July 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 8 New Members in the San Diego Area

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

Kellan Brown

Kellan Brown

Finance of America Reverse LLC
Vice President of Development and Strategic Partnership
(760) 908-9782
kellan.brown@fareverse.com
Banking Finance
Home Group: University Towne Center 2

Bio: I work with Financial Advisors, Realtors, and CPAs on how to use housing wealth in a retirement plan.

Ethan Christensen

Ethan Christensen

Inceptiv Law
(858) 208-0406
ethan@inceptiv.law
Attorney
Home Group: University Towne Center 5

Stephen A. Colley

Stephen A. Colley

Stephen A. Colley, APC
Attorney
(858) 259-0888
colley@colleylaw.com
Attorney
Home Group: University Towne Center 4

Bio: Franchise & Business Law Attorney.

Regan Lohman

Regan Lohman

Lohman & Associates, Inc.
Founder, CEO
(816) 876-6309
regan@lohmanassociates.com
Accountant
Home Group: La Jolla

Bio:  We serve as the finance and accounting team during our clients’ most critical stages of growth. We provide daily accounting services through complex financial analyses and technical accounting matters. We partner with businesses to serve as a key advisor.

Phil Samouris

Phil Samouris

Higgs, Fletcher & Mack LLP
Partner
(619) 236-1551
samouris@higgslaw.com
Attorney
Home Group: University Towne Center 4

Bio: Mr. Samouris represents companies and individuals in disputes with competitors over intellectual property rights and unfair competition claims.

Craig Wells

Craig Wells

FranNet
Franchise Specialist
(714) 328-6075
cwells@frannet.com
Consultant Service
Home Group: San Diego Downtown 3

Benjamin Yip

Benjamin Yip

Renkin and Associates
Attorney
(619) 299-7100
attorney@renkinlaw.com
Attorney
Home Group: Carmel Valley 2

Pete Zamoyski

Pete Zamoyski

Goode Hemme APC
Partner
(858) 587-3555
peter@sandiegoattorney.com
Attorney
Home Group: Del Mar Heights 2

Member News

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

Todd Carey
Jun 08, 2021

Catherine Mattice on KTLA5: Workplace Bullying

As Lea Michelle (Glee) and other stars are being called out for workplace bullying, KTLA5 discusses workplace bullying and what you can do about it with Catherine. View it here: https://www.linkedin.com/feed/update/urn:li:activity:6805648635666173952/
Todd Carey
Jun 02, 2021

Bob Conca Joins Shustak Reynolds & Partners

Bob Conca is pleased to announce that he has joined the law firm of Shustak Reynolds & Partners as a Partner. Mr. Conca is excited to continue his securities and regulatory legal practice, advising investment advisers, broker-dealers, private equity/ hedge funds, and financial professionals on matters including SEC/ FINRA regulatory exams and investigations, M&A transactions, adviser transition and Form U5 issues and regulatory compliance. See: https://shufirm.com/robert-d.-conca.

Member Milestones

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

Celebrating 10 Years

Glenn Arnold

Cushman & Wakefield
Executive Director
(858) 546-5455
glenn.arnold@cushwake.com
Real Estate
Home Group: San Diego

Bio: 33 years with the same firm; Over $1B in total sales value; In excess of 1,500 closed sale and lease transactions. 

Elise Haar

Access Health Insurance Services, Inc.
Insurance – Broker
(760) 727-9000
elise@accesshealthins.com
Insurance
Home Group: Carmel Valley 2 (EC)

Bio: Helping clients protect their family and lifestyle with Life Insurance, Disability Income protection , Long Term Care insurance and the transition to Medicare.

David Thompson

Hutchinson & Bloodgood LLP
Partner
(619) 849-6500
dthompson@hbllp.com
Accountant
Home Group: San Diego Downtown 3 (GLA)

Bio: “Your local local global tax adviser” – U.S. business and individual clients who have a foreign presence and foreign business and individual clients who have a U.S. presence look to me to provide them with the guidance needed with regards to U.S. rules.

Bill Whelan

Solomon Ward Seidenwurm & Smith LLP
Partner
(619) 238-4828
wwhelan@swsslaw.com
Attorney
Home Group: San Diego Downtown 2

Bio: I specialize in employment matters on behalf of management. I defend single plaintiff and class action lawsuits. I also advise employers on compliance and strategy issues.

Celebrating 5 Years

Steve Moya

B2B CFO
Partner
(415) 286-1360
stevemoya@b2bcfo.com
Financial Service
Home Group: Del Mar Heights (EC)

Bio: I provide management advisory services to owners of privately-held companies, with a focus on increasing cash flow and company value. Specific services include implementation of process improvements, financial forecasting and M&A planning & execution.

Eliot Peters

RA Capital Advisors
Managing Director
(858) 704-3282
epeters@raca.com
Banking & Finance
Home Group: Newport Gateway

Bio: RA Capital is a boutique investment bank serving the needs of private business. We specialize in selling private businesses $10 million and larger and raising institutional capital from private equity and private lending sources.

Katie Wagner

KWSM: a digital marketing agency
President
(949) 436-5173
katie@kwsmdigital.com
Marketing
Home Group: Midtown 1

Bio: I help companies tell their story through websites, social media and video. KWSM is a full-service digital marketing agency made up of journalists. Offices in Orange County, San Diego, Atlanta & Las Vegas.

Benjamin Weiss

The Weiss Group, LLP
Managing Partner
(858) 832-2281
ben@theweissgroup.net
Attorney
Home Group: San Diego Estate and Succession Planning Affinity Group

Bio: Managing Partner of The Weiss Group, LLP — a law firm specializing in real estate, finance, corporate matters, m&a, and other business transactions.

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, July 13, 2021
Time: 11:30am – 1:30pm