New Members

15 New Members in the San Diego Area

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

Lisa Chung

Schor Vogelzang & Chung
Partner
(619) 354-6519
lisa@svclegal.com
Attorney
Home Group: La Jolla

Bio: Protecting and defending employers; from class action/litigation defense through preventative measures like pay audits, handbooks and counseling.

Cait Hartney

Chhokar Law Group, P.C.
Associate Attorney
(858) 384-5757
ch@socalclg.com
Attorney
Home Group: Del Mar Heights 2

Brian Jackson

Sandler Sales Consulting & Coaching
Consultant & Coach
(619) 368-6215
brian.jackson@sandler.com
Consultant Service
Home Group: San Diego Downtown 2

Bio: Husband and father to 4 kiddos (17/15/13/7).

Ian Kelly-Thomas

IKT Business Valuations
CEO
(858) 358-6604
ikt@iktholdingsinc.com
Consultant Service
Home Group: Carmel Valley Torrey View

Bio: 17 years consulting in valuations, mergers and acquisitions, financial services, banking, and investment management.

Jason Kruger

Citrin Cooperman
Partner
(858) 228-5643
jkruger@citrincooperman.com
Home Group: La Jolla

Erica Laks

Erica Laks Marriage and Family Corp.
(858) 945-4210
ericalakslmft@gmail.com
Other
Home Group: Carmel Valley West Virtual

Bio: I am a dedicated therapist specializing in individual and family counseling. With a compassionate and client-centered approach, I help clients navigate life’s challenges, build resilience, and foster healthier relationships in a supportive environment.

Michaela Landis

C Squared Social
Graphic Designer III
(858) 386-7400
michaela@csquaredsocial.com
Marketing
Home Group: Carmel Valley West Virtual

Bio: Graphic Design – Multi Disciplinary.

Andrew Leventhal

The Leventhal Firm
Criminal Law Expert
(626) 817-3860
andrew@theleventhalfirm.com
Attorney
Home Group: Carmel Valley 2

Bio: Andrew Leventhal is a passionate criminal defense lawyer, who spent nearly a decade as an L.A. Public Defender. He has defended thousands of criminal cases and conducted many jury trials involving everything from DUI, domestic violence and murder.

Kimberly McNary

McNary Therapy, A Marriage & Family Practice, PC
(619) 333-6382
therapy@kimberlymcnary.com
Consultant Service
Home Group: Carmel Valley Torrey View

Bio: Trauma-informed relational therapist who works with couples and individuals to help them to show up in life with less conflict and more flexibility.

Laura Nava

Sheppard Mullin
Special Counsel
(619) 338-6645
lnava@sheppardmullin.com
Attorney
Home Group: San Diego Downtown 5

Olivia Yan Ren

Beyond Biz Law
Founder
yren@beyondbizlaw.com
Attorney
Home Group: University Towne Center 5

Shirin Golpour Rogerio

Coastal Payroll
Senior HCM Sales Consultant
(619) 818-3439
shirin.golpour@coastalpayroll.com
Consultant Service
Home Group: Carmel Valley Torrey View

Bio: I’ve been in payroll sales for 18 years. I am more of a consultant than a salesperson. My goal is always to help improve lives by: Always do what I say I am going to to do. Always pick up my phone for clients. Always do what is right for the client.

Jim Roth

Attorney
(858) 592-6254
jroth@therothlawfirm.com
Attorney
Home Group: Carmel Valley 3

Janice Rougas

HR MAZE
Founder
(619) 618-6484
jrougas@hrmaze.com
Home Group: University Towne Center 3

Jessica Tachet

Anchor Pacific Insurance Services, Inc.
Benefits Advisor
(619) 884-5900
jessica@ssainsuranceservices.com
Insurance
Home Group: Carmel Valley 3

Bio: With over 13 years of experience in the industry, Jessica is dedicated to working with growing companies to improve workplace health and happiness through and hand tailored insurance benefit solutions and concierge service.

Member News

Member Milestones

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

Celebrating 10 Years

Elisabeth Cullington

Hoyle Cohen Wealth Management
Partner
(858) 576-7300
elisabeth.cullington@hoylecohen.com
Investment Advisor
Home Group: University Towne Center 3

Bio: Provides complex financial advice and planning to professionals, business owners and women.

Michael J. Leonard

San Diego Corporate Law, A Professional
Attorney at Law
(858) 483-9200
leonard@sdcorporatelaw.com
Attorney
Home Group: Carmel Valley 4

Bio: Corporate attorney experienced in business start-ups, private placements of equity and debt instruments, and mergers & acquisitions of privately held businesses.

Celebrating 5 Years

Kendra Hall

Procopio, Cory, Hargreaves & Savitch
Partner
(619) 525-3836
kendra.hall@procopio.com
Attorney
Home Group: Carmel Valley 3

Bio: Appellate and trial work involve different courts, different rules and different processes. As a Certified Appellate Specialist with over 30 years experience, I handle civil appeals and writs and regularly collaborate with trial counsel.

Events

Save-the-date for our Spring PV@Night – Thursday, May 15th at La Valle Coastal Club from 5:30-7:30pm. Details and registration are on the Hub.

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, April 1, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, April 9, 2025 – 8:30a PT | 10:30a CT | 11:30a ET

Thursday, April 17, 2025 – 11:30a PT | 1:30p CT | 2:30p ET