Our Trusted Partners
We work closely with your team of professionals, from accountants to legal advisors. If you are in need of additional resources, the individuals and companies listed below have helped us and our clients.
Our Trusted Partners
Legal Services
James Kaen. Esq.
Harris Kaen LLP
858-863-0900
contact@harriskaen.com
www.harriskaen.com
James F. Cote, CEPS
Law Offices of James F. Cote
805-966-1204
jim@jfcotelaw.com
Stuart Anolik, Partner
FisherBroyles, LLP
202-464-9199
stuart.anolik@fisherbroyles.com
Brooke C. McDermott,
Esq., J.D., LL.M.
Of Counsel
Mullen & Henzell, L.L.P
805-966-1501
bmcdermott@mullenlaw.com
Accounting Services
Michael Wastvedt, CPA
Wastvedt and Company
858-201-6850
information@wastvedtco.com
www.wastvedtco.com
Wes Salem, CPA
Cashuk, Wiseman, Goldberg, Birnbaum & Salem, LLP
619-563-0145
Patrick Van Sloun, EA
PVS Accounting
619-871-5728
pat@pvsaccounting.com
pvsaccounting.com
Jennifer G. Thomas, CPA
Jennifer G. Thomas, CPA, An Accountancy Corporation
619-396-2450
jennifer@jgthomascpa.com
www.jgthomascpa.com
Elena Mund, CPA
Nasif, Hicks, Harris & Co., LLP
805-966-1521
emund@nhhco.com
www.nhhco.com
Insurance & Lending
Grant Tisdel – Residential Lending
BBVA
760-405-4527
Grant.Tisdel@bbva.com
www.bbvausa.com/mortgages/gtisdel
David Rousseau, CCIM – Commercial Lending
San Diego Funding
858-245-2110
dave@sandiegolendinginc.com
www.sandiegolendinginc.com
Ken Jacobsen – Finance Lender/BRE Broker
Santa Barbara Commercial Fund
CA Finance Lender License #60DBO 74240
CA BRE Broker License #02041417
805-265-1011
ken@kj.capital
www.sbc.fund
Jeana Wallace – Health Insurance/Employee Benefits
Regency West Insurance Services, Inc.
858-699-0286
jwallace@regencywestinsurance.com
www.regencywestinsurance.com
Gareth Nickerson – P&C, Home & Life
Farmers Insurance
License # 4052316
909-385-3200
gnickerson@farmersagent.com
Other Professionals
Shirin Golpour Rogerio – Payroll
Coastal Payroll
619-818-3439
shiringolpour@coastalpayroll.com
www.coastalpayroll.com
Tim Abbo – Merchant Card Processing
Card Connect
619-606-0000
timabbo@cardconnectatm.com
www.cardconnectatm.com
Alexandra Merz – International Client Consultant
L& F Investor Services
805-284-6700
alexandra@L-and-F.us
www.l-and-f.us
Innovations City
www.innovationscity.com
US Business Association of eCommerce
www.usbaec.com
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