Karen Hawkes

Trademark Attorney
Hawkes Law, APLC
(619) 241-9168
karen@hawkestrademarklaw.com
Home Group: Carmel Valley West Virtual

Lara Besser

Jackson Lewis P.C.
Employment Defense Attorney
(619) 481-1880
lara.besser@jacksonlewis.com
Attorney
Home Group: San Diego Downtown 3

Bio: Employment Defense Attorney specializing in defending employers against wage and hour class and PAGA actions. I also counsel employers on compliance with California’s complex employment and labor laws.

Kevin Buckley

Torrey Pines Law Group
Founder & CEO
(858) 869-1250
kevin@torreypineslaw.com
Attorney
Home Group: Carmel Valley West Virtual

Bio: Biochemist turned patent attorney. Now appreciating straight “F’s”: family, friends, firm, and farm — in that order…

Shannon Englert-House

DYADlaw, P.C.
(858) 480-1077
shannon@dyadlaw.com
Attorney
Home Group: San Diego Metro 1

Christina Harmes Hika

Amerifund Home loans
Division President, Reverse Loan Solutions
(619) 993-3882
charmes619@gmail.com
Banking Finance
Home Group: Carmel Valley West Virtual

Bio: Helping improve retirement plans and outcomes with the inclusion of Home Equity.

Dan Harvey

Harvey Legal Consulting
Principal
(760) 464-2859
dan@harvey-legalconsulting.com
Attorney
Home Group: San Diego Downtown 4

Bio: I help decisionmakers accomplish their goals within the bounds of the law. While I am comfortable dealing with full spectrum business issues, I particularly enjoy helping leaders fix difficult employee relations problems.

Erin Lee

Law Offices of Erin J. Lee
Managing Attorney
(760) 705-3676
erin@erinjlee.com
Attorney
Home Group: Carmel Valley Torrey View

Bio: Erin Lee is an immigration attorney that serves local clients as well as clients all over the world. She speaks English, Spanish, and Korean and is passionate about obtaining results for her clients.

Robert Marasco

Marasco Mediation, LLC
Mediator, Arbitrator, Special Master
(619) 994-1270
rgm@marascomediation.com
Attorney
Home Group: San Diego Metro 1

Bio: Resolution is not an alternative, it’s the Standard.

Mark Marcelletti

Sales Pipeline Gurus
CEO
(619) 314-4375
m@salespipelinegurus.com
Consultant Service
Home Group: San Diego Downtown 4

Bio: I provide sales process consulting, sales training, and sales technology implementation to B2B companies.

Jessica Nies-Burridge

Heartland
Payroll Territory Manager
(562) 234-1754
jessica.niesburridge@e-hps.com
Human Resources
Home Group: San Diego Downtown 3

Bio: HCM expert for past 20 years for start up to mid size businesses. I provide tools and resources that integrate into their payroll and HR solution from hire to retire.

Ben Norton

VelocityX – EOS Implementer
CEO – EOS Implementer
(858) 395-1021
ben.norton@eosworldwide.com
Consultant Service
Home Group: Del Mar Heights

Bio: 4x CEO, Business Coach, EOS Implementer.

Craig O’Neil

United American Mortgage Corp
Senior Loan Officer
(858) 243-4442
coneil@uamco.com
Banking Finance
Home Group: San Diego North Coast

Bio: Local Residential Mortgage Expert.

Melissa Perrell

Optima Office
Sr. Manager of Client Relations
(619) 200-3333
melissa.perrell@optimaoffice.com
Consultant Service
Home Group: Carmel Valley West Virtual

Bio: Provide flexible and customized Accounting, HR, Fractional CFO, and Fractional COO support for businesses over $1 million in revenue. I work with business owners, and executive leadership to create a strategic map to reach financial goals.

Sara Pike

Withers Worldwide
(619) 564-6220
sara.pike@withersworldwide.com
Attorney
Home Group: San Diego Downtown 4

Kyla Pince

Auker Group
Associate Realtor
(760) 484-4038
kyla.pince@aukergroup.com
Real Estate
Home Group: Carmel Valley West Virtual

Bio: I am a Real Estate professional who is a San Diego native. I represent buyers and sellers locally, nationally and internationally..

Justin Schaefer

Bank of Southern California
VP, Relationship Manager
(858) 847-4751
jschaefer@banksocal.com
Banking Finance
Home Group: San Diego Downtown 2

Bio: Responsive, creative and knowledgeable commercial banker at the Bank of Southern California. I focus on making banking easy by taking the time to understand each client’s needs and come up with creative solutions to help each business grow and/or succeed.

Andrew Sheftel

USBank
Mortgage Loan Officer NMLS 453464
(619) 523-4309
andrew.sheftel@usbank.com
Home Group: Carmel Valley West Virtual

Laura Steffen

Coldwell Banker West
Residential Realtor
(619) 504-4033
laura@laurasteffenhomes.com
Real Estate
Home Group: Carmel Valley

Bio: California native with over 20 years of Real Estate Industry experience.

Tali Thomas

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

Bio: I focus on creating a unique coaching experience designed to help our clients achieve their personal and professional goals and create measurable results.

Eric Townsend

Law Eagles, PC
Partner
(858) 634-0099
eric@laweagles.com
Attorney
Home Group: San Diego Downtown 3

Bio: Helping clients with fires and large floods.

Kristina Vaughn

Cal Insurance
Senior Account Executive
(415) 680-2130
kvaughn@mycalteam.com
Insurance
Home Group: Carmel Valley West Virtual

Ryan Smith

ThinkSBA
SBA Loan Expert
(858) 762-2774
ryan@thinksba.com
Banking & Finance
Home Group: Carmel Valley 2

Bio: Former Commercial Banker and Founder of ThinkSBA. My Brand promise is to source the lowest interest rate and best terms for which my clients qualify who are purchasing owner-occupied real estate, acquiring a business or franchise or buying out a partner.

Marie Crivello

First Pacific Bank
Senior Vice President
(760) 473-7308
mcrivello@firstpacbank.com
Banking & Finance
Home Group: La Jolla

Bio: I manage and source business opportunities in the Greater San Diego region, with a focus on commercial banking clients needing loans and deposit accounts.

Francesca San Diego

PBO Advisory Group
Consulting CFO
(858) 935-4846
fran@pboadvisory.com
Consultant & Service
Home Group: Carmel Valley 2

Bio: Fractional CFO who can work with internal or outsourced accounting team to increase profit, identify and secure financing, plan for exit event, prepare due diligence documents for a merger or acquisition and provide overall strategic financial support.

J. Alan Enochs

Enochs Law Group, APC
Attorney At Law
(619) 303-0288
jenochs@enochslaw.com
Attorney
Home Group: San Diego Downtown 3

Bio: At The Enochs Law Group, we help businesses and individuals resolve their real estate issues using practical, efficient legal solutions.

Jennifer Glaser

Lavine Lofgren Morris & Engelberg, LLP
Tax Partner
(858) 455-1200 x351
glaserj@llme.com
Accountant
Home Group: University Towne Center 5

Bio: Jennifer provides tax planning and compliance services to closely held passthrough businesses and their owners.

Sarah Lindsey

Synergy 1 Lending
Certified Mortgage Planning Specialist
(619) 867-0974
slindsey@s1l.com
Banking & Finance
Home Group: University Towne Center 2

Bio: I specialize in finding the right residential mortgage strategy that save clients the most money and creates the most wealth over their desired term. I work directly with clients, CFPs, CPAs, family law attorneys, & real estate agents for over 17 years.

Josh Maxwell

Hone Maxwell LLP
Tax Attorney, CPA, JD, LLM
(619) 980-4476
josh@honemaxwell.com
Attorney
Home Group: University Towne Center 5

Bio: Josh Maxwell is a licensed U.S. attorney and CPA. His practice focuses on international tax and federal, state and local tax consulting and controversy. He assists businesses and individuals with international/cross border business and tax.

John Naviaux

Merrill Lynch, Pierce, Fenner & Smith Inc.
Wealth Management Advisor
(858) 381-8128
johnnaviaux@gmail.com
Investment Advisor
Home Group: La Jolla

Bio: Passionate about serving my clients as they navigate crossroads in their professional and personal journeys, including major liquidity events, transitions, and unplanned life events, I call on my business and financial acumen…

Tali Vaughn

Economic Group Pension Services, Inc.
Regional Vice President, Sales & Consulting
(858) 400-8450
tvaughn@egps.com
Consultant & Service
Home Group: University Towne Center 4

Bio: Qualified Retirement Plan Third Party Administration:I work with Financial Advisors and CPA partners to provide a professionally bundled platform handling expert design, set-up and ongoing support of 401(k), Profit Sharing, Defined Benefit, Cash Balance…