Sand Hill Global Advisors
Senior Wealth Manager – Shareholder
(415) 291-9999
jabadie@shadv.com
Investment Advisor
Home Group: San Rafael 1
Bio: SF based senior wealth manager specializing in helping clients navigate the financial aspects of life transitions (divorce, death, sale of concentrated asset). We manage assets $2 million+ and provide hourly divorce financial planning services.
BrassIdeas Advertising
(415) 265-2472
andrew@brassideas.com
Marketing
Home Group: San Francisco 13
Fried & Williams
Partner
(510) 625-0100
aconner@friedwilliams.com
Attorney
Home Group: Oakland 2
Bio: I am a certified mediator and have worked with parties to resolve complex disputes. My litigation practice is focused on landlord-tenant litigation, particularly in eviction and rent controlled cities.
Crosby ADR
Mediator
(510) 418-0040
tcrosby@crosbyadr.com
Home Group: San Francisco 2
Bio: Tom Crosby is now a full-time mediator after a career as a litigation attorney. Tom began mediating full-time in 2016. Tom typically mediates disputes involving the following types of claims: • Torts • Commercial Disputes • Contract Disputes • Trust & E.
FifthAscent LLC
CEO / Founder
(415) 990-8235
andreas@fifth-ascent.com
Consultant Service
Home Group: San Francisco 2
Bio: We help business owners and their leadership teams to get everyone moving in the same direction. Building discipline and accountability throughout the organization. Create healthy, functional and cohesive leadership teams.
Pacific Crest Group
(415) 968-4005
kfehring@pcg-services.com
Human Resources
Home Group: Santa Rosa 2
Bio: Katrina Fehring provides fractionalized on-going senior HR advisory services to employers typically 25-200 employees.
An Inspired Story
(415) 758-1225
akeisha@aninspiredstory.com
Consultant Service
Home Group: San Francisco 5
Sabacon Consulting
Principal
(510) 585-4586
gjohnson@sabacon.net
Consultant Service
Home Group: San Francisco 3
Bio: Gerald Johnson is the Principal of Sabacon Consulting, a management consulting firm, whose focus is data-driven management, marketing and sales strategies. His company assists leaders in making and executing better business decisions.
Morrill Law
Estate / Trust / Probate Litigation
(925) 322-8615 x 110
ritzi@morrill.law
Attorney
Home Group: San Francisco 13
Propeller Industries
(415) 652-2974
sleichman@gmail.com
Financial Service
Home Group: San Francisco 7
Lewellen Strebe
Senior Relationship Manager, SVP
(415) 818-1106 x 1001
kim@lsflg.com
Attorney
Home Group: San Francisco 13
The Cypress Group at Morgan Stanley
Senior Vice President | Wealth Management
(415) 984-6638
john.s.lin@ms.com
Investment Advisor
Home Group: San Francisco 4
Bio: We help business owners and their families make informed financial decisions. Our team subscribes to the Exit Planning methodology and we look forward to working in partnership with you to help your clients prepare for a successful transition.
Carle Mackie Power & Ross LLP
(707) 526-4200
jlittle@cmprlaw.com
Attorney
Home Group: Santa Rosa 2
Bio: As a partner at CMPR, I focus on transactional business and real estate matters. I am involved in starting, growing, and selling companies and dealing with all facets of real property matters.
ABD Insurance & Financial Services
AVP
(650) 445-4790
brian.marblestone@theabdteam.com
Insurance
Home Group: San Ramon 3
Bio: At ABD Brian helps executives, businessowners and CFOs better understand and obtain commercial insurance.
Noma Law Firm APC
Founding Attorney
(415) 493-0755
sally@nomalaw.com
Attorney
Home Group: San Francisco 13
Bio: I represent insurance companies in property subrogation litigation as well as individuals and businesses who have suffered catastrophic property losses for which another party is responsible.
Pillar Legal
(925) 930-3932
greg@pillarlegalpc.com
Attorney
Home Group: Walnut Creek 2
Bio: I am the founder of Pillar Legal, a boutique law firm with offices in the San Francisco Bay Area and Shanghai. We serve as outside general counsel for technology startups, focusing on corporate and commercial transactions.
Altus Alliance
Partner
(510) 207-3358
marti@altusalliance.com
Consultant Service
Home Group: Pleasanton 1
Bio: Altus provides Revenue Growth Services, assisting aspiring companies to accelerate top-line revenues through application of experienced leadership, creative programs, and best practices in sales and marketing.
Adams Corporate Law
(213) 268-0838
ryan@adamscorporatelaw.com
Attorney
Home Group: San Francisco 13
Double Eagle Financial
Managing Director
(707) 576-1313
chuck@double-eaglefinancial.com
Investment Advisor
Home Group: Santa Rosa 2
Bio: We specialize in helping business owners and individuals prepare their financial future. Plus we monitor their progress to ensure that results are met. We manage client portfolios using proprietary models for low risk and max return.
Crown, LLP
Co-Founder and Partner
(415) 932-6557 x1
owen@crownllp.com
Attorney
Home Group: San Francisco 9
Bio: Owen Seitel is a principal and co-founder of CROWN®, LLP, a boutique intellectual property law firm. Owen’s focus is assisting client’s in the effort to identify, capture, protect, leverage, and generate revenue from their creative works.
Arrow Benefits Group
(415) 328-0540
mariahs@arrowbenefitsgroup.com
Insurance
Home Group: Larkspur 1
Bio: Benefits Wizard since 2011.
Jen Lee Law
Senior Associate
(925) 586-6738
leo@jenleelaw.com
Attorney
Home Group: San Francisco 13
Bio: I am an expert in consumer bankruptcy law. I counsel individuals and small businesses in financial distress including issues with credit card debt, tax problems, student loans, and creditor harassment.
Bank of San Francisco
Senior Relationship Manager, SVP
(415) 516-8529
neal.tandowsky@bankofsf.com
Banking Finance
Home Group: San Francisco 13
Bio: Senior Community Banker providing Commercial Real Estate, Business and Acqusition loans and deposit/cash management solutions to small businesses, non-profits and families.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Blomberg & Tolson Financial Planning and
Principal, Certified Financial Planner
(925) 736-3024
skim@financialguide.com
Investment Advisor
Home Group: Walnut Creek 3
Bio: As a second generation Certified Financial Planner, Sarah joined her family’s firm in 2006 with a mission to provide investment advice, wealth management, and lifestyle support to successful Bay Area executives so they can worry less and enjoy life more.
Fearless Branding
Owner
(415) 465-4400
robert@fearlessbranding.com
Marketing
Home Group: Oakland 1
Bio: Fearless Branding helps professional service and consulting firms grow their business and increase the value of their firms by: – Developing deep understanding of their clients and prospects – Defining their strongest market position and brand strategy.
Singer Cashman LLP
Partner
(628) 400-4114
wpfeffer@singercashman.com
Attorney
Home Group: San Francisco 7
Bio: Walt is a litigator specializing in trade secrets, trademarks, and business disputes.
Date: Wednesday, January 20
Time: 11:30am to 1:30pm PT
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