January 2022

PROVISORS NEWS

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members14 New Members in the San Diego Area

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

Josh Altman

Josh Altman

Altman Immigration Law, PC
Principal
(858) 251-0858
josh@altman.law
Attorney
Home Group: Carmel Valley

Tiffany Brown

Tiffany Brown

Blanchard Krasner French
Attorney
(858) 551-2440
tbrown@bkflaw.com
Attorney
Home Group: San Diego Downtown 4

Bio: I am a knowledgeable certified legal specialist who guides parties towards attainable and equitable resolutions which provide the pathway to a happier and healthier future for them and their families.

Laura Buckley

Laura Buckley

Higgs Fletcher
Partner
(619) 236-1551
buckley@higgslaw.com
Attorney
Home Group: La Jolla

Andrew Hall

Andrew Hall

Blake Law Group
Senior Counsel
(858) 232-1290
andrew@blakelawca.com
Attorney
Home Group: San Diego North Coast

Bio: Experienced commercial and residential real estate attorney well versed in transactional and litigation matters involving real estate title, lending, ownership, landlord/tenant, leasing, management, and sales.

Claudia Ignacio

Claudia Ignacio

Hone Maxwell LLP
Tax Attorney
(619) 980-4476
claudia@honemaxwell.com
Attorney
Home Group: San Diego Downtown 4

Myriah Jaworski

Myriah Jaworski

Beckage Law
Attorney at Law
(716) 725-2609
mjaworski@beckage.com
Attorney
Home Group: San Diego Metro 1

Jennifer Johnson

Jennifer Johnson

Marsh & McLennan Agency
Client Executive/Private Client Advisor-Marsh & McLennan Insurance Agency
(800) 321-4696
jennifer.johnson@marshmma.com
Insurance
Home Group: University Towne Center 5

Trevor McGraw

Trevor McGraw

Engage PEO
VP of Sales
(304) 319-1285
tmcgraw@engagepeo.com
Human Resources
Home Group: San Diego North Coast

Bio: Father/Adventure-seeker/Problem Solver/Connector.

Peter Meringolo

Peter Meringolo

PMRK Law, LLP
Partner Founder
(415) 496-3045
peter@pmrklaw.com
Attorney
Home Group: San Diego Metro 1

Bio: Peter sues insurance companies who deny or limit coverage. Since 2017, Peter has represented property owners and business with insurance issues arising from California wildfires. Peter also has significant complex business litigation experience.

David Munoz

David Munoz

Mission Legal Center
Managing Partner
(619) 777-5555
david@missionlegalcenter.com
Attorney
Home Group: Carmel Valley

Pranee Salman

Pranee Salman

Salman Law, APC
Founder
(858) 229-6852
pranee@salmanlawapc.com
Attorney
Home Group: San Diego North Coast

Maggie Schroedter

Maggie Schroedter

Robberson Schroedter LLP
Partner
(619) 353-5691
maggie@thersfirm.com
Attorney
Home Group: San Diego Metro 1

Dennis Visser

Dennis Visser

Cushman & Wakefield
Managing Director
(760) 518-4216
dennis.visser@cushwake.com
Real Estate
Home Group: Carmel Valley Torrey View

Bio: 30+ years of transaction experience in delivering commercial real estate solutions. A trusted advisor, specializing in institutional property leasing & sales AND representing Tenants/ Buyers in securing lease / purchase facility solutions in San Diego.

Julia Williams

Julia Williams

Dixon Williams LLP
Co-Founder
(858) 371-4995
julia@dixonwilliamslaw.com
Attorney
Home Group: San Diego Metro 1

Member News

We have made a few updates to the names of our newsletters and wanted to let you know (you may have already noticed).  This monthly membership newsletter, formerly known as The Accelerator is now ProVisors News. The weekly newsletter, formerly known as The Member Exchange is now ProVisors Business Opportunities and Thought Leadership is now Member Thought Leadership.

 

Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.

Todd Carey
Dec 01, 2021

CentriCity Podcast

Reb was interviewed by Jay Kingley, CEO of Centricity about how hiring a fractional CMO is a very affordable option for companies looking to scale their business. 1. Here is the link to the post: https://www.linkedin.com/posts/tazsadhukhan_podcastinterview-podcast-centricity-activity-6871484776256299008-QTUi

Member Milestones

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

Celebrating 10 Years

Aman Badyal

Aman Badyal

Glaser Weil
Partner
(619) 500-4540
abadyal@glaserweil.com
Attorney
Home Group: University Towne Center

Bio: Aman Badyal provides sophisticated tax and legal services for investors, closely held businesses and entrepreneurs. A significant portion of Mr. Badyal’s practice consists of advising clients in connection with the tax ramifications of various business.

John D. Milikowsky

Milikowsky Tax Law
Tax Attorney
(858) 450-1040
jmilikowsky@milikowskytaxlaw.com
Attorney
Home Group: Carmel Valley

Bio: Milikowsky Tax Law defends businesses in criminal & civil investigations by IRS and California tax agencies (EDD, FTB, CDTFA). We strategize and then execute actions to minimize tax risks to an insignificant amount to produce extraordinary results.

Christopher Villasenor

Law Offices of Christopher A. Villasenor
Attorney
(858) 707-7772
cvillasenor@sdlawfirm.net
Attorney
Home Group: San Diego Downtown 3

Bio: Mr. Villasenor is an experienced and trusted litigation and transactional attorney with over 25 years of practice in prosecuting and successfully resolving personal injury, business and real estate.

Celebrating 5 Years

Stephanie San Antonio

SSA Insurance Services
President
(760) 203-4292
stephanie@ssainsuranceservices.com
Insurance
Home Group: San Diego North Coast

Bio: With over 15 years of experience in the industry, Stephanie is the Founder/CEO and Employee Benefits Advisor of SSA Insurance Services, a firm dedicated to working with companies to improve workplace health and happiness through tailored insurance benefits.

Paul Johnson

Paul Johnson

Procopio Cory Hargreaves & Savitch, LLP
Partner
(619) 525-3866
paul.johnson@procopio.com
Attorney
Home Group: Del Mar Heights

Bio: Company formation, venture financing & M&A negotiation.

Racquel Kolsrud

Vigilare Wealth Management
Senior Wealth Advisor
(858) 367-9946
racquel@vigilarewealth.com
Investment Advisor
Home Group: Carmel Valley 4

Bio: I am a CERTIFIED FINANCIAL PLANNER (CFP®) & Certified Divorce Financial Analyst (CDFA). I work with people of all ages and backgrounds, helping them through the transitions of life.

Ron Sahmel

Sahmel & Associates, CPA’s
CEO, Managing Partner
(619) 295-0800
ron@sahmelcpa.com
Accountant
Home Group: Del Mar Heights

Bio: Sahmel & Associates is a progressive accounting firm that provides business and individual income tax planning services, tax projections and tax return preparation, and advisory services with a specialty in real estate.

Upcoming Events

Join an Accelerator Workshop 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.

San Diego Accelerator PV Zoom

Date: Tuesday, January 11, 2022
Time: 11:30am – 1:30pm