| San Diego
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
Dillon Miller Ahuja & Boss, LLP
Partner
(858) 587-1800
gborman@dmablaw.com
Attorney
Home Group: Carmel Valley 2
Lucy Busby
Apex Risk & Insurance
Broker
(858) 822-8152
lucy@apex-risk.com
Insurance
Home Group: Del Mar Heights
Erin Carlson
Lavine Lofgren Morris & Engelberg
Tax Senior Manager
(858) 455-1200
carlsone@llme.com
Accountant
Home Group: Carmel Valley
Tim Garretson
Pinnacle Private Advisors
Senior Financial Advisor
(858) 384-4838
tim@pinnacleprivateadvisors.com
Investment Advisor
Home Group: San Diego Downtown 5
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
Moon Law APC
Managing Partner
(510) 333-8323
chris@moonlawapc.com
Attorney
Home Group: Carmel Valley 2
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
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
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
Bizhaven
Owner/Strategic Growth
(415) 871-8120
luke@bizhaven.com
Human Resources
Home Group: Carmel Valley 2
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
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
Atlanta | Austin | Chicago | Dallas | DC/Metro | Denver | Houston | Los Angeles | New England | New York | Orange County | Philadelphia | San Francisco | Seattle | Silicon Valley | South Florida