The
Accelerator
New Members | 1 New Member in the San Diego Area
Michael Kimball
Company: Law Office of Michael Kimball
Title: Attorney
Phone: (619) 270-2350
Email: jk@kimballesq.com
Profession: Attorney
Home Group: University Towne Center 3
Bio: I help Venture Capital funds, high-tech and emerging growth companies negotiate and close corporate and commercial transactions!
Member News
Jules Taggart of Wayward Kind Digital Marketing Quoted on How Coronavirus Will Impact Marketing
Jules Taggart, Founder and President of Wayward Kind Digital Marketing, was recently featured in The Augurian, discussing how to proactively manage digital marketing during coronavirus. Read the full article.
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Jules Taggart of Wayward Kind Digital Marketing Quoted in BBC About Merging Work and Vacation
Jules Taggart, Founder and President of Wayward Kind Digital Marketing, was recently featured in BBC News, discussing why it’s important for leaders to take a workcation a couple times a year, and how it can change the way you think about business growth. Read the full article.
Dealing with Sticky Virtual Workplace Situations – Catherine Mattice Zundel interviewed
Global background screening company EBI asked Catherine how to deal with some of the sticky situations that may arise in a virtual environment… How do you terminate employment? What if someone’s not pulling their weight? Those and more questions answered in the interview.
15 Tips for Small Business Owners Planning Their First Budget
Rick Itzkowich, a member of the Forbes Expert Coaches Panel, shares a Forbes business article that included thoughts on “Do It Three Times.” New businesses will be launched in response to our economic downturn, and they’ll need to do budget planning. Get some smart tips on the topic.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 5 Years
Ariel Bedell
Company: Loftin|Bedell P.C.
Title: Senior Counsel
Phone: (760) 431-2111
Email: ariel@loftinbedell.com
Profession: Attorney
Home Group: Carmel Valley 4
Bio: A transactional attorney providing creative solutions, guidance and dedication to clients in real estate and corporate transactions.
Samuel Brotman
Company: Brotman Law
Title: Attorney
Phone: (619) 378-3138
Email: sbrotman@sambrotman.com
Profession: Attorney
Home Group: Del Mar Heights
Bio: I am a tax controversy attorney focusing on tax crisis management for small businesses and individuals. I focus principally on California state tax issues involving the Franchise Tax Board, Employment Development Department, and more.
Abbey Henne
Company: Lavine Lofgren Morris & Engelberg
Title: Tax Partner
Phone: (858) 455-1200
Email: hennea@llme.com
Profession: 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
Company: Jackey/Robinson Group
Title: Senior Portfolio Manager APMA
Phone: (858) 459-1101
Email: g.jackey@laurelwa.com
Profession: Investment Advisor
Home Group: University Towne Center
Bio: Greg Jackey is the co-founder of the Jackey/Robinson Group and stated his career with Shearson Lehman Hutton in Rancho Santa Fe in 1987.
Rosana Ortega
Company: Ortega Business Law Firm APC
Title: Owner
Phone: (858) 794-0098
Email: rortega@ortegabusinesslaw.com
Profession: 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
Company: Chhokar Law Group PC
Title: Estate Planning and Asset Protection
Phone: (858) 384-5757
Email: kw@socalclg.com
Profession: Attorney
Home Group: Carmel Valley 4
Bio: Practicing estate planning and asset protection, exclusively, Kris works with clients at all stages of life and success. As a member of the preeminent asset-protection firm, he can help protect clients’ wealth against the threat of lawsuits.
Upcoming Events
ProVisors Webinar #5
Leading Before, During, and After the Crisis
Date: Friday, May 8th
Time: 1:00pm PT (3:00pm CT, 4:00pm ET)
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