November 2020

The
Accelerator

November 2020

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 3 New Member in the San Diego Area

Dino D'Auria

Dino D’Auria

HomeStreet Bank
Regional Market President
(619) 937-8257
dino.dauria@homestreet.com
Financial Service
Home Group: University Towne Center 4

Bio: Focused on greater Southern California; Perfect client is a growing privately held (family owned) company that has a financing need $1 to $20 million; a banker that asks strategic questions and supports your plans for growth!

Natasha Fericelli

Natasha Fericelli

Paylocity
Account Executive
(619) 371-2481
nfericelli@paylocity.com
Consultant Service
Home Group: San Diego Downtown 2

Jennifer Glaser

Jennifer Glaser

Lavine Lofgren Morris & Engelberg, LLP
(858) 455-1200 x351
glaserj@llme.com
Accountant
Home Group: University Towne Center 5

Member News

Todd Carey
Oct 30, 2020

Aron Feiles - New Firm Name

Aron Feiles is proud to announce the addition of his name to the firm masthead of Lauer, Georgatos, Covel, Devine & Feiles. Aron has been a shareholder of the firm since 2016. We specialize in income tax services for closely-held businesses, high net worth individuals, and estates and trusts.
Todd Carey
Oct 27, 2020

Catherine Mattice Discusses Workplace Bullying on New Podcast

Catherine Mattice is one of very few true experts on workplace bullying. Listen in to this 30 min podcast as she discusses how it hurts organizations and people and what you can do to stop it. https://open.spotify.com/episode/4cJ3jWXM2XTTEZufvK60mX?si=v18h32xKQ_-NSruVinw9qw
Todd Carey
Oct 26, 2020

David Monks and Catherine Mattice Discuss Returning to Work on EBI Roundtable

David Monks, employment side attorney at Fisher Phillips, and Catherine Mattice, CEO of Civility Partners, participated in a written roundtable to provide advice on creating confidence in your workforce as they return to work. Roundtable sponsored by EBI, an employment screening company. https://www.ebiinc.com/resources/blog/what-do-employees-need-to-feel-safe-returning-to-work
Todd Carey
Oct 15, 2020

Forbes Article - 15 Tips To Keep A Growing Business Lean And Save Money

As a member of the Forbes Coaches Council, Rick Itzkowich is a frequent contributor to expert panel articles on business topics. In this Forbes article released October 14, 2020, Rick shared his perspective on the topic of keeping a growing business lean and mean while saving the green. He proposes finding ways to turn fixed costs into variable ones. https://bit.ly/2T0W5Vq

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Member Milestones

Celebrating 5 Years

Aron Feiles

Aron Feiles

Lauer, Georgatos & Covel, APC
CPA
(619) 696-8091
afeiles@lgccpas.com
Accountant
Home Group: Carmel Valley Torrey View

Bio: I specialize in high-quality income tax advisory and preparation services primarily for closely-held businesses, high net-worth individuals, and estates and trusts.

Ronald Friedman

Ronald Friedman

PKF
CPA
(619) 238-1040 ext 214
rfriedman@pkfsandiego.com
Accountant
Home Group: Carmel Valley 2

Bio: CPA -Trust and Estates: Practicing the art and science of wealth transfer. Helps clients define and accomplish their estate planning goals. Planning designed to minimize taxes (estate, gift and income tax), increase administrative efficiency, and more.

Alan Kinzel

Alan Kinzel

Douglas Elliman Real Estate
Broker Associate
(619) 606-8188
alan@alankinzel.com
Real Estate
Home Group: Carmel Valley 3

Bio: Alan Kinzel owns the Alan Kinzel Realty Group of Douglas Elliman Real Estate. Alan handles a multitude of residential real estate transactions ranging from basic to very complex.

Upcoming Events

Accelerator Workshop – San Diego

Date: November 10, 2020
Time: 11:30am to 1:00pm

Accelerator Workshop – San Diego

Date: December 8, 2020
Time: 11:30am to 1:00pm