October 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 6 New Members in the San Diego Area

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

Jason Avant

Jason Avant

KWSM
Director of Content
(619) 693-7657
jason@kwsmdigital.com
Marketing
Home Group: Carmel Valley 4

Bio: As KWSM’s Director of Content, I create Brand Messaging strategies and Digital Marketing content strategies for our clients, project manage content initiatives, and collaborate with a team of digital marketing specialists.

Kym LeGolvan

Kym LeGolvan

LeGolvan Law
Attorney Workplace Investigator
kym@legolvanlaw.com
Attorney
Home Group: San Diego Downtown 4

Bio: Kym conducts workplace investigations as a neutral, third-party fact finder.

Melissa Marin

Melissa Marin

MWM Retirement Solutions
Director of Retirement Plan Services
(619) 237-9977
melissa@mwm-401k.com
Financial Service
Home Group: University Towne Center 4

Bio: I help businesses oversee their retirement and financial wellness programs. 401(k), 403(b), NQDC, Pension Plans, Executive Bonus Plans.

Rebecca Medina

Rebecca Medina

(858) 285-4315
rebecca@rmfamilylaw.com
Attorney
Home Group: Del Mar Heights 2

Shahrzad Sherry Nooravi

Shahrzad Sherry Nooravi

Strategy Meets Performance
Organizational Psychologist
(312) 286-0325
shahrzad@strategymeetsperformance.com
Consultant Service
Home Group: La Jolla

Bio: Strategy Meets Performance is a leadership consulting firm specializing in creating productive, engaged and high energy organizations, one leader at a time.

Casey Reeves

Casey Reeves

Garwood Reeves, ALC
Attorney
(619) 692-8100
reeves@garwoodfamilylaw.com
Attorney
Home Group: Carmel Valley

Member News

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

Member Milestones

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

Celebrating 10 Years

Ajay Gupta

Gupta Evans and Associates, PC
Senior Partner
(619) 866-3444
ag@socal.law
Attorney
Home Group: San Diego Downtown 2

Bio: Certified Bankruptcy Specialist. Real Estate, Corporate, and Bankruptcy Litigator. When the shit hits the fan, I’m the guy with the toilet paper.

Steve Schenk

SCHENK GROUP
Managing Director
(619) 851-7011
sschenk@schenkgrp.com
Financial Service
Home Group: San Diego Downtown 2

Bio: Business valuations involving litigation matters, marital dissolution, bankruptcy, solvency opinions, gift & estate, tax and financial reporting and strategic alternatives.

Celebrating 5 Years

Andres Melgar

Home Bank of California
Senior Commercial Real Estate Lender, VP
(619) 517-1314
amelgar@hbc.bank
Banking & Finance
Home Group: San Diego Downtown

Bio: I finance owner-occupied and investor commercial real estate that traditional commercial banks won’t lend on.

Scott Alan Miller

Dillon Miller & Ahuja
Partner
(858) 587-1800
smiller@dmalaw.com
Attorney
Home Group: Del Mar Heights

Bio: Mr. Miller is a litigation attorney whose practice focuses on trials, arbitration and mediation, principally in the area of real estate law. Mr. Miller also serves as general counsel for select individuals and businesses.

Alexandra Perez

Alexandra Eaker Perez

Eaker Perez Law
Shareholder & Principal Tax Attorney
(619) 348-5944
aperez@eakerperezlaw.com
Attorney
Home Group: Carmel Valley 3

Bio: Ms. Eaker Perez defends business owners and companies against tax agencies (IRS, FTB, CDTFA, EDD).

Kevin Sternagle

SBIS Financial Consultants, LLC
Principal
(760) 419-0477
kevin@sbisfinancial.com
Financial Service
Home Group: Del Mar Heights

Bio: Kevin Sternagle works with business owners designing, implementing and managing executive benefit plans such as employee retention, executive bonus, buy/sell funding, key person insurance and owner exit strategies.

Melissa Goldstein Tucci

Coldwell Banker
Broker/Realtor
(619) 787-6852
sold@melissatucci.com
Real Estate
Home Group: University Towne Center 5

Bio: Broker/agent representing over 200 million annually in residential and commercial real estate. #1 Ranked Nationwide and top 1% worldwide. Official Agent of the San Diego Padres. Specializing in assisting sellers and buyers on home purchases & investments.

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, October 12, 2021
Time: 11:30am – 1:30pm