December 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members15 New Members in the San Francisco Area

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

Stephen S. Devereaux

Stephen S. Devereaux

Devereaux, Kuhner & Co LLP
Partner
(415) 692-3900
sdevereaux@dkc-llp.com
Accountant
Home Group: San Francisco 1

Bio: Providing comprehensive tax planning and preparation for individuals, trusts, estates, partnerships, and corporations.

Rachel Dodson

Rachel Dodson

Ayoub & Dodson
(510) 824-8100
rdodson@ayoubdodson.com
Attorney
Home Group: San Francisco 4

Bio: Estate planning attorney focused on planning for non-taxable estates, administering trusts–including complicated or contentious, and probates.

Caroline Ham

Caroline Ham

Ham Family Law, P.C.
Managing Attorney
(510) 414-7417
caroline@hamfamilylaw.com
Attorney
Home Group: San Francisco

Bio: Specialize in complex dissolution, custody, support and domestic violence matters.

AJ Hart

AJ Hart

Hart Ginney LLP
Partner
(510) 628-0250
aj@hartginney.com
Attorney
Home Group: Oakland 2

David Jacobs

David Jacobs

Link Business – Silicon Valley
Director – Link Enterprise
(415) 297-8562
david.jacobs@linkbusiness.com
Consultant Service
Home Group: San Francisco 15

Bio: I am an M&A Advisor / Business Broker and a past business owner with a successful exit. My focus is on software, software enabled and services companies with $3m-$20m in revenue.

Isaac Jacobson

Isaac Jacobson

Jacobson Law PC
Landlord and Real Estate Litigation Attorney
(415) 715-9928
isaac@jacobsonlawsf.com
Attorney
Home Group: San Francisco 13

Bio: Isaac Jacobson is an experienced Landlord & Real Estate Litigation attorney. Isaac represents landowners and landlords in all matters of litigation and prelitigation disputes as well as rent and eviction matters.

Sacha Joseph-Mathews

Sacha Joseph-Mathews

Joseph-Mathews Consulting
(850) 212-1932
sjoseph@pacific.edu
Consultant Service
Home Group: San Francisco 6

Alex Kugelman

Alex Kugelman

Kugelman Law
(415) 968-1780
alex@kugelmanlaw.com
Attorney
Home Group: San Francisco 9

Kevin Miller

Kevin Miller

Old Republic National Title Insurance Company
V.P. – Business Development
(415) 271-2223
kmiller@oldrepublictitle.com
Insurance
Home Group: Oakland 3

Jason Oppenheimer

Jason Oppenheimer

StarrData
Director of Operations
(510) 847-1367
joppenheimer@starrdata.com
Consultant Service
Home Group: Oakland 1

Bio: I am the Director of Operations for StarrData, a top rated Salesforce Partner company. Based in the SF Bay area, we work with small to mid sized companies throughout the US.

Joe Orlando

Joe Orlando

Exit Strategies
Director
(503) 925-5510
jorlando@exitstrategiesgroup.com
Financial Service
Home Group: San Francisco 7

Bio: Joseph Orlando is a Director and heads the Business Valuation Practice at Frank, Rimerman + Co. LLP. He joined Frank, Rimerman + Co. in 2007 after helping start SVB Analytics. He offers a wide range of experience in fundamental valuation assignments.

Loren Schwartz

Loren Schwartz

Dunn & Panagotacos
(415) 982-2118
lschwartz@dpllp.com
Attorney
Home Group: San Francisco 4

Bio: I am a Personal Injury attorney, in practice since 2006. I specialize in cases involving clients who have sustained catastrophic injuries which impair their ability to earn income and which often require long-term future medical care.

Hilary Weber

Hilary Weber

Opportu
CEO
(415) 755-7266
hweber@opportu.com
Consultant Service
Home Group: San Francisco 1

Bio: Hilary Weber is the CEO and founder of Opportu, a firm that focuses on innovative leadership development, custom training, facilitation, and executive and team coaching. Opportu takes companies from “tussles to triumphs”.

Gary Wong

Gary C Wong

Gary C Wong, CPA
CPA
(510) 219-9384
cpagarycwong@gmail.com
Accountant
Home Group: San Francisco 12

Wallace Wong

Wallace Wong

Wallace Wong Insurance Agency – Farmers Insurance
(925) 474-3405
wallace@wallacewonginsurance.com
Insurance
Home Group: Pleasanton 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
Nov 05, 2021

Roberta Guise discusses how to attain a reputation as a leading authority

Roberta Guise was recently featured in Hebrew Free Loan's "Food for Thought" video interview series. The discussion focuses on how to build a personal brand to attain a reputation as a leading authority. https://www.hflasf.org/roberta-guise-marketing/

Member Milestones

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

Celebrating 5 Years

Paul Katz

Katz Appellate Law PC
Owner
(510) 920-0543
paul@katzappellatelaw.com
Attorney
Home Group: San Francisco 6

Bio: Paul is a Certified Appellate Law Specialist and a member of the California Academy of Appellate Lawyers. His passion for legal analysis and writing accounts for his remarkable rate of winning appeals for his clients.

Maegan Warehouse

Goldman Sachs
Vice President
(415) 834-7908
maegan.warehouse@gs.com
Investment Advisor
Home Group: San Francisco 10

Bio: Holistic investment advisor for wealthy individuals, families and non-profit organizations ($10mm+). Trust company services, complex lending, trust, estate and tax planning strategies.

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.

San Francisco Accelerator Workshop

Date: Wednesday, December 8, 2021
Time: 11:30am – 1:00pm