Nancy Erickson

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

Jasmine Corona

JCIA, Inc.
Agency Owner
(619) 501-6400
jas@jasminecorona.com
Insurance
Home Group: University Towne Center

Ally Epstein

Paylocity
HCM Consultant, San Diego
(818) 585-3326
aepstein2@paylocity.com
Consultant Service
Home Group: Del Mar Heights 2

Bio: Loving the opportunity to partner with businesses and introduce Paylocity’s integrated Payroll, HRIS, and modern tools that extends to everyone in the organization. Number 1 rated mobile app, easy to use, and highest level of consumer base.

Christopher Harper

Lavine Lofgren Morris & Engelberg, LLP
Audit Partner
(858) 455-1200
harperc@llme.com
Accountant
Home Group: Carmel Valley West Virtual

Bio: I specialize in financial statement audit and review services for small to medium privately-held businesses as well as audits of ERISA plans (e.g., 401(k) and profit sharing plans).

Joshua Jacobs

Opus Law
Associate Attorney
(484) 744-6009
joshuajacobs33@gmail.com
Attorney
Home Group: La Jolla

Bio: My practice primarily consists of all things commercial real estate, including leasing, acquisition/disposition, refinance, licensing, and everything in-between. We work with clients nationwide and have a deep background in almost every type of property.

Sean ONeill

Torrey Pines Bank
VP Portfolio manager
(760) 917-1728
sean.oneill@torreypinesbank.com
Banking Finance
Home Group: Carmel Valley West Virtual

Bio: I help Business Owners and Real Estate Investors in San Diego with all their banking and financing needs.

Todd Poling

Stout
Managing Director
(858) 876-3168
tpoling@stout.com
Financial Service
Home Group: University Towne Center

Bio: Todd Poling is the Founder and President of Vantage Point Advisors, Inc. Mr. Poling is actively involved in valuation engagements of all types and also leads the firm’s strategic planning and business development efforts.

Ken Morris

Merrill Lynch
Wealth Management Advisor / First Vice President / Resident Director
(858) 677-1326
ken.morris@ml.com
Investment Advisor
Home Group: San Diego Downtown 4

Bio: Ken helps wealthy families, institutions, and endowments protect and grow their wealth through data driven Financial Planning and Investment Management.

Brenda Jo Robyn

Competitive Edge Insurance
President
(619) 259-5459
brendajo@compedgeins.com
Insurance
Home Group: San Diego Downtown 4

Bio: Specializing in high risk construction and property development, Brenda Jo has created an extensive network and solid industry relationships over 18 years to secure her clients the comprehensive protection required for their business endeavors and assets.