Shep Becker
New England Regional Director
(978) 604-3064
shep@provisors.com
Welcome to ProVisors – New England
ProVisors is the largest national networking organization exclusively for professional service providers – Trusted Advisors. Our proven system, developed over 35 years, accelerates business results for our members. ProVisors members receive business opportunities and access to our national network of advisors to provide more value to their existing clients. They also enjoy elevated standing of their personal and professional brand, while forming lasting relationships with like-minded professionals.
Our New England region includes 31 Home Groups and 10 Affinity Groups. Each group is curated to maximize cross-referral opportunities, which allow you to provide your clients with trusted recommendations. ProVisors Home Group meetings, Troikas (three-person meetups), and social events help you form key relationships with members in your region.
As an invitation-only community, our members are vetted to ensure that the New England region consists of high-quality Trusted Advisors who have a minimum of ten years professional experience. Click or call us to learn more about joining ProVisors New England today!
Click or call us (888) 684-4437
New England Group Leaders
Lee Adelson
Financial Representative
The Bulfinch Group
Milton
Rick Briggs
Managing Director
Consilium Partners LLC
Boston 1
Deborah Danger
Estate Planner
DangerLaw, LLC
Boston 5
Robert Donahoe
IP & Technology Attorney
Build IP, LLC
Cambridge
Colleen Farley
Managing Principal
Robbins Farley, LLC
Manchester
Lisa Fulton
Vice President Business & Commercial Banking
Eastern Bank
Norwell
David Gabor
Partner
The Wagner Law Group
Boston 3
Andrew Godfried
Producer
Risk Strategies
Wakefield
Alfred Gray
Partner
Rubin and Rudman, LLP
Danvers
Dominic Grew
Business & Executive Coach to Law Firms
Elevate Business Coaching, LLC
Dedham
Kevin Hallinan
Principal
WINNING, Incorporated
Mansfield
Anthony Laurentano
Partner
Nelson Mullins Riley & Scarborough LLP
Boston 4
Kathleen Mallows
Vice President - Personal Risk Specialist
Hub International New England, LLC
Merrimack Valley
Richard Mandel
My Title? It's Dr. Evil! I didn't spend 6 years in Evil Medical School to be Mr.
Baker Law Offices, P.C.
Waltham
Amy Mariani
Mariani Mediation Services LLC
Boston 2
Beth Masterman
President
Masterman Executive Coaching, Inc.
Woburn
Karen McCloskey
Wealth Manager, CFO, Principal
CMH Wealth Management, LLC
Portsmouth
Justin Merola
Managing Director
J.P. Morgan Wealth Management
Seaport
Stacy Molinari
Director of Business Development
Insurance Marketing Agencies
Lexington
Gabrielle Piasio
Vice President, Commercial Lending Officer
The Provident Bank
Boston Charter
Brad Pinta
Attorney
Pinta Law Group, LLC
Braintree
Jim Roche
Principal
Robust Alternatives
Framingham
Frank Rudewicz
Partner and Counsel
BlumShapiro
Boston Back Bay
Warren Rutherford
Owner
The Executive Suite
Plymouth
Corey Scrupps
Wealth Planner
Wealth Planner
Newburyport
Joelle Spear
Financial Advisor, Partner, CFP
Canby Financial Advisors
Natick
James Tavares
Investment Advisor
Lodestar Wealth
Providence
Lettie Trespasz
Loan Officer
HarborOne Mortgage
Southern New England
Michael Walsh
Founding Partner
Workers Compensation (WC) & Social Security (SS) Law Group, LLP
Needham
Scott Wittlin
Corporate and Tax Attorney and CPA
Sassoon & Cymrot, LLP
Boston 6
Mona Wong
Senior Loan Officer
Monument Mortgage
Boston 7
New England Affinity Group Leaders
Peter Armanetti
Principal
Navera Group, LLC
Boston Mergers and Acquisitions Affinity Group
Sheri Bouchie
Financial Advisor
Morgan Stanley Wealth Management
Family Transitions Affinity Group
Denise Chicoine
Managing Partner
Englander & Chicoine P.C.
Downtown Boston Real Estate Affinity Group
Greg Collins
Chief Catalyst
Catalyz LLC
Boston Management Consultant & Coaches Affinity Group
Lisa Levesque
Business Performance Coach
Focal Point Coaching
Transitioning Business Advisors Affinity Group
Michael Mulcahy
Principal
Mulcahy Capital
Boston Real Estate Affinity Group
Christopher Murphy
Attorney
Scalli Murphy Law, P.C.
Boston Lawyers Affinity Group
Judy Rakowsky
Sr. VP Crisis and Strategic Communications
Liberty Square Group
Boston Women's Affinity Group
Jonathan White
President
Blue Door Mortgage
Boston Estate and Succession Planning Affinity Group
Susan Winshall
Managing Director
Zions Bank
Boston Non Profit Affinity Group
Interested in joining ProVisors?
Click below to schedule a call with New England Regional Director Shep Becker or complete the form below.
Schedule Intro Call with Shep
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