New Members |Â 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
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
Sax Capital Partners
Founder
(415) 889-7413
fil@saxcapitalpartners.com
Consultant Service
Home Group: San Francisco 15
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 & Company, an Accountancy Corp.
(925) 230-4000
jingcpas@gmail.com
Accountant
Home Group: San Ramon 2
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
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
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
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
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
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
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
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
The Best Notary
(650) 814-8818
qstephanie@thebestnotary.net
Consultant Service
Home Group: Oakland 3
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
Egress Solutions
(925) 359-3228
msmart@egresssolutions.net
Consultant Service
Home Group: San Francisco 4
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.
Monica Burneikis Named as One of America's Top 100 Personal Injury Attorneys
Cameo Roberson Featured Article in US News & World Report
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.
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