The
Accelerator
New Members | 8 New Members in the Orange County Area
Orrin Belden
Phone: (909) 241-0924
Email: obelden@celticcapital.com
Home Group: Ontario
Tom Case
Company: KPI Innovations
Title: Owner
Phone: (888) 870-9765
Email: tcase@kpiinnovations.com
Profession: Consultant Service
Home Group: Newport
Bio: I am a former CFO who helps businesses create and implement dashboards to drive their business.
Ryan Clark
Company: Veld Mergers & Acquisitions
Phone: (310) 652-8353
Email: ryan@veldma.com
Profession: Financial Service
Home Group: South Orange County
Jim Downes
Company: Blueprint Accounting and Finance, Inc.
Title: Fractional CFO and Accounting Services
Phone: (949) 405-5440
Email: jim@blueprint2growth.com
Profession: Accountant
Home Group: Newport Center
Bio: I lead of team of outsourced accountants from CFO’s and controllers down to bookkeeper level. For our clients, we create an Analytic Blueprint to track progress on achievement of business goals with weekly and monthly scorecards.
Brian Montes
Company: Scaleocity Works
Title: Founder & President
Phone: (949) 298-7705
Email: brianm@scaleocityworks.com
Profession: Human Resources
Home Group: South Coast
Marcia Riner
Company: Bella Financial Group
Phone: (949) 861-0121
Email: marciariner@gmail.com
Profession: Consultant Service
Home Group: Costa Mesa
Evan Rothman
Phone: (949) 537-3490
Email: evan@abelattorneys.com
Profession: Attorney
Home Group: Newport Gateway
Bio: Abel Law Offices, PC focuses on business litigation and transactions for a wide range of clients.
Mike Wakshull
Company: Q9 Consulting, Inc
Title: Forensic Document Examiner
Phone: (951) 252-4929
Email: mikew@quality9.com
Profession: Consultant Service
Home Group: Newport Beach
Bio: I apply my experience in development of information systems, quality systems, and project management to forensic document examination casework. I speak approximately 15 times per year to attorney and forensic seminars and conferences.
Member News
Lisa Anderson quoted in The Signal Santa Clarita Valley
Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Restocking shelves amid the novel coronavirus”. For more information click here.
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Lisa Anderson quoted in TechTarget
Lisa Anderson was quoted in the article “8 tips for a successful ERP upgrade project”. Read the article.
Lisa Anderson featured in Oracle Modern Finance
Lisa Anderson was quoted in the article “Supply Chain Heroes: How CFOs Can Help Save the World”. Read the article.
Loreen Gilbert on CNBC
Loreen appeared on CNBC’s Special: “Markets in Turmoil” on Thursday, March 19th. View the video.
Read More
Loreen Gilbert Appears on TD Ameritrade
See Loreen Gilbert on TD Ameritrade
CNB’s Power LunchLurey
Watch Loreen Gilbert’s appearance on CNBC’s Power Lunch.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 10 Years
Diane Cannon
Company: Berkshire Hathaway HomeServices
Title: Senior Sales Agent
Phone: (949) 230-1200
Email: diane@lbhomebuying.com
Profession: Real Estate
Home Group: Orange County Metro
Bio: A tenacious work ethic and a focus on results have earned Realtor Diane Cannon respect and trust in the real estate community. She has consistently received the highest rankings and is among the top 1% nationwide of 42,000 Berkshire Hathaway HomeServices agents.
Tina Wang
Company: Farkhad & Wang, APLC
Title: Attorney
Phone: (949) 391-3118
Email: tina@farkhadwang.com
Profession: Attorney
Home Group: John Wayne Airport
Bio: Tina provides personalized representation in all aspects of family law, from simpler divorces to complex cases involving extensive monetary assets and assorted business interests, litigating when necessary and mediating when appropriate.
Celebrating 5 Years
Dalia Badajos
Company: Benefit Management Specialists 360
Title: Financial Advisor / Retirement Plan Advisor C(k)P
Phone: (949) 419-1619
Email: dalia@bmsi360.com
Profession: Investment Advisor
Home Group: Newport Center
Bio: Dalia Badajos has focused on Business Owners and their Company Retirement Benefit Plans for close to 30 years. Dalia is a designated C(k)P and works in the area of both Qualified and Non-Qualified space including, 401(k) plans and the like.
Frank Fabela
Company: Vistage Worldwide
Title: Chair
Phone: (909) 815-4912
Email: frank.fabela@vistagechair.com
Profession: Consultant & Service
Home Group: Ontario 2
Bio: Private peer advisory boards for CEOs and business owners. Leading executives to achieve more than they ever imagined possible. Chair/Facilitator for Vistage Chief Executive peer advisory boards. Professional facilitation of CEO peer group meetings.
A. Lavar Taylor
Company: Law Offices of A. Lavar Taylor
Title: Managing Partner
Phone: (714) 546-0445
Email: ltaylor@taylorlaw.com
Profession: Attorney
Home Group: Irvine 3
Bio: Lavar Taylor has been handling tax controversies since 1981 and went to work for the IRS Office of Chief Counsel. After six years of working for the IRS in Washington, DC and Laguna Niguel, CA, Lavar worked for the Tax Division of the U.S. Attorney’s Office in Los Angeles, CA for two years.
Lisa Walker
Company: Performance Strategies Inc.
Title: Executive Business Coach
Phone: (949) 607-8180
Email: lisa@coachlisawalker.com
Profession: Consultant & Service
Home Group: Irvine Spectrum
Bio: Lisa is a certified executive business Coach who helps business leaders & executives to overcome their challenges & grow profitable businesses. She specializes in working with executives of small to medium sized companies who are ready to be their best.
Upcoming Events
ProVisors Webinar: Employment Law During COVID-19
Date: April 3, 2020
Time: 1:00 PM Pacific (3:00 PM Central, 4:00 PM Eastern)
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