New Group Leaders

1 New Group Leader in the San Diego Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Juan Felipe Sanchez

Partner
Grupo Consultor EFE
(619) 816-2340
jfsanchez@gcefe.com
Home Group: San Diego Downtown 5

New Members

9 New Members in the San Diego Area

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

Ricardo Arias

Seltzer Caplan McMahon Vitek
Associate Attorney
(619) 685-3172
arias@scmv.com
Home Group: San Diego Downtown 4

Tanya Aure

TA Financial Strategies
(858) 206-9411
tanya@tanyaaure.com
Investment Advisor
Home Group: Carmel Valley

Will Lindahl

CPT Institute
(619) 800-6492
will@cpttrust.org
Consultant Service
Home Group: San Diego Downtown 3

Donald McGraw

Lindsay and Brownell – EisnerAmper
Tax Partner
(619) 395-2529
donald.mcgraw@eisneramper.com
Accountant
Home Group: University Towne Center 2

Bio: https://www.eisneramper.com/about-us/professional-directory/donald-mcgraw/

Emeka Ndukwe

Heartland
Territory Manager
(619) 885-9600
emeka.ndukwe@heartland.us
Consultant Service
Home Group: University Towne Center 2

Bio: Payment processing and credit card processing solutions from a white-glove and customer-centric perspective.

Cameron Stewart

Crest Insurance
Broker
(561) 445-4098
cstewart@crestins.com
Insurance
Home Group: Carmel Valley

Bio: Expert in placing insurance and providing risk management services for various industries middle market businesses.

Jeff Stoltey

New City Insurance
Insurance Advisor
(858) 523-8257
jstoltey@newcityinsurance.com
Insurance
Home Group: Carmel Valley 4

Bio: Employee Benefits Consulting – We help small to mid-size businesses cut health insurance costs via strategies that help minimize the frequency and severity of claims.

Stacey Tyree

RE:Align Tenant Strategies
Principal
(760) 704-3408
staceytyree@realignts.com
Real Estate
Home Group: Carmel Valley 4

Bio: Stacey is a commercial real estate broker who represents tenants in finding new space, lease extensions, and downsizing. Stacey’s clients consist primarily of life science companies and professional service providers such as law and accounting firms.

Daniel Weiner

Weiner Law
Founder and Managing Attorney
(858) 356-9070
dan@weinerlegacylaw.com
Attorney
Home Group: Carmel Valley

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

Thomas Daugherty

Klinedinst PC
Shareholder
(312) 213-8117
tdaugherty@klinedinstlaw.com
Attorney
Home Group: Carmel Valley 4

Bio: I defend employers in pre-litigation disputes and in lawsuits filed by employees, whether for discrimination, harassment, retaliation, or wage and hour claims for overtime, meal and rest break, or wage statement violations, among others.

Kenneth Jones

Higgs Fletcher & Mack LLP
Partner – Real Estate & Business
(619) 819-9663
jonesk@higgslaw.com
Attorney
Home Group: Carmel Valley 4

Bio: Mr. Jones has 30+ years of experience in all phases of corporate, real estate, finance, business, commercial and employment law. His clients range from sole proprietors, small companies and serial entrepreneurs to mid-size and publicly-traded companies.

Jordan F. Kohler, Esq.

KOHLER LEGAL, APC
Managing Attorney
(619) 600-5454
jordan@kohler.legal
Attorney
Home Group: La Jolla

Bio: Jordan F. Kohler, Esq. is a business lawyer that provides corporate counsel and transactional services for businesses throughout California. Areas of focus include mergers and acquisitions, entity formation, contract drafting and corporate formalities.

Michael Morales

Chhokar Law Group, P.C.
Estate Planning & Asset Protection Attorney
(858) 384-5757
michael@socalassetprotection.com
Attorney
Home Group: La Jolla

Bio: Mike is an estate planning and asset protection attorney, focused on helping individuals, families and business owners by creating lasting relationships to help achieve their immediate and long term goals.

Shanna Welsh-Levin

Southern California Real Estate Law, APC
Real Estate Attorney
(619) 232-7325
swelsh@socalrealtylaw.com
Attorney
Home Group: Carmel Valley

Bio: Real Estate Attorney for commercial or residential litigation and transactions. Very experienced with Landlord Unlawful Detainer cases and leasing issues. Title and Ownership litigation, and more.

Events

Join us for our Fall PV@Night at The Farmer & The Seahorse on Tuesday, October 3rd from 5:00-7:00pm. Registration and details are on the Hub.

Accelerate Your Membership (AYM) on August 14th (8:30a P / 10:30a C / 11:30a E) with Doug Duerr and Lauren Hauptman who will discuss Personal Brand & The Power of a Tagline. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.

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

Tuesday, August 1, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, August 2, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, August 2, 2023 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, August 3, 2023 – 11:30a PT | 1:30p CT | 2:30p ET