SANDIEGOPROFESSIONALS.NET - Key Persons
Job Titles:
- Certified Family Law Specialist
Ben was born and raised in Henderson, Kentucky, and attended the University of Kentucky. He did not leave Kentucky until he moved to San Diego to attend law school in 2006.
Ben grew up on his father's farm, doing the things that most "farm boys" do: Plowing the fields, tending the cattle, and harvesting crops, all while leaving enough time to fish in the pond. Working for his father is what gave Ben the work ethic he has today. Despite the fact that farming was in his blood, Ben decided early on that he would not follow in his father's footsteps; he simply knew it was not for him. During college, Ben developed a strong interest in the legal system and determined he would become a lawyer.
During law school, Ben studied all facets of the law: estate planning, family law, criminal law, and sports law among others. Initially, he thought he would become a high-powered sports attorney. Obviously, life had other plans. After passing the bar exam, Ben started his own law practice. As a new attorney, a mentor suggested that Ben take family law cases. Intrigued with the idea, that is precisely what he did. Shortly thereafter, he left his solo practice to refine his skills as an associate attorney for a well-known family law attorney; eventually, he ventured on his own again. The rest, as they say, is history.
When not in the office Ben is with his wife, Torrey, and their three kids: Riley, Ronnie, and Reesey. You can usually find them doing something kid-oriented, whether it is playing dress-up with Riley, playing T-ball with Ronnie, or playing with Reesey, a newborn. When he has free time, which is not too often, Ben enjoys golfing, boating, and hunting.
Job Titles:
- Member of the National Association of REALTORS
Licensed by the California Bureau of Real Estate since 2002, Christopher is a member of the National Association of REALTORS®, California Association of REALTORS®, and the San Diego Association of REALTORS®.
Job Titles:
- Registered Patent Attorney
Gary L. Eastman is a Registered Patent Attorney that establishes protection of intellectual property rights (patent, trademark and copyright), and litigation involving intellectual property disputes and associated business issues.
Gary has a Bachelor of Science in Electrical Engineering from San Diego State University, and a Juris Doctor from California Western School of Law. Over the past 25 years, Gary has provided counseling to start up, emerging technology companies, and established tech-sector businesses with an emphasis on the development of strong intellectual property portfolios. In addition, Gary forms appropriate business entities, brings awareness of owner, management and employee issues, and establishes an early strategy for achieving business goals.
Gary specializes in the identification, preparation and submission of United States and International Patent, Trademark, and Copyright applications; counseling start up and emerging technology companies on the strategies and policies required to build a solid intellectual property portfolio and the steps to protect the company assets from threats both external and internal to the business. When necessary, lawsuits are brought for patent, trademark and copyright infringement, defense of trade secret violations, as well as handling Federal Trademark Oppositions and Cancellations in the Trademark Office (TTAB), and other business related issues.
Job Titles:
- ASA - Founder & President, Center Point Valuations
Greg Tesone, ASA, is the founder and President of Center Point Business Valuations, LLC, a full service business valuation firm. He started his career in management consulting and investment banking and has been a business valuation specialist for over 20 years.
He founded Center Point in 2007. Greg's firm specializes in valuing privately-held businesses ranging from entities that hold real estate and other assets to venture backed startups to well-established corporations. He and his staff specialize in valuing entire businesses and business interests for Employee Stock Ownership Plans (ESOPs), IRS tax compliance, financial reporting, and transactional purposes. Business interests include common & preferred stock, options & warrants, convertible & regular debt, limited partnership & LLC interests, and unique forms of equity such as phantom stock, stock appreciation rights, royalties, charitable remainder trust income interests, and fractional interests in real estate. He also values intangible assets acquired in a business merger or acquisition.
Greg is an Accredited Senior Appraiser (ASA) through the American Society of Appraisers and adheres to the highest standards of professional conduct through compliance with USPAP (Uniform Standards of Professional Appraisal Practice). He's an SDSU alumni where he studied business administration with an emphasis in finance and graduated with honors. He's a San Diego native and lives in Santee with his wife and two daughters.
Mr. Eisenberg was the Founder and former Owner of the Wealth Manager Group LLC, an independent Registered Investment Advisor headquartered in San Diego, California. The remaining firm ownership was transferred to long-time associate and Partner Matthew Luckham on December 31, 2018.
Mr. Eisenberg has been married to his wife, Lori, since 1979. Their daughter, Lisa, is an elementary school teacher in San Diego and the mother of two granddaughters. Their daughter, Stacy, is a clinical psychologist at the Long Beach, CA VA Hospital and mother of another granddaughter. Irving's outside activities include golf, Fantasy Football, and charity work in the San Diego community.
Jeff Morey is a native San Diegan who has been working as a title insurance professional since 2005. With a background in commercial real estate, he has built successful partnerships within the real estate and financial communities that serve San Diego. He has the experience, knowledge, and work ethic to benefit a diverse clientele. From business development to marketing solutions, he has the tools to help grow your business.
Joel L. Siegel Ph.D. brings a broad range of skills honed over 25 years as an business consultant and executive leadership services provider, hospital administrator, psychologist, business entrepreneur and music producer in service to his clients. His success in these professional roles has allowed him to understand what makes a successful person, a rewarding project, and a profitable corporation. He understands the big picture challenges that individuals, CEOs, corporate managers and family business owners alike face, and is comfortable using his skill sets to both confront and support them on their journey to higher achievement and profitability.
Currently Joel is principal at Joel L. Siegel Ph.D./APC "an executive leadership services company" which specializes in executive leadership services, family owned business consultation, CEO, C-suite level executive coaching and corporate mediation. Specifically some of the leadership services that Joel regularly delivers to the companies with whom he works include: C-suite coaching, profitability coaching, talent acquisition, mid-management leadership development, capital acquisition as well as bringing his media expertise to marketing initiatives. Another area of Joel's professional specialization is executive transitions Joel works with mid-career professionals who are changing positions or moving to another industry to help them successfully conceptualize, understand and complete this complex process.
For family owned or closely held companies Joel works with the founder generation on sustaining profitability and developing family council governance, as well as with the younger generation of family executives on a diverse range of issues including corporate roles, next generation business plan, sibling corporate roles, family compensation and many others.. Joel also conducts corporate mediations and partners in this with a female mediator and an attorney.
Previously Joel was a corporate executive with Samissa Health Care, the nation's largest psychiatric corporation, and a clinical administrator at Rancho Park Hospital, Alvarado Parkway Institute, and Charter Hospital of San Diego. Joel was the first psychologist named to sit on the executive committee of a California hospital. He developed the co-therapy model of inpatient psychiatric care. Currently he is a member of Professional Coaches, Mentors and Advisors; the International Coach Federation; STAR San Diego and SDPTeam. Joel received his Bachelor of Arts from the University of Michigan, his Master of Arts from the United States International University, and his Ph.D. from the United States International University.
John Malki is a Senior Attorney at Goode, Hemme & Barger APC, representing individuals and businesses in pre-litigation, litigation, and transactional matters. His strong analytical, writing, and advocacy skills have made him a valuable resource to attorneys both inside and outside the firm. His civil practice focuses on: Real Estate Litigation and Transactions (Residential and Commercial), Landlord/Tenant, Title/Escrow, Broker, Debtor/Creditor, Contracts, Business, and general civil litigation.
Mr. Malki's unique background has provided him with an in-depth knowledge of real estate that few attorneys have. He is a California licensed Real Estate Broker who actively conducted sales and mortgage transactions for several years before becoming an attorney. He has served as an Adjunct Professor of Real Estate Law at Thomas Jefferson School of Law in San Diego, teaching Real Estate Transactions and Secured Land Transactions. He brings this experience to bear when representing clients in transactions, mediation, and litigation. His tenacity, creativity, and congenial demeanor have earned him a track record of resolving disputes on favorable terms, avoiding the expense and stress the litigation process causes his clients.
Mr. Malki attended Thomas Jefferson School of Law, where he received his Juris Doctorate cum laude in 2005. He was named to the Honor Roll and National Dean's List five times. He received the Witkin Award for highest grade in Secured Land Transactions. His diverse background prior to becoming an attorney includes over twenty years of experience in the fields of real estate, automotive, small business, and ministry.
Since graduating from San Diego State as a Finance major, I have worked in the financial services industry for the past 16 years. In my first 10 years as a working professional, I spent 10 years as a retail banker and the last 6 years a fully licensed financial professional. I am financial professional affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and protection products gives my clients the confidence they need when working with a financial services representative.
Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Disclosures: I am registered to offer securities in the following jurisdictions: CA, FL, ID MA, MN, and WA. Domiciled in San Diego, CA Insurance License Number 0k26686
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). I am a registered representative of and offer securities and investment advisory services through MML Investor Services, LLC, Member SPIC (www.spic.org).
Job Titles:
- Broker
- Founder
- Commercial Real Estate Broker
Kevin is the founder, broker & CEO of Seaside Commercial Real Estate. Seaside CRE exclusively provides commercial real estate tenant & buyer representation services. He started his career as a commercial real estate researcher and later made a move into brokerage in 2009. He began specializing in tenant/buyer representation exclusively in 2011 which has been his sole focus ever since.
Helping business owners and new entrepreneurs secure favorable lease & purchase terms is Kevin's passion. He takes pride in streamlining the leasing or purchase process by analyzing his client's needs to determine the most effective strategy and options. He's successfully assisted a diverse variety of business owners in over 500,000 SF of office, industrial and retail transactions.
Kevin is a licensed real estate broker and SDSU alumni where he studied real estate finance and graduated with distinctions in his field. He's a San Diego native and lives in Point Loma with his wife, son and English bulldog, "Conan".
Job Titles:
- Certified Specialist, Family Law
- Founding Partner of Naimish & Lewis
Mary J. Naimish is a founding partner of Naimish & Lewis, APC. Ms. Naimish brings to her clients dedication and the expertise she has gained as a family law and trusts and estates attorney for almost 30 years.
Ms. Naimish was born and raised in Calgary, Alberta, Canada. Her father was a lawyer in Canada, and she worked at his office in the summertime during her university years when she was not enjoying sports and the Rocky Mountains. After passing the California Bar Exam in 1994, Ms. Naimish discovered that practicing in family law and trusts and estates law uniquely afforded her the opportunity to help clients during times of need and develop expertise in crossover related issues between the two practice areas. With unwavering commitment to expanding her knowledge base in her area of practice, Ms. Naimish has received her credential as a Certified Family Law Specialist by the California State Bar.
Ms. Naimish has devoted her career to helping families in all areas of family law including divorce, legal separation, domestic partnerships, child custody, child and spousal support, paternity, domestic violence and collections. She also devotes time to drafting and reviewing premarital and post-marital agreements and has experience in mediation and collaborative law. In addition, she has a crossover practice in trusts and estates administration and estate planning, along with experience in guardianships and conservatorships.
When she is not working, Ms. Naimish enjoys nature, hiking, birdwatching, walking, ebike rides and travel. Nothing compares to the joy Mary has spending time with her two sons who attend university and watching their college football games. Go Toreros and Aggies!
Job Titles:
- Vice President
- Business Banking Relationship Manager
- Vice President Sr. Business Banking Relationship Manager
Matthew Boisseree is a Vice President and Sr. Business Banking Relationship Manager at City National Bank. He takes pride in his extensive credit acumen and ability to close complex lending requests of all kinds using that knowledge and experience. A true passion.
Matt has worked in the financial services industry since 2005. Prior to joining City National Bank, he served as a Senior Vice President/Private Client Advisor at Bank of America Private Bank. There he helped business owners invest their additional capital into assets outside of their business providing a more diverse portfolio into real estate and the market. Previous to this he was Vice President and Business Banking Officer at Bank of the West, helping him give experience and insight into wealth management needs of high-net-worth individuals and families. Previously he was a Vice President and Business Development Officer at Wells Fargo Bank. He continued on to Bank of America Private Bank (formally US Trust) as a Private Client Advisor where he excelled quickly. He left those establishments as a top producer and continues this aspiration for success here at City National Bank where has already made his mark.
Job Titles:
- Chief Solutions Specialist of Lev Promotions
Rama Beerfas is the Chief Solutions Specialist of Lev Promotions, a promotional marketing consulting company founded in 2002. She works with clients to create marketing strategies that increase brand identity, generate revenues, and decrease costs. Lev Promotions' three areas of expertise are in promotional products, trade show marketing and event marketing. In addition, Rama offers seminars and workshops on a variety of marketing and customer service topics.
Job Titles:
- Business Insurance Specialist
- Insurance Specialist
Stacy Coulter's career in the Property & Casualty insurance industry started 25 years ago!
Stacy is an independent BUSINESS INSURANCE SPECIALIST with Mainline Insurance Services in San Diego, CA.
She works solely with small business owners who have anywhere from 0 to 300 employees and works in every industry, including, but not limited to retail, food service, professional services, construction, tradesmen, manufacturing, auto repair, distribution health & fitness.
Stacy works for her clients, not an insurance company! She does not need to be partial to any particular insurance carrier. She is always striving to find the best protection at the most affordable rates, always considering the client's bottom line. Stacy works hard to place her clients with a reputable insurance carrier and to find them a fair price on the policies they need.
Todd Ratay - Chief Legal Officer
Todd Ratay has extensive experience in all aspects of civil litigation, and specializes in representing individuals and business entities on a variety of professional and business litigation matters.
Mr. Ratay received his Juris Doctor from the University of San Diego School of Law in 2005. While in law school, Mr. Ratay was a member of the San Diego International Law Journal and served as a Judicial Intern for the Honorable Patricia Benke in the California Court of Appeal, Fourth District.
Prior to law school, Mr. Ratay attended the Murphy Institute of Political Economy at Tulane University where he graduated cum laude with a Bachelor of Arts in Political Economy. After graduation, Mr. Ratay spent several years working as a project manager for John Cabot International, Inc., where he assisted European corporations with technology transfer and in establishing U.S. subsidiaries.
Mr. Ratay is admitted to practice law before all courts in the State of California, the United States District Courts for the Northern and Southern Districts of California, and the Court of Federal Claims in Washington D.C. He is a former Board Member of San Diego Defense Lawyers.
Practice Areas
• Business Litigation
Todd Verwers - Todd Verwers Architects Inc.
Todd Verwers AIA MAA is an award-winning Danish-American architect. Educated in the United States and the Royal Danish Academy of Fine Arts, his decidedly Scandinavian approach to design is characterized by timeless simplicity, refined elegance, and careful refinement of detail.
With over 30 years of international practice, Todd has extensive international experience over a broad range of project types. His portfolio of work, much of which has been published widely in international journals and books, is often associated with the subtle aesthetic qualities of modern Japanese and Danish minimalism.
In his former capacity of adjunct professor at the California College of the Arts in San Francisco, Todd lectured widely on the work of Danish minimalist architect Arne Jacobsen, in whose successor firm he was employed for nine years. He is also inspired by the work of architects Mies van der Rohe, Tadao Ando, Luis Barragan, Richard Neutra, and John Pawson. Early commissions included various residential remodeling and addition projects for European and American clients. Subsequent projects have spanned from custom homes to a variety of office and retail commissions. In collaboration with other architects, Todd has also developed large-scale cultural, institutional, commercial, and infrastructure projects around the globe.
In direct collaboration with residential and commercial clients, Todd Verwers Architects Inc., provides full architectural services from conceptual design through permitting and construction, while adding functional, aesthetic and financial value to their clients' projects, and exceeding client expectations.
Job Titles:
- Real Estate Broker / CEO
- Residential Real Estate
With a decade of real estate experience, including luxury residential, commercial, development projects, condo conversions, and a real estate probate and trust specialist. Tom's client portfolio is extremely diversified and this vast understanding allows him to confidently handle complex transactions making Tom your luxury home and investment property authority.
As a San Diego Native, Tom has an extensive knowledge of our exceptional neighborhoods. His understanding of each client's individual needs and proven marketing strategies are among the best in the business.