Provisors Pedia
OAK1 Member Fun Facts
Call this OAK1 Member when...
Interesting things on their desk
Favorite Troika Spots
100

At each meeting, members are assigned to meet at this, and it also means threesome in Russian.

What is a troika?

100

This member is a Director at the Oakland Ballet Company

Who is Dale Marie Golden?

100

A woman business owner takes a reactive approach to taxes instead of a proactive approach by implementing tax planning throughout the year.

Who is Louise Cochraine?

100

This item, often filled with coffee or tea, is probably the most used object on your desk.

What is a mug?

100

This cherished breakfast and lunch spot in Montclair is renowned for its extensive egg-centric menu, including fluffy scrambles, benedicts, and French toast.

What is the Egg Shop?

200

This journalist and former Today show co-anchor was a guest speaker at our national Provisors event.

Who is Katie Couric?

200

This member is a current ballroom dancer

Who is Robert Friedman

200

When your website is running slow, issues pop up, and you need support to keep everything safe and running smoothly.

Who is Garrett at StateWP?

200

It’s full of scribbles, random ideas, and possibly your next million-dollar plan.

What is a notebook?

200

This Chinese restaurant in Berkeley has a modern interior and a wide array of lunch specials.

What is Great China?

300

This city is home to 15 Provisors groups.

What is San Francisco?

300

This member’s husband owns Sailing Goat restaurant, a waterfront gem in Richmond.

Who is Tammy Plotkin-Oren?

300

A white-collar crime, complex criminal defense, and trial work are required

Who is Julia Jayne?

300

His client bought a house which was originally a house, converted into a duplex decades ago, and got converted back to a house in shell condition. This client then obtained permits, renovated, and sold the house. Following an anonymous complaint, the City issued a violation notice, claiming the property had been illegally converted from a duplex, and insists that a second unit must be reinstated to comply. This member is now working with the buyers, their agents, and the seller to work toward a resolution.

Who is Scott Freedman?

300

This Yemeni coffee shop in Uptown and Berkeley offers Turkish coffee, Yemeni Latte, and pastries in a beautiful setting with lots of seating.

What is Delah Coffee?

400

This Bay Area affinity group connect people to create and accelerate brands and Intellectual Property.

What is BLISS (Bay Area Branding, Licensing, IP, & Strategic Services Affinity Group)?

400

This member was formerly a Latin ballroom dancer.

Who is Celine Mui-Simon?

400

When a businesses is facing challenges such as multi-state compliance, needs to maintain stability of their employee benefits, or is experiencing rapid growth.

Who is Zac Mutrux?

400

This member facilitates conversations, coaching leaders on inclusive practices, and challenging systems of oppression—while also navigating her own lived experience with race and identity.

Who is Melanie Graham?

400

This Vietnamese restaurant boasts locally sourced ingredients and is located on 12th St in downtown Oakland.

What is Tay Ho?

500

This Bay Area affinity group focuses on serving clients in the $25 to $350 mil range.

What is the Bay Area Middle Market Affinity Group?

500

This member was featured on the official "Hardly Strictly Bluegrass" facebook page dancing with his then 9 year old daughter (now 23).

Who is Bill Metke?
500

This attorney helps individuals and families navigate their planning needs, with a special focus on first-time estate planners.

Who is Jamie Santos?

500

This new member reviews financials, guides business owners through loan options, and structures financing solutions for commercial real estate, acquisitions, and partner buyouts.

Who is Cheryl Hayes?

500

This former Dodge car dealership turned popular beer garden on Broadway in Oakland has wood-fired pizza and a chill outdoor seating area.

What is Drake's?