|  San Diego

New Members

12 New Members in the San Diego Area

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

Carrie Chacon

Carrie Chacon

Marcella’s Moving Services
(760) 473-4382
carrie@marcellasmovingservices.com
Consultant Service
Home Group: Carmel Valley West Virtual

Jake Erlendson

Jake Erlendson

Corient
Partner & Wealth Advisor
(619) 851-2329
jake.erlendson@corient.com
Investment Advisor
Home Group: La Jolla

David Finn

David Finn

David Finn Trial Attorneys
(619) 400-4805
david@finntrialattorneys.com
Attorney
Home Group: San Diego Downtown 4

Bio: Personal Injury and Civil Rights Attorney.

Amanda Flisher

Amanda Flisher

Amanda Flisher Coaching
Executive Coach
coaching@amandaflisher.com
Consultant Service
Home Group: University Towne Center 3

Bio: Amanda Flisher helps executives and teams unlock their potential through strengths-based coaching, leadership development, and strategic consulting, driving engagement, collaboration, and lasting impact.

Brett Gallow

Brett Gallow

Brown & Streza
M&A Partner
(858) 203-0090
brett.gallow@brownandstreza.com
Attorney
Home Group: San Diego Metro 1

Bio: I help clients buy and sell businesses.

Melanie Gilmore

Melanie Gilmore

Wells Fargo Advisors
Private Wealth Financial Advisor
(858) 456-7715
melanie.gilmore@wfa.com
Financial Service
Home Group: University Towne Center 4

Bio: Whether you’re in the early stages of building wealth or facing complex wealth and investments management strategies later in life as a Private Wealth Financial Advisor I am here to listen and help you establish a financial plan for the future.

Brandon Kress

Brandon Kress

Investors 1031 Exchange, Inc.
1031 Exchange Accommodator
(858) 883-1018
bkress@i1031x.com
Real Estate
Home Group: San Diego Downtown 3

Bio: 1031 Exchange Accommodator specializing in helping investors defer capital gains tax through strategic property exchanges. With a deep understanding of IRS guidelines & a passion for maximizing client returns, I ensure seamless & compliant transactions.

Edin Kuses

Edin Kuses

Pacific Premier Bank
VP / Sr. Commercial Relationship Manager
(619) 798-1441
ekuses@ppbi.com
Banking Finance
Home Group: La Jolla

Jake Lincoln

Jake Lincoln

Coastal Tax Advisors, LLP
Owner
(858) 848-1040
jake@coastaltaxsd.com
Accountant
Home Group: Carmel Valley Torrey View

Bio: Coastal Tax Advisors is a professional services firm that provides experienced leadership in creating tax planning and business strategy solutions to meet the needs of small and medium sized businesses. Our mission is to support your business growth.

Nick Norris

Nick Norris

Range
Managing Partner
(619) 800-1733
nick@rangesd.com
Real Estate
Home Group: Del Mar Heights

Bio: Nick Norris and Jon Hamby founded Range with one objective in mind, to leverage a broad range of business experiences to help companies and individuals negotiate superior commercial real estate deals. We are experts in commercial real estate.

Dave Rosenberg

Dave Rosenberg

Locked On Leadership
Consultant
(619) 992-9749
dave@lockedonleadership.com
Consultant Service
Home Group: Carmel Valley Torrey View

Bio: Dave Rosenberg, architect of the Radical Accountability Leadership Doctrine, equips results-driven leaders to build empowered, accountable teams through keynotes, training, & coaching—drawing on 35+ years of leadership in the military & private sector.

Daniel Zarchy

Daniel Zarchy

Patton Sullivan Brodehl LLP
Attorney
(925) 249-3407
dzarchy@psblegal.com
Attorney
Home Group: University Towne Center 2

Bio: Litigation attorney specializing in real estate disputes – including nondisclosure and boundary issues— as well as business partner conflicts arising from partnership and LLC breakups.

Member Milestones

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

Celebrating 10 Years

Ariel Bedell

Loftin|Bedell P.C.
Senior Counsel
(760) 444-4034
ariel@loftinbedell.com
Attorney
Home Group: San Diego North Coast

Bio: A transactional attorney providing creative solutions, guidance and dedication to clients in real estate and corporate transactions.

Sam Brotman

Brotman Law
Tax Attorney
(619) 378-3138
sbrotman@sambrotman.com
Attorney
Home Group: Del Mar Heights

Bio: I solve tax problems and help businesses, business owners, and corporate officers save a bunch of money in taxes.

Abbey Henne

Lavine Lofgren Morris & Engelberg
Tax Partner
(858) 455-1200
hennea@llme.com
Accountant
Home Group: Carmel Valley 4

Bio: Abbey is a CPA who works with pass-through businesses, high net-worth individuals, and trusts on their tax preparation and tax planning needs.

Greg Jackey

Greg Jackey

Axion Wealth Advisors
Founding Partner
(858) 630-8535
gregj@axionwa.com
Investment Advisor
Home Group: University Towne Center

Bio: Greg Jackey is a Founding Partner of Axion Wealth Advisors, and he started his career with Shearson Lehman Hutton in Rancho Santa Fe in 1987. He is an Accredited Portfolio Management Advisor (APMA) though the College of Financial Planning.

Rosana Ortega

Ortega Business Law Firm APC
Owner
(858) 794-0098
rortega@ortegabusinesslaw.com
Attorney
Home Group: University Towne Center

Bio: I am a corporate and business attorney and the owner of Ortega Business Law Firm, APC, a San Diego-based law firm. I concentrate my practice on business and corporate law, representing a diverse group of businesses, for-profit and non-profit entities.

Kristopher Williams

Kristopher Williams

Pinnacle Private Advisors
Senior Wealth Strategist
(760) 662-0580
kw@pinnacleprivateadvisors.com
Financial Service
Home Group: Carmel Valley 4

Celebrating 5 Years

Ted Brown

Growth Ascent LLC, Powered by Sales Xceleration
Outsourced / Fractional VP of Sales
(858) 260-9930
tbrown@salesxceleration.com
Consultant & Service
Home Group: University Towne Center 2

Bio: Ted Brown is an Outsourced Vice President of Sales. He enables business owners to dramatically increase their company’s value by building the best sales organization they have ever had.

Gabrielle Pumpian

Gabrielle Pumpian

Breakaway365
Chief Operations Officer
(619) 832-4611
gabrielle@breakaway365.com
Consultant & Service
Home Group: San Diego Downtown 3

Bio: Health and Senior Care professional who is passionate about helping people navigate through the complexities of post-acute and long term care options. I want to be a resource for anyone struggling to care for an aging loved one.