About Us

We are a team of experienced professionals serving all of San Diego County who provide services to meet the needs of our clients. Our unique “team approach” provides our clients will full service representation for all of their professional needs.

Tali Vaughn

We have worked with Tali for over 7 years in the Prevailing Wage Pension arena. She has been a trusted resource for plan design, testing and ERISA knowledge. Her ability to review plans for Prevailing Wage compliance and ERISA requirements has helped us set up contractors for success with qualified retirement plans, while maintaining the lowest bid on their projects. As an industry partner, she always goes above and beyond to ensure the client is served to the highest standards.

Brittni Engle

San Diego Professionals Team
5
2019-09-24T20:35:02+00:00

Brittni Engle

We have worked with Tali for over 7 years in the Prevailing Wage Pension arena. She has been a trusted resource for plan design, testing and ERISA knowledge. Her ability to review plans for Prevailing Wage compliance and ERISA requirements has helped us set up contractors for success with qualified retirement plans, while maintaining the lowest bid on their projects. As an industry partner, she always goes above and beyond to ensure the client is served to the highest standards.

Joel Siegel

I have been supported by several professional coaches in my career - but Joel's empathetic and practical approach was refreshing and enlightening. As a new CEO of a start-up - I was challenged with issues including an over-involved founder and an undesirable slip into a family-based business model.

Joel's expert perspective and experience with this exact circumstance enabled me to keep things in perspective while I attempted to establish necessary boundaries and assert required control as the company's hired leader.

I found Joel to be accessible, responsive and insightful - and relied on his counsel heavily during a most challenging time. You cannot go wrong with such a partner in your court, and I recommend him without reserve to support any executive with his objective, experienced advice.

Kimberly Toonen

San Diego Professionals Team
5
2017-09-12T16:31:18+00:00

Kimberly Toonen

I have been supported by several professional coaches in my career - but Joel's empathetic and practical approach was refreshing and enlightening. As a new CEO of a start-up - I was challenged with issues including an over-involved founder and an undesirable slip into a family-based business model. Joel's expert perspective and experience with this exact circumstance enabled me to keep things in perspective while I attempted to establish necessary boundaries and assert required control as the company's hired leader. I found Joel to be accessible, responsive and insightful - and relied on his counsel heavily during a most challenging time. You cannot go wrong with such a partner in your court, and I recommend him without reserve to support any executive with his objective, experienced advice.

John Malki

Having John Malki negotiate a controversial sales agreement for jointly owned real estate helped us achieve an acceptable resolution.  John was diligent in seeking the answers needed to help finalize the close of escrow.

J.G.

San Diego Professionals Team
5
2019-09-24T19:27:25+00:00

J.G.

Having John Malki negotiate a controversial sales agreement for jointly owned real estate helped us achieve an acceptable resolution.  John was diligent in seeking the answers needed to help finalize the close of escrow.

Greg P. Tesone

I’ve worked with Greg Tesone on a variety of valuation engagements for a number of different clients and I always consider his work to be of the highest quality and reliability. I only hire the best when it comes to my clients.

-James R. Goode, President
The Goode Company

San Diego Professionals Team
5
2020-10-13T18:12:36+00:00

-James R. Goode, President
The Goode Company

I’ve worked with Greg Tesone on a variety of valuation engagements for a number of different clients and I always consider his work to be of the highest quality and reliability. I only hire the best when it comes to my clients.
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San Diego Professionals Team