New Members

9 New Members in the San Diego Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Erica Bloom

Erica Bloom

Erica Bloom Law
Owner
(760) 259-2184
erica@ericabloomlaw.com
Attorney
Home Group: San Diego North Coast

Gustavo Bravo

Gustavo Bravo

Bravo Law
(619) 600-1394
gbravo@bravolawapc.com
Attorney
Home Group: San Diego Metro 1

Siamak Hefazi

Siamak Hefazi

Buchalter
Attorney Intellectual Property
(619) 679-1579
shefazi@buchalter.com
Attorney
Home Group: San Diego Downtown 5

Ariq Huda

Ariq Huda

Jones Lang LaSalle
Commercial Real Estate Broker (Tenant Representation)
(619) 306-4969
ariq.huda@jll.com
Real Estate
Home Group: University Towne Center 5

Bio: I help office and industrial tenants manage their commercial leases, whether renewing or looking for new space.

Randy Newman

Randy Newman

Total Lender Solutions, Inc.
President/CEO
(866) 535-3736 x210
rnewman@totallendersolutions.com
Real Estate
Home Group: Carmel Valley 4

Bio: Randy is an attorney (admitted in NY & NJ) and the founder of Total Lender Solutions (“TLS”), a boutique property trustee company representing lenders in the non-judicial foreclosure process throughout Arizona, California, and Nevada.

Greg Paffendorf

Greg Paffendorf

Wells Fargo Advisors
Managing Director of Investments
(619) 964-8281
greg.paffendorf@wellsfargo.com
Investment Advisor
Home Group: University Towne Center 5

Jared Sawyer

Jared Sawyer

Secure Smart Office
Business Development
(503) 826-6737
jared.sawyer@ssowow.com
Information Technology
Home Group: San Diego Downtown 5

Matt Thoene

Matt Thoene

Onevisory
CEO
(619) 861-5017
matt@onevisory.com
Consultant Service
Home Group: Carmel Valley 3

Bio: Operations executive with 25+ years of experience, I specialize in offering strategic guidance and operational oversight as a Fractional COO. Focused on leveraging top-tier leadership skills to drive business success, emphasizing operational efficiency.

Angela Yutangco

Angela Yutangco

Sayva Solutions, Inc.
Managing Director of HR Services
(858) 242-5694
ayutangco@sayvasolutions.com
Human Resources
Home Group: Del Mar Heights

Bio: Angela Yutangco is the Managing Director of Sayva HR Services and provides fractional HR services to small to medium-sized businesses.

Member News

As we enter 2024, we are thrilled to announce that we now have over 9,000 members in 26 regions nationally. The growth we have experienced this year has been remarkable, and we are looking forward to even more expansion in 2024 and beyond. In fact, we are delighted to introduce our three newest regions: Las Vegas, Orlando, and San Antonio! We would like to express our deepest gratitude to our dedicated Group Leaders, passionate Members and Team ProVisors for their efforts in making our community the largest and most impactful networking community exclusively for Trusted Advisors.

Todd Carey
Dec 05, 2023

Catherine Mattice Named Business Woman of the Year by San Diego Business Journal

Catherine Mattice, CEO and Founder of Civility Partners Inc., was named Business Woman of the Year by the San Diego Business Journal in their small business category. Catherine went from being a solopreneur to leading a team of twelve, being a trailblazer in the industry and being an internationally recognized expert on the topic of workplace bullying. Civility Partners is a strategic organizational development firm that works with clients to build positive work environments. Services include executive coaching, corporate training, and large culture change projects.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 15 Years

Mark Kagan

Law Offices of Mark S Kagan
Attorney at Law
(760) 999-2360
mark@kaganattorney.com
Attorney
Home Group: Carmel Valley 2

Bio: I am an Attorney focused on the following practice areas: Real Estate Transactions- Leases, Purchase Agreements, Easements, Licenses, Listing & Commission Agreements, Disclosures & Warranties, Security Interests & Receivership Real Estate Commissions…

Celebrating 10 Years

Carole Ross

Ross Employment Law
Attorney / Workplace Investigator
(858) 925-6075
carole@rossemploymentlaw.com
Attorney
Home Group: University Towne Center 3

Bio: Using almost two decades of big firm experience advising employers and litigating employment law matters, Carole conducts independent investigations into claims of discrimination, harassment, retaliation and other misconduct.

Jim Tenuto

Renaissance Executive Forums-San Diego
CEO
jtenuto@executiveforumssd.com
Consultant & Service
Home Group: University Towne Center

Bio: We create a safe environment for entrepreneurial CEOs and business owners to get direct peer feedback on any issue, challenge or opportunity they face.

Lisa Wells

WMSE
(877) 640-0116
lisa@wmse.biz
Consultant & Service
Home Group: Carmel Valley 3

Bio: WMSE- Elite Concierge Services offers a variety of reliable and conscientious resources to give the busy individual and business owner the relief that a trustworthy second set of hands provides.

Celebrating 5 Years

Melissa Bustarde

Melissa Bustarde

Branfman Mayfield Bustarde Reichenthal LLP
Attorney/Partner
(858) 793-8090
melissa@bmbr.com
Attorney
Home Group: Carmel Valley

Bio: I am a business attorney that serves as general counsel to small privately held companies and represents individuals in buying and selling small businesses.

Oleg Cross

Cross Law APC; Strategic Planning LLC
Attorney & Advisor
(619) 781-1360
oleg@caltrustlaw.com
Attorney
Home Group: San Diego Downtown 2

Bio: I focus my law practice on estate planning and select trust litigation engagements.

Nancy Erickson

Nancy Erickson

Total Package HR Services
Partner, Human Resources
(619) 300-1194
nancy@totalpackagehr.com
Human Resources
Home Group: San Diego Downtown 2

Bio: Nancy is a seasoned HR professional co-founder at Total Package Professional Services (TPPS). She is not your typical HR Pro; being a business owner she understands the balance of getting things done while mitigating risk.

Sonny Rai

Pinnacle Private Advisors
Managing Partner
(858) 384-4838
sonny.rai@pinnacleprivateadvisors.com
Investment Advisor
Home Group: University Towne Center 4

Bio: I apply my experience from family businesses and corporate management to advise affluent(5mm+) families on how to make the entirety of their assets work harder, and smarter through guiding the family into becoming their own corporation.

Juan Felipe Sanchez

Grupo Consultor EFE
Partner
+52 (55) 48331590
jfsanchez@gcefe.com
Attorney
Home Group: San Diego Lawyers Affinity Group

Bio: I am a Mexican Attorney specialized in Mexican Business Law. My practice is only in Mexico and is focused in Real Estate and Business Law. I have a Masters in Corporate Law from NYU and have broad experience in domestic and cross border transactions.

Charles Williams

PKF Accountants
Partner
(619) 518-9604
cwilliams@pkfsandiego.com
Accountant
Home Group: University Towne Center 4

Bio: Greetings other San Diego ProVisors! Specializing in the tax world of estates, trusts, and international tax planning. PKF is a CPA firm, but I am a CA attorney (Tax, L.L.M.).

Gavin Williams

Gavin Williams

tri counties bank
Vice President, Relationship Manager
(805) 259-6549
gavinwilliams@tcbk.com
Banking & Finance
Home Group: San Diego Downtown 2

Bio: I am determined to redefine the banking experience for small to mid-sized businesses in California. I work hard to accommodate my clients instead of making the clients accommodate me.

Carmen Whiting

Carmen Whiting

Total Package HR Services
HR/Payroll/Prevailing Wage Partner
carmen@totalpackagehr.com
Human Resources
Home Group: University Towne Center 4

Bio: Carmen has 25 years of experience in Payroll and holds a special niche in Construction Prevailing Wage Labor Compliance. Carmen prides herself on bringing immediate value to all of her clients and can work in any payroll system.

Events

Accelerate Your Membership (AYM) on Monday, February 12, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics.

Register Now!

Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

New Member Orientations

Tuesday, January 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024  – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, January 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET