New Members

6 New Members in the San Diego Area

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

Yener Benaroya

Virtual Latinos
Chief Business Development Officer
(619) 948-1636
yener@virtuallatinos.com
Human Resources
Home Group: San Diego Downtown 5

Bio: Results-driven leader with 20+ years in recruitment, business development, and organizational strategy. Passionate about optimizing teams, driving growth, and building scalable solutions. Fluent in Turkish, English, and Spanish, with a global perspective.

John Dudek

Sage Settlement Consulting
Settlement Consultant
jdudek@sagesettlements.com
Consultant Service
Home Group: Midtown San Diego

Bio: I create tax-efficient solutions for plaintiff attorneys and their clients who receive funds in a legal settlement, or advisors who have clients that want sell a capital asset.

Amanda Duff

Now What HR
Founder
(760) 384-8428
amanda@nowwhathr.com
Home Group: Carmel Valley West Virtual

Ryan Goforth

Teague Ins.
Group Benefits Consultant
(619) 609-0720
ryan@teaguefs.com
Insurance
Home Group: Center City San Diego

Spencer Greer

Two Hands Technology, Inc.
Chief Executive Officer
(858) 242-6677
spencer@twohandstech.com
Information Technology
Home Group: Carmel Valley Torrey View

Bio: Providing over 25 years of Professional IT and Cybersecurity Support for Businesses.

Jim Heaton

Pinnacle CEO Inc
President
(858) 349-8296
jim.heaton@vistagechair.com
Consultant Service
Home Group: Carmel Valley 3

Bio: Business Consultant, Mentor and Coach to select Business Owners, CEOs and Presidents of small and middle market companies who are focused on profitable growth and sustainability.

Member News

Member Milestones

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

Celebrating 15 Years

Timothy Binder

Law Offices of Timothy R. Binder
Owner
(858) 350-0140
tim@tbinderlaw.com
Attorney
Home Group: Carmel Valley Torrey View

Bio: I am a highly experienced business and real estate transactional lawyer, and former Vice Chairman of the Board and Corporate General Counsel for Ambassador M. Larry Lawrence, Hotel del Coronado, and related companies.

Kobe Bogaert

Altus Growth Partners
Managing Director
(858) 735-5927
kbogaert@altusgrowth.com
Consultant & Service
Home Group: University Towne Center

Bio: People. Conversations. Results. :: We open new possibilities for organizations that want to achieve breakthrough results. We guide your leaders to develop the skillsets and mindsets needed for sustainable success.

Siddharth Chhokar

Chhokar Law Group, P.C.
Managing Partner
(858) 384-5757
sc@socalclg.com
Attorney
Home Group: University Towne Center 4

Bio: Chhokar Law Group provides Estate Planning and Asset Protection Services.

Jeremiah Doran

Capital Benefits
CLU ChFC
(619) 681-1910
jdoran@capitalbenefits.com
Insurance
Home Group: University Towne Center

Bio: We are an independent employee benefit advisory firm. By representing over 50 companies we are able to offer our clients expert advise along with the appropriate retirement and group health programs to fit their needs.

Thor J. Eakes

Eakes & Company, CPA’s
Shareholder, CPA
(858) 332-4201
thor@eakescpas.com
Accountant
Home Group: University Towne Center

Bio: Thor Eakes is a CPA and trusted advisor who provides tax compliance and tax planning services to small and mid-size companies. In addition to his work with companies, he also provides tax compliance and tax consulting services to high net worth individuals.

Donald Eppich

Magnus Blue LLP
CPA
(760) 599-9900
don@magnusblue.com
Accountant
Home Group: Carmel Valley Torrey View

Bio: I provide tax, audit, accounting, and consulting services to closely held businesses and their owners. My unique differentiator is working with small tax-only CPA firms by providing audit and accounting services to their clients.

Sandra Fichter

Fichter Silva Consulting
President
(760) 967-7254
smfichter@cox.net
Human Resources
Home Group: La Jolla

Bio: Fichter Silva Consulting, a Human Resources Services Company, providing services in all areas of Human Resources and government compliance; Spanish services provided.

Rodney Hatley

Hatley Law Group, A P.C.
Tax, Estate Planning & Asset Protection Attorney
(858) 465-8001
rod@hatleylawgroup.com
Attorney
Home Group: University Towne Center 2

Bio: We partner with our clients to protect everyone they love and everything they own.

James Herkenhoff

Knobbe Martens Olson & Bear LLP
Partner
(858) 707-4000
james.herkenhoff@kmob.com
Attorney
Home Group: Carmel Valley

Bio: I am an intellectual property lawyer with experience in all aspects of the practice, representing clients in transactional matters (e.g., licensing, joint development, IP purchases, etc.), in litigation, and before the U.S. Patent and Trademark Office.

Matt Holder

Sheppard Mullin Richter & Hampton LLP
Attorney at Law
(858) 720-7411
mholder@sheppardmullin.com
Attorney
Home Group: Carmel Valley

Bio: I am an experienced civil business litigator who handles a wide range of business litigation matters. I also defend employers in labor and employment litigation matters.

Stephen LaSala

Sheppard Mullin Richter & Hampton LLP
Partner
(858) 720-8987
slasala@sheppardmullin.com
Attorney
Home Group: University Towne Center

Bio: I am a corporate and securities attorney, specializing in mergers & acquisitions. I also have significant experience in venture capital, private equity and corporate governance.

E Scott Miller

Wells Fargo Advisors, Member FINRA/SIPC
Chartered Retirement Plans Specialist
(858) 523-7999
e.miller@wfadvisors.com
Financial Service
Home Group: Carmel Valley Torrey View

Bio: Providing customized cost-effective retirement plan solutions. I educate employers about fiduciary duties and advise employees about plan provisions and investing for retirement readiness.

David Oates

Public Relations Security
Principal
(858) 300-6168
david@publicrelationssecurity.com
Marketing
Home Group: University Towne Center

Bio: Crisis PR specialist for organizations as well as other marketing agencies.

Aaron M. Puttroff

Living Legacy
CFP(r), CExP(tm)
(619) 684-6239
aaron.puttroff@livinglegacyllc.com
Financial Service
Home Group: San Diego Downtown 3

Bio: Strategic financial advice for professionals and business owners.

Jim Stewart

PKF San Diego, LLP
Partner
(619) 238-1040
jstewart@pkfsandiego.com
Accountant
Home Group: University Towne Center

Bio: PKF is a full service CPA firm. I provide hands-on partner level accounting, audit, tax advisory, exit planning and consulting services to small to medium sized privately held. I perform financial statement reviews and audits.

Richard Weintraub

Weintraub Law Group PC
Attorney at Law
(858) 566-7010
rick@weintraublawgroup.com
Attorney
Home Group: University Towne Center 3

Bio: I am a corporate and securities law attorney. I have been Lead counsel on over 500 public and private offerings (including formation and representation of hedge funds) and over 230 M&A transactions.

Celebrating 5 Years

David Greeley

Greeley Law, APC
(619) 658-0462
david@greeley.law
Attorney
Home Group: San Diego Downtown 4

Bio: My practice is focused on franchisor-franchisee disputes.

John Reynolds

Shoreline Partners, LLC
Managing Director
(619) 708-8796
jreynolds@shoreline.com
Consultant & Service
Home Group: San Diego Downtown 4

Bio: A native of San Diego, I am an investment banker who advises entrepreneur-owned lower middle market businesses through the sale process.

Events

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, February 4, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 12, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Thursday, February 20, 2025 – 11:30a PT | 1:30p CT | 2:30p ET