New Group Leaders

2 New Group Leaders 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.

Gary Eastman

Intellectual Property Attorney
Eastman IP
(619) 230-1144
gary@eastmanip.com
Home Group: Center City San Diego

Catherine Mattice

Catherine Mattice

Founder/CEO
Civility Partners, Inc
(619) 454-4489
catherine@civilitypartners.com
Home Group: San Diego Human Capital Affinity Group

New Members

8 New Members in the San Diego Area

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

Susan Acquista

Susan Acquista

DLA Piper LLP (US)
(805) 252-0503
susan.acquista@dlapiper.com
Attorney
Home Group: University Towne Center 4

Bio: Susan is an intellectual property attorney specializing in advertising, trademarks, and brand protection. She enjoys working with clients of all sizes in all types of industries, especially consumer products and life sciences.

Ami Aranha

Ami Aranha

Aspiriant
Wealth Managerment, Partner and Director
(858) 519-1878
aaranha@aspiriant.com
Investment Advisor
Home Group: Midtown San Diego

Bio: Wealth Planning (goal planning, philanthropy, planning for liquidity events, business succession, family governance, estate planning, risk management) & Investment Management (no products, no sales/commissions, objective advice, fiduciary).

John Grindle

John Grindle

Grin Events
Chief Purveyor of Fun
(619) 972-4746
john@grin.events
Consultant Service
Home Group: University Towne Center 3

Bio: As the Chief Purveyor of Fun at Grin Events, I create genuinely fun corporate events striving to connect teams one smile at a time through professionally hosted fun and games. It’s team building, but I prefer to call it Team Connecting. Game On!

Michael Kimball

Michael Kimball

Law Office of Michael Kimball
The Innovation Attorney
(619) 270-2350
mjk@kimballesq.com
Attorney
Home Group: Carmel Valley West Virtual

Bio: Fractional General Counsel. I help clients close deals quickly with excellent terms. Specializing in IP licensing, corporate (formations, financings & exits) and commercial transactions between companies.

Deborah Murphy

Deborah Murphy

Adam R. Rosenberg & Company, CPAs
Partner
(760) 753-5528
deborah@arrcpa.com
Accountant
Home Group: Carmel Valley 2

Bio: I help small business owners with financial, tax and business strategies to help them meet their goals!

Jon Palececk

Jon Palececk

Palecek Consulting Group
CEO Founder
(858) 224-1935
jon@pcgit.net
Home Group: Midtown San Diego

William Sperling

William Sperling

Law Office of William Sperling, PC
Attorney
(760) 705-4197
william@wsperling.com
Attorney
Home Group: Midtown San Diego

Bio: Experienced Outside General Counsel with a focus on employment law and non-profits.

Andrea Steinbrenner

Andrea Steinbrenner

Exit Consulting
CEO
(314) 304-3478
asteinbrenner@exitconsultinggroup.com
Consultant Service
Home Group: Midtown San Diego

Bio: Andrea Steinbrenner is the Chief Executive Officer at Exit Consulting Group, Inc. (ECG). An experienced, versatile executive who has worked across a multitude of industries throughout her career, Andrea’s objective is to leave businesses better.

Member News

Member Milestones

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

Celebrating 20 Years

Matt Van Winkle

MSV Technology
Owner
(858) 461-7253
matt@msvtechnology.com
Information Technology
Home Group: University Towne Center 2

Bio: MSV Technology is a technology consulting firm specializing in the implementation, development and support of accounting and business management software. Our goal is to bridge the gap between running a business and using technology effectively.

Celebrating 15 Years

Scott Chelberg

Scott Chelberg

Retirement Solutions, Inc.
President/ Sr. Wealth Manager
(760) 603-0700
chelberg@2rsi.com
Investment Advisor
Home Group: Carmel Valley Torrey View

Bio: I advise individuals on planning for and transitioning into retirement with an income plan that provides for their ideal lifestyle. As a CFP® and CEPA® with more than 38 years of experience advising business owners.

John Van Dusen

John Van Deusen

FRS Executive Search
Principal
(858) 527-0377
johnv@financial-recruiting.com
Human Resources
Home Group: University Towne Center

Bio: I’m a retained recruiter with 28+ years of experience and I place three professionals; CFO, Controller & VP of Finance. Each search comes with an 18-Month Guarantee.

Keith McKenzie

LourdMurray Delphi
Managing Partner
(858) 222-8095
keith@delphiprivate.com
Investment Advisor
Home Group: San Diego Downtown 2

Bio: I work with affluent private families, foundations, and their advisors. My role is to manage the investment portfolios; however, I am often part of the advisory team prior to a major transaction, such as the sale of a business,…

Celebrating 10 Years

Bill Carey

Driscoll Anderson Reynard LLP
Attorney
(619) 220-8688
bill@darllp.com
Attorney
Home Group: San Diego Downtown 4

Bio: Bill Carey is the Senior Litigation Attorney for Driscoll Anderson Reynard, LLP, a firm specializing in High Net Worth Estate Planning, Trust Administration and Probate Litigation. Bill helps families resolve conflict stemming from inheritance disputes.

Cheryl Kessler

CBIZ Forensic Consulting Group, LLC
Managing Director
(619) 687-2600
cheryl.kessler@cbiz.com
Financial Service
Home Group: University Towne Center 3

Bio: EXPERT in Business Valuations and Forensic Accounting for divorce, partner buyouts (both litigated and friendly), estate & gift tax and exit planning.

Celebrating 5 Years

Danielle Baldwin

Vistage
Chair
(619) 204-1040
danielle.baldwin@vistagechair.com
Consultant & Service
Home Group: San Diego Downtown 4

Bio: Helping CEOs, business owners and key executives become better leaders, make better decisions, and achieve better results.

Gabe Candea

Gabe Candea

Emerson Equity
DST | 1031 Exchange Advisor
(619) 243-9892
gcandea@emersonequity.com
Investment Advisor
Home Group: Carmel Valley 2

Bio: Since 2009, I’ve been assisting real estate investors manage, buy, sell, and 1031 Exchange their investment profits, tax deferred. Today, I assist clients to strategize, identify, and execute their exchange, typically with a Delaware Statutory Trust (DST).

Michael J Head

Michael J Head

NOW CFO
Director-San Diego; CFO Consultant
(619) 416-2235
mhead@nowcfo.com
Accountant
Home Group: San Diego Downtown 2

Bio: Financial visibility means smarter business decisions. NOW CFO is a “roll up our sleeves” full-service consulting firm with a singular focus on outsourced CFO, Controller, Accounting and Finance service needs.

Sacha Mackels

Tax & Financial Group
Financial Advisor
(858) 436-0057
sacha.mackels@tfgroup.com
Financial Service
Home Group: San Diego Downtown 4

Bio: Sacha primarily focuses on bringing creative solutions to business owners who don’t have a plan for their business continuation and uses a comprehensive planning method to help them recognize and achieve their personal and business financial objectives.

Michael Madgett

Michael Madgett

Partner
(619) 236.1551
mmadgett@higgslaw.com
Attorney
Home Group: San Diego Downtown

Ryan D ODell

Ryan D. O’Dell

Manahan O’Dell LLP
Partner
(858) 925-3391
rodell@manahanodell.com
Attorney
Home Group: Carmel Valley Torrey View

Bio: I am a commercial litigator and trial attorney with nearly 25 years of experience representing developers, contractors, design professionals, sureties and individuals in the commercial and residential construction and real estate industries.

Andrea Rebeiro

Andrea Rebeiro

Alumbra
(619) 303-8291
andi@alumbracpa.com
Accountant
Home Group: La Jolla

Bio: Specialize in taxation for closely held businesses and their owners. Assist in negotions of sale transactions.

Events

Join us for our Fall PV@Night – Thursday, August 29th at Green Acre @ Campus Pointe from 5:00-7:00pm.  Details and Registration are on the Hub!

Accelerate Your Membership (AYM) on Monday, October 14, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics. Register Now!

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, September 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 4, 2024  – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, September 5, 2024  – 11:30a PT | 1:30p CT | 2:30p ET