November 2019

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members14 New Members in the San Diego Area

Danielle Baldwin

Danielle Baldwin

Company: Vistage
Title: Chair
Phone: (619) 204-1040
Email: danielle.baldwin@vistagechair.com
Profession: Consultant Service
Home Group: San Diego Downtown IV
Bio: Helping CEOs, business owners and key executives become better leaders, make better decisions, and achieve better results.

Kim Blaugher

Kim Blaugher

Company: The Beyster Institute at the Rady School of Management
Title: Executive Director
Phone: (858) 822-2489
Email: kblaugher@ucsd.edu
Profession: Consultant Service
Home Group: University Towne Center

Sarah Christ

Sarah Christ

Company: Coast Care Partners
Title: Senior Care Advisor
Phone: (858) 222-9241
Email: sarah@coastcarepartners.com
Profession: Consultant Service
Home Group: Carmel Valley

Maileen Flores

Maileen Flores

Company: Richtr Financial Studio
Title: Partner | CPA
Phone: (858) 829-0000 x 149
Email: maileenf@richtr.io
Profession: Accountant
Home Group: University Towne Center IV
Bio: I am a Fractional CFO / CPA and Accounting Operations Expert and work with Innovation Companies (Life Science, SaaS Tech, Aero Space, Engineering, Digital Design Studios/Agencies).

James Harper

James Harper

Company: Best Best & Kreiger LLP
Phone: (951) 826-8462
Email: james.harper@bbklaw.com
Profession: Attorney
Home Group: San Diego Downtown III

Sasha Kamfiroozie

Sasha Kamfiroozie

Company: Kam Law Firm
Phone: (619) 535-1405
Email: sasha@kamlawfirm.com
Profession: Attorney
Home Group: San Diego Downtown IV

Sandy Keehn

Sandy Keehn

Company: GEO Advisors Consulting, Inc.
Title: Management Consultant
Phone: (760) 576-8084
Email: skeehn@thegeoadvisors.com
Profession: Consultant Service
Home Group: Carmel Valley III
Bio: Customer Service and Management Consultant

Hannah Kuhami

Hannah Kuhami

Company: Zeal Property Group
Title: Real Estate Broker
Phone: (619) 419-6517
Email: hannah@zealpropertygroup.net
Profession: Real Estate
Home Group: San Diego Downtown IV

Timothy Panza

Timothy Panza

Company: Wells Fargo
Title: Senior Relationship Manager Real Estate
Phone: (858) 261-6364
Email: timothy.panza@wellsfargo.com
Profession: Banking Finance
Home Group: University Towne Center IV

Bridget Potterton

Bridget Potterton

Company: Keller Williams-Metro
Title: Real Estate Broker/ Realtor
Phone: (858) 257-1555
Email: bridget.fanning@gmail.com
Profession: Real Estate
Home Group: Carmel Valley IV
Bio: Real Estate Broker in the top 1% of the county specializing in: Residential Listings, Divorce sales, strategic sales with CPAs & Financial Advisors, and Staging. I focus on building long relationships with my clients to make you look good!

Jennifer Reardon

Jennifer Reardon

Company: RJS LAW
Title: Estate Planning and Tax Attorney
Phone: (619) 595-1655
Email: jreardon@rjslawfirm.com
Profession: Attorney
Home Group: San Diego Downtown III

Mike Riis

Mike Riis

Company: Marsh & Mclennan Insurance Agency
Phone: (760) 579-8960
Email: mike.riis@marshmma.com
Profession: Insurance
Home Group: Carmel Valley II

Jessica Schulte-Walker

Jessica Schulte Walker

Company: Schulte Insurance Agency
Title: Vice President of Employee Benefits
Phone: (760) 436-5015 x108
Email: jessica@schulteinsurance.com
Profession: Insurance
Home Group: University Towne Center III
Bio: Seasoned employee benefits professional with 13+ years of experience always having the client’s best interest at hand.

Robert Wilson

Robert Wilson

Company: Fisher Phillips
Title: Partner
Phone: (858) 666-3304
Email: rwilson@fisherphillips.com
Profession: Attorney
Home Group: San Diego Downtown IV
Bio: Partner Fisher Phillips – Labor and Employment Lawyer Guiding Employers Through All Employee Related Issues.

Member News

Victor Ramsauer

Victor Ramsauer announces that LevitZacks Wins “Best Accounting Firm to Work For” from Accounting Today

Certified Public Accounting firm LevitZacks has been named the 2019 #1 Best Accounting Firm to Work For (small firm category) in the United States by Accounting Today. This award is in addition to being recognized as one of San Diego’s Best Places to Work (for the eighth year) by the San Diego Business Journal.

Anneke Stender

Anneke Stender: Most Influential Women in Accounting, San Diego, CA

The San Diego Business Journal announced their “Most Influential Women in Accounting” list for 2019. Anneke Stender, EVP with TAG, was recognized for executing company goals and pushing the business forward. Stender has over 15 years of experience in the financial and accounting industry. She oversees TAG’s corporate outsourced accounting, Family CFO and Bill Pay divisions.

Catherie Mattice

Catherine Mattice Zundel cited in REAL SIMPLE Magazine, San Diego, CA

REAL SIMPLE cited Catherine Mattice Zundel from Civility Partners on the topic of “ghosting” employees. Pick up a copy in your local grocery store, or just view the article here: https://www.realsimple.com/work-life/family/relationships/being-ghosted

Jules Taggart

Jules Taggart of Wayward Kind joins Female Founder Collective

Jules Taggart, founder of Wayward Kind Digital Marketing, was recently recognized by the Female Founder Collective for developing an environment where women entrepreneurs and women-led organizations can create positive social and economic impact.

Sam Brown

Sam Brown, Rancho Mesa honored at Nonprofit Gala, Mission Viejo, CA

Sam Brown and Rancho Mesa Insurance Services, INC received “Vendor of the Year” honors at Vocational Visions’ “Enchanted Evening” gala.

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

Upcoming Events

Accelerator Workshop

Date: November 14, 2019
Time: 11:30am to 1:30pm

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Accelerator Workshop

Date: December 10, 2019
Time: 11:30am to 1:30pm

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