New Members

11 New Members in the San Diego Area

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

Gregory Borman

Gregory Borman

Dillon Miller Ahuja & Boss, LLP
Partner
(858) 587-1800
gborman@dmablaw.com
Attorney
Home Group: Carmel Valley 2

Lucy Busby

Lucy Busby

Apex Risk & Insurance
Broker
(858) 822-8152
lucy@apex-risk.com
Insurance
Home Group: Del Mar Heights

Erin Carlson

Erin Carlson

Lavine Lofgren Morris & Engelberg
Tax Senior Manager
(858) 455-1200
carlsone@llme.com
Accountant
Home Group: Carmel Valley

Tim Garretson

Tim Garretson

Pinnacle Private Advisors
Senior Financial Advisor
(858) 384-4838
tim@pinnacleprivateadvisors.com
Investment Advisor
Home Group: San Diego Downtown 5

Charlotte Loomis

Charlotte Loomis

Windward Life Care
Community Relations Manager
(619) 331-4133
cloomis@windwardlifecare.com
Consultant Service
Home Group: Carmel Valley 2

Bio: Sales & Marketing Manager of Aging Life Care Management.

Christopher Moon

Christopher Moon

Moon Law APC
Managing Partner
(510) 333-8323
chris@moonlawapc.com
Attorney
Home Group: Carmel Valley 2

Suzanne Pollack

Suzanne Pollack

Robberson Schroedter LLP
Attorney
(818) 207-1633
suzanne@thersfirm.com
Attorney
Home Group: La Jolla

Bio: Business litigation attorney. I represent both individuals and businesses in resolving complex disputes involving breach of contract, trade secret misappropriation, fraud, and negligence.

Claudio Robertson

Claudio Robertson

JP Morgan
Executive Director
(858) 812-6159
claudio.robertson@jpmorgan.com
Banking Finance
Home Group: San Diego Downtown 5

Bio: Executive Director at J.P. Morgan Private Bank. Top 50 Latino Leaders of Influence.

Juergen Schmid

Juergen Schmid

Mortgages By Juergen, powered by Edge Home Finance
Mortgage Broker / NMLS#1695168 Broker #01338021
(619) 459-5700
mortgagesbyjuergen@gmail.com
Banking Finance
Home Group: Del Mar Heights 2

Bio: As a Wholesale Residential Mortgage Broker, I have a network of Vetted Realtors nationwide, and specialize in helping Veterans/Military, Divorcing clients,1st Time Homebuyers and Self Employed Borrowers find the best Loans for their Individual Goals.

Luke Wicks

Luke Wicks

Bizhaven
Owner/Strategic Growth
(415) 871-8120
luke@bizhaven.com
Human Resources
Home Group: Carmel Valley 2

AJ Witherspoon

AJ Witherspoon

American Mortgage Bank
SVP of Capital Markets
(619) 250-3090
aj@ambbanking.com
Banking Finance
Home Group: University Towne Center 5

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 10 Years

Lynn Fulks

Upstart Group LLC
President & Your Chief Marketing Officer
(305) 393-5880
lynn@upstartgroup.com
Marketing
Home Group: Carmel Valley 2

Bio: Fractional Chief Marketing Officers and Marketing Managers for companies who are in growth mode or launching new products/services/geographies.

Sam Mehta

Sam Mehta

Bluefire Mortgage Group
President
(760) 930-0569
sam@bluefiremortgage.com
Banking & Finance
Home Group: University Towne Center

Bio: Mortgage lender providing financing for 1-4 unit residential properties. Expertise is working with self-employed and high net worth clients whose loan needs may be complex. Sam also has a deep understanding in divorce mortgage financing/marital buyouts.

Celebrating 5 Years

Scott Curry

Principal of Open Minded Consulting, LLC
Principal
(858) 472-2115
scottmcurry@gmail.com
Marketing
Home Group: La Jolla

Bio: I help small and medium sizes companies tell their story, and drive sales and revenue by connecting with the customers they want.

Kimberley Deede

Chhokar Law Group
Partner
(858) 384-5757
kd@socalclg.com
Attorney
Home Group: Carmel Valley

Bio: My practice is focused on trust and estate litigation. I help individuals understand their rights and secure their lawful inheritance after the loss of a loved one. I also guide and protect those who have assumed responsibility for trust administration.

Matt Deen

Black & Deen LLP
Partner
(619) 993-8873
matt@blackdeenlaw.com
Attorney
Home Group: San Diego Downtown 2

Bio: Outside general counsel for startups, small businesses and entrepreneuers.

Matt Hrutkay

LegalSage
Lawyer Coach and Law Firm Consultant
(917) 628-5625
matt@legalsage.org
Consultant & Service
Home Group: La Jolla

Bio: Matt helps lawyers and law firms find their mojo, developing values and cultures focused on purpose and passion.

Kimberly Miller

Knobbe Martens LLP
Partner
(858) 707-4184
kimberly.miller@knobbe.com
Attorney
Home Group: La Jolla

Events

National Networking Day is Wednesday, September 20th at 2pm PST with featured guest speaker Bob Burg, Author of the Go-Giver.  Registration and Dial-In Details are on the Hub.

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 October 9, 2023 (8:30a P / 10:30a C / 11:30a E) with Sami Azhari/Richard Wang who will discuss GUESTING STRATEGY -The skill in virtual networking and the importance of guesting outside of your region. 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, September 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 6, 2023  – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, September 6, 2023 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, September 7, 2023 – 11:30a PT | 1:30p CT | 2:30p ET