New Members

13 New Members in the San Diego Area

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

Jorge Alvarez

Jorge Alvarez

Compass
REALTOR
(619) 836-2784
jorge.alvarez@compass.com
Real Estate
Home Group: San Diego Downtown 5

Alexandra Chrisman

Alexandra Chrisman

Growth Marketing Partner, Inc.
Fractional Chief Marketing Officer
(619) 838-9226
alex@growthmarketingpartner.com
Marketing
Home Group: San Diego Downtown 5

Bio: Fractional CMO | Founder | Growth-Minded Marketing Strategist | Driving Results.

Stephen Decker

Stephen Decker

IPX1031
Senior Vice President
(619) 246-8187
stephen.decker@ipx1031.com
Real Estate
Home Group: Carmel Valley 2

Amy Eybsen

Amy Eybsen

GHJ
Audit Senior Manager
(310) 384-2220
aeybsen@ghjadvisors.com
Accountant
Home Group: La Jolla

Greg Grand

Greg Grand

G Squared Advisors
Fractional Sales Leader (VP/CRO)
(619) 417-1100
greg@gsquaredadvisors.com
Consultant Service
Home Group: La Jolla

Bio: With 25 years of sales and sales leadership roles with both startups and large organizations, Greg is a highly collaborative, results-oriented, sales leader with a proven track record of motivating, coaching, and leading high performing sales teams.

Jeff Grant

Jeff Grant

Sand & Sea Investments
Owner & Broker of Record
(858) 336-9836
jeff@sandandseainvestments.com
Real Estate
Home Group: San Diego Downtown 5

Keenya Kelly

Keenya Kelly

If You Brand It
Marketing & Social Media Strategist
(804) 299-1105
keenya@keenyakelly.com
Marketing
Home Group: University Towne Center 3

Bio: I teach business owners how to generate leads and sales using social media. Video Marketing.

Voltaire Lepe

Voltaire Lepe

Lepe Tendwell Group Brokered by eXp Realty
Real Estate Agent
(619) 852-2222
lepe@lepetendwell.com
Real Estate
Home Group: San Diego Downtown 5

Darlene Mera

Darlene Mera

Cal Private Bank
VP/ Sr. Relationship Manager
(619) 994-3211
dmera@calprivate.bank
Banking Finance
Home Group: San Diego Downtown 3

Stephanie L Pfaff

Stephanie L. Pfaff

Higgs Fletcher & Mack
Partner
(619) 595-4203
pfaff@higgslaw.com
Attorney
Home Group: San Diego Downtown 5

Bio: I am a tax attorney specializing in California real estate. I serve individuals, family-owned companies, closely held businesses, and large real estate developers. As former in-house counsel, I bring a unique client perspective to each of my matters.

David Solis

David Solis

Solis Financial Forensics LLC
Founder and Managing Member
(206) 661-2973
david@solisff.com
Financial Service
Home Group: San Diego North Coast

Bio: Financial Forensics | Economic Damages | Forensic Accounting | Business Valuation | Litigation Consulting | Expert Witness.

Jonty Toker

Jonty Toker

B2B CFO
(760) 814-7424
jontytoker@b2bcfo.com
Consultant Service
Home Group: San Diego Downtown 5

Bio: Partner B2B CFO®. Providing Strategic Business Advisory Services to owners of privately held companies.

Kirsten Worley

Kirsten Worley

Higg Fletcher Mack
Attorney
(619) 236-1551
worleyk@higgslaw.com
Attorney
Home Group: University Towne Center

Member News

Announcing our Referral Contest Winners!  

We had three people who referred 3 members each – a three-way tie!  A big CONGRATULATIONS and thank you to:

Stewart Wessel – North Dallas 2, Group Leader

Rob Hinckley – Denver 3, Member

Bernard Williams Philadelphia 6, Group Leader

Each have won a $100 Gift Card to our ProVisors store and a $300 Dinner on ProVisors.

We also had the drawing for a free membership (for those who selected this prize). The winner of the free membership is… Mike Lazar of Denver 4!  Congratulations Mike and a big thank you to all who participated.

Member Milestones

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

Celebrating 10 Years

Roberto J. Duran

Odyssey Wealth Design
Wealth Advisor
(949) 341-4293
roberto.duran@lfg.com
Financial Service
Home Group: Corona

Bio: Roberto J. Duran, CFP®, ChFC®, CRPC®, CBEC® is a Managing Partner with Odyssey Wealth Design, a full-service Comprehensive Wealth Advisory firm focused on stewardship of “Generational Wealth & Well-Being”.

Emily Rex

Departure
Founder & CEO
(619) 607-1001
emily.rex@dptr.co
Marketing
Home Group: Carmel Valley 3

Bio: Departure is a hybrid marketing firm that addresses business challenges through the medium of creative thought and the tools of technology. We revitalize existing brands, take new products to market, build websites and mobile apps, and bring companies…

Heather Sanchez

Farmer’s & Merchants Bank of Long Beach
Head of C&I Banking – Business Banking Group Manager
(562) 386-7015
heather.sanchez@fmb.com
Banking & Finance
Home Group: Corona

Bio: I am a senior commercial banker and market leader serving Southern CA companies with sales of $10M – $500M. I specialize in manufacturing and distribution, with special expertise in high growth companies.

Bruce Strumlauf

LevitZacks
Shareholder
(619) 238-1077
bstrumlauf@lz-cpa.com
Accountant
Home Group: San Diego Downtown 2

Bio: I provide tax and business advisory services to mid-market businesses and their owners Corporate and Int’l tax specialty. My goal is be a proactive advocate for my clients to save them money, time and aggravation!

Parisa Weiss

Buchalter
Partner
(619) 219-5351
pweiss@buchalter.com
Attorney
Home Group: University Towne Center 3

Bio: Estate Planning, Trust and Probate attorney, include Guardianships and Conservatorships.

Celebrating 5 Years

Stuart Eisler

Hanson Bridgett LLP
Attorney
(415) 995-5146
seisler@hansonbridgett.com
Attorney
Home Group: Carmel Valley Torrey View

Bio: Stuart has extensive experience representing award-winning heavy civil, industrial, commercial, and residential developers and general contractors in complex construction disputes and preparation of construction documents.

Daniel Schneiderman

Gingery Hammer & Schneiderman LLP
Personal Injury / Trial Attorney
(858) 923-1400
dan@gingerylaw.com
Attorney
Home Group: University Towne Center 2

Bio: Dan Schneiderman is a personal injury litigator and trial attorney that aggressively represents and litigates on behalf of persons and families that have been injured due to the actions of another.

Events

Join us for our San Diego Holiday Party at the Farmer & the Seahorse on Tuesday, December 12th from 5-7pm.  Registration and details on the Hub.

Accelerate Your Membership (AYM) on Monday, December 11, 2023 (8:30a P / 10:30a C / 11:30a E) PERSONAL BRAND – How to create resonance within the PV community and the importance of a strong elevator pitch.  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.

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, December 5, 2023 – 8:30a PT | 10:30a CT | 11:30a ET

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

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

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