New Members | 30 New Member in the Los Angeles Area
Nathan Ackeret
Burnham Benefits Insurance Services
Vice President & Managing Director
(626) 614-4771
ackeret@burnhambenefits.com
Home Group: Pasadena 5
Kristen Anderson
The Law Firm for Non-Profits
(818) 623-9898
kristen@lfnp.com
Attorney
Home Group: Encino 3
Bio: We provide a full range of legal services for non-profit organizations including formation, corporate governance, business transactions, and regulatory compliance.
Aaron Arndt
Foley Bezek Behle & Curtis, LLP
(805) 729-6179
aarndt@foleybezek.com
Home Group: Camarillo 1
Ramin Azadegan
Azadegan Law Group, APC
(310) 766-0226
ramin@raminlaw.com
Attorney
Home Group: Beverly Hills 4
Bio: We are dedicated to providing creative, out-of-the box thinking, and aggressive litigation in business and real estate disputes, including partnership disputes, contract disputes, fraud, and illegal lending (usury).
Christen Berman
Redwood Tax Strategy
(818) 681-7731
christen.berman@wealthcornerstones.net
Financial Service
Home Group: Calabasas
Bio: Achieve wealth efficiency. Implement unique tax reduction strategies.
James Bond
U. S. Management, LLC
President
(805) 405-9899
jbond@gmventuresllc.com
Marketing
Home Group: Woodland Hills 1
Bio: We provide “Lead Generation On Steroids” for ambitious Plumber, HVAC Specialist, Chiropractor, with $1M to $10M revenues. Previously ran Ad Agency in Montreal and Southern California Behavioral Management Firm, working with Fortune 500 and smaller firms.
Rachel Carrillo
Mission Valley Bank
Business Development Officer
(661) 775-4141
rcarrillo@missionvalleybank.com
Banking Finance
Home Group: Santa Clarita Valley
Bio: A proven and energetic sales driven professional passionate about strengthening new and existing client relationships. Recognized recently as the “Most Trusted Advisor of 2019” by the San Fernando Valley Business Journal.
Robert Chun
RSC Business Group, Inc.
(310) 410-3098
rsc@rscbusinessgroup.com
Consultant Service
Home Group: Playa Vista
Nicole Crutcher
DiTullio-Crutcher Insurance Services, Inc.
(805) 371-5805
ncrutcher@d-cinsurance.com
Insurance
Home Group: Simi Valley 2
Bio: 20 years specializing in small business employee benefits, service, education and resources for benefits administration and health insurance.
Judith Diamond
LivHOME
Care Consultant
(323) 933-5880
jdiamond@livhome.com
Home Group: South Bay 4
Bio: The aging process can be challenging and complicated whether they’re your client, customer or even your own relatives. LivHOME provides guidance and support through Certified Life Care Managers and caregiving services with professional oversight.
Scott Duncan
LivHOME
Care Consultant
(310) 383-3630
sduncan@livhome.com
Consultant Service
Home Group: Century City 3
Bio: Caring for an aging loved one or client is complicated, I can help. LivHOME provides professionally led care services to address long term care issues and immediate crisis’ accomplished through comprehensive assessments, planning, in-home care, etc.
Susannah Emami
Capital Group
Senior Vice President
(310) 996-6127
susie.emami@capgroup.com
Investment Advisor
Home Group: Rancho Park
Mike Gammarino
Bluprint Partners
Founder
(310) 584-7909
mike@bluprintpartners.com
Consultant Service
Home Group: Silicon Beach
Aza Ghazaryan
Martini Akpovi Partners LLP
Senior Manager
(747) 247-4402
aghazaryan@martinicpas.com
Accountant
Home Group: Woodland Hills 4
Peter Haber
Haber Law Firm
(424) 442-9612
peter.haber@hlf-la.com
Attorney
Home Group: Woodland Hills 2
Bio: Former executive, current lawyer representing businesses with litigation, employment, and transactional matters.
Tyler Hamilton
USI Insurance Services
Assistant Vice President
(818) 251-3000
tyler.hamilton@usi.com
Insurance
Home Group: Westlake 8
Bio: Hard-to-place Workers Comp Risk? Send it my way and make sure it gets done right. P&C Insurance specialists who will treat your referrals right!
Peter Hutto
Three Things Consulting
Managing Partner
(310) 418-0068
peter@threethingsconsulting.com
Consultant Service
Home Group: Pasadena 6
Bio: 30+ years as corporate operating executive, startup founder, strategic advisor in the software, SAAS, and digital media industries.
David Kohn
American Business Bank
Regional Executive Vice President
(213) 430-5140
dkohn@americanbb.bank
Banking Finance
Home Group: Century City 1
Bio: American Business Bank offers the same products as a large bank, but delivers them with a high level of service.
Trudi Lesser
Law Offices of Trudi J. Lesser
Attorney
(310) 426-2607
trudi@tjllawyer.com
Attorney
Home Group: South Bay 3
Bio: Commercial real property transactional attorney advising property owners, developers, landlords, tenants and financial institutions in purchase, sale, leasing, development and finance transactions and loan workouts.
Bryan Moore
TAB West Side LA
Owner & Facilitator
(310) 367-2705
bryan@tabwla.com
Home Group: Rancho Park
Bio: Bryan Moore is the owner and Lead Facilitator of The Alternative Board Westside LA. We specialize in helping small business owners improve their business and personal lives through Peer Advisory Boards.
Lori Murphree
Diamond Capital Advisors
Managing Director
(310) 432-8575
lmurphree@diamondcapadvisors.com
Banking Finance
Home Group: Silicon Beach 2
Bio: Lori Murphree has 20 years of experience in investment banking, private equity and other strategic and financial roles. She has managed a wide range of both domestic and international transactions including Buy-Side and Sell-Side M&A, MBOs, LBOs, Private.
Michael Murphy
Ervin Cohen & Jessup
(310) 974-2271
mmurphy@ecjlaw.com
Attorney
Home Group: Downtown Los Angeles 2
Bankolé O. Osinupébi
Compass Accounting & Tax Services
(310) 994-9080
compasstaxla@gmail.com
Accountant
Home Group: Westside 3
Bio: I provide accounting, Quickbooks, business advisory, tax planning and tax preparation services to Small Businesses, Individuals, Trusts & Estates.
Michael Perlmutter
Valuation and Litigation Group
Founding Partner
(818) 317-7900
michael@perlmutter-law.com
Consultant Service
Home Group: Warner Center 1
Bio: Michael is a Valuation Specialist focusing on Business and Intellectual Property valuation, and also royalty compliance and business management audits. Former IRS ETA, RA, Valuation Specialist. Experienced in Entertainment Industry (Music, Film, Sports).
Song Pettus
Total Accounting and Bookkeeping Solutions
President and CEO of Total Accounting and Bookkeeping Solutions
(310) 460-8198
song@taabs.la
Accountant
Home Group: Woodland Hills 3
Bio: Provider of bookkeeping and accounting operations services.
Amanda Schlank
SingerLewak LLP
Partner
(424) 320-3403
aschlank@singerlewak.com
Accountant
Home Group: M$A/Capital Formation Group
Harry Sherwood
Consciously.org
Co Founder
(310) 809-5073
harrysherwood24@gmail.com
Consultant Service
Home Group: Beverly Hills 3
Bio: HeartMath Certified Trainer, Vistage Speaker Trainer, and Wholistic Life Coach.
Elvia Soukup
Manufacturers Bank
Vice President, Senior Relationship Manager
(213) 489-6240
esoukup@manubank.com
Banking Finance
Home Group: Downtown Los Angeles 2
Bio: Elvia enjoys working with business clients, attorneys, professional fiduciaries, nonprofits and foundations in finding right solutions to complex deposit transactions. She offers smart, secure, and convenient ways to safeguard her clients’ large deposits.
Neil Sunkin
Law Office of Neil M. Sunkin, APC
Attorney
(818) 876-9975
nms@sunkinlaw.com
Attorney
Home Group: Woodland Hills 2
Bio: Neil has handled complex business, real estate, and civil litigation for over 35 years.
Scott Swanson
Abacus Wealth Partners
Partner & Financial Advisor
(424) 229-6799
scott@abacuswealth.com
Investment Advisor
Home Group: Brentwood
Bio: With a background in mechanical engineering and technology, Scott brings an analytical mindset to the clients he works closely with when building long-term financial plans that let clients know their futures are handled.
Member News
Angela Reddock-Wright Named to Professional Woman’s Magazine’s Special “Wonder Woman” Feature
Ramit Mizrahi’s Article is the Cover Feature of the California Labor & Employment Law Review
Angela Reddock-Wright Profiled in the Los Angeles Business Journal’s “Executive Insights” Column
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 15 Years
David Bonrouhi
Calabasas Capital
Managing Director
(818) 657-6130
david@calabasascapital.com
Financial Service
Home Group: Mergers $ Acquisitions 2
Bio: Boutique investment banking firm maximizing value for family-held and other lower mid-market private companies in sales to motivated strategic buyers; we also raise private equity & debt capital; also buyside M&A advisory. With a licensed BD.
Celebrating 10 Years
Robert Aronson
Law Office of Robert M. Aronson
Bankruptcy & Real Estate Attorney
(213) 688-8945
robert@aronsonlawgroup.com
Attorney
Home Group: Pasadena 4
Bio: Robert Aronson is the founder of the Law Office of Robert M. Aronson, a bankruptcy, litigation and real estate law practice. The bankruptcy portion of the practice includes representation of Chapter 7 and Chapter11 business and non-business debtors.
Stan Arutti
gish SEIDEN LLP
Partner, CPA
(818) 854-6100
sarutti@gishseiden.com
Accountant
Home Group: Encino 2
Bio: I specialize in accounting services for small and medium size businesses, including consulting, tax planning, tax returns, financial statement preparation and auditing. I also represent clients before IRS audits and audits by other governmental agencies.
Les Callahan
Callahan Risk & Insurance Services Inc
Principal
(626) 578-0606
lcallahan@callahanrisk.com
Insurance
Home Group: Pasadena 3
Bio: Callahan Risk is a specialty retail insurance brokerage focusing on Professional Liability / Malpractice for Lawyers, Accountants, Insurance Agents & Brokers as well as other professional service firms. We primarily place E&O, D&O, EPLI, Fiduciary.
Jon Courtney
Village Wealth Advisors
Financial Planner & Partner
(805) 603-4960
jon@villagewealthadvisors.com
Investment Advisor
Home Group: Westlake 3
Bio: Families who are AT OR NEAR RETIREMENT enjoy piece of mind and security from my specialized brand of Financial Planning and Wealth Management. Using a proprietary approach to actively support them in managing cash flow month-to-month and year-to-year.
Wm. Gary Crouch
White Nelson Diehl Evans LLP
Audit Partner
(714) 978-1300
gcrouch@wndecpa.com
Accountant
Home Group: Irvine Metro
Bio: White Nelson Diehl Evans LLP is a full service CPA firm providing audited, reviewed and compiled financial statements in addition to tax return preparation and consulting to businesses, nonprofits and ERISA plans.
Dan Fein
Gallant Risk Insurance Services
Risk Manager and Insurance Advisor
(424) 248-2655
dfein@gallantriskinc.com
Insurance
Home Group: Westwood
Bio: Advise companies on managing and controlling their risk. Provide insurance coverage analysis and out of the box advice to manage the risk of a client. My goal is to protect the assets of a client while preventing and mitigating unforeseen liabilities.
Elana Goldstein
Goldstein Legal Office
Attorney
(323) 852-1800
elana@goldsteinlegaloffice.com
Attorney
Home Group: Century City 4
Bio: Criminal defense and victim/witness representation in criminal matters.
Bob Grewal
Seapoint Business Advisors
M&A Advisor
(805) 557-8200
bob@seapointadvisors.com
Financial Service
Home Group: Encino 1
Bio: Bob Grewal is a business intermediary focused on arranging sales of small and mid-sized businesses. His services include business sales, mergers & acquisitions and opinions of value.
Michael Hatch
Sterling Financial Group
CFP, MBA, J.D.
(626) 440-4192
mhatch@sterlingfg.com
Investment Advisor
Home Group: Pasadena 3
Bio: Building Client Trust Over Generations.
Joseph Klapach
Klapach & Klapach, P.C.
Attorney at Law
(310) 525-3724
joseph@klapachlaw.com
Attorney
Home Group: Century City 6
Bio: Joseph Klapach is a Certified Appellate Specialist who handles appeals and writs in both federal and state court. Mr. Klapach also serves as a consultant or co-counsel with trial counsel who wish to handle their own appeal.
Ara Oghoorian
ACap Asset Management Inc.
CFA, CFP, CPA
(818) 272-8511
provisors@acapam.com
Investment Advisor
Home Group: Sherman Oaks 2
Bio: ACap Advisors & Accountants is a boutique fee-only wealth management, and full-service accounting firm based in Los Angeles, CA. We provide comprehensive, unbiased financial advice and guidance, tailored to those in the healthcare industry.
Neal Salisian
Salisian Lee LLP
Partner
(213) 622-9100
neal.salisian@salisianlee.com
Attorney
Home Group: Downtown Los Angeles 3
Bio: As a founder and a managing partner of Salisian | Lee LLP, Neal focuses his practice on (1) complex business and real estate litigation, (2) commercial collections and creditor rights, and (3) bankruptcy litigation.
Celebrating 5 Years
Dow Chang
Baik & Dow Real Estate Group
Real Estate Broker
(310) 702-5501
dow@lyonstahl.com
Real Estate
Home Group: South Bay Classic
Bio: With a refreshingly honest approach to selling real estate, Dow Chang and his team, the Baik & Dow group, have been recognized as one of the fastest growing real estate teams in the South Bay/West Side of Los Angeles. His primary goal is to assess, guide.
Eric Fingleson
UBS Financial Services Inc.
Financial Advisor
(310) 859-5638
eric.fingleson@ubs.com
Investment Advisor
Home Group: Playa Vista
Bio: As an adviser with UBS I aim to help clients continue to live the lifestyle they have become accustomed to, plan for retirement and craft a legacy for those they love. We make a global bank feel personal.
Jon Gardner
JSG Insurance Services
Owner/President
(661) 388-5288
jon@jsginsurance.com
Insurance
Home Group: Encino 2
Bio: We are insurance consultants that help our clients make informed choices about their Auto, Home, Umbrella, and Business insurance needs. We offer complimentary coverage reviews to identify coverage gaps and opportunities for savings.
Dean Rallis
Hahn & Hahn, LLP
Attorney
(626) 683-4321
drallis@hahnlawyers.com
Attorney
Home Group: Pasadena 3
Bio: Mr. Rallis specializes in reorganizations, bankruptcies, ABCs, and other non-bankruptcy insolvency proceedings. He represents debtors, secured creditors, committees, buyers of assets, and governmental and other entities in insolvency and bankruptcy cases.
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