

Primark Benefits
Senior Retirement Plan Consultant
(916) 750-1336
sschaefer@primarkbenefits.com
Financial Service
Home Group: Walnut Creek 2

Steven Schaffer

Bryan Cave Leighton Paisner LLP
Partner
(404) 572-6830
steven.schaffer@bclplaw.com
Attorney

Member News

We have made a few updates to the names of our newsletters and wanted to let you know (you may have already noticed). This monthly membership newsletter, formerly known as The Accelerator is now ProVisors News. The weekly newsletter, formerly known as The Member Exchange is now ProVisors Business Opportunities and Thought Leadership is now Member Thought Leadership.

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

Mar 30, 2022

Shelley Golden’s article on Optimizing Zoom presence published in California Litigation Journal

In her article, “5 Ways to Optimize Your Video for Depositions,” professional presence expert, Shelley Golden, advises litigation attorneys and others involved in trials on 5 best practices for improving one’s appearance on Zoom. She explains why showing up professionally can make or break a case. The ideas and advice in her article apply to anyone who attends Zoom meetings. [https://publication.calawyers.org/spring-2022/litigation/]

Member Milestones

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

Celebrating 10 Years

Kim Appleby

J&A Associates
Principal
(510) 907-9934
kim@j-aassociates.com
Consultant & Service
Home Group: Oakland 2

Bio: Law firms & professional services business/management consulting, including partner compensation structures, management & leadership transitions, exit strategies, delegation training, cash flow & budget planning, timekeeper productivity, and operations.

Roger Brothers

Brothers Smith LLP
Attorney at Law
(925) 944-9700
rbrothers@brotherssmithlaw.com
Attorney
Home Group: Walnut Creek 2

Bio: Business and commercial real estate attorney, specializing in general business and corporate law, mergers/acquisitions and succession planning.

Corey Hyde

Parallel Advisors
Wealth Advisor
(415) 728-9164
corey.hyde@paralleladvisors.com
Investment Advisor
Home Group: San Francisco 6

Bio: I provide comprehensive wealth management and family office services to affluent individuals.

Keley Petersen

Willow Grove Advisors, LLC
Founder and C.E.O.
(510) 705-1771
keley@willowgroveadvisors.com
Investment Advisor
Home Group: San Francisco 4

Bio: Willow Grove Advisors is independent, offering highly tailored wealth management services to entrepreneurs, engineers and global individuals and their families.

Celebrating 5 Years

Julie Chendes

Next Level Strategies
Consulting Service Director/Owner
(415) 876-6398
julie@nextlevelstrategies.net
Human Resources
Home Group: San Francisco 8

Bio: High touch HR and by-the-hour recruiting support for employers in any industry with 5-100 employees. We can fully manage HR or pitch in on projects. We specialize in “day-to-day” HR: Covid mgmt, employee relations, recruiting, training, LOAs, compliance.

Matt Cohen

Synesis Advisors
Business Broker
(415) 712-1596
mcohen@synesis-advisors.com
Financial Service
Home Group: San Francisco 11

Bio: Specialist in the sale of privately held companies. He represents clients in the services, manufacturing, wholesale, and e-commerce industries ranging from $1-$25 million in revenue.

Danika Davis

Merit Resource Group (MeritHR)
CEO and HR Evangelist
(925) 974-3590
ddavis@merithr.com
Human Resources
Home Group: Oakland 3

Bio: We are HR recruiters and consultants. As an HR Evangelist I help organizations accomplish their goals by placing great HR people in contract, direct hire or consulting roles.

Lauriann Delay

Alex Brown
Managing Director
(415) 645-6451
lauriann.delay@alexbrown.com
Investment Advisor
Home Group: New York City 2

Bio: Lauriann is a Financial Advisor. She runs an investment advisory practice at Alex Brown. Lauriann assists affluent clients and their families, non-profits, and mid-market corporations with their wealth management and financial planning needs.

Anooj Patel

Hankin Patent Law, APC
Registered Patent Attorney
(310) 979-3607
anooj@hankinpatentlaw.com
Attorney
Home Group: San Ramon 2

Bio: Anooj primarily focuses on Patent Prosecution and Litigation. This allows him to do the work that he enjoys, which is learning new technology, drafting patents, and seeing inventors realize the fruits of their labor.

Andrew Pontious

Dudnick Detwiler Rivin & Stikker LLP
Partner
(415) 955-1805
pontious@ddrs.com
Attorney
Home Group: San Francisco 11

Bio: Strategic legal and transactional advice for businesses, business owners and investors.

Max Shapiro

People Connect
CEO
(415) 505-7444
max@peopleconnectstaffing.com
Human Resources
Home Group: San Francisco 1

Bio: I am CEO of PeopleConnect a recruiting firm helping tech & non tech companies build great teams. We are industry & position agnostic, filling C, VP, Dir. level & individual contributor positions. Ask me about our Employees Without Paychecks model.

Johnny Yeh

Emergent LLP
Partner
(415) 894-9284 x 106
johnny@emergent.law
Attorney
Home Group: San Francisco 11

Bio: My practice focuses on real estate litigation, and I have substantial experience dealing with issues arising out of the ownership and use of real property, including disputes involving HOAs, nuisances, boundaries, sales transactions, and commercial.

Christina Weed

Mendes Weed, LLP
Principal
(925) 953-2920
christina@mwlawca.com
Attorney
Home Group: Oakland 3

Bio: Christina Weed is committed to helping clients resolve their personal and business tax law concerns. She has dedicated the past 14 years to the study and practice of law, business, accounting, and estate planning, and uses this knowledge to guide her.

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.

San Francisco Accelerator Workshop

Date: Wednesday, April 13, 2022
Time: 11:30am – 1:00pm

Learn More