Marta Carlson

carlsonHR
Founder Owner
(619) 794-7955
marta@gocarlsonhr.com
Human Resources
Home Group: Carmel Valley 4

Sean Courtney

Community Mortgage
The Mortgage Doctor
(619) 682-4009
sean@calcommunitymortgage.com
Banking Finance
Home Group: Carmel Valley

Bio: I specialize in helping families build stability and wealth through homeownership and real estate investment. We specialize in serving working families, business owners and veterans from their first purchase to their forever home.

Jorge Dryanski

No Brainer Universe
(619) 939-8163
jorge@nobraineruniverse.com
Marketing
Home Group: San Diego Downtown 5

Bobby Israel

MNGE Properties
(858) 777-6944
bobby@mngeproperties.com
Real Estate
Home Group: Del Mar Heights

Bio: Third – party asset and property manager with over 20 years of real estate experience.

Jeff Klubeck

The Integrity Game
Business Communication Coach
(619) 405-3356
jeff@getaklu.net
Consultant Service
Home Group: San Diego Downtown 5

Bio: Business and Private Coaching, Leadership Training, Team Building/Engagement and Speaker-for- Hire!

Mark Uremovich

Uremovich Law
Founder
(619) 541-8896
marku@uremovichlaw.com
Attorney
Home Group: Carmel Valley

Bio: I am an Attorney practicing in the following areas: Representing and advising developers and contractors in all phases of construction, post-construction, and litigation; General Counsel and litigation services for HOAs;

Rick Zamora

Trusted One Fiduciary
(619) 930-5463
rzamora@t1fiduciary.com
Other
Home Group: San Diego Downtown

Bio: Licensed Fiduciary providing Trustee, Succesor Trustee, Power of Attorney, Conservatorship of Estate and Executor services.

Marshall Pollock

Transworld Business Advisors
Business Broker – CBB, CBI, M&AMI
(760) 607-0641
mpollock@tworld.com
Financial Service
Home Group: Carmel Valley Torrey View

Bio: Certified Business Intermediary / Certified Business Broker / Mergers & Acquisitions Master Intermediary helping individuals buy and sell businesses of all kinds. Specializing in assisting business owners, who wish to exit their business.

Elizabeth Balfour

Sheppard Mullin LLP
Partner
(858) 720-8985
ebalfour@sheppardmullin.com
Attorney
Home Group: University Towne Center 4

Bio: Elizabeth is a healthcare lawyer who advises healthcare providers, healthcare technology companies, and insurance companies on litigation, contracting, HIPAA and privacy law requirements, and regulatory compliance.

Karen Batcher

Alliance Data Privacy Solutions, Inc.
President
(619) 238-5528
karen@alliancedataprivacy.com
Consultant & Service
Home Group: University Towne Center

Bio: Alliance Data Privacy Solutions, Inc. is a global data privacy consulting firm specializing in GDPR” and CPRA compliance. Our clients range in size, industry and location throughout the world.

Geoffrey Bogart

Pacific Premier Bank
Senior Vice President – Relationship Manager
(858) 729-7716
gbogart@ppbi.com
Banking & Finance
Home Group: Carmel Valley

Bio: I provide commercial loan and deposit solutions to closely held business in San Diego. I work with business owners and their advisory team to stay in the banking “sweet spot” to meet financial goals.

Stephen Callegari

Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
Attorney
(858) 314-1538
smcallegari@mintz.com
Attorney
Home Group: Carmel Valley Torrey View

Bio: Stephen M. Callegari focuses his practice on providing advice and completing business transactions for both public and private companies in the areas of M&A, Securities, and Commercial Real Estate.

Chris Evans

Gupta Evans and Ayres, PC
Attorney
(619) 866-3444
ce@socal.law
Attorney
Home Group: San Diego Downtown

Bio: Business litigation attorney with a focus on clashes between business owners–often involving business disputes where a principal of the business has engaged in fraudulent and wrongful conduct, or when owners simply want out of the company…

Catherine Mattice

Civility Partners, Inc
Creator of Respectful Work Cultures
(619) 454-4489
catherine@civilitypartners.com
Human Resources
Home Group: University Towne Center 3

Bio: Catherine is a consultant focused on building positive work cultures. Services include coaching for “bullies”, employee surveys, long term culture change, and training.

Erin Owen

CDF Labor Law LLP
Senior Counsel – Employment Law Defense Attorney
(858) 646-0007
eowen@cdflaborlaw.com
Attorney
Home Group: University Towne Center 4

Bio: Erin Owen is a business and employment law defense attorney. She has protected privately and publicly held companies in litigation matters for over 20 years.

Nick Palmer

Levitzacks
Shareholder & Director of Audit
(619) 238-1077
npalmer@lz-cpa.com
Accountant
Home Group: University Towne Center 4

Bio: I am a certified public accountant with over twenty years of public accounting experience. I have extensive experience in planning and performing audits of companies representing a wide range of industries.