New Members

6 New Members in the San Diego Area

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

Aj Johnson

Mundoval Capital Management, Inc.
Investment Advisor Representative
(858) 454-4837
aj@mundoval.com
Consultant Service
Home Group: San Diego Downtown

Mike Novak

ProFiduciary, Inc.
Private Fiduciary
(619) 456-5650
mnovak@profiduciary.com
Consultant Service
Home Group: Carmel Valley 3

Bio: Private fiduciary located in San Diego but working on appointments throughout the country.

Rebecca Del Secco

Civility Partners
Chief Operations Officer
(707) 235-2518
rebecca@civilitypartners.com
Consultant Service
Home Group: Carmel Valley 4

Bio: Building respectful work cultures globally, through employee surveys, data-driven action plans, training programs, & coaching toxic leaders.

Kevin Simonsen

Simonsen Legal PC
Founder
(858) 254-4468
kevin@simonsenlegal.com
Attorney
Home Group: San Diego Downtown

Bio: Kevin negotiates commercial real estate leasing, acquisition, disposition, financing, construction, property management, consulting, brokerage and service contracts for clients ranging from large international organizations to high-net-worth individuals.

Jenny Tormey

Pacific Sotheby’s International Realty
Residential Luxury Realtor
(559) 801-8267
jenny.tormey@pacificsir.com
Real Estate
Home Group: San Diego Downtown

Bio: Energetic Luxury Real Estate Agent with a Passion for Helping People Succeed.

Carenna Willmont

Willmont Financial
Owner & Fractional CFO
(310) 923-3263
carenna@willmontfinancial.com
Consultant Service
Home Group: San Diego Downtown 4

Bio: I am goal oriented with a focus on saving and having peace with finances.

Member News

Member Milestones

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

Celebrating 10 Years

Jenna Leyton-Jones

Leyton Jones Law, APC
Founder/Employment Law Attorney
(858) 208-3550
jenna@leytonjoneslaw.com
Attorney
Home Group: San Diego North Coast

Bio: I help employers manage employees, mitigate risk, and achieve their business goals by offering practical, cost-effective employment law advice, training and workplace investigations.

Todd Swanson

Swanson Lending
Mortgage Consultant
(619) 226-3234
todd@swansonlending.com
Banking & Finance
Home Group: Carmel Valley Torrey View

Bio: As a mortgage planner, my team and I assist homeowners with the management of the liability side of their balance sheet. We seek to structure the mortgage to fit within the financial, insurance, estate, and tax plans.

Celebrating 5 Years

Nicole Boros

Boros Law Firm, APC
Family Law Attorney
(619) 455-1185
nicole@borosfamilylaw.com
Attorney
Home Group: Carmel Valley West Virtual

Bio: Nicole Boros is an experienced and effective family law attorney, certified as a specialist in family law by the State Bar, whose practice focuses on divorce, child custody, and prenuptial agreements.

David Hoffman

Hoffman Hanono Insurance Services
(619) 420-1861
david@hhinsurance.com
Insurance
Home Group: Carmel Valley 3

Bio: I help business owners improve their insurance program.

Seth Makechnie

California Bank & Trust
VP Equipment Financing
(619) 756-8586
seth.makechnie@calbt.com
Banking & Finance
Home Group: Carmel Valley Torrey View

Bio: I am your planes, trains, and automobiles guy. My focus is in the distribution & manufacturing industry and often I am a cog in mergers & acquisitions and private equity transactions. If it moves – call me.

Ryan Mitchell

Cresa
Vice President, Broker
(858) 794-5506
rmitchell@cresa.com
Real Estate
Home Group: University Towne Center 4

Bio: In commercial real estate since 2010, Ryan helps corporations and business owners address their office, industrial, and lab space needs.

Kelly Ann Tran

Small Law PC
Partner
(619) 430-4795
kelly@smalllawcorp.com
Attorney
Home Group: La Jolla

Bio: I am a Bankruptcy Attorney and represent my clients in bankruptcy and bankruptcy litigation throughout California. I also assists my clients with workouts, restructuring, distressed loans, and foreclosure.

Events

Join us for our Holiday Party – Thursday, December 5th from 5-7pm at Green Acre – Campus Pointe. Details and registration are on the Hub.

Accelerate Your Membership (AYM) on Monday, December 9, 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, December 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

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

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

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