New Members

5 New Members in the San Diego Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Tyler Cooley

Sayva Solutions
VP of Finance
(858) 242-5640
tcooley@sayvasolutions.com
Consultant Service
Home Group: Carmel Valley 4

Bio: I’m the VP of Finance for Sayva Solutions. We perform outsourced finance, accounting and HR for early stage to medium business, and recruiting and consulting for medium to enterprise size companies.

Christina Gandy-Delgadillo

San Diego Corporate Law
Attorney at Law
(858) 483-9200
christina@sdcorporatelaw.com
Attorney
Home Group: University Towne Center 3

Bio: Corporate attorney experienced in entity formation, contracts and practice structure for healthcare professionals, including HIPAA compliance.

Carl Jones

RMO LLP
Attorney
(619) 323-3208
jonesc@rmolawyers.com
Attorney
Home Group: University Towne Center 2

Bio: Attorney specializing in trust and probate litigation. Able to assist with trust funding issues and conservatorship as well.

James Vinograd

Lavine Lofgren Morris Engelberg
Client Accounting Services Manager
(858) 455-1200
vinogradj@llme.com
Accountant
Home Group: Carmel Valley

Greg Wilson

Workforce Consultants
President/CEO
(760) 459-8619
greg@hrbyworkforce.com
Human Resources
Home Group: University Towne Center 3

Bio: Expert Team in all phases of Human Resources.

Member News

If you haven’t checked out our new ProVisors Power Networking series yet, take a peek at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Watch all the videos in the series HERE.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 5 Years

Jane Wesley Brooks CFLS

JWB Family Law
Attorney
(619) 234-6123
jane@jwbfamilylaw.com
Attorney
Home Group: San Diego Downtown 2

Bio: Certified Family Law Specialist with an AV Preeminent Rating from Martindale-Hubble. Resolves issues related to divorce, custody, support, complex property division and paternity. Believes in Settlement first and trial when necessary.

Amanda Keith, MLO, CPA

Mutual of Omaha Reverse Mortgage
Reverse Mortgage Specialist
(415) 747-5668
akeith@mutualmortgage.com
Banking & Finance
Home Group: Carmel Valley 3

Bio: Educating retirees and advisors in accessing home equity for retirement cash-flow, through a deferred-repayment loan (reverse mortgage). For ages 55+, this loan eliminates monthly mortgage payments, funds in-home care, and can also be used to purchase.

Events

Accelerate Your Membership (AYM) on on July 10th (8:30a P / 10:30a C / 11:30a E) with Preston Howard and Tanya Patterson who will discuss the Influence of a Great Testimonial and How to use a Troika to Give Referrals. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.

EC Workshop on July 25th (1:30p P / 3:30p C / 4:30p E) – This is 45-60 minute quarterly workshop where designated chairs will review the primary roles of an Executive Committee member, explore best practices and establish camaraderie with EC members across the country.

Save-the-date for our OC Fall PV@Night on Thursday, September 21st at Twenty Eight. Details and registration on the Hub.

Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

New Member Orientations

Wednesday, July 5, 2023 – 9:30am-111:00am ET | 10:30am-12:00pm CT | 12:30pm-2:00pm PT

Wednesday, July 5, 2023 – 11:30am-1:00pm ET | 12:30pm-2:00pm CT | 2:30pm-4:00pm PT

Thursday, July 6, 2023 – 8:30am-10:00am ET | 9:30am-11:00am CT | 11:30am-1:00pm PT

Thursday, July 6, 2023 – 9:30am-11:00am ET | 10:30am-12:00pm CT | 12:30pm-2:00pm PT