September 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members6 New Members in the San Diego Area

Join us in welcoming our new members! Reach out via their email below to make a connection.

Elaine Harwell

Elaine Harwell

Procopio
(619) 906-5780
elaine.harwell@procopio.com
Attorney
Home Group: San Diego Downtown 4

Shawn Jough

Shawn Jough

Strategic HR Advisory
Founder and CEO
(619) 940-7449
sjough@strategichradvisory.com
Human Resources
Home Group: San Diego Downtown 3

Bio: Shawn Jough is the founder of Strategic HR Advisory, a boutique HR consulting firm that partners with small businesses to create strategies to align culture and compliance. She is SPHR and SHRM-SCP certified.

Peter Knobloch

Peter Knobloch

Knob Hill Group Inc.
Principal
(858) 220-0210
peter@pknobloch.com
Consultant Service
Home Group: Carmel Valley

Bio: Specializing in helping good companies become great companies.

Erik Motsenbocker

Erik Motsenbocker

Pacific Premier Insurance Associates, Inc
Principal, Founder
(858) 386-4443
erik@pacinsure.com
Insurance
Home Group: Carmel Valley 2

Bio: Property & Casualty Insurance Agency; Primary Focuses: Real Estate & Property Management related insurances.

Mike Novak

Mike Novak

ProFiduciary, Inc.
Private Fiduciary
(619) 456-5650
mnovak@profiduciary.com
Consultant Service
Home Group: Carmel Valley 2

Bio: Private fiduciary located in San Diego but working on appointments throughout the country.

David Ostroff

David Ostroff

Agile COO
Fractional COO & EOS Integrator
(858) 354-2007
davido@agile-coo.com
Consultant Service
Home Group: University Towne Center 2

Bio: Fractional COO | EOS Integrator | Profitability Optimizer | Business Growth Leader for small to mid- sized owner-operated businesses.

Member News

Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 10 Years

Skip Barbour

Coldwell Banker Residential Brokerage
Residential Real Estate Broker
(760) 207-3648
skip@skipbarbour.com
Real Estate
Home Group: Carmel Valley Torrey View

Bio: Residential Real Estate Broker with over 38 yrs experience in sales, financing, development and management of over a billion dollars in real estate transactions. Dedicated to servicing residential buyers/sellers/investors for all their residential needs.

John Harelson

John Harelson

Endeavor Bank
Senior Vice President
(619) 227-2939
jharelson@bankendeavor.com
Banking & Finance
Home Group: Carmel Valley Torrey View

Bio: Local San Diego based commercial bank specializing in all types of Commercial Real Estate Financing and Commercial Lending to businesses as well as business deposit services.

Michael Umansky

Michael Umansky

Sheppard Mullin Richter & Hampton LLP
Partner
(858) 720-7470
mumansky@sheppardmullin.com
Attorney
Home Group: Carmel Valley 2

Bio: As a corporate attorney and chair of my firm’s emerging growth/venture capital team, I help companies get formed, funded and sold. For almost 20 years, I have focused on venture capital financings, corporate partnering transactions, commercial contract…

Celebrating 5 Years

Dino D’Auria

HomeStreet Bank
Regional Market President
(619) 937-8257
dino.dauria@homestreet.com
Financial Service
Home Group: University Towne Center 4

Bio: Focused on greater Southern California; Perfect client is a growing privately held (family owned) company that has a financing need $1 to $20 million; a banker that asks strategic questions and supports your plans for growth!

Sean Harkin

C2 Financial Corp
Senior Loan Officer
(858) 353-0728
sean@seanharkin.com
Banking & Finance
Home Group: Del Mar Heights

Bio: Mortgage lender specializing in residential purchase and refinance transactions for high net worth and self-employed clients looking for comprehensive lending solutions.

Chad Milling

HighMark Financial Solutions Group
(858) 603-6972
chadmilling@highmarkfsg.com
Insurance
Home Group: Del Mar Heights

Bio: Chad Milling (CFP, CLU,) is an insurance broker who has been practicing for over 22 years. Areas of focus include succession planning for closely held business owners, funding buy-sell agreements, key-person protection and retention strategies, funding…

Mario Ortega

Ortega & Associates, Certified Public Ac
Owner
(858) 623-2786
mario@ortegacpa.net
Accountant
Home Group: Del Mar Heights

Bio: I provide financial audit, review, compilation and tax services to small businesses, non-profit organizations, post-secondary education companies, franchisors and limited scope audits for pension plans. I have the required continuing education to provide…

Upcoming Events

Join an Accelerator Workshop for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

San Diego Accelerator PV Zoom

Date: Tuesday, September 14, 2021
Time: 11:30am – 1:30pm

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