San Diego 0920

New Members | 11 New Member in the San Diego Area

Paul Alaimo

Company: Alaimo & Boyer, APC
Title: Partner
Phone: (619) 202-0212
Email: paul@alaimoboyer.com
Profession: Attorney
Home Group: University Towne Center 5

Melissa Bobrow

Phone: (619) 320-5330
Email: melissa@bobrowapc.com
Profession: Attorney
Home Group: San Diego Downtown 3

David Dolan

Company: Considine & Considine
Title: Partner
Phone: (619) 231-1977
Email: dcd@cccpa.com
Profession: Accountant
Home Group: University Towne Center 5

Annie Ellis

Company: Law Ofﬁce of Annie M. Ellis, A.P.C.
Title: Partner/Owner
Phone: (619) 798-8075
Email: annie.ellis@annieellislaw.com
Profession: Attorney
Home Group: University Towne Center 5

Monica Ghiglia

Phone: (858) 509-2450
Email: msherman@fragomen.com
Profession: Attorney
Home Group: University Towne Center 5

Brandon Hawkins

Company: www.cfohub.com
Title: Director
Phone: (619) 250-3735
Email: bhawkins@cfohub.com
Profession: Consultant Service
Home Group: University Towne Center 2

Adam Hepburn

Company: HHJ Trial Attorneys – Accident & Personal Injury Lawyers
Title: Founding Partner
Phone: (888) 505-2934
Email: ahepburn@hhjtrialattorneys.com
Profession: Attorney
Home Group: La Jolla
Bio: Adam Hepburn is the managing partner of HHJ’s Personal Injury Division, zealously advocating for victims of catastrophic injuries and wrongful death.

Betsy Lemaire

Company: Signature Analytics
Title: Vice President Signature Analytics | CEO Luxsee Executive Club
Phone: (858) 774-8728
Email: blemaire@signatureanalytics.com
Profession: Banking Finance
Home Group: Carmel Valley Torrey View
Bio: Fractional Finance and Accounting Advocate. Directing strategic growth for SMB’s in San Diego. Developing Partner Alliances: My advocacy directs growth by optimizing ﬁnancials allowing high-level strategy implementation.

Melissa Lum

Company: The Dean Law Group APLC
Title: Senior Associate Attorney
Phone: (619) 232-8377
Email: mlum@thedeanlawgroup.com
Profession: Attorney
Home Group: University Towne Center 5
Bio: Estate litigator handling will and trust contests, contested conservatorships, ﬁnancial elder abuse claims, and breaches of ﬁduciary duty.

Derrick Martine

Company: Beneﬁt Pro Insurance Services
Phone: (619) 952-7027
Email: derrick@beneﬁtpro.com
Profession: Insurance
Home Group: University Towne Center 4

Puja Sachdev

Company: Sachdev Legal Group, APC
Title: Family Law Attorney
Phone: (619) 866-3756
Email: puja@sachdevlegal.com
Profession: Attorney
Home Group: University Towne Center 4

Member News

Rod Hatley Interviewed on “Selling Your Business” Podcast

Rod Hatley was recently the guest of CPA and M&A attorney David King’s “Selling Your Business” podcast. During the interview they cover the importance of getting an estate plan in place sooner rather than later if you own a business. They discuss how having your personal and business assets in a trust will keep you out of probate—which takes time, costs money, and becomes a matter of public record. Tomorrow is a promise to no one. Both David and I agree on the why’s and how’s of protecting yourself and what you’ve worked for all these years. Watch at here.

Women in Finance 2020: Extraordinary Leadership – Congratulations Francesca San Diego

“San Diego Business Journal is honored to celebrate “Women in Finance 2020.” We are saluting women executives in the banking and finance community who are making great strides in this industry. We also applaud these companies who support Women in Finance.” Read the special section, click here. View profiles, click here.

Richard Renkin / Super Lawyer for 10 years

Richard M. Renkin, CFLS has been named a Super Lawyer for 10 years. He focuses his practice exclusively on family law matters. With offices in Encinitas and San Diego, he is a specialist in family law and is certified by the Board of Legal Specialization of The State Bar of California. Highly regarded by his fellow attorneys and judges, Richard has received an AV Preeminent* Judicial Edition rating through Martindale-Hubbell and a 10.0 “Superb” peer review rating through Avvo.

Cindy Gatlin Recognized by the San Diego Business Journal

Cindy Gatlin was recognized by the San Diego Business Journal – Women in Finance 2020. She is excited to be included in this outstanding peer group. Congratulations Cindy!

Rick Itzkowich Exit Coach Radio Interview

Rick was interviewed on the Exit Coach Radio Show with Bill Black. The show is for business owners who are contemplating their future business succession, exit and transition. You’ll find it at www.ExitCoachRadio.com.

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

Member Milestones

Celebrating 10 Years

Marc Camras

Company: MVision Consulting
Title:President
Phone: (760) 230-2827
Email: mcamras@mvisionconsulting.com
Profession: Consultant & Service
Home Group: Carmel Valley 2
Bio: Marc has a PhD in Life/Career Transitions, is an ICF Certified Coach and Author of The Secrets of Franchise Success. A Franchise and Leadership Development Expert, Marc provides management coaching and works as a Franchise Consultant.

Ed Schlesier

Company: Blanchard, Krasner & French
Title: Attorney
Phone: (858) 551-2440
Email: eschlesier@bkflaw.com
Profession: Attorney
Home Group: Carmel Valley 2
Bio: Specialist in Trust, Estate, and Probate law. Practicing law since 2001, using experience from prior careers in accounting, real estate, and contract administration. I excel with business and real estate owners.

Larry Sukay

Company: Patriot Risk & Insurance Services
Title: Vice President
Phone: (858) 210-4595
Email: lsukay@patrisk.com
Profession: Insurance
Home Group: Temporary Group SAN DIEGO
Bio: I am an Out Sourced Risk Manager hired by CEO’s, CFO’s and business owners to bring structure, certainty and savings to their organizations. I do this through processes and systems I developed as a Risk Manager to one of the largest hospitals in the country.

Celebrating 5 Years

Miguel Nunez

Title: Realtor
Phone: (858) 775-6510
Email: miguel.sandiego@kw.com
Profession: Real Estate
Home Group: Carmel Valley 2
Bio: Leveraging my early career expertise as a former Civil Engineer and Private Fiduciary led me to specialize my practice as a Realtor for over 20 years in the disposition of real estate in Probate and Trust cases.

Amanda Singer

Company: San Diego Family Mediation Center
Title: Owner/Mediator
Phone: (858) 736-2411
Email: amanda@sandiegofamilymediation.com
Profession: Attorney
Home Group: Carmel Valley 4
Bio: As a professional family mediator I work with couples going through divorce and other family conflicts who want to be able to stay out of court, keep their costs down and not hate each other at the end of the process.

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