February 2020

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members8 New Members in the San Diego Area

Nicole Boros

Nicole Boros

Company: Boros Law Firm, APC
Title: Family Law Attorney
Phone: (619) 455-1185
Email: nicole@borosfamilylaw.com
Profession: Attorney
Home Group: Carmel Valley Torrey View
Bio: Nicole Boros is an experienced and effective family law attorney, certified as a specialist in family law by the State Bar, whose practice focuses on divorce, child custody, and prenuptial agreements.

David Hoffman

David Hoffman

Company: Hoffman Hanono Insurance Services
Phone: (619) 420-1861
Email: david@hhinsurance.com
Profession: Insurance
Home Group: Carmel Valley 3
Bio: I help business owners improve their insurance program

Shawn Leo

Shawn Leo

Company: Leo Law Office APLC
Phone: (858) 284-0660
Email: sleo@theleolawoffice.com
Profession: Attorney
Home Group: Carmel Valley Torrey View

Seth Makechnie

Seth Makechnie

Company: California Bank & Trust
Title: VP Business Center Manager
Phone: (619) 756-8586
Email: seth.makechnie@calbt.com
Profession: Banking Finance
Home Group: Carmel Valley

Ryan Mitchell

Ryan Mitchell

Company: Cresa
Title: Vice President
Phone: (858) 794-5506
Email: rmitchell@cresa.com
Profession: Real Estate
Home Group: University Towne Center 4
Bio: Helping tenants – never landlords – with their office, industrial, and lab space needs.

Sean Ponist

Sean Ponist

Company: Ponist Law Group, P.C.
Title: Owner/Partner
Phone: (858) 412-1211
Email: sponist@ponistlaw.com
Profession: Attorney
Home Group: La Jolla
Bio: I am a seasoned litigation and trial attorney, specializing in real estate, construction and business disputes. As an experienced civil litigator and former prosecutor, I bring significant litigation and trial experience to his representation of clients.

Todd Swanson

Todd Swanson

Company: Swanson Lending
Title: Mortgage Consultant
Phone: (619) 226-3234
Email: todd@swansonlending.com
Profession: Banking Finance
Home Group: Carmel Valley Torrey View
Bio: Todd Swanson is a branch manager of C2 Financial Corporation, the largest Mortgage Brokerage in CA, which provides financing for 1-4 unit residential properties thru its vast network of nearly 100 lending institutions.

Kelly Ann Tran

Kelly Ann Tran

Company: Small Law PC
Title: Attorney
Phone: (619) 430-4795
Email: kelly@smalllawcorp.com
Profession: Attorney
Home Group: La Jolla
Bio: Kelly is a bankruptcy attorney and represents her clients’ interests in bankruptcy and adversary proceedings throughout California. Kelly also assists her clients with workouts, restructuring and foreclosure.

Member News

Brian Jackson

Brian Jackson Interviewed on “Reinventing Nerds” Podcast

Proud to be a sales nerd! Joanie Connell (also of ProVisors UTC3) interviewed Brian Jackson for her “Reinventing Nerds” podcast, discussing the uniquenesses of selling technical products, selling alongside technical people, and other topics relating to sales leadership. Check it out.

Rick Itzkowich

Itzkowich and Referral Playbook Featured in Alzheimer’s Magazine

The Alzheimer’s Foundation of America featured our family’s care giving strategies in their official AFA magazine called Alzheimer’s TODAY®. For more information on “The Referral Playbook” go to the AFA.

Catherine Mattice-Zundel

Article by Catherine Mattice Zundel – When Should New Hires Receive Training?

Catherine Mattice Zundel’s article in Training Industry Magazine. What does the timing of your training say about the importance of the message?

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Member Milestones

Celebrating 10 Years

Timothy Binder

Timothy Binder

Company: Law Offices of Timothy R. Binder
Title: Owner
Phone: (858) 350-0140
Email: tim@tbinderlaw.com
Profession: Attorney
Home Group: Carmel Valley Torrey View
Bio: I am a highly experienced business and real estate transactional lawyer, and former Vice Chairman of the Board and Corporate General Counsel for Ambassador M. Larry Lawrence, Hotel del Coronado, and related companies.

Stephen Boner

D. Stephen Boner

Company: Boner Stern & Sipple
Title: Partner
Phone: (619) 295-7100
Email: dsb@bonerstern.com
Profession: Attorney
Home Group: University Towne Center
Bio: AV Rated (Martindale-Hubbell) Senior Partner of Boner Stern & Sipple, APC. For more than 30 years, Mr. Boner has successfully represented owners of closely held businesses, corporate executives, physicians, and dentists with primary emphasis on estate planning, family succession and transactional matters.

Stanford Hartman

Stanford Hartman

Company: Alliant Insurance Services, Inc.
Title: 1st Vice President
Phone: (619) 849-3906
Email: shartman@alliant.com
Profession: Insurance
Home Group: San Diego Downtown
Bio: Alliant Insurance Services provides International and Local Businesses with innovative and proactive risk management & employee benefit solutions.

Matt Holder

Matt Holder

Company: Sheppard Mullin Richter & Hampton LLP
Title: Attorney at Law
Phone: (858) 720-7411
Email: mholder@sheppardmullin.com
Profession: Attorney
Home Group: Carmel Valley
Bio: I am an experienced civil business litigator who handles a wide range of business litigation matters. I also defend employers in labor and employment litigation matters.

Patrick Monroe

Patrick Monroe

Company: Monroe Law PC
Title: Principal M&A Attorney
Phone: (858) 964-0707
Email: patrick@monroe.law
Profession: Attorney
Home Group: Carmel Valley 2
Bio: Patrick Monroe is a corporate attorney who represents sellers, buyers and builders of businesses. His combination of business and legal experience allows him to quickly identify key issues and translate complex legal matters into practical business sense.

Upcoming Events

Accelerator Workshop

Date: February 11, 2020
Time: 11:30am to 1:30pm

Accelerator Workshop

Date: March 11, 2020
Time: 11:30am to 1:30pm