October 2020

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members10 New Member in the San Diego Area

Justin Betyar

Justin Betyar

Lavine Lofgren Morris Engleberg
CPA
(858) 922-7311
betyarj@llme.com
Accountant
Home Group: San Diego Downtown 2

Paul Christensen

Paul Christensen

Salus In-Home Senior Care
Executive Director
(619) 990-8383
pchristensen@salushomecare.com
Consultant Service
Home Group: University Towne Center 5

Andrew Davidson

Andrew Davidson

Aldrich CPAs + Advisors
Tax Partner
(760) 268-0275
adavidson@aldrichadvisors.com
Accountant
Home Group: Carmel Valley 3

Bio: Tax planning, consulting and compliance for blue-collar businesses and their owners. I am the “blue collar CPA stuck in a while collar world.”

Elliott Jung

Elliott Jung

HHJ Trial Attorneys
Partner
(818) 825-7690
ejung@hhjtrialattorneys.com
Attorney
Home Group: Del Mar Heights

Jessica Krushensky

Jessica Krushensky

Duffy Kruspodin LLP
CPA /CFF
(858) 754-0113
jessica@dkllpcpa.com
Accountant
Home Group: University Towne Center 5

Bio: Jessica Krushensky, CPA/CFF specializes in forensic accounting and business valuations. She will alleviate your financial burdens by creating an easy to understand and thoroughly supported work product designed specifically for you; in or out of court.

Jessica Lazur

Jessica Lazur

Procopio
Corporate Associate
(619) 525-3846
jessica.lazur@procopio.com
Attorney
Home Group: University Towne Center 5

Bio: My practice focuses on buy- and sell-side mergers and acquisitions of mid-market companies and general corporate matters. I also represent aircraft purchasers and sellers, including assisting buyers in obtaining California sales and use tax exemptions.

Scott Levin

Scott Levin

San Diego Divorce Mediation & Family Law
Chief Peacekeeper
(858) 255-1321
scott@lawyerlevin.com
Attorney
Home Group: University Towne Center 5

Bio: As a Family Law Attorney and Certified Divorce Financial Analyst, I work exclusively through mediation to aid couples going through divorce and other family conflicts. Our clients stay out of court, save time, money & torment. I am the Chief Peacekeeper.

Daniel Morilak

Daniel Morilak

Morgan Stanley
Senior Vice President Financial Advisor
(858) 613-7103
daniel.morilak@morganstanley.com
Investment Advisor
Home Group: University Towne Center 4

Bio: I am a wealth advisor and focus on helping business owners, corporate executives and ultra-wealthy families manage their investments, debt and their most complex financial situations.

Laura Nieman

Laura Nieman

PBO Advisory Group
SR Manager, HR Services
(858) 935-4844
laura@pboadvisory.com
Human Resources
Home Group: University Towne Center 5

Nick Zundel

Nick Zundel

Background Partners
Managing Director
(858) 329-0410
nick@backgroundpartners.com
Consultant Service
Home Group: San Diego Downtown 2

Bio: Background Partners is an award-winning employment based screening firm (background check, drug test, etc) supporting growing employers with enterprise-level solutions, boutique-style support and rapid results.

Member News

Rick ItzkowichMA - San Diego - October 2020Member Achievements
September 18, 2020

Rick Itzkowich – 15 Nimble Ways to Evolve A Business Model When Markets Shift

Are you in a position to adapt your business to meet the evolving COVID-19 economic twists and turns? During these uncertain times, you may need to let go of how…
Rodney HatleyMA - San Diego - October 2020Member Achievements
September 11, 2020

Connect Our Elders Interview with Rod Hatley

Rod Hatley was the guest of Sarah Christ Barker CEO of Connect Our Elders. Sarah’s YouTube interviews provide elders and their adult children with resources and guidance to support dignified…
Jon CieslakMA - San Diego - October 2020Member Achievements
September 11, 2020

Jon Cieslak Named “One to Watch” by Best Lawyers

Antitrust litigator and white-collar criminal defense lawyer Jon Cieslak was named "One to Watch" by Best Lawyers for his work in commercial and antitrust litigation. For more information, click here.

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

Member Milestones

Celebrating 10 Years

David Monks

David Monks

Fisher & Phillips LLP
Partner
(858) 597-9636
dmonks@fisherphillips.com
Attorney
Home Group: University Towne Center

Bio: I partner with clients to help achieve their objectives, and provide excellent service every time for every client. I do that through understanding the business and desired outcomes, strategizing, and working smartly, fairly, and efficiently.

Paul Polito

Paul Polito

Polito Eppich
CPA
(760) 599-9900
pmp@politoeppich.com
Accountant
Home Group: University Towne Center 2

Bio: Business Strategy, Taxation, Estate Planning, Attest, business formation, sales, liquidations, mergers, acquisitions, expert witness services.

Gary Wardein

Gary Wardein

Wardein Wealth Management of Raymond James
Senior Vice President – Wealth Management
(858) 859-4030
gary.wardein@raymondjames.com
Investment Advisor
Home Group: University Towne Center 2

Bio: Gary is a Wealth Management Advisor and senior partner with Wardein Wealth Management (WWM) of Raymond James, located in San Diego. WWM is a family-run, family-oriented advisory firm that fulfills the needs of families during all stages of life.

Celebrating 5 Years

Susie Japs

Susie Japs

Wejungo
Managing Director
(858) 304-0249
susie@wejungo.com
Consultant & Service
Home Group: La Jolla

Bio: Susie Japs is a successful Talent Strategist in California. Susie leads the consulting firm Wejungo, teaching businesses how to better attract, interview and hire by creating customized hiring process, interviewing skills and succession planning.

Steven Wener

Steven Wener

EXP Realty
Broker Associate
(760) 300-9166
steven@sdsoldbysteve.com
Real Estate
Home Group: University Towne Center 3

Bio: I have been working in residential real estate space for over 20+ years, representing buyers, sellers and banks with their purchasing and dispersing of properties throughout my career. My team takes a very consultative approach to the real estate process.

Upcoming Events

There are no October Member Events for this region.