July 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members20 New Members in the New England Area

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

Rodney Bedow

Rodney Bedow

Burns & Levinson, LLP
(617) 345-3376
rbedow@burnslev.com
Attorney
Home Group: Danvers

Bio: Tax attorney helping clients with all of their business tax planning and transactional tax advisory needs. Significant experience with domestic and international taxation of corporations, partnerships and other pass- through entities.

Giles Boucher

Giles Boucher

Cross Insurance
Senior Vice President
(978) 626-7171
giles.boucher@crossagency.com
Insurance
Home Group: Newburyport

Bio: Insurance and Risk Professional focused on assisting our clients solve difficult risk and insurance problems whether they are related to claims, risk control or insurance coverage.

Ben Brandes

Ben Brandes

CrossCountry Consulting
Director – Private Equity
(617) 807-0515
bbrandes@crosscountry-consulting.com
Banking Finance
Home Group: Boston Charter

Lynn Cohen

Lynn Cohen

Team Impressa, LLC
(617) 899-5310
lynn@teamimpressa.com
Real Estate
Home Group: Waltham

Bio: Lynn has been a realtor since ’97. As a principal of Team Impressa LLC, she and her partner lead a group of rising star agents, all of whom can help you meet your real estate needs.

Renee Guidaboni Coleman

Renee Guidaboni Coleman

CrossCountry Mortgage
Loan Originator
(978) 737-7489
renee.guidaboni@myccmortgage.com
Real Estate
Home Group: Waltham

Michael Doherty

Michael Doherty

Mikrodots, Inc
Founder
(781) 932-6655
mdoherty@mikrodots.com
Information Technology
Home Group: Burlington

Bio: Delivering the technology vision, management and 24/7 IT support services large companies enjoy to small to midsize firms in the Boston area.

Valentine Feeney

Valentine Feeney

Gordon Atlantic Insurance, an Alera Group company
Partner
(781) 659-2262
valentine.feeney@aleragroup.com
Insurance
Home Group: Milton

Bio: Valentine assists clients with implementing strong risk management & insurance programs to help identify and mitigate today’s biggest risks; cyber crime, employment practices, E&O, and property damage, so their business is protected in a crisis.

Robert Fisher

Robert Fisher

Nixon Peabody
Partner
(617) 345-1335
rfisher@nixonpeabody.com
Attorney
Home Group: Newburyport

Kristina George

Kristina George

Northstar Financial Planning, LLC
Wealth Manager, CCO, Partner
(603) 458-2776
kristina@northstarfp.com
Investment Advisor
Home Group: Portsmouth

Bio: I provide financial guidance and investment management for individuals in the midst of life transitions; divorce planning, widowhood, business sale and retirement.

Kate Granigan

Kate Granigan

LifeCare Advocates
CEO
(617) 928-0200
kgranigan@lcadvocates.com
Consultant Service
Home Group: Boston 3

Bio: Kate Granigan, MSW, LICSW and CEO of LifeCare Advocates is a 25 year veteran in the field of aging. Kate’s passion and life’s work is to ensure that quality of life, dignity and compassion intersects with choice and purpose along the path of aging.

Larry Gulko

Larry Gulko

BRAND: NEW DAY
Brand Strategist | Strategic Growth Advisor | CEO Whisperer
(781) 710-2121
larry@larrygulko.com
Consultant Service
Home Group: Boston 1

Bio: Larry is a brand architect and strategist, executive coach and growth advisor with a track record for positioning an eclectic range of brands to compete more effectively in today’s rapidly evolving and ever- changing business landscape.

John Hallal

John Hallal

Network Blue
(617) 784-7335
jhallal@networkblueinc.com
Financial Service
Home Group: Woburn

Bio: Mergers & Acquisition (M&A) financial advisor with a hands-on and personal approach to investment banking. Adjunct Professor in the Entrepreneurship Division of Babson Business School.

Khaled Khalil

Khaled Khalil

HarborOne Bank
Commercial Lender, VP.
(617) 669-2463
kkhalil@harborone.com
Banking Finance
Home Group: Waltham

Bio: I am an experienced middle market lender. I help business clients secure financing and manage cash flow. I work with commercial & industrial SMEs, professional services and real estate investors.

Frank Levesque

Frank Levesque

CLA (CliftonLarsonAllen)
(774) 444-5660
flevesque2025@gmail.com
Human Resources
Home Group: Milton

Josh O'Gara

Josh O’Gara

O’Gara Financial Group
(617) 794-0477
josh@ogarafg.com
Insurance
Home Group: Woburn

John Pugliese

John Pugliese

Alliant Insurance Services
Private Client Advisor
(401) 330-8748
john.pugliese@alliant.com
Insurance
Home Group: Providence

Bio: John is a Producer at Alliant Private Client which manages the insurance needs of affluent individuals and families who require a sophisticated approach to personal risk management.

Amanda Shuman

Amanda Shuman

Danger Law, LLC
(617) 340-3231
amanda@dangerlaw.com
Attorney
Home Group: Burlington

Bio: Focusing on all aspects of family law: divorce, modifications, alimony, child support, unmarried parents, and contempts.

Tiffany Stichel

Tiffany Stichel

Schlossberg, LLC
Partner
(781) 848-5028
tstichel@schlossbergllc.com
Attorney
Home Group: Milton

Bio: Greater Boston area based attorney who concentrates her practice in commercial and residential real estate transactions for buyers, sellers, and lenders, business litigation, and landlord/tenant issues.

Dennis Volpe

Dennis Volpe

Severn River Leadership Group
Leadership Performance and Transition Coach
(904) 861-9155
dennis@consultsrlg.com
Consultant Service
Home Group: Manchester

Bio: I am a Leadership Performance and Transition Coach. I help leaders and their teams sharpen their professional edge through individualized coaching focused on emotional intelligence, resilience, team effectiveness, and decision making.

Nora Yousif

Nora Yousif

RBC Wealth Management
(508) 230-8960
nora.yousif@rbc.com
Investment Advisor
Home Group: Milton

Member News

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

Todd Carey
Jun 15, 2021

Pastori | Krans Ranks in Business NH Magazine’s “Top Law Firms in New Hampshire”

Attorney Terri Pastori, co-managing partner of Pastori | Krans is delighted to announce its inclusion in Business NH Magazine’s 2021 list of “Top Law Firms in NH.” We greatly appreciate the recognition!
Todd Carey
Jun 08, 2021

Attorney Pastori Interviewed for Article on Animals in the Workplace

Attorneys Terri Pastori and her colleague, Attorney Ashley Taylor were interviewed for a recent article written by Scott Merrill of the NH Bar News, which was published in the Concord Monitor among other places. Terri and Ashley touch on workplace policies for animals and the legal 'what ifs' that employers should address when considering allowing employees to bring pets to work. The article can be found here: https://www.concordmonitor.com/Who-let-the-dogs-in-40667876

Member Milestones

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

Celebrating 5 Years

Shari Chamberlain

Walter & Shuffain PC
Director of Forensic Accounting
(781) 702-6327
schamberlain@wscpa.com
Accountant
Home Group: Cambridge

Bio: Auditor & Forensic Accountant at Walter & Shuffain, P.C., 28+ years. Traditional Audits, Reviews, Compilations & Tax Services.

Ethan Davis

Tymann, Davis & Duffy LLP
Partner
(646) 734-5520
edavis@tddlegal.com
Attorney
Home Group: Cerritos

Bio: I am a business litigator and problem solver with a focus on disputes between business partners and closely held businesses. Give me a shout when someone is being frozen out!

Patrick Kelleher

Patrick J. Kelleher, Esq.
Owner/Attorney
(781) 871-7526
pat@elderlawcare.com
Attorney
Home Group: Mansfield

Bio: Patrick is the owner and founder of Patrick J. Kelleher & Associates. P.C. Founder, Elder Law Care Center President, Hanover Chamber of Commerce Volunteer Chairman at Cardinal Cushing School Planned Giving Committe Member, Elder Counsel Premier.

Maura Mann

BANKW Staffing, LLC
Vice President
(781) 404-4321
mmann@naglergroup.com
Human Resources
Home Group: Mansfield (EC)

Bio: Maura is vice president at BANKW Staffing. She runs two of the firm’s companies, The Nagler Group and KNF&T Staffing Resources. The company has five offices in Massachusetts and New Hampshire.

Carla Moynihan

Sherin & Lodgen
Commercial Real Estate Partner and Chair of SL’s Real Estate Department
(617) 646-2000
cmmoynihan@sherin.com
Attorney
Home Group: Milton

Bio: Creative, Clever, Closer of Commercial Real Estate Transactions Adding Value to Every Deal of all Types and Sizes including sales, purchases, leases, permitting, design, construction and financings.

Warren Rutherford

The Executive Suite
Owner
(508) 778-7700
jwjr@theexecutivesuite.com
Human Resources
Home Group: Boston 3

Bio: As your executive recruiter of choice, I guarantee results, so ask yourself why your clients need to speak with me about their executive search needs using my talent assessment system. Executive search at The Executive Suite.

Michael Spillane

ORSI, ARONE, ROTHENBERG
Attorney – Commercial Real Estate Transactions
(781) 239-8900
mspillane@oarlawyers.com
Attorney
Home Group: New England Affinity Group

Bio: Attorney Michael Spillane concentrates his practice in the areas of commercial real estate and asset based loan transactions for lenders, developers and franchisees; land use and development; and retail, office and industrial leasing.

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: Tuesday, July 13, 2021
Time: 11:30am – 1:30m