ProVisors Trivia
In the ProVisors world, this term describes a monthly meeting of 3 to 4 members designed to foster deeper personal and professional connections.
Troika
Though she has 14 years of experience as a CPA, this Golden Gate University alum is one of the newest faces in the group, having joined ProVisors less than a year ago.
Julie Rad, Sensiba LLP
To explain his job to a 5-year old, this 25-year tax veteran would say, "I work with nonprofits."
Matt Petroski, Armanino
This 19-year veteran of the financial services industry loves working with estate planning and family law attorneys to identify ideal referrals for her business.
Lia Seara, Parallel Advisors
When he isn't helping business owners retire, you can find this 12 year ProVisors veteran racing cars on the weekends.
Adam Cipriano, BSG Consulting
This four-word motto represents the core philosophy of the ProVisors system for building professional relationships.
Know, Like, Trust, Refer
This 10-year financial professional and 2-year ProVisors member stayed local for his degree, attending Cal State East Bay.
David Espineira, Burton Enright Welch
He simplifies his 14-year legal career by telling 5-year olds: "I help people obtain treatment and money when they are injured."
Cole Peters, Brand Peters
While he works closely with General Counsel, this 6-year ProVisors veteran says his "ideal referral" is an early-stage startup.
Anooj Patel, HPL - Intellectual Property Law
This tax pro is such a dedicated Prince fan that she once waited 4 hours in once spot at Coachella just to see him up close.
Dana Borys, Aura Advisors
Servings as our Regional Director, this charming Brit is also a qualified pilot!
Ian Burditt
This John F. Kennedy University M.A. recipient and 3rd generation "horse-woman" is currently beginning her second year as a member of ProVisors.
Erika Westhoff, Elation Real Estate
One of the group's newest members, he "Makes sure computers work and are safe."
Brandon Galvin, Endsight
To privide a full suite of services, this designer looks for referrals to copywriters, social media consultants, and headshot photographers.
Lily Xu, Ellifont Design
This 26-year veteran of the financial industry and new EC member spends his free time listening to 1980's rap music.
Kelly Milligan, Quorum Private Wealth
This type of group within ProVisors is dedicated to specific industries or interests, such as Law, Estate Planning, or Technology, rather than a geographic location.
Affinity Group
With 35 years of accounting experience, this member's academic journey took him from Bucknell University in Pennsylvania to the Ventura and Santa Barbara Colleges of Law.
Bob Bates, HP Accounting
This leadership coach and 6 year ProVisor member describes his job as helping "grown-ups with their big kid jobs."
Kevin Jordan, Kevin Jordan Coach, LLC
If you are an HR or Finance leader, or a consultant in those fields, you are the "ideal referral" for this 3-year ProVisors veteran.
Grant Horn, OneDigital
While he has been in ProVisors for only one year, he brings nearly two decades—19 years to be exact—of legal experience to the group and describes himself as a "mostly anguished, sometimes elated" fan of the Chicago Bears.
John Hong, Chan Punzalan LLP
Founded in 1988, ProVisors was originally incorporated under this three-letter name before rebranding.
PNG (Professionals Network Group)
This brand new member has 20 years of experience and is a double-Bruin, having earned both his BS and MS from UCLA.
Rick SanVicente, Mutual of Omaha Reverse Mortgage
If you ask him what he does for a living, he might tell you simply: "I get people to know what a business does."
Daniel Kodam, D-Kode Technology
Do you know of someone in their 40s or 50s taking care of their parents? These are ideal referrals for this insurance pro who can help them create a strategy to ensure their kids won't have to take care of THEM in the future.
Matthew Sagers, Mass Mutual
This 27-year legal veteran claims his lifelong devotion to the Raiders isn't just a choice—he jokingly calls it a "genetic defect."
Kevin Brodehl, Patton Sullivan Brodehl LLP