December 2019

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members14 New Members in the San Diego Area

Michael Campbell

Michael Campbell

Company: Campbell Law, APC
Phone: (619) 844-5150
Email: mjc@campbelllawsd.com
Profession: Attorney
Home Group: San Diego Downtown IV

Zaheer Dhruv

Zaheer Dhruv

Company: PierCap Partners
Title: Co-founder & Managing Director
Phone: (858) 342-7517
Email: zaheer@piercappartners.com
Profession: Banking Finance
Home Group: Del Mar Heights
Bio: Zaheer is an M&A expert with a diverse operational background. His focus on results, disciplined execution and transaction experience creates maximum value for business leaders seeking growth via acquisitions or pursuing exits.

Jeff Heet

Jeff Heet

Company: IOA USA
Title: Partner
Phone: (619) 400-1993
Email: jeff.heet@ioausa.com
Profession: Insurance
Home Group: La Jolla

Ryan Howard

Ryan Howard

Company: Insperity
Phone: (619) 647-9375
Email: ryan.howard@insperity.com
Home Group: San Diego Downtown III

Ashish Jariwala

Ashish Jariwala

Company: PierCap Partners
Phone: (646) 701-2359
Email: ashish@piercappartners.com
Profession: Banking Finance
Home Group: University Towne Center III
Bio: PierCap is an mergers & acquisition investment bank. As a former industrial business owner with 15+yrs of Wall St./M&A experience, I help private/public businesses (>$10m) to either 1) Acquire other businesses, or 2) Sell partial/full ownership interest.

Terri Jewell

Terri Jewell

Company: Byrne Insurance Group
Title: Personal Lines Director
Phone: (502) 689-2831
Email: terri@byrneinsurancegroup.com
Profession: Insurance
Home Group: San Diego Downtown IV

Brett Landry

Brett Landry

Company: Skyriver IT
Title: Director of Business Development
Phone: (858) 812-5298
Email: blandry@skyriverit.com
Profession: Information Technology
Home Group: San Diego Downtown II
Bio: IT can be complicated and often times frustrating. I can help simplify it for you in a jargon free way.

Kris Mukherji

Kris Mukherji

Company: The Law Office of Kris Mukherji
Title: Principal Attorney
Phone: (858) 442-5747
Email: kris@kmsdlawoffice.com
Profession: Attorney
Home Group: San Diego Downtown IV
Bio: I have 7 years of experience working as an Estate Planning and Business Law attorney.

Tiffany Prather

Tiffany Prather

Company: Reibman & Company
Title: CPA
Phone: (619) 274-8206
Email: tiffany@reibman.net
Profession: Accountant
Home Group: La Jolla
Bio: Reibman & Company is a boutique accounting firm focused on tax planning and compliance for high net worth individuals and their related businesses.

John Riley

John Riley

Company: Omnistruct
Title: Co-CEO
Phone: (916) 834-1820
Email: jriley@omnistruct.com
Profession: Information Technology
Home Group: Carmel Valley IV
Bio: Prepare companies for when cybersecurity matters.

Margoth Romero

Margoth Romero

Company: Delphi Private Advisors
Title: Client Relationship Manager
Phone: (858) 222-8050
Email: margoth@delphiprivate.com
Profession: Investment Advisor
Home Group: Carmel Valley

Victor Shlionsky

Victor Shlionsky

Company: Lavine, Lofgren, Morris & Engelberg LLP
Title: Tax Director
Phone: (310) 770-6580
Email: shlionskyv@llme.com
Profession: Accountant
Home Group: Del Mar Heights

Tracy Ward

Tracy Ward

Company: Forward Talent Strategies
Title: President & Chief Strategy Officer
Phone: (858) 401-6797
Email: tward@forwardtalentstrategies.com
Profession: Human Resources
Home Group: San Diego Downtown IV
Bio: HR Consultant | Strategist | Culture Cultivator.

Michael Zeiter

Michael Zeiter

Company: Mass Mutual Greater Pacific
Phone: (619) 683-6216
Email: mzeiter@financialguide.com
Profession: Financial Service
Home Group: University Towne Center II

Member News

John Naviaux

John Naviaux recently featured in Forbes as 2019 Next Gen Wealth Advisor

John Naviaux was recently listed on the 2019 Forbes “Best-in-State Next-Generation Wealth Advisors” list. This year’s Next-Gen Best-In-State Wealth Advisors list spotlights more than 1,485 advisors from Alaska to Florida with team assets amounting to more than $1 trillion.

Jennifer Oliver

Jennifer Oliver is pleased to announce that MoginRubin has been Recognized as a “Best Law Firm” for Antitrust Law By U.S. News & World Report and Best Lawyers, national.

SAN DIEGO, November 1, 2019 – MoginRubin LLP has been named as one of the nation’s top Litigation-Antitrust law firms in the 2020 U.S. News—Best Lawyers “Best Law Firms” ranking. This marks the third consecutive year that the three year old firm has received this distinction.

Rick Itzkowich

Rick Itzkowich publishes Forbes Article Titled “Five Reasons To Go Gray To Grow Your Business”

If you’re a startup biz millennial or a CEO boomer – both looking at your next 10 years, my “just out” article in Forbes is a must read. Check out how incorporating an underutilized outsource–you may find a goldmine in gray! With outsourcing, I mean working with independent contractors or executive placement services for C-level senior super stars. Copy – paste this link to read the entire article https://bit.ly/332kGg5

Nick Palmer

Nick Palmer of LevitZacks, voted the Best Accounting Firm to Work Form 2019

LevitZacks was recently named the nation’s #1 Best Firm to Work For (small firm category) by Accounting Today in its 2019 survey. Read all about it click here.

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

Upcoming Events

Accelerator Workshop

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

San Diego Holiday Party

Date: January 15, 2020
Time: 5:30pm to 7:30pm
Location: Farmer & The Seahorse