January 2021

The
Accelerator

January 2021

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members14 New Member in the Seattle Area

Robert Ault

Robert Ault

Veitch Ault & Associates
Attorney
(425) 452-1600
rob@waduidefense.com
Attorney
Home Group: Seattle 2

Celeste DaVault

Celeste DaVault

USI
Executive Vice President
(206) 250-4892
celeste.davault@usi.com
Insurance
Home Group: Seattle 3

Bio: Seattle based, nationally focused Employee Benefits broker.

Craig Dickens

Craig Dickens

JD Merit & Co.
CEO
(253) 327-1493
craig.dickens@jdmerit.com
Consultant Service
Home Group: South Puget Sound 1

Bio: Craig Dickens is CEO of JD Merit & Company, as well as an experienced entrepreneur, certified M&A advisor, investment banker, and angel investor.

Jacki Farrar

Jacki Farrar

Edward Jones
Financial Planner CFP
(253) 225-5553
jacki.farrar@edwardjones.com
Financial Service
Home Group: South Puget Sound 1

Bio: Jacki is a Certified Financial Planner who works with a diverse group of business owners, families and nonprofits to develop customized financial plans and investment solutions specifically designed to achieve their unique goals.

Tina Lucas

Tina Lucas

Banner Bank
Senior Vice President
(206) 302-2120
tina.lucas@bannerbank.com
Banking Finance
Home Group: Seattle 3

Bio: Tina Lucas heads the Asset Based Lending group at Banner Bank, where she assists middle market business with financing for acquisitions and high growth sales initiatives, along with recovery plans in turnaround scenarios.

David MacCulloch

David MacCulloch

Bank of America
SVP/Senior Trust Officer
(805) 453-7492
dcmacculloch@gmail.com
Banking Finance
Home Group: Seattle 2

Bio: I am recognized by high net worth individuals and their team of professional advisors as a trusted resource and subject matter expert in the areas of wealth accumulation, asset protection, transfer and tax planning, and business succession planning.

Charlie Magee

Charlie Magee

FranNet of WA
Franchise Consultant
(360) 489-2153
magee@frannet.com
Consultant Service
Home Group: Bellevue 2

Bio: Experienced franchise consultant and broker advising prospective franchisees. No fee to client for the advisory / matchmaking services. Total Investment for 90% of franchise options <$500K.

John Martinka

John Martinka

Martinka Consulting
Dealmaker
(425) 576-1814
john@johnmartinka.com
Consultant Service
Home Group: Bellevue 2

Bio: John is known as The Escape Artist® for his work helping executives escape the corporate world by buying a business, helping owners escape their business with style, grace, and more money, and also escaping their plateau via growth by acquisition.

Brian Miller

Brian Miller

FusionTek
CEO
(206) 588-8841
bmiller@fusiontek.com
Information Technology
Home Group: Bellevue 1

Taralee Muhli

Taralee Muhli

Transition 360
Business Broker & Senior Director
(206) 459-4328
taraleemuhli@transition360.com
Consultant Service
Home Group: South Puget Sound 1

Bio: Helping small business owners sell their business!

Lindsey Pflugrath

Lindsey Pflugrath

Cairncross & Hempelmann
Attorney
(206) 254-4482
lpflugrath@cairncross.com
Attorney
Home Group: Bellevue 2

Bio: Lindsey has devoted her career to understanding the legal risks her clients face in the construction industry. She advises clients with respect to risk management, contract negotiation and conflict resolution, and also defends her clients from claims.

Dan Stone

Dan Stone

Transition360, LLC
Principal
(206) 321-2774
danstone@transition360.com
Consultant Service
Home Group: Bellevue 2

Bio: 30+ years experience as a senior operations executive, business broker and entrepreneur, I have a broad business background and expertise in leadership, management and business owner issues.

Sheldon Sweeney

Sheldon Sweeney

Snider Financial Group
Wealth Advisor
(425) 453-7080
sheldon@sniderfinancialgroup.com
Investment Advisor
Home Group: Bellevue 2

Bio: Sheldon holds two designations, the Chartered Special Needs Consultant (ChSNC®) and the Chartered Financial Consultant (ChFC®). He specializes in retirement planning and planning for families who have children with special needs like his family.

Nicholas Zabriskie

Nicholas Zabriskie

East Seattle Partners
Partner
(206) 823-1086
nick@eastseattlepartners.com
Consultant Service
Home Group: Seattle 4

Bio: Chief Investment Officer at East Seattle Partners, a Real Estate and Growth Capital investment firm seeking investment opportunities primarily in the Pacific Northwest.

Member News

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Upcoming Events

Accelerator Workshop – Seattle

Date: Wednesday, December 16, 2020
Time: 11:30am to 12:30pm PST

There are no January Member Events for this region.