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East Bay I
Trustegrity® East Bay I Walnut Creek Group Meeting August 2021 Walnut Creek, CA
Time: 07:30 AM Date: Aug 04, 2021

Business Directory

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Mark Warrren
Insperity
4153709484
2999 Oak Rd
5th Fl

Email: mark.warren@insperity.com Cell: 925.287.4964 Business Description: Business HR Consulting Profession: Human Resources Specialty: HR PEO Website: https://www.insperity.com/bpa/mark.warren Linked In: https://www.linkedin.com/in/w-mark-warren-8533908/ Facebook: mark.warren@insperity.com
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Jonathan Welch
Regional Sales Director at TASC (Total Administrative Services Corporation)
925.482.5105
817 Appaloosa Dr.

Email: jon.welch@tasconline.com Cell: 925.482.5105 Business Description: Third Party Benefit Plan Administration Website: www.tasconline.com Linked In: https://www.linkedin.com/in/jon-welch-1461bb15/ Facebook: jon.welch@tasconline.com
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Jeffrey Unalp
Unalp CPA Group, Inc.
925.256.6321
590 Lennon Lane, Suite 160

Email: jrunalp@unalpcpa.com Cell: 925.256.6321 Business Description: Outsourced Accounting - Dynamic Accounting Profession: Certified Public Accountant Specialty: Outsourced Accounting Website: www.unalpcpa.com Linked In: https://www.linkedin.com/in/jeffrey-unalp-2930012/
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Laurie Pearce-
Trustegrity & Centricity Insurance Solutions
415.407.1424


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Donald Wexler
VisCom Studios
925.255.5195
125 Mason Circle, Suite E

Business Description: Online Marketing
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Brian Rietzel
Asure Software
925.383.3614
5344 Gold Creek Circle

Email: brian.rietzel@asuresoftware.com Cell: 925.383.3614 Business Description: Payroll Services Profession: Payroll Sales Executive Website: www.asuresoftware.com
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Kimy Smith
Mass Mutual
925.979.2365
3003 Oak Road, Suite 250

Email: kim.s.smith@financialguide.com Cell: 925.979.2365 Business Description: Financial Advisory Services Profession: Financial Advisor Specialty: Business Owners Website: https://financialprofessionals.massmutual.com/kim-s-smith Linked In: https://www.linkedin.com/in/kimssmith/ Facebook: https://www.facebook.com/kimsmithsamanthasagersdavenport
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Jasmine Adiani
Bank of the West
925.843.2998
2527 Camino Ramon
BR7 2C-267

Email: jasmine.adiani@bankofthewest.com Cell: 925.459.4873 Business Description: Small Business Lending and Banking Profession: Small Business Officer Specialty: Small Business Lending
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Tom Velken
Viking Real Estate Group
925-963-4911
1078 Carol Lane, Suite 203

Business Description: Real Estate Broker
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Seth Tuman
The 2Go Advisory Group
9254828664
500 Ignacio Valley Road, Suite 410

Email: seth@2gocompanies.com Cell: 4152975053 Business Description: Consulting Services for financial, operations, revenue, accounting, human resources, and IT Profession: Consulting Specialty: Chief Operating Officer, Operations, Professional Services Website: www.2gocompanies.com Linked In: https://www.linkedin.com/in/seth-tuman-8b72382/ Facebook: https://www.facebook.com/seth.tuman
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Randall S. Davis
Israel & Samuels, LLP
9254820067
1615 Bonanza St., Suite 305

Business Description: We are business, real estate and employment attorneys - transactions and litigation
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Jordann Coleman
Heffernan Insurance Brokers
925-942-4635
1350 Carlback Ave.

Email: jordannc@heffins.com Business Description: Commercial Insurance Linked In: www.linkedin.com/in/jordanncoleman
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Roberto Zamora
Farmers Insurance
5102223678
324A Village Sq

Email: rzamora@farmersagent.com Cell: 5103099356 Business Description: Protect individuals, families and business owners assets Profession: Insurance Agent Specialty: Personal Lines
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