The
Accelerator
New Members | 5 New Members in the San Diego Area
Robert Conca
Company: Jacko Law Group, PC
Title: Partner
Phone: (619) 298-2880
Email: robert.conca@jackolg.com
Profession: Attorney
Home Group: Carmel Valley 4
Joanie Connell
Company: Flexible Work Solutions
Title: President
Phone: (619) 807-8165
Email: jconnell@flexibleworksolutions.com
Profession: Human Resources
Home Group: University Towne Center 3
Danna Cotman
Company: ARC IP Law, PC
Title: President & Founder
Phone: (858) 729-0800
Email: danna@arciplaw.com
Profession: Attorney
Home Group: San Diego Downtown 4
Kurt Oreshack
Company: Breakwater Law Group, LLP
Title: Partner
Phone: (619) 672-7478
Email: ko@breakwaterlawgroup.com
Profession: Attorney
Home Group: Del Mar Heights
Bio: Corporate attorney representing Angel Investors, Family Offices, and Venture Capital Funds in negotiating, conducting due diligence, and completing venture capital investments. I also help form new businesses, raise capital, and buy or sell businesses.
Chad Vargo
Company: Culture Insurance Services
Phone: (619) 346-9553
Email: chad@cultureinsurance.com
Profession: Insurance
Home Group: Carmel Valley Torrey View
Bio: While I work with a broad variety of industries, I have extensive experience working with CA based Construction, Non-Profit, and Agriculture Companies to improve their risk profile and purchase the appropriate insurance policies.
Member News
14 Ways To Balance Your Long-Term Goals With Day-To-Day Business Tasks, San Diego, CA
Rick Itzkowich, a member of the Forbes Coaches Council, authored the Dec. 11, 2019 article titled: 14 Ways To Balance Your Long-Term Goals With Day-To-Day Business Tasks. Here is the link to read the entire article.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 10 Years
Kobe Bogaert
Company: Strategic Momentum Inc.
Title: Principal
Phone: (858) 433-9758
Email: kbogaert@strategic-momentum.com
Profession: Consultant & Service
Home Group: University Towne Center
Bio: Our clients expect to accelerate improvements in revenue and profitability. We work with our clients to create alignment on the future direction, improve their ability to coordinate action to achieve the desired outcomes.
Cindy Candela
Company: Candela
Title: President
Phone: (760) 889-9595
Email: cindy@candelacan.com
Profession: Consultant & Service
Home Group: Carmel Valley 3
Bio: Cindy uses her extensive leadership experience and business education to provide local business owners and CEO’s with 1:1 leadership coaching, strategic planning facilitation and she also has her own CEO roundtable.
Siddharth Chhokar
Company: Chhokar Law Group, P.C.
Title: Managing Partner
Phone: (858) 384-5757
Email: sc@socalclg.com
Profession: Attorney
Home Group: University Towne Center 4
Bio: Chhokar Law Group provides Estate Planning and Asset Protection Services.
Jeremiah Doran
Company: Capital Benefits
Title: CLU ChFC
Phone: (619) 681-1910
Email: jdoran@capitalbenefits.com
Profession: 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
Company: Eakes & Company, CPA’s
Title: Shareholder, CPA
Phone: (858) 332-4201
Email: thor@eakescpas.com
Profession: 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
Company: Polito Eppich Associates LLP
Title: CPA
Phone: (760) 599-9900
Email: dpe@politoeppich.com
Profession: Accountant
Home Group: Carmel Valley Torrey View
Bio: Tax, audit, accounting, and consulting services.
Sandra Fichter
Company: Fichter Silva Consulting
Title: President
Phone: (760) 967-7254
Email: smfichter@cox.net
Profession: Human Resources
Home Group: Carmel Valley Torrey View
Bio: Fichter Silva Consulting, a Human Resources Services Company, providing services in all areas of Human Resources and government compliance; Spanish services provided.
Channing Hamlet
Company: Objective Capital Partners
Title: Managing Director, Partner
Phone: (858) 342-4939
Email: channing.hamlet@objectivecp.com
Profession: Financial Service
Home Group: M$A/Capital Formation Group
Bio: Objective Capital Partners, LLC is an M&A firm focused on transactions for privately held companies with enterprise values up to $200 million. Headquartered in Southern California since 2006.
Rodney Hatley
Company: Hatley Law Group, A P.C.
Title: Founder
Phone: (858) 792-3444
Email: rod@hatleylawgroup.com
Profession: Attorney
Home Group: University Towne Center 2
Bio: I advise successful individuals and families on estate planning strategies that eliminate taxes and protect assets so that they can leave legacies.
James Herkenhoff
Company: Knobbe Martens Olson & Bear LLP
Title: Partner
Phone: (858) 707-4000
Email: james.herkenhoff@kmob.com
Profession: 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.
David Jacobs
Company: Grant, Hinkle & Jacobs, Inc.
Title: Partner
Phone: (858) 350-4000 x103
Email: david@ghjinc.com
Profession: Insurance
Home Group: Carmel Valley
Bio: Life insurance design, underwriting, placement, and service for business owners, credit unions, families, and non-profit organizations.
Stephen LaSala
Company: Sheppard Mullin Richter & Hampton LLP
Title: Partner
Phone: (858) 720-8987
Email: slasala@sheppardmullin.com
Profession: 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.
Scott Maichel
Company: iSolved HCM
Title: Vice President of Sales
Phone: (312) 805-0504
Email: smaichel@msn.com
Profession: Human Resources
Home Group: University Towne Center
Bio: I’m passionate about HR because as a 25+ year veteran of the Payroll-HR industry and a business owner, I know an HR department can have a huge impact on the success of an organization.
E Scott Miller
Company: Wells Fargo Advisors, Member FINRA/SIPC
Title: Chartered Retirement Plans Specialist
Phone: (858) 523-7900
Email: e.miller@wfadvisors.com
Profession: Financial Service
Home Group: Carmel Valley Torrey View
Bio: I assist companies with all aspects of employee retirement plans, from employee education to fiduciary liability management. I help ensure the retirement plan is a valuable tool for recruitment and retention.
Gary Moyer
Company: Ferris & Britton, A Professional Corporation
Title: Managing Partner
Phone: (619) 233-3131
Email: gmoyer@ferrisbritton.com
Profession: Attorney
Home Group: San Diego Downtown
Bio: I provide estate planning legal services – from vanilla to the most technical and sophisticated – to all, with a particular focus on owners of closely held businesses and owners of valuable commercial real estate. I also handle intra-family disputes.
David Oates
Company: Public Relations Security
Title: President
Phone: (858) 300-6168
Email: david@publicrelationssecurity.com
Profession: Marketing
Home Group: University Towne Center
Bio: Crisis PR and promotional PR specialist for small to mid-size organizations as well as other marketing agencies.
Aaron Puttroff
Company: Living Legacy
Title: Partner
Phone: (619) 684-6239
Email: aaron.puttroff@westpacwealth.com
Profession: Financial Service
Home Group: San Diego Downtown 3
Bio: I guide business owners and professionals to mitigate the effects of financial threats and to satisfy their concerns in retirement.
Victor Ramsauer
Company: LevitZacks, Certified Public Accountants
Title: President & Shareholder
Phone: (619) 238-1077
Email: vramsauer@lz-cpa.com
Profession: Accountant
Home Group: San Diego Downtown
Bio: Mr. Ramsauer is President and Shareholder of LevitZacks. He has a broad range of skills in auditing, merger & acquisition, and general business consulting services for both large and small public and private companies.
Richard Renkin
Company: Renkin & Associates, APLC
Title: Esq., CFLS
Phone: (619) 299-7100
Email: rrenkin@renkinlaw.com
Profession: Attorney
Home Group: University Towne Center
Bio: Richard M. Renkin & Associates provides professional, experienced, aggressive representation in Family Law from mediation to complex litigation including divorce, custody, support, & property division & evaluation.
Jason Severson
Company: Primary Funding Corporation
Title: President
Phone: (858) 530-1500
Email: jseverson@primaryfunding.com
Profession: Banking & Finance
Home Group: Carmel Valley
Bio: I provide working capital solutions to businesses when banks can’t. I have spent the past 20 years helping small and mid-sized businesses with their financing needs. At Primary Funding we provide Alternative Business Financing Solutions for small and mid
Jim Stewart
Company: PKF, LLP
Title: Partner
Phone: (619) 238-1040
Email: jstewart@pkfsandiego.com
Profession: 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 and public companies (SEC). I perform financial statement reviews and audits.
Richard Weintraub
Company: Weintraub Law Group PC
Title: Attorney at Law
Phone: (858) 566-7010
Email: rick@weintraublawgroup.com
Profession: Attorney
Home Group: Carmel Valley
Bio: Lead counsel on over 425 public and private offerings and over 200 M&A’s.
Celebrating 5 Years
Michael Caroff
Company: Caroff Communications
Title: President
Phone: (818) 784-0922
Email: michael@caroff.com
Profession: Marketing
Home Group: San Diego Downtown 2
Bio: Michael’s company is Caroff Communications: Websites and SEO that ROCK! They provide custom-designed, fully-responsive contemporary websites, as well as expert-level PPC (pay-per-click) and SEO (Search Engine Optimization) services.
Will Small
Company: Small Law PC
Title: Attorney
Phone: (619) 430-4796
Email: will@smalllawcorp.com
Profession: Attorney
Home Group: San Diego Downtown
Bio: Will Small is a litigation attorney, focusing on employment and business litigation. Will devotes part of his practice to representing employees in disputes with their employers and counseling employees on their rights as workers.
Paul Zimmer
Company: CBIZ Brinig Taylor Zimmer, Inc.
Title: Lead Managing Director
Phone: (619) 687-2600
Email: pzimmer@btzforensics.com
Profession: Accountant
Home Group: Carmel Valley 3
Bio: Managing Director at CBIZ Brinig Taylor Zimmer. Damages expert witness (forensic acccounting) in civil litigation and business appraiser.
Upcoming Events
Accelerator Workshop
Date: January 8, 2020
Time: 11:30am to 1:30pm
San Diego Holiday Party
Date: January 15, 2020
Time: 5:30pm to 7:30pm
Location: Farmer & The Seahorse
Accelerator Workshop
Date: February 11, 2020
Time: 11:30am to 1:30pm
Accelerator Workshop
Date: March 11, 2020
Time: 11:30am to 1:30pm
Atlanta | Chicago | Los Angeles | New England | Orange County | San Francisco | Seattle | Silicon Valley