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Our Support Team
Our Sponsors are high quality local service providers with the kinds of clients who qualify for CRT mentoring.  They pay an annual sponsorship fee to be members of the organization and to cover CRT’s modest administrative expenses. We are always looking for great sponsors that fit our culture; currently, our priority is to find sponsors in the following industries: human resources, employee benefits, and digital marketing.

Our Partners are professional and educational organizations that are business-oriented and provide support to their own members that is complementary to CRT’s advisory services.

Both Sponsors and Partners add value to their constituency by referring them to CRT.  They are asked to refer as often as they find appropriate companies.

They have the opportunity to develop great relationships with our Mentors, other Sponsors, other Partners, and CRT clients.

Sponsors may solicit clients only if requested by the client or the Mentors.

Do I Qualify as a Sponsor?
Do I Qualify as a Partner?

Below are links for our Sponsors, Partners and other Supporters. We especially appreciate the support of Mintz, which provides the space where we hold our monthly meetings.
Sponsors, Supporters and Partners:

CRT Support Team 


Joshua Bergmann
CRT Supporter
Mintz New

Joshua Bergmann is an Attorney in the Corporate & Securities practice of Mintz Levin Cohn Ferris Glovsky and Popeo PC, an Am Law 100 firm. Joshua focuses his practice on mergers and acquisitions, capital markets transactions, corporate governance, and general corporate matters. He has experience in working with buyers and sellers in M&A deals and drafting corporate organizational documents, commercial agreements, and Securities and Exchange Commission filings. Joshua also has experience representing issuers and underwriters in public and private debt and equity offerings. More at

Will Dendy
CRT Sponsor
PPBI Small
Will Dendy is currently Vice President / Relationship Manager for Pacific Premier Bank. He specializes in doing business with middle-market businesses that need a broad range of loan, deposit, and treasury management products. Will has worked in business and commercial banking industry for the last 15 years. He possesses and MBA in Organizational Leadership from National University and received a BA from California State University San Marcos.
David B. Duval
CRT Sponsor

Claiborne Advisors assists middle-market companies with mergers and acquisitions and institutional growth capital needs in the $5-$50 million range. We focus on manufacturing, distribution and service companies in the Southwest.

Claiborne works – closely – with just 1-3 companies at a time. We deliver Wall Street partner-level expertise to both private and public companies that seek transactions too small to receive appropriate attention from larger investment banks.


Years of experience in crafting successful transactions allows us to create unique solutions to often difficult, complex needs.


Dave Duval grew up in the “your word is your bond” culture and brings all of that attitude and practice to each client and every engagement.

Cory Grant
CRT Sponsor
Cory is Founder of CRT Sponsor, Grant Partners  Business Succession planning often includes more than just considering the obvious; who will run the business after the transitional event. With a comprehensive approach to the estate and retirement planning objectives of the senior group and the desires of those coming into leadership, a balanced approach that keeps the business on the right track can be developed. Interacting with senior management to really understand the culture and flow of the organization and provide advice accordingly while working closely with the team of advisors usually yields the best results.
Cynthia Guiang
CRT Supporter

Cynthia Guiang is the principal of CG Communications.  She has over 30 years in marketing and management experience with companies in a variety of industries as well as advertising and public relations agencies.  During the course of her career, she has developed marketing plans and brand strategies for diverse companies and organizations.  Cynthia is known for her ability to successfully convert strategies into tactical implementation plans that achieve clients' marketing objectives.  Her hands-on approach to projects, involving everything from branding and positioning and public relations to collateral development and website design, ensures that her clients get top-level thinking at every stage of project implementation. 
Jim Hamerly, Ph.D.
CRT Partner

Jim Hamerly is dean of the College of Business Administration at Cal State San Marcos.  Jim also serves on numerous Boards of community service organizations, new ventures, and business incubators.  Prior to joining CSUSM, Jim has 30+ years of experience as a serial entrepreneur,  intrapreneur, and senior executive at major corporations.  Jim holds B.S., M.S., and Ph.D. degrees in Computer Science and Electrical Engineering (from MIT, UU Berkeley, and Carnegie Mellon University).

Dave Kramer V2
David Kramer
CRT Sponsor

Dave is the Founder of Outsource CFO Services, using his long experience in growth to provide part time CFO skills to multiple businesses.  He becomes the CEO’s financial partner, working to improve cash flow and earnings, in order to grow the company successfully.  His services include timely, accurate financials, cash forecasting, debt and equity financing, budgeting, multi-year financial plans, income statement management, and full scale business metrics.      

Stephen LaSala
CRT Sponsor

Mr. LaSala is a transactional attorney specializing in mergers and acquisitions.  He counsels buyers and sellers in M&A transactions on a daily basis and has handled hundreds of deals over the course of his career. He represents private equity and strategic buyers (public and private) and sellers ranging from private-equity or venture backed companies to small entrepreneur-owned companies.   His practice also includes venture capital financings, joint ventures, corporate governance, equity and executive compensation, and matters relating to the formation and structure of business entities. He also represents institutional and individual investors in connection with public and private company investments.

Brett Pernicano
CRT Sponsor

Brett Pernicano is a Lead Advisor at Dowling & Yahnke. At Dowling & Yahnke, we approach investment advice differently than Wall Street firms, insurance companies, and banks. We serve our clients as a fiduciary – putting clients’ interests first – with transparency and an investment approach based upon a well-grounded, long-term investment philosophy, which is not influenced by market fads or hype.

As an independent, fee-only wealth advisory firm, Dowling & Yahnke provides time-tested, objective investment management and financial planning while adhering to an exceptional standard – the fiduciary standard. Founded in 1991, the San Diego-based Firm currently manages over $4 billion for more than 1,200 clients, primarily individuals, families, and nonprofit organizations. For the thirteenth consecutive year, Dowling & Yahnke has had an adviser listed on Barron’s Top 100 Independent Wealth Advisors. Our team includes 12 CFA® charterholders, 20 CFP® practitioners, and graduates from Harvard University, the University of Chicago, and Northwestern University.

Greg Pieratt
CRT Board Member
CRT Sponsor

Greg Pieratt is a Principal with the Lee & Associates Commercial Real Estate. Specializing in tenant representation and investment sales. Greg provides clients with a customized process to achieve their real estate goals, whether its negotiating a lease or purchasing a property. His 16 years of experience in the commercial real estate industry is validated by his tremendous knowledge and value to the clients he represents.
Todd Poling
Todd Poling
CRT Sponsor

Todd is the Founder and President of Vantage Point Advisors, Inc. Mr. Poling is actively involved in valuation engagements of all types and also leads the firm’s strategic planning and business development efforts. Vantage Point Advisors is an independent business valuation firm with offices in San Diego, Los Angeles and Philadelphia; offering a full complement of business valuation and financial advisory services. Collectively our team has completed thousands of engagements across many industries.

Tom Rex
CRT Sponsor

As a Shareholder and Technical Director of Accounting and Audit for LEVITZACKS, Tom has an in-depth
knowledge and understanding of generally accepted accounting principles and auditing standards, SEC
rules, regulations and reporting, and litigation resolutions. He serves on the International Board of
Directors for the International Association of Professional Accountancy Firms (IAPA).

Tom excels at identifying, analyzing, and resolving complex accounting and financial reporting issues. He
has successfully served as a key advisor to defense counsel in a federal criminal trial which involved
complex accounting issues related to multiple acquisitions. He is known to interact effectively with
Securities and Exchange Commission and Financial Accounting Standards Board staffs.

Our clients benefit from more shareholder involvement; higher engagement team continuity; unmatched
technical expertise; and unique resources providing breadth and depth from a local firm including two onstaff
tax attorneys, a Certified Fraud Examiner, and an Accredited Senior Appraiser.
Steve Sefton
CRT Sponsor

Steve is President of Endeavor Bank, San Diego’s first new community bank in 10 years. He has more than 36 years of banking experience in Southern California. Steve most recently served as President and past CEO of Regents Bank, the $650 million in assets San Diego division of Los Angeles-based Grandpoint Bank, a title he held from May 2012 until joining the Endeavor team in June 2017. 

Prior to joining Regents Bank, Steve was senior vice president of Citizen’s Business Bank, managing one of the bank’s largest regional offices. He joined the bank as the first manager of the headquarters’ Commercial Banking Group, where he worked for four years. From 1995 to 2008, Steve worked for Mellon 1st Business Bank. In 2002, he was appointed regional vice president, managing a de novo commercial office he opened.  Steve and his team grew the office to over $200 million in loans and deposits in six years. From 1991 to 1995, he worked at Sanwa Bank as vice president and team leader.  Steve began his banking career at City National Bank, working at the Beverly Hills headquarters in 1984.

Steve is a former board member of the Aliso Pico Business Support Group and one of the largest Boy Scouts Councils in the country, and was a founding member of a City of Hope chapter.  He is a 1984 graduate of the University of Texas where he received his Bachelor of Business Administration degree in Finance. Steve resides in Carmel Valley with his wife, Lori.  They have four grown children and three grandchildren.

Rob Weinberg
CRT Board Member
CRT Supporter

Rob Weinberg is Chief Strategist of The MarketBuilding Team, a virtual strategic marketing agency established in southern California to solve communications challenges with world class marketing services and Madison Avenue strategic thinking. He is frequently called upon to create and run in-house marketing agencies for a wide range of businesses and non-profits, delivering unique marketing solutions and profitable results while lowering costs. You’ll find his column Ask Mr. Marketing each week in the San Diego Union Tribune.

Dan Yates
CRT Sponsor

Over his four decades in the banking industry, Dan has founded two banks – Regents Bank which he grew to over $620 million in assets in 12 years and now Endeavor Bank. In addition to creating banks from the ground up, Dan has sold, acquired, and merged banks, raised capital for banks, and, as a consultant and CEO, he has turned around banks.


Prior to co-founding Endeavor Bank, Dan served as President and CEO of Neighborhood National Bank in San Diego, a community development bank focused on low- to moderate-income communities. He is a Board Member / President of the Conrad Prebys Foundation and a Board Member of the Entrepreneurs Organization. Dan is a native San Diegan.