July 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 16 New Members in the San Francisco Area

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

Zachary Archer

Zachary Archer

Century Group
Director of Client Service
(415) 489-7408
zarcher@century-group.com
Human Resources
Home Group: Oakland 3

Bio: Accounting and Finance Recruiter: I connect local businesses and organizations to top Accounting and Finance talent.

Fil Asgedom

Fil Asgedom

Sax Capital Partners
Founder
(415) 889-7413
fil@saxcapitalpartners.com
Consultant Service
Home Group: San Francisco 15

Colleen Atkinson

Colleen Atkinson

California Bank of Commerce
Executive Vice President, Business Development
(925) 444-2980
catkinson@bankcbc.com
Banking Finance
Home Group: San Francisco 15

Bio: With over 25 years of commercial banking experience, in both small and large institutions, I have developed a depth of experience in debt financing, securities trading, risk management and deposit & treasury services.

Jing Chen

Jing Chen

Jing & Company, an Accountancy Corp.
(925) 230-4000
jingcpas@gmail.com
Accountant
Home Group: San Ramon 2

Anne Costin

Anne Costin

Costin Law Inc.
(415) 977-0400
anne@costinlawfirm.com
Attorney
Home Group: San Francisco 15

Bio: Anne is an experienced trial lawyer who represents employees in wrongful termination cases. She handles discrimination, retaliation, and harassment employment cases. Medical leave, disability, pregnancy leave, and whistleblower cases are a focus.

Arjun Dhingra

Arjun Dhingra

All Western Mortgage
Business Development
(775) 691-0417
arjun@lendclear.com
Banking Finance
Home Group: San Francisco 10

Bio:
Arjun is a mortgage banker handling sales and business development for All Western Mortgage, Inc., serving the Nevada and Northern California markets for 16 years. Forging strategic relationships with real estate professionals and their clients by offer

Elizabeth Griggs

Elizabeth Griggs

Windsor Management
President
(888) 770-7574
elizabeth@windsorm.com
Real Estate
Home Group: San Ramon 1

Bio: Commercial Asset Management: Creating value through premier service for commercial property management owners in Northern California.

Jerry Johnson

Jerry Johnson

CFOs2Go
CFO Partner
(925) 299-4450
jerry@cfos2go.com
Consultant Service
Home Group: Walnut Creek 2

Bio: Fractional, part-time CFO to companies in the cleantech and manufacturing areas.

Katuri Kaye

Katuri Kaye

Trucker Huss APC
Director/Partner
(415) 277-8064
kkaye@truckerhuss.com
Attorney
Home Group: San Francisco 15

Bio: Katuri is a Director at Trucker Huss, an ERISA, Employee Benefits and Executive Compensation boutique law firm, with a national practice and offices in San Francisco and Los Angeles.

Dave McCarty

Dave McCarty

Lee & Associates
(510) 903-7601
dmccarty@lee-associates.com
Real Estate
Home Group: Oakland 3

Bio: I help clients buy, sell, and lease commercial real estate.

Jason Nossiter

Jason Nossiter

Bernstein Private Wealth Management
Principal
(415) 217-8047
jason.nossiter@bernstein.com
Investment Advisor
Home Group: San Francisco 15

Bio: I am a financial advisor to families with the benefit of wealth and the burden of complexity. Acting as a fiduciary to my clients, I take a holistic approach to design a bespoke wealth strategy around their unique priorities and preferences.

Christina Richardson

Christina Richardson

CAL Insurance & Associates, Inc.
(415) 680-2190
crichardson@mycalteam.com
Insurance
Home Group: Pleasanton 1

Bio: CAL designs employee benefit solutions for businesses, schools & nonprofits from Coast to Coast.

Stephanie Rosso

Stephanie Rosso

The Best Notary
(650) 814-8818
qstephanie@thebestnotary.net
Consultant Service
Home Group: Oakland 3

Jennifer Sheridan

Jennifer Sheridan

JL Sheridan Law
(650) 400-5208
jenny@jlsheridan.legal
Attorney
Home Group: Oakland 2

Bio: JLSheridan Law provides legal services to B2B and B2C clients in the areas of privacy compliance and technology agreements (both vendor and customer side).

Michael Smart

Michael Smart

Egress Solutions
(925) 359-3228
msmart@egresssolutions.net
Consultant Service
Home Group: San Francisco 4

Emily Wallace

Emily Wallace

Arrow Benefits Group
(707) 789-6980
emilyw@arrowbenefitsgroup.com
Human Resources
Home Group: Santa Rosa 1

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

Brent Bergan - Named as Global Mobility Top 100 Professional for 2021

Nominated by industry peers, this is a definitive who's who list to recognize the movers, shakers and innovators of the wonderful global mobility industry. Industry leader Benivo launched The GM Top 100 to recognise and celebrate the best among us powered by the wisdom of the crowd. The full list can be found here - https://top100.benivo.com/service-providers-2021
Todd Carey
Jun 15, 2021

Monica Burneikis Named as One of America's Top 100 Personal Injury Attorneys

June 3, 2021 - Monica Burneikis has been selected as among America's Top 100 Personal Injury Attorneys® for 2021 for the second year in a row. Less than one-half percent (0.5%) of active attorneys in the United States will receive this honor - truly the most exclusive and elite level of attorneys in the community.
Todd Carey
Jun 08, 2021

Cameo Roberson Featured Article in US News & World Report

Strategies Advisors can use to generate profit. There is no magic wand, but you can take several steps to accelerate your firm’s growth. https://money.usnews.com/financial-advisors/articles/strategies-advisors-can-use-to-generate-profit

Member Milestones

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

Celebrating 10 Years

Steven Goldberg

Friedemann Goldberg LLP
Attorney at Law
(707) 543-4900
sgoldberg@frigolaw.com
Attorney
Home Group: San Francisco 5

Bio: With over 30 years experience, Steve Goldberg has advised hundreds of clients in estate planning, trust and estate administration, trust and estate litigation, and related income, estate, gift and property tax matters.

Celebrating 5 Years

Patrick Carlin Jr

Carlin & Associates, Certified Public Accountants
Principal
(415) 530-3423
patrick@carlinassoc.com
Accountant
Home Group: San Francisco 8

Bio: Tax and financial planning for family owned, closely held businesses including coordination of their tax services, analysis of current and future planning opportunities including business succession.

Francis Custodio

Devereaux, Kuhner & Co. LLP
Tax Partner
(415) 692-3900
fcustodio@dkc-llp.com
Accountant
Home Group: San Francisco 10

Bio: Francis Custodio is a partner at Devereaux, Kuhner, and Co. LLP. His income tax services include compliance and tax planning for individuals, trusts, closely-held business including LLC’s, partnerships and corporations.

Nina H. Gardner

Filice Insurance Agency, an Acrisure Agency Partner
Principal, Executive Vice President
(415) 717-8583
nina@filice.com
Insurance
Home Group: San Francisco 8

Bio: Employee Benefits/Group Health Insurance Consultancy and Brokerage. Nina consults with middle market employers to control and reduce their group health insurance costs and assists their employees with navigating the complex world of healthcare/insurance.

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.

There are no July Member Events for this region.