New Members | 18 New Member in the Orange County Area
Joel Alberto
Shank & Associates Insurance Services
Commercial Property & Casualty Relationship Manager
(714) 296-3759
joel@swartsmanning.com
Insurance
Home Group: Newport Gateway 2
Bio: Commercial property and casualty broker driven by a passion for helping businesses run more effectively and efficiently.
Claudia Benight
Manufacturers Bank
(949) 253-5665
cbenight@manubank.com
Banking Finance
Home Group: Newport-Irvine
Bio: Fiduciary Banker providing customized banking solutions for Attorneys and Professional Fiduciaries who handle Court Order matters. Bank accounts are needed in Trust and Estate, Probate, Guardianship, Conservatorship, Special Needs and other proceedings.
Brooke Bove
Bove Law Group
Appellate Attorney
(714) 642-7689
bbove@bovelawgroup.com
Attorney
Home Group: John Wayne Airport
Bio: Support for Trial Lawyers both before and After Trial.
Jim Bras
Empowering Organization, Inc.
(949) 297-6626
jim@empoweringorganization.com
Consultant Service
Home Group: Newport-Irvine
Sarah Davidson
Camaur Crampton Family Law, PC
(949) 234-8280
sdavidson@divorce.legal
Attorney
Home Group: Orange County Metro
Bio: An attorney who has exclusively practiced family law since 2013. She specializes in complex family law issues including pre and post-nuptial agreements, child custody, business valuation, separate property tracing, and family law litigation and mediation.
Christian Emerson
RKE LLP
(310) 294-5112
christian.emerson@rkellp.com
Accountant
Home Group: Mergers $ Acquisitions 3
Bio: CPA advising buyers or sellers spanning the entire deal spectrum: including initial strategic assessment, due diligence and post close dispute resolution.
Jackie Fountain
Singerlewak
Tax Manager
(949) 623-0513
jfountain@singerlewak.com
Accountant
Home Group: Irvine Central
Bio: Jackie is a CPA with more than 13 years of public accounting experience, starting with SingerLewak in 2014. She has acquired broad industry experience while providing tax compliance, tax research and tax planning for nonprofit and for-profit clients.
Jeffery Hallstrom
Knobbe Martens
Partner
(949) 721-5374
jeffery.hallstrom@knobbe.com
Attorney
Home Group: Newport Center
Bio: I am a patent attorney. I help clients pursue patent applications that protect their inventions. I also help clients analyze the patents of others to evaluate infringement risk or for due diligence. My technical background is Physics and Computer Science.
Joe Keenan
B2B CFO® Partners LLC
Partner
(818) 912-7699
josephkeenan@b2bcfo.com
Consultant Service
Home Group: Irvine Metro
Bio: B2B CFO® provides management advisory services to owners of private companies. Focus on increasing cash and company value. Services: improvements in finance, accounting and operations, company growth, and helping owners transfer or sell their companies.
Paul Kelly
The Kelly Law Firm
Attorney
(562) 548-7500
paul@kellylawfirmca.com
Attorney
Home Group: Long Beach Airport
Bio: Representing families of the deceased in complex probate, trust, real estate, or financial elder abuse cases.
Mark Krueger
KBF CPAs
Tax Partner
(949) 529-3914
krueger@kbfcpa.com
Accountant
Home Group: Irvine OC
Bio: CPA with over 19 years of experience providing clients with tax compliance and consulting assistance.
Gabriel Lopez
Workforce Consultants
Business Consultant
(626) 688-7259
gabriel@workforceconsultants.us
Human Resources
Home Group: Ontario 2
Bio: Experienced Business Development Consultant with relationships built across Southern California.
Michael Matter
Stan Johnson Company
Director
(949) 629-3917
matter@stanjohnsonco.com
Real Estate
Home Group: Seal Beach
Bio: Net Leased/Commercial Real Estate Broker/Advisor.
Ryan McDowell
CriticalPoint Partners
Managing Director, Head of Business Development
(310) 574-2170
rmcdowell@criticalpointpartners.com
Financial Service
Home Group: Seal Beach
Bio: Ryan leads the business development efforts for CriticalPoint, a merchant bank focused on M&A advisory for the lower-middle market ($25mm – $300mm) helping founders & families reach their next chapter.
Andrea W. Paris
Andrea Paris Law, PC
(949) 529-0007
ap@andreaparislaw.com
Attorney
Home Group: Irvine Metro
Bio: My personal mission is to make hiring a lawyer a transformative experience. I want clients to leave feeling empowered. I help people who are treated unfairly by their employers.
Leila Parviz
Family Peacemaker
(818) 726-6009
lparviz@familypeacemaker.com
Attorney
Home Group: Ontario 2
Bio: I help families peacefully restructure during difficult times through non-court, non-adversarial options.
Michelle Rice
saritasa
Technology Consultant
(949) 891-0663
michelle@saritasa.com
Information Technology
Home Group: Orange County Central
Bio: I am a Software Development Advisor (Sales/Account Management) and work for a Custom Software Development Company, which means I help people figure out how to build and create software solutions they are passionate about (cost effectively & intelligently).
Matthew Seror
Buchalter
(213) 891-5731
seror@buchalter.com
Attorney
Home Group: Mergers $ Acquisitions 3
Bio: Practice includes all aspects of litigation, with particular emphasis on intellectual property matters, complex commercial matters, and real estate litigation.
Member News
New Appellate Podcast Episode on Bonds and Stays
Loreen Gilbert on Bankrate.com
Joe Martin Guest on the Business Growth Cafe Podcast
Lisa Anderson a Panelist at World Manufacturing Forum: Back to the Future: Manufacturing Beyond COVID-19 Pandemic
Loreen Gilbert Appears on BBC World News
Lisa Anderson Quoted in Intelex Technologies
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 20 Years
George Bloomfield
Bloomfield Group Inc.
President, Creative Solutionist
(949) 922-5627
george@bloomfieldgroup.com
Marketing
Home Group: South Coast Metro
Bio: Right Brain Marketing for a Left Brain World.
Celebrating 15 Years
Holly Gustlin
Priority Financial Network
Mortgage Banker and Broker
(877) 728-2008
holly@hollygustlin.com
Banking & Finance
Home Group: Beverly Hills 3
Bio: Holly is a residential mortgage banker with a passion for helping people buy their home, or keep their current home, with a mortgage payment they can comfortably afford.
Alan Herman
Alan Herman & Associates Inc.
President
(626) 930-1302
alan@alanherman.com
Marketing
Home Group: Corona
Bio: For over 50 years, Alan Herman & Associates has been a one-stop provider of marketing communications for professional service and industrial companies throughout S. California and the world. Offering: branding, advertising & full service marketing.
Steve Hogan
Lurie Zepeda Schmalz Hogan & Martin APC
Shareholder
(310) 274-8700
shogan@lurie-zepeda.com
Attorney
Home Group: Century City 3
Bio: Steve Hogan is an accomplished litigator representing clients in major Trusts, Estates & Probate Litigation and Complex Business Litigation. His success results from careful strategic planning with consideration to the parties involved…
Peter Scholze
Bernstein Global Wealth Management
Vice President
(310) 286-6048
scholzepc@bernstein.com
Investment Advisor
Home Group: Westwood
Bio: Research is at the center of everything that we do at Bernstein. We use our research to manage investments for wealthy families and individuals. We build portfolios custom tailored to each client’s specific needs.
Celebrating 10 Years
Sally Aubury
SingerLewak, LLP
Partner
(818) 999-3924
saubury@singerlewak.com
Accountant
Home Group: Mergers $ Acquisitions 2
Bio: Sally Aubury has extensive experience in performing audits, reviews, and mergers and acquisitions for both public and private companies.
J. Scott Bailey
Sandler Training by Bailey Marketing Con
President
(949) 263-0640
scott.bailey@sandler.com
Consultant & Service
Home Group: John Wayne Airport
Bio: Sandler Training by Bailey Marketing Concepts, Inc. operates the most experienced and seasoned Sandler Sales Training franchise in the Western Region and we’ve been successfully serving Southern California since 1994.
Channing Hamlet
Objective Capital Partners
Managing Director, Partner
(858) 342-4939
channing.hamlet@objectivecp.com
Financial Service
Home Group: Mergers $ Acquisitions 2
Bio: Objective Capital Partners, LLC is an M&A firm focused on transactions for privately held companies with enterprise values up to $200 million. Headquartered in Southern California since 2006, our seasoned professionals have collectively executed over 35…
Jerry Neitlich
IN/House Corporate Real Estate
Principal/Broker/Owner
(949) 442-0922
jerryn@inhousecorp.com
Real Estate
Home Group: Newport
Bio: IN/House only represents tenants. We provide our tenant clients with more than simple transactional work. We are their trusted advisor managing all aspects of their real estate before, during and after a transaction.
W Bailey Smith
Tredway Lumsdaine & Doyle LLP
Attorney
(949) 833-8891
bsmith@tldlaw.com
Attorney
Home Group: Costa Mesa
Bio: Bailey is a Trust Doctor, not a medical doctor. He fixes trusts! Some trusts are broken or outdated and need to be updated. He helps families avoid creditors and predators. He also helps families in reducing or eliminating the voluntary 40% death tax.
Celebrating 5 Years
Denise Seinturier
Keller Williams Realty
Real Estate Consulting and Sales
(951) 314-6455
denise@deniseseinturier.com
Real Estate
Home Group: Corona
Bio: Denise Seinturier, MBA-full-time residential real estate professional-strengths include communication, contract negotiation and complex situations such as divorce, foreclosures, probate, inheritance & others.
Courtney Shepard
Burch Shepard Family Law Group, APC
Attorney
(949) 502-4400
cshepard@ocdivorce.net
Attorney
Home Group: Newport Center
Bio: I practice exclusively in the area of family law and I have been declared a Certified Family Law Specialist by the State Bar of California Board of Legal Specialization. I have successfully litigated cases involving issues of child custody, child support…
Upcoming Events
Accelerator Workshop – Orange County
Date: Monday, January 11th
Time: 11:30am to 1:30pm
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