MEET CORE
- To increase each circle member’s overall giving impact
- To develop and strengthen the network of individuals who are passionate about the local non-profit community.
- Accounting
- Legal
- Banking and Financial Services
- Management and Organization Consulting
- Marketing, Advertising, and PR
- Business and Personal Insurance
- Human Resources and MORE
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Nina is a founding member of CORE and serves as the organizations CEO. Professionally, she is Partner and Executive Vice President with Filice Insurance.
Filice Insurance is the largest, privately-held employee benefits brokerage in Northern California, and as such, has premier status with all the carriers. They serve non-profits and companies ranging from early stage venture-backed startups to publicly traded companies with 5,000 employees. Filice provides the entire gamut of employee benefits brokerage services, including but not limited to benefits planning, employee support and advocacy, technology resources, HR compliance & consulting, health informatics and workplace wellness. They continue to refine their model and drive measurable results for their clients. They are at the forefront of cutting edge solutions and strategies to create sustainable benefits programs that bend the cost curve downward.
Prior to joining Filice, Nina was an employment law attorney with Sedgwick, Detert, Moran & Arnold and Littler, Mendelson, both large, national law firms. Prior to law school, Nina worked as a manager of a broadcast union, N.A.B.E.T and as a paralegal for Wild, Carey & Fife.
Nina holds a B.A. in Comparative Literature with highest honors from U.C. Berkeley and a J.D. from Berkeley Law (Boalt Hall School of Law) at U.C. Berkeley. Nina serves on the board of Marin Economic Forum and Marin Business Forum which she helped found. In the past, Nina has served on the Board of the Kentfield Schools Foundation, LIFT and Ross Valley Women’s League.
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Jonathan is a founding member of CORE and currently serves as the organizations CFO. Professionally, he is a founder and principal of Portico Wealth Advisors, a comprehensive wealth management firm based in Larkspur, CA.
Portico works with affluent clients throughout the Bay Area, focusing primarily on serving the needs of entrepreneurs and executives. The firm also provides fiduciary-level advice to organizations that sponsor 401(k), 403(b), and other ERISA/non-ERISA retirement plans as well as to their employees.
Working with individuals/families, Jonathan’s primary responsibilities include relationship management, financial planning, and oversight of new client acquisition. Jonathan also leads the firms Retirement Plan Services division.
Prior to Portico, Jonathan worked for several, local Registered Investment Advisors. He began his career at Charles Schwab & Co., where he was a Vice President.
Jonathan has a BS in Managerial Economics and Mathematics from UC Davis. He is a Chartered Financial Analyst® charter holder and CERTIFIED FINANCIAL PLANNER™ certificant. He sits on the board of the Marin HR Forum and is also an Honorary Board Member with Big Brothers Big Sisters of the North Bay. A Marin County native, he resides with his wife, Erin, in Larkspur.
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Krystalynn is a founding member of CORE and currently serves as the organizations Secretary. Professionally, Krystalynn is an insurance agent with MG Schlegel & Associates, Inc., a family run boutique insurance firm.
Krystalynn graduated from UC Berkeley in 2001 with a Bachelor of Arts in American Studies. She entered into the life insurance industry in 2003 at John Hancock in 2007 and joined MG Schlegel and Associates on April 1, 2007.
She holds a Certified in Long Term Care designation, and Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. She is a member of NAIFA and served as President of the Marin NAIFA chapter from 2008-2010. She is also a member of MDRT and qualified for "Court of the Table" in 2011.
Krystalynn specializes in working with small business owners and families in their quest to have financial security and freedom. She enjoys educating her clients to the fullest extent and providing them with the tools they need to make a qualified decision.
Krystalynn attended the Gunnery School in Washington, CT where she now holds a position on the Gunnery Alumni Council. The Council is a group of alumni that help the Board of Trustees to accomplish the goals they set out for expanding the horizon for the school. She also assists in fundraising for other nonprofit organizations. She is the Founder of Marin Young Professionals Network and current President of the Marin County Estate Planning Council.
Krystalynn is very active in her community and enjoys a healthy lifestyle. She enjoys traveling and spending time with her family and friends. She resides in Novato with her miniature dachshund, Madison.
Krystalynn is registered with The Leader's Group, Member FINRA
Shane Anderies | Employment Law
Shane Anderies is a founding partner of Anderies & Gomes LLP, an employment law firm with offices in San Francisco and Santa Rosa. Shane is an experienced and trial-tested litigation attorney who skillfully and cost-effectively represents employers in all aspects of workplace law. He specializes in trade secret disputes, wage and hour class actions, and wrongful termination claims involving allegations of discrimination, harassment, and retaliation.
Shane has a BA in Psychology from the University of San Francisco, with honors, and a Juris Doctorate (JD) from the University of San Francisco School of Law. He has published and co-authored several employment law articles in a variety of publications and has been named a “Rising Star” by Super Lawyers Magazine every year since 2011.
Shane is also actively involved in a number of networking and philanthropic organizations outside of work, including: Business Networking International (BNI)—Past President, Embarcadero SF; Professional Association of Sonoma County (PASCO)—Board Member/Past President; Circle of Referral Excellence (CORE)—Member; 100 MARIN—Founding Member; The Guardsmen—Member; and Marin HR Forum—Member and Current President.
Shane is a Bay Area native, did a stint in the Air Force, loves stand‐up comedy, prefers the movie over the book, and resides in Marin with his wife and two young boys.
Sandra Beaton | Founder and CEO Beaton Global Connections
Sandra is a new member of CORE, and has always believed strongly in giving back to the community. She has supported on multiple levels organizations such as Big Sisters of America, Golden Gate Opera, Bay Area Green Tours and Los Cien and Amigos.
Professionally, she is Founder and CEO of a unique bi-lingual (Spanish) consulting firm, Beaton Global Connections, based in Sausalito, CA.
“On the Beaton path” we are passionate to support companies to achieve new levels of success. We lead growth with a wide range of clients for strategic planning and partnerships, business development, brand development, corporate social responsibility (triple bottom line results) and customized programs and promotions. As a result of innovative and creative approaches, we drive results in for profit and non-profit organizations.
Prior to initiating her consulting firm, she achieved success for 20+ years in Business Development and Marketing roles for major Consumer Packaged Goods companies such as Diageo, Clorox, Campbell’s Soup and Ocean Spray Cranberries and Fair Trade USA, a 501 (c) 3 non- profit.
Sandra holds a B.S. degree in Business Administration/Marketing from University of IL and completed an Executive Program in Global Management/Leadership from Thunderbird School of Global Management in AZ. She is originally from Chicago, and resides in Sausalito. Her passions include adventures traveling, enjoying the outdoor beauty of Northern CA, and connecting awesome people to create awesome changes for an improved world.
Richard Cerf | Commercial Banking
Richard is a Senior Vice President with Presidio Bank. Locally owned and managed, Presidio is headquartered in San Francisco with regional offices in San Rafael, Palo Alto and Walnut Creek.
Presidio provides business banking services to small and mid-size businesses, including professional service firms, real estate developers and investors, and not-for-profit organizations, and to their owners who desire personalized, responsive service with access to local decision makers.
Richard’s responsibilities are centered on new client acquisition, as well as providing financing, cash management and deposit solutions for his clients. He has over 20 years experience in banking. Prior to Presidio Bank, he was with City National Bank and Silicon Valley Bank.
Richard has a degree in finance from U.C. Berkeley, and is a previous board member of the Kentfield Schools Foundation. A Bay Area native, he resides in Kentfield with his wife Kathleen and daughters, Emily and Natalie.
Kevin Kearney | CRS, Residential Real Estate Sales
Kevin is a Residential Real Estate Consultant with Vanguard Properties. He has been in real estate for over 14 years and works primarily by referral. Kevin specializes in marketing and negotiating the highest or best possible price for his clients.
Kevin is also actively involved in his community. He is the co-founder of a networking group: the San Francisco Professionals Network. He has been actively involved in HandsOn Bay Area since 1998, serving on the board for eight years and Chairman for six years coming out of the recession. He has also participated in the AIDS Lifecycle three times and is a frequent volunteer for Camp Okizu.
Kevin obtained his Bachelor’s degree in Marketing from Southeast Missouri State University. He is also a Certified Residential Specialist (CRS), a designation limited to the top 3% of agents nationally.
Adam Ladwig | Tax/Enrolled Agent
Adam is a Principal at Anspach Financial Group, a San Rafael based tax and financial planning firm. The firm’s clientele is comprised primarily of entrepreneurial individuals and business owners in the Bay Area; however, we serve clients in most states and around the world. Adam focuses on a responsive and thorough style of service. In addition to his client responsibilities, Adam leads the firm’s new client acquisition efforts and helps guide firm administration and strategic planning.
As a Director and Committee Chair of the North Bay Chapter of the California Society of Enrolled Agents, Adam was responsible for launching Tax Help Day which assists members of the community in answering difficult tax issues and providing professional guidance at no cost. He also regularly volunteers for trail building and local cycling advocacy events and is himself an avid cyclist and bike commuter.
Adam lives in Fairfax with his wife Sarah, son Will, and dog Obi.
Steven Leonard | Commercial Real Estate
A Marin native and 30-year veteran of the commercial real estate market, Steven has represented some of the largest commercial development projects and transactions in the North Bay. In addition to working with many successful local companies in their growth and expansion, he has consistently ranked among the Top 10 North Bay producers over the past 25 years.
Steven is currently on the board of Transpacific Bank in San Francisco. Previously, he served as a board member of Circle Bank for 13 years, an organization that was acquired by Umpqua Bank in 2012.
When not working with local landlords and tenants, Steven is helping spearhead the charge for “First 5” education, acting as the president of the board for North Bay Children’s Center.
Richard O Monetta | Commercial Insurance Broker/Advisor
Richard has been an insurance broker for over 8 years. He specializes in working with Property management companies and Property owners. His experience growing up in with a father in the Commercial Real estate world gives him insight to those client’s needs.
Richard has been involved with the Council of business advisors for over 2 years and is proud to be part of 100 Marin. He also active with Glide memorial church and Project open hand.
Richard is currently working towards his CIC qualification.
Paul Olbrantz | Residential Loan Officer
Paul is a Senior Retail Loan Advisor with First Cal Mortgage, a direct lender headquartered in Petaluma Ca. The company originates mortgages across the United States. In addition to conventional lending programs, First Cal also offers specialized “Non-QM” mortgage programs to clients in need of bank statement qualifying or Alt-Doc mortgages. Paul specializes in residential purchase and refinance home mortgages, and has special incentives available to “Heroes”,-people who serve in Government or public servant type employment (Doctors, Nurses, policy, fire, teachers, etc).
Paul obtained his Bachelor’s degree in Accounting and his MA in Taxation from Golden Gate University and has been a successful Mortgage Loan Originator for over ten years.
Paul spends most of his free time with his two children and two step children. He enjoys coaching his son’s baseball and football teams, hiking, mountain bike riding, and in 2010 completed a half-iron man competition in Hawaii is just over 6 hours.
Mike Pelfini | Vistage Chair
As a Group Chair with Vistage Worldwide, Inc. Mike is a leadership coach and trusted advisor to CEOs, business owners, and senior executives. The training and coaching services that Mike provides draw from over 3 decades of his work as a teacher, senior executive and CEO.
As a CEO for 17 years within the Easter Seals network Mike built an “A-Class” executive team of passionate, entrepreneurial experts, resulting in expansion of key services; improved financial systems; and engaged employees and board. He’s led the development of local and regional strategic plans and planning systems resulting in increased revenues and profitability.
Mike has been an adjunct faculty member at the University of San Francisco’s (USF) Master of Nonprofit Administration program. He holds a BA in Philosophy from Santa Clara University; an MS in Special Education from Dominican University of CA, and a doctorate in Organization and Leadership from USF.
John Scheuring | Business Attorney
John Scheuring is an attorney with deep experience in both business and real estate matters. John specializes in the representation of closely held businesses, real estate investment groups and family organizations, generally acting as outside general counsel, and is involved with development, merger and acquisition, and joint venture transactions as well as the day-to-day issues that arise in the business and real estate arenas.
John earned a B.S. cum laude from University of Missouri at Columbia, BA (Finance and Real Estate), and a J.D. from UC Hastings College of Law, where he participated in the Tax Concentration. After law school, John was trained and spent a good portion of his career at a large international law firm prior to opening his own law office.
Stacy L. Turner | Attorney
Stacy started her law practice in August of 2007. Her practice focuses on estate planning, elder law, and disability law, including Medi-Cal long-term care planning and disability planning utilizing special needs trusts.
Stacy received her bachelor’s degree in Political Science from the University of Wisconsin-Madison and her law degree from the University of California, Hastings College of the Law. She is a member of the Probate and Estates Section of the Marin County Bar Association and served as its co-chairwoman from 2010-2013. Stacy is also of member of the Trusts and Estates Section of the California Bar Association, the California Advocates for Nursing Home Reform, the National Academy of Elder Law Attorneys, the Academy of Special Needs Planners, and the Marin Women’s Wednesday Morning Dialogue.
Stacy volunteers her time as a pro bono attorney for Marin County Legal Aid and as Secretary of the Ross Valley Ecumenical Housing Association (a local organization that provides housing for low-income seniors).
Marc Vaccaro | Founder and President of Skyen
Marc is the founder and President of Skyen, a full-service IT support firm operating in the San Francisco Bay and Portland Metro Areas.
Skyen provides comprehensive IT support for small and medium sized businesses, including complex networking designs and implementation, network security, private-cloud server hosting technology, backup solutions, data recovery, and desktop support. Marc and his team are dedicated to providing state-of-the-art technology services that are designed, created, and implemented with the clients unique business needs in mind. Marc has been working in the IT industry for more than 15 years.
Marc lives in San Rafael with his wife, their two sons, and dog. In his spare time Marc enjoys camping, cycling, and the SF Giants!
Francine Ward | Attorney
Francine is a business and intellectual property attorney focused on copyrights, trademarks, publishing, entertainment, and social media legal issues. Her business law practice focuses on drafting, reviewing, and negotiating contracts, as well as counseling clients on the selection of appropriate business entities, e.g., corporations vs. limited liability companies and how to maintain them.
A practicing lawyer for 25 years, Francine is a 1989 graduate of Georgetown University Law Center, and is licensed in New York, California, and the District of Columbia.
A believer in the adage, “to whom much is given much is expected,” Francine provides probono services to many groups, e.g., Legacies in Motion, a charity dedicated to helping underserved children and their families throughout the world (http://www.legaciesinmotion.org/); The Felix Organization, a charity that provides opportunities and new experiences to enrich the lives of children growing up in the foster care system (http://www.thefelixorganization.org/); California Lawyers for the Arts, a nonprofit that empowers the creative community by providing education, representation, and dispute resolution (http://www.calawyersforthearts.org/), and 10,000 Degrees, a Marin nonprofit whose mission is to achieve educational equity and support students with need to access and complete higher education to positively impact their communities and the world (http://www.10000degrees.org/).
Franka Winchester | Outsourced Human Resources
Franka is one of Pacific Crest Group’s two co-founders, and currently leads our Sales and Marketing Department. She has enjoyed working with clients over the years and her passion is to dramatically improve how business owners run and grow their companies. Franka strives to build solid, trust based relationships with PCG’s current and potential clients, as well as other professionals in the small business world. As a result of her dedication to the success of our clients, PCG continues to grow and is integrating more sophisticated services and technology that will in turn, benefit our clients.
Prior to establishing PCG in 2003, Franka held financial and human resources leadership roles at several start-up companies, including Colo.com and Softbank, Inc. She is also the founder and CEO of Dakota Partners, Inc., a San Francisco-based company that provides financial and real estate services. Franka earned a B.S. from California Polytechnic State University, San Luis Obispo, as Summa Cum Laude and is an AORN Certified Ambulatory Surgery Administrator.
In her spare time Franka enjoys exploring Marin’s many outdoors spaces with her family and friends. She is an avid enthusiast for various activities such as hiking, mountain biking, skiing, white water rafting, and backpacking. A perfect day off for Franka would be a long hike or yoga class in the morning and spending time socializing over a picnic at a beautiful winery in Napa Valley.
Lisa Norman | Director of Marketing
LMN Marketing, founded by Lisa, a former marketing director of three major brokerages with 14 years of real estate marketing experience offers a wide range of services: planning, marketing operations support, product launch support, project management, building and training marketing teams, marketing coaching for agents and staff, strategic planning, new media integration and tech-focused marketing planning. Creative direction includes: graphic design, video and print and digital collateral creation.
Accomplished real estate marketer. Uniquely creative and inventive. Provides forward thinking leadership in a team environment. Broad range of marketing experience encompasses creative development, interactive marketing, print marketing, digital marketing, media/planning and buying, email marketing, direct/database marketing, marketing operations and project management, recruiting, SEO, SEM, and public relations.
David Haydon | Restaurateur
David, owner and chef at Il Davide Restaurant in San Rafael, has spent his career (and life for that matter) perfecting his culinary art and restaurant philosophy. All of his hard work over the years has definitely paid off - Il Davide will celebrate its 20th anniversary this June! The restaurant continues to be one of Marin’s most popular spots and David can be seen at events all across the county giving back to the community that has been so loyal to him.
Erin Leidy