September 2020

The
Accelerator

September 2020

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 5 New Member in the Atlanta Area

Tanisha Smith

Tanisha Smith

Global Asset Protection Solutions
Principal
(650) 934-1035
elenasmirnov@gmail.com
Consultant & Service
Home Group: Palo Alto 1

Bio: Asset-Protection and Tax-Mitigation Focused Financial Planner and US and International Life Insurance Practitioner.

Wendy Roberts

Wendy Roberts

NorthStar Strategic Partners, Inc
President, NorthStar
(408) 206-6697
wendy@northstar-sp.com
Consultant Service
Home Group: San Jose 4

Jennifer Paine McKay

Jennifer Paine McKay

Paine Pacific
Partner | Growth Advisor
(520) 429-6654
jennifer.jpc@gmail.com
Consultant Service
Home Group: Mountain View 1

Bio: Transparent and bold approach developing and scaling organizations, people teams and aligning business objectives and product strategy with effective and efficient people solutions to achieve greater customer/client outcomes and success.

Thomas Chang

Thomas Chang

Exit Strategies Group, Inc.
M&A Advisor & Business Intermediary
(415) 312-1139
tschang@exitstrategiesgroup.com
Consultant Service
Home Group: San Jose 4

Bio: Full service M&A advisory service, business brokerage representation and Exit Strategy Consultant.

Tamara Pow

Tamara Pow

Strategy Law, LLP
Managing Partner, Real Estate Attorney
(408) 478-4100
tpow@strategylaw.com
Attorney
Home Group: Mountain View 1

Bio: I protect real estate investors and business owners from liability in purchases, sales, leases, LLCs, partnerships and corporations.

Member News

Angelo PonziMA - Orange County - November 2020Member Achievements
October 9, 2020

Angelo Ponzi – Turning an Eye Towards Your Future Business

Many business leaders are waiting for clarity to move forward confidently. However, history has shown that there is a high cost with waiting: to your marketing, to your business, to…
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Amber SetterMember Achievements
October 9, 2020

Amber Setter’s Thought Leadership Featured in California

Amber Setter- a professional services business coach- authored “Identity Shift: CPA Performance Begins with Consciousness” after noticing a significant gap in accounting news- no one was talking about the psychological…
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Lynette StolarzykMA - San Francisco - November 2020Member Achievements
October 9, 2020

Lynette Stolarzyk (SF13): Tax Adviser Article

Lynette Stolarzyk (SF13) and Dave Gette of Baker Tilly co-authored a Tax Adviser article on Legal Entity Rationalization and Simplification.
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Juan RosMA - Los Angeles - November 2020Member Achievements
October 9, 2020

Juan Ros, CFP® Presents at National Financial Planning Conference

Juan Ros, CFP®, financial advisor with Forum Financial Management, presented at the Financial Planning Association (FPA) 2020 Annual Conference on October 1. Juan's breakout session, "Making Philanthropy a Part of…
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Monica BurneikisMA - San Francisco - November 2020Member Achievements
October 9, 2020

Monica J. Burneikis Named by San Francisco Magazine as one of the Top Attorneys in Northern California

Monica J. Burneikis, Founding Attorney of Burneikis Law in Oakland, California, is honored to announce she was named by San Francisco Magazine as one of the Top Attorneys in Northern…
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Sarah TetlowMA - San Francisco - November 2020Member Achievements
October 9, 2020

Technology for Mindfulness Podcast Interviews Sarah Tetlow

Robert Plotkin (Waltham) of Blueshift IP hosts a podcast, Technology for Mindfulness. Recently, Robert interviewed Sarah Tetlow of Firm Focus (SF 12) on the show. Join the great conversation diving…
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Klaudia KovacsMA - Los Angeles - November 2020Member Achievements
October 9, 2020

Klaudia Kovacs – Cold War Documentary Purchased by University Library

Oscar-contender filmmaker and LEGACY DOCUMENTARIES expert's Cold War documentary, TORN FROM THE FLAG, has been purchased by another library: University of Vermont - Howe Library. Schools, libraries, non-profits, and all…
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Scott SpiroMA - Los Angeles - November 2020Member Achievements
October 9, 2020

Scott Spiro – SugarShot – ABC News Interview

Interviewed on CBS World News in regards to the recent cybersecurity breach targeting the health care industry. To view it, click here.
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Anne LaguzzaMA - Orange County - November 2020Member Achievements
October 9, 2020

Anne Laguzza, CEO of The Works Consulting, Featured on TLNT

In an op-ed for TLNT.com, Anne Laguzza breaks down why Zoom Fatigue is a misnomer, provides a process for building more engaging meetings and offers creative ways that leaders can…
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Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Member Milestones

Celebrating 5 Years

Elena Smimov-OtisSilicon Valley - Member Milestones - August 2020
August 14, 2020

Elena Smirnov-Otis

Global Asset Protection Solutions Title: Principal Phone: (650) 934-1035 Email: elenasmirnov@gmail.com Profession: Consultant & Service Home Group: Palo Alto 1 Bio: Asset-Protection and Tax-Mitigation Focused Financial Planner and US and International Life Insurance Practitioner.
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Upcoming Events

PV Webinar – How to Raise Your Firm’s Profile and Develop Business

Date: August 14, 2020
Time: 11:00am PT (1:00pm CT, 2:00pm ET)