New Members | 15 New Members in the New England Area
Join us in welcoming our new members! Reach out via their email below to make a connection.
Chris Barrett
Pensionmark
(617) 838-6069
cbarrett@pensionmark.com
Investment Advisor
Home Group: Framingham
Sandra Batakis
Sandra Network
CEO
(978) 535-0202
sandra@sandranetwork.com
Information Technology
Home Group: Woburn
Karen Bradford
KLR Executive Search Group
Partner
(857) 317-4525
kbradford@klrsearchgroup.com
Human Resources
Home Group: Boston 1
Bio: Executive recruiter who helps nonprofit and for-profit organizations to select, develop, and on-board future leaders since 2005.
Victoria Burkhart
The More Than Giving Company
CEO
(610) 716-5061
vicki.burkhart@morethangiving.co
Consultant Service
Home Group: Boston Back Bay
Bio: Vicki Burkhart, founder and CEO of The More Than Giving Company, has over 30 years of nonprofit experience at the executive level. The firm provides full nonprofit association management services, consulting, and Nonprofit Virtual Assistant Services.
Diane Chubb
The Law Office of Diane M. Chubb, Esq.
(781) 222-4362
diane@chubbiplaw.com
Attorney
Home Group: Merrimack Valley
Bio: Trademark Attorney with 20+ years experience.
Kerry Davis
Grace Life Care
Managing Director
(508) 888-2898
kerry@gracelifecare.com
Consultant Service
Home Group: Hingham
Curtis Dooling
Pierce & Mandell, P.C.
Partner
(617) 619-7216
cdooling@piercemandell.com
Attorney
Home Group: Wakefield
Bio: Curtis an experienced litigator who focuses his practice on advising clients facing real estate, zoning, and land use disputes. Curt also represents doctors, dentists, and other clinicians in regulatory and disciplinary matters.
Patricia “Trish” Doon
Patricia Doon Group
(508) 479-9672
patricia@patriciadoon.com
Consultant Service
Home Group: Boston Charter
Megan Fisher
Oasis Senior Advisors
Owner and Certified Senior Advisor
(781) 490-0180
mfisher@youroasisadvisor.com
Consultant Service
Home Group: Hingham
Bio: With first-hand knowledge of the amenities, costs, and care levels of dozens of communities in the greater Boston area, I’m able to give my clients a huge head start in their search for an assisted living or memory care community.
Eric Kristenson
Canby Financial Advisors
Retirement Plan Advisor
(774) 307-0501
ekristenson@canbyfinancial.com
Investment Advisor
Home Group: Mansfield
Bio: I’m a Retirement Plan Advisor. We help business owners and their employees retire successfully with dignity and independence.
Michael Lucerto
Inc.ubate Coworking
Owner/CEO/Host
(617) 455-8674
michael@incubatecoworking.com
Real Estate
Home Group: Danvers
Bio: Offering a new and better way to work at his three coworking locations in Winthrop, Lynn, and Hamilton MA. Need a flexible office space or a place to meet your clients? Inc.ubate Coworking IS the solution.
Robert Lucic
Sheehan, Phinney, Bass & Green
Shareholder
(603) 496-3877
rlucic@sheehan.co
Attorney
Home Group: Boston Back Bay
Bio: Complex Litigation, Patent, Trade Secret, Environmental.
Jane Obbagy
Obbagy Consulting
Managing Director
(617) 921-1515
jeo@obbagyconsulting.com
Consultant Service
Home Group: Waltham
Bio: Consultant focusing on assisting organizations advance ESG practices for greater business value.
Phillip Rothman
NJL&C, LLC
Life Insurance Broker
(917) 912-0999
prothman@njlc.com
Insurance
Home Group: Burlington
Bio: Wealth Preservationist: navigating complex intergenerational wealth transfer & family owned business continuation. Solutions-focused Life Insurance; specializing in jumbo cases w/ challenging risks, ongoing portfolio reviews & life settlements.
Chris Waterman
Curran Antonelli LLP
Partner
(978) 886-0057
cwaterman@curranantonelli.com
Attorney
Home Group: Woburn
Bio: My practice is focused on assisting clients resolve employment-related issues and disputes. I review, consult, and when necessary, litigate employment matters and agreements.
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
Kevin Hallinan
WINNING, Incorporated
Principal
(617) 327-3950
kevin.hallinan@sandler.com
Consultant & Service
Home Group: Mansfield
Bio: Working with companies of all sizes in any industry, we develop sales teams into high achievers, and sales leaders into true coaches and mentors utilizing the Sandler Sales Training methodology.
Celebrating 5 Years
Craig Ciechanowski
Ciechanowski Drayton, PC
Founding Partner
(508) 618-7269
cac@cdlawma.com
Attorney
Home Group: Mansfield
Bio: As an attorney, I help businesses navigate the Massachusetts legal landscape.
Michael Conley
Kenney & Conley P.C.
Attorney
(781) 848-9891
michael@kenneyconley.com
Attorney
Home Group: Hingham
Bio: Trial Lawyer representing plaintiffs in personal injury and wrongful death cases. Fellow of the American College of Trial Lawyers. AV® rated attorney, the highest such rating available to any individual lawyer for legal ability and integrity.
David Foster
John T. Chipman & Company CPA’s LLP
Managing Partner
(781) 762-6272
david.foster@jtcco.com
Accountant
Home Group: Mansfield
Bio: As a CPA and Certified Business Exit Consultant, I guide business owners in developing and implementing tax and business succession planning strategies to maximize their business and personal wealth.
Eric Gashin
Walter & Shuffain, PC
Partner/CPA
(617) 447-2728
egashin@wscpa.com
Accountant
Home Group: Boston 2
Bio: Eric Gashin is a CPA with Walter & Shuffain PC. He has over eighteen years of diversified public accounting experience serving closely-held businesses and individuals in the areas of accounting, tax planning and compliance, and business planning.
Charles Goodrich
Goodrich & Associates, LLC
Principal
(781) 863-5019
charlie@goodrich-associates.com
Consultant & Service
Home Group: Boston Back Bay
Bio: I am a restructuring and insolvency consultant – that means I help companies that struggle to pay their creditors, particularly lenders.
Loren Larsen
Compass
Realtor
(617) 780-8098
lorenlarsenre@gmail.com
Real Estate
Home Group: Needhac
Bio: Loren delivers an elevated real estate experience by intelligently representing clients throughout the transition, not the transaction. Consistently a top producer in the Boston area, Loren is one of the most trusted names in the business.
Michael Quinn
Quinn Wealth Strategies
CFP®, CLU®, ChFC(r)
(781) 398-8522
mquinn@quinnwealthstrategies.com
Insurance
Home Group: Waltham
Bio: CFP focusing on high income earners and small biz owners, Buy/Sell agreements, Key employee Insurance, executive benefits, advanced life insurance concepts. Licensed in MA, NH, FL, RI, MD, CA, MI, ME
George Raftopoulos
ROI Cubed, LLC
Transition Strategist and ESOP Expert
(207) 985-8787
george@roi-cubed.com
Consultant & Service
Home Group: Portsmouth
Bio: Transforming Good Companies into Great Enterprises® and maximizing transition value for business owners heading towards transition. Implementing ESOPs, management buyouts, internal transitions, family transitions, M&A consulting services.
Paul Silvio
Alexander Technology Group
Vice President
(603) 637-1466
psilvio@alexandertg.com
Information Technology
Home Group: Manchester
Bio: Paul Silvio is Vice President of Alexander Technology Group where he is responsible for the leadership and growth of the organization. He is an accomplished leader within in the IT Staffing industry with over 22 years of industry experience including…
Mark Yanowitz
LaGrasse Yanowitz & Feyl Architects (LYF Architects)
Partner
(978) 470-3675
myanowitz@lyfarchitects.com
Consultant & Service
Home Group: Merrimack Valley
Bio: Over 30 years of experience in architectural design, construction management, and the development of residential, commercial, and mixed use projects. Our firm offers comprehensive professional services to maximize the value of all types of properties.
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, May 10, 2021
Time: 8:00am – 10:00am
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