New Members | 15 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
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
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
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
Hart Ginney LLP
Partner
(510) 628-0250
aj@hartginney.com
Attorney
Home Group: Oakland 2
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
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
Joseph-Mathews Consulting
(850) 212-1932
sjoseph@pacific.edu
Consultant Service
Home Group: San Francisco 6
Alex Kugelman
Kugelman Law
(415) 968-1780
alex@kugelmanlaw.com
Attorney
Home Group: San Francisco 9
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
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
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
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
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 C Wong
Gary C Wong, CPA
CPA
(510) 219-9384
cpagarycwong@gmail.com
Accountant
Home Group: San Francisco 12
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.
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
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