Windus Fernandez Brinkkord

Trilogy Financial
Senior Vice President of Wealth Management
(858) 314-5169
windus.fernandez@trilogyfs.com
Investment Advisor
Home Group: Carmel Valley West Virtual

Stacey Frederiksen

Paylocity
Account Executive
(760) 403-2517
sfrederiksen@paylocity.com
Home Group: San Diego North Coast

Erin Langs

ConferenceDirect
Global Account Executive
(415) 302-8624
erin.langs@conferencedirect.com
Other
Home Group: San Diego Downtown 3

Atousa Monjazeb

GuardianPF Inc.
atousa@guardianfiduciary.com
Financial Service
Home Group: Carmel Valley West Virtual

Kris Mukherji

Law Office of Kris Mukherji, APC
Principal Attorney
(858) 442-5747
kris@kmsdlawoffice.com
Attorney
Home Group: Carmel Valley 4

Bio: Kris Mukherji is an Estate Planning and Business Law attorney with over 8 years experience.

Tali Thomas

Synergy Coaching Group
Partner
(619) 507-7570
tali@synergycoachinggroup.com
Home Group: Carmel Valley

Ashley Wilson

Coastal Payroll
Senior HCM Consultant
(619) 694-8535
awilson@coastalpayroll.com
Consultant Service
Home Group: Carmel Valley 2

Frank Caperino

FranchiseFrank, Inc.
Franchise Consultant
(619) 887-0747
frank@franchisefrank.com
Consultant & Service
Home Group: University Towne Center

Bio: Frank Caperino has been a Multi-Unit Franchisee for fifteen (15) years. He owned and operated eight (8) Cold Stone Creameries. He has an MBA in Finance and is a Certified Financial Planner (CFP). He is an author of a book on Franchising.

Chad Ensz

Sheppard Mullin Richter & Hampton LLP
Partner
(858) 876-3508
censz@sheppardmullin.com
Attorney
Home Group: University Towne Center 4

Bio: I help clients document and negotiate business transactions, especially when they cross borders.

Lauren Reynolds

At Home Nursing Care
Founder/Administrator
(760) 634-8000
lauren@athomenursingcare.com
Consultant & Service
Home Group: Carmel Valley 3

Bio: My mother’s need for in home care while battling terminal cancer is what inspired me to retire from my news reporting career to launch At Home Nursing Care. We help our clients live a better life at home through quality in home care.

Edwin Boniske

Higgs Fletcher & Mack LLP
Partner
(619) 236-1551
boniske@higgslaw.com
Attorney
Home Group: San Diego Downtown 2

Bio: Ed counsels and represents California employers on all types of employment matters, and is a skilled litigator who regularly defends employers in a variety of wage and hour and employment disputes.

Greg Malone

Eisner Advisory Group LLC
Partner
(858) 558-9200
greg.malone@eisneramper.com
Accountant
Home Group: University Towne Center 4

Bio: I focus on closely held businesses and more specifically real estate transactions. Buy, sell or exchange I can provide timely and accurate analysis.

Jeremy Runnels

West Coast Financial, LLC
Partner
(858) 333-6133
jeremy@wcfinc.com
Investment Advisor
Home Group: Del Mar Heights

Bio: CFP®. Fee-only, fiduciary, wealth advisor. Helping business owners and executives pass wealth and values to the next generation.

Jonah Toleno

Garcia Hong Law
Of Counsel
(619) 750-2134
jonah@garciahonglaw.com
Attorney
Home Group: University Towne Center 4

Bio: I am an experienced litigator and trial attorney who is well versed in securities litigation, advisor transition, corporate law, and I use my experience to provide customized outside general counsel services.

Kevin Walsh

SD Tech, LLC
Founder/IT Consultant
(858) 375-4800
kevin@sdtechinc.com
Information Technology
Home Group: San Diego Downtown 3

Bio: Technology Consultant with 28 years of experience focusing on small/medium businesses.