| San Diego
Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Marsh & McLennan Agency
Employee Health & Benefits Broker
(619) 507-4991
jessica.boe@marshmma.com
Insurance
Home Group: University Towne Center 2
Stout Risius Ross, LLC
Director, Accounting & Reporting Advisory
achin@stout.com
Consultant Service
Home Group: University Towne Center 2
Bio: I advise finance leaders on critical accounting matters related to financial statement preparation, audit readiness, preparing to go public, acquisitions, and streamlining accounting operations.
(619) 278-5862
johnfagan@ccm.com
Banking Finance
Home Group: Midtown San Diego
Kaerus Consulting
Director
(858) 472-1723
patrick@kaerusllc.com
Consultant Service
Home Group: San Diego Downtown 4
Bio: I am a national security compliance expert managing mitigation services for transactions covered by the Committee on Foreign Investment in the United States (CFIUS).
San Diego Employers Association
CEO
(858) 505-0024
jjacobus@sdeahr.org
Home Group: San Diego North Coast
San Diego Divorce Mediation & Family Law
Certified Co-Parenting Specialist, Co-Mediator
(760) 522-672
mary@sandiegofamilylawyer.net
Consultant Service
Home Group: Carmel Valley 2
Bio: Certified Co-Parenting Specialist, Co-Mediator, and Advocate for Peaceful Parenting.
Practice Growth Partner
Business Development Consultant for Lawyers
(310) 569-3958
lana@practicegrowthpartner.com
Consultant Service
Home Group: Del Mar Heights
Bio: Lana Manganiello helps lawyers and firms grow through business development coaching and outsourced marketing support. She works with attorneys to build visibility, strengthen client relationships, and implement strategic, sustainable marketing.
Upgrow
Founder
(415) 851-7669
danny@upgrow.io
Marketing
Home Group: Carmel Valley
Bio: Upgrow is a performance driven digital marketing agency and we help B2B business generate leads/sales online through SEO and Paid Media. Reach out to me if you’re looking for a growth partner for your business.
Aldrich CPAs + Advisors LLP
Senior Tax Manager
(619) 376-4874
jpalmer@aldrichadvisors.com
Accountant
Home Group: Carmel Valley 3
Bio: Serving middle-to-upper market businesses and high-net-worth individuals in need of tax compliance, strategic tax planning services and family business succession planning. I specialize in partnership and real estate taxation.
Pastrana Group
Realtor
(619) 738-6973
carlos@pastranagroup.com
Real Estate
Home Group: San Diego Downtown 3
Coldwell Banker Realty
Realtor
(760) 917-5080
jodirossre@gmail.com
Real Estate
Home Group: Del Mar Heights 2
Meridiem Fiduciary
Professional Fiduciary
(619) 990-3750
tom@meridiemfiduciary.com
Financial Service
Home Group: Midtown San Diego
Culture Insurance Group
President of Risk Management
(619) 346-9553
chad@cultureinsurance.com
Insurance
Home Group: Carmel Valley Torrey View
Bio: Unknown risk can bring financial ruin to your company. I work closely with companies to make sure they have the appropriate insurance in place so they never have to worry about experiencing a loss that otherwise could have been insured against.
Wicker Law, P.C.
Attorney
(619) 818-4149
cwicker@wickerlaw.com
Attorney
Home Group: La Jolla
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Ponist Law Group, P.C.
Owner/Partner
(858) 412-1211
sponist@ponistlaw.com
Attorney
Home Group: San Diego Metro 1
Bio: Seasoned litigation and trial attorney, specializing in real estate, construction and business disputes. A former Deputy DA with significant trial experience. Accolades–Litigation Counsel of America, SuperLawyer, Best of Bar.
Petersen + Landis, PC
Principal
(858) 792-3666
jeff@lawofficesjtp.com
Attorney
Home Group: Del Mar Heights
Bio: A corporate and securities attorney representing clients on mergers and acquisitions (M&A), capital raises for operating expenses or in connection with private equity fund formation, and on a host of public and private securities offerings.
Law Offices Of Barbara B Savaglio
Owner/Attorney
(619) 696-9111
savagliolaw@cox.net
Attorney
Home Group: Carmel Valley 3
Bio: Barbara is a personal injury attorney, with over 25 years experience, dedicated to personally serving the needs of her injured clients. She began her career in the San Diego County District Attorney’s Office.
Stryker Slev Law Group
Partner
(619) 599-8266
dstryker@strykerslev.com
Attorney
Home Group: Carmel Valley 4
Bio: Experienced real estate lawyer in a wide range of real property issues from real property sales to ground and commercial tenant leases to litigation and land use planning.
M&A Business Advisors
Managing Partner / Business Advisor/ Business Broker
(619) 300-8000
cj@mabusinessadvisors.com
Financial Service
Home Group: Carmel Valley
Bio: As a Business Advisor, I manage the entire process in the confidential sale of privately held businesses in a wide range of industries in Health care (Veterinary, Dental, Medical), Service Businesses, Retail, Distribution, Manufacturing, and others.
Wilner O’Reilly Immigration Lawyers
Managing Attorney
(619) 981-9627
derek@wilneroreilly.com
Attorney
Home Group: San Diego Downtown 3
Bio: I represent clients ranging from large corporations, athletes, actors, families, to individuals in all things related to immigration in the U.S.
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