PROVISORS NEWS

Steve Bucher

Gatto, Pope & Walwick, LLP
Principal
(805) 637-4258
stevebucher@gmail.com
Accountant
Home Group: San Diego Downtown

Darwin Bustarde

Branfman Mayfield Bustarde Reichenthal LLP
Partner & Founder
(858) 793-8090 ext 107
darwin@bmbr.com
Attorney
Home Group: San Diego North Coast

Bio: I grew up in San Diego County and I enjoy helping small to medium size businesses as their outside ‘general-counsel’.

Nathan Kloster

Dunn Wysely
Founder CFO
(619) 770-9484
nathan@dunnwysely.com
Consultant Service
Home Group: Del Mar Heights 2

Ryan Nell

Pettit Kohn
Partner Attorney
(858) 509-5690
rnell@pettitkohn.com
Attorney
Home Group: San Diego Downtown

Max Parziale

Morgan Stanley
Financial Advisor
(858) 613-7114
max.parziale@morganstanley.com
Financial Service
Home Group: Carmel Valley

Robert Peck

Higgs Fletcher Mack
Associate Attorney
(619) 236-1551
rpeck@higgslaw.com
Attorney
Home Group: San Diego Metro 1

Christopher Peterson

Peterson Law LLP
Managing Partner
(619) 483-2876
cpeterson@petersonlawllp.com
Attorney
Home Group: San Diego Metro 1

James Phin

Paylocity
HCM Account Executive
(619) 578-1106
jphin@paylocity.com
Human Resources
Home Group: San Diego Downtown 2

Jessica Sizemore-Wetzel

Hamparyan
Trial Attorney
(619) 237-3490
jessicatwetzel@gmail.com
Attorney
Home Group: San Diego Metro 1

Dana Smith

Transworld Business Advisors
Business Broker/Advisor
(760) 473-8597
dsmith@tworld.com
Consultant Service
Home Group: San Diego North Coast

Bio: Helping Good People Buy and Sell Quality Businesses.

Nigel Hartley

Shirlaws Group
Business Advisor
(707) 536-6338
nigel.hartley@shirlawsgroup.com
Consultant & Service
Home Group: Carmel Valley Torrey View

Bio: Focusing on helping business owners scale or pivot their business . I draw on my experience of owning businesses and the Shirlaws IP to develop a vision and appropriate strategies and coaching to transfer skills into the business.

Jane Gilpin

Supporting Strategies-Downtown San Diego
Owner/Managing Director
(619) 210-0407
jgilpin@supportingstrategies.com
Accountant
Home Group: San Diego Downtown

Bio: CPA educating clients on the value of accurate and timely financial information, providing clients with quality accounting services at an affordable price, partnering with clients to help them grow their businesses.

Bill Leversee

Falcon West Insurance Brokers, Inc.
Broker
(619) 520-6337
bill@falconwest.com
Insurance
Home Group: San Diego Downtown 2

Bio: In my position as a commercial and personal insurance broker, my clients are closely held entities, manufacturing, life science, biotech, pharma, medical devices, and technology companies.

Gary Sussman, CFP®

Trilogy Financial
Vice President of Wealth Management
(858) 314-5193
gary.sussman@trilogyfs.com
Investment Advisor
Home Group: University Towne Center 2

Bio: Investment advisory firm providing financial planning and asset management services to families and small businesses.

Michael Valenzano

Equal Parts
Founder & CEO
(858) 847-5444
mav@equalparts.co
Human Resources
Home Group: Del Mar Heights

Bio: By introducing an anchored approach to what feels like complicated, longstanding problems, Equal Parts empowers the CEO and leadership team to make decisions, create cultural change, and maintain an efficient organization throughout growth and improvement…