New Members | 24 New Members in the Los Angeles Area
Join us in welcoming our new members! Reach out via their email below to make a connection.
Jamie Beck
Free to Thrive
President & Managing Attorney
(619) 684-0025
jamie@freetothrive.org
Attorney
Home Group: Glendale 2
Bio: Jamie Beck is the president and managing attorney of Free to Thrive, a nonprofit that provides legal services to human trafficking survivors.
Patricia Brum
Snell & Wilmer L.L.P.
(213) 929-2534
pbrum@swlaw.com
Attorney
Home Group: Westside 2
Bio: Business attorney who advises American/Latin American companies in commercial and business torts disputes. Additional specialty in HOA law.
Glenn Crawford
SRCM Advisors
Financial Services Representative
(818) 486-5053
gcrawford@srifs.com
Financial Service
Home Group: Pasadena 4
Bio: I’m a Fiscal Fitness Coach, with a strong understanding of the spectrum of financial instruments and concepts. My only aim is to give people better financial outcomes. I’m not a salesman, I’m a Coach.
Thomas Downes
Buchanan Street Partners
Vice President
(949) 219-1208
tdownes@buchananstreet.com
Real Estate
Home Group: South Bay 3
Bio: I specialize in providing individuals and institutional investors access to high quality real estate investments in the Western US which focus on principal protection, risk adjusted cash flow and maximizing after-tax returns.
Shane Foley
Capstone Partners Financial and Insurance Services, LLC
Executive Director – Pasadena
(310) 869-1027
shanefoley@financialguide.com
Financial Service
Home Group: Pasadena 6
LaTosha Hall
Camaur Crampton Family Law
(213) 703-0803
latoshajanelle@yahoo.com
Attorney
Home Group: Universal City
JV Hogan
Hogan Zapparterreno
(747) 283-1500
jvh@hoganzapp.com
Attorney
Home Group: Glendale 2
Jeffrey Kravitz
Alternative Resolution Centers
Mediator & Arbitrator
(310) 284-8224
jkra1@aol.com
Attorney
Home Group: Entertainment 2
Bio: Entertainment & Insurance mediation & arbitration.
Tony Laiewski
CPI Solutions, Inc
Senior Partner
(805) 764-7126
tlaiewski@cpisolutions.com
Consultant Service
Home Group: Woodland Hills 1
Bio: IT Pro working with clients of all shapes and sizes.
Mark Maimon
Freedom Mortgage
Vice President, Team Lead
(310) 341-3106
mark.maimon@freedommortgage.com
Banking Finance
Home Group: Beverly Hills 1
Bio: Expert in complex loan scenarios and bridge loans. Top originator throughout CA and NYC. Licensed in 25 states.
John Metzidis
Grodsky, Olecki & Puritsky LLP
Business Litigator
(310) 315-3009
john@thegolawfirm.com
Attorney
Home Group: Santa Monica 2
Bio: I am a skilled general business litigator with particular experience in intellectual property, entertainment, professional liability, real estate, healthcare, partnership/shareholder disputes, and appeals.
Santo Riccobono
Ellis Riccobono, LLP
(805) 535-5994
santo@ertriallawyers.com
Attorney
Home Group: Westlake 5
Bio: Santo secures maximum compensation for clients in matters involving catastrophic personal injury litigation.
Erin Russell
Actuaries Unlimited, Inc.
Partner and Enrolled Actuary
(818) 235-1658
erussell@actuariesunlimited.com
Consultant Service
Home Group: Encino 3
Bio: 20 years of experience in a full spectrum of actuarial and retirement benefit services for Defined Benefit, Cash Balance, 401(k) and Profit Sharing Plans. We focus on creative plan design and creative problem solving.
Joanna Sanchez
The Law Offices of Robert Gantman
(818) 501-0113
joanna@gantmanlaw.com
Attorney
Home Group: Encino 3
Bio: Empowering clients to make informed decisions about their children, property and future whether in litigation or mediation. Experienced in divorce, paternity, child support, alimony, business valuations, property divisions & restraining orders.
Pawel Sasik
Sasik + Moon
Estate Planning Attorney
(310) 490-6963
psasik@sasikmoon.com
Attorney
Home Group: Silicon Beach
Bio: Planning for families to protect their property and money through wills and trusts.
Steven Schechter
Marcus & Millichap
First Vice President
(818) 212-2793
steven.schechter@marcusmillichap.com
Real Estate
Home Group: Encino 2
Ted Scott
Secretariat
Managing Director
(310) 819-9011
tscott@secretariat-intl.com
Consultant Service
Home Group: Beverly Hills 3
Bio: Ted Scott is a Professional Civil Engineer that specializes in providing independent expert witness services relating to construction scheduling, delay and project controls. He has worked on large scale infrastructure and commercial projects.
Eric Seidenglanz
NAI Capital
(818) 815-2426
eseidenglanz@naicapital.com
Real Estate
Home Group: Santa Clarita Valley
Liz Seitz
Trust and Probate Law Group
(626) 995-0522
lseitz@trustandprobatelawgroup.com
Attorney
Home Group: Pasadena 6
Bio: Estate planning attorney providing expert legal guidance to trustees and executors. Passionate about advising families when a loved one is incapacitated or passes away.
Gerald Serlin
Gerald Serlin
(818) 340-1950
admin@benedonserlin.com
Attorney
Home Group: Woodland Hills 2
Bio: Certified Appellate Law Specialist.
Roger Steinbeck
Heath Steinbeck, LLP
(818) 370-6234
rsteinbeck@heathsteinbeck.com
Attorney
Home Group: Woodland Hills 2
Matthew Stevens
Provider Legal
(714) 280-1097
mstevens@providerlegal.com
Attorney
Home Group: Rancho Park
Nicholas Stonnington
Stonnington Group, LLC
Vice President
(626) 469-8169
nicholas@stonningtongroup.com
Financial Service
Home Group: Pasadena 6
Bio: I believe in active asset management and proactive communication. Stonnington Group’s whole-team approach means our clients don’t just have one advisor; they have an entire team dedicated to helping them reach their financial goals.
Stephen Yeoh
Un1teee
Chief of Peace of Mind
(805) 835-4352
sy@un1teee.com
Information Technology
Home Group: Moorpark
Bio: We provide clients with an all-inclusive outsourced managed IT department. No surprises. No onboarding fees. 24×7 live phone support. Average call duration under 12 minutes. 97% positive feedback. We just handle I.T.® 1 – 50 users.
Member News
Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.
Marc Brener Joins Angelo on the Business Growth Cafe Podcast
Amy Levy Interview on the Business Growth Cafe Podcast
Regina Lark speaking at national conference
PAS I Top Attorneys as Recognized by Pasadena Magazine
Angela Reddock-Wright Discusses the NCAA Supreme Court Case Payment to College Athletes on KTLA-5 News (04/02/21)
Michael Puldy - Speaker for Business Continuity Institute USA Ransomware Webinar
Regina Lark published in anthology on women and war
Do The Math Before Becoming Retirement Landlord-John Grace, Wave Publications
Sarah Spector is featured in the Top 100 People in Finance magazine
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 25 Years
Millicent Sanchez
Swerdlow Florence Sanchez Swerdlow & Wim
Shareholder – Director
(310) 288-3980
msanchez@swerdlowlaw.com
Attorney
Home Group: Santa Monica 2
Bio: I advise and defend companies and managment on labor and employment issues and litigation, e.g., discrimination, terminations, wage and hour, employees on leave, effective personnel policies, unions and violence in the workplace.
Celebrating 20 Years
Tom Drucker
Consultants In Corporate Innovation
President
(310) 306-2066
tom@corporateinnovation.com
Consultant & Service
Home Group: Brentwood
Bio: I provide leaders, their teams and organizations with programs and coaching tailored to their requirements. These services improve business results and sustainable changes to the culture of their organizations.
Celebrating 15 Years
David Brecher
Brecher Insurance & Financial Services
(323) 782-3289
dbrecher@eaglestrategies.com
Insurance
Home Group: Santa Monica 6
Bio: We develop plans to protect individuals and their families from the possible threats of living too long, dying too soon or becoming disabled. We also offer group and executive benefit programs, key person life, buy sell life and disability insurance.
Jamie Cooperstein
Law Offices of Jamie Cooperstein
Attorney
(310) 393-6339
jc@jamiecooperstein.com
Attorney
Home Group: Santa Monica 5
Bio: Jamie Cooperstein is a business, corporate and entertainment transactional attorney. She provides general counsel services handling startups, restructuring of companies, mergers and acquiisitions, intellectual property and other business matters.
Ken Hagopian
Digital Synergy Consulting Inc.
President – CEO
(818) 647-9900
ken@dsc.la
Consultant & Service
Home Group: Sherman Oaks 1
Bio: Digital Synergy Consulting, Inc. is a full service Information Technology provider that specializes in network, server, wireless, security and general help desk consulting services.
M. Debra Reno
M. Debra Reno, CPA
CPA
(310) 822-2222
debra@mdrenocpa.com
Accountant
Home Group: Santa Monica 5
Bio: Providing experienced and personalized services in tax preparation, succession planning, and business consulting. Serving a variety of clients including those in the professional services industries, entertainment, real estate, and manufacturing.
Robert Weiss
McLaughlin Sanchez LLP[SF]; Narvid Scott[LA]
Head of Litigation
(415) 896-4161
robert@msllp.law
Attorney
Home Group: San Francisco 12
Bio: I provide my civil litigation clients with fast and comprehensive analysis of the facts and issues and options for negotiation or trial. Despite my winning record in court, I’ll never hesitate to work toward a compromise if it serves your best interests…
Celebrating 10 Years
Carlos Arcos
Carlos A. Arcos, A Law Corporation
Esq.
(626) 284-9003
carlos@arcoslaw.com
Attorney
Home Group: Pasadena 4
Bio: As an Elder Law and Elder Care Planning Attorney for over 25 years and as a speaker at over 200 events, Carlos has shared how to manage and reduce the cost of elder care. With knowledge of pre-planning, crisis planning, progressive illnesses, Medicare…
Mary Beth Byrne
First Republic Bank
Managing Director
(310) 407-1324
mbyrne@firstrepublic.com
Banking & Finance
Home Group: Entertainment 2
Bio: Foreign exchange specialist, serving individuals and firms which have international business or investment transactions, offering overseas payment services, FX advisory, foreign currency accounts, and FX risk management.
Michael Cohen
Impact Capital Group, Inc.
CEO
(310) 829-9301
mcohen@impactcapitalgroup.com
Financial Service
Home Group: M$A/Capital Formation Group
Bio: Michael Cohen led strategic M&A for Honeywell and he made equity investments for Norwest Private Equity and 3i Capital, so he provides unique insights into financial and strategic buyers. Previously he led engineering development at General Electric…
Ross Erlich
Ross Erlich attorney at law
Esq.
(818) 919-3456
ross@rosserlichlaw.com
Attorney
Home Group: Beverly Hills 3
Bio: Ross Erlich is a criminal defense attorney that handles cases ranging from misdemeanor criminal and traffic offenses including DUI to complex felonies, multiple strike offenses and life cases.
Carol Glover
Engel & Völkers
Real Estate Advisor
(310) 545-2260
carol@carolglover.com
Real Estate
Home Group: Pacific Business Corridor 1
Bio: Real Estate Broker * Developer * Real Estate Attorney. Buyers and Sellers of real estate choose me for my extensive real estate knowledge and dedication to providing customized services.
Daniel Holzman
Caskey & Holzman
Attorney
(818) 657-1070
dholzman@caskeyholzman.com
Attorney
Home Group: Woodland Hills 3
Bio: At Caskey & Holzman our primary focus is representing employees who have been wrongfully terminated, harassed or discriminated against based on sex, pregnancy, race, national origin, physical, medical and mental disability, religion, sexual preference…
Owen Kaye
KFB Rice, LLP
(310) 307-3441
owen@kfbrice.com
Attorney
Home Group: Playa Vista
Bio: Specialties include: Estate tax planning, including post-mortem planning and representation of trustees and beneficiaries. Income tax planning, including retirement plans, charitable structures and captive insurance companies.
David Kern
B & B Premier Insurance Solutions, Inc.
Broker
(818) 223-8383
davek@bbpremierins.com
Insurance
Home Group: Westlake 7
Bio: Review and analyze clients risk exposure to ensure insurance placed with most appropriate market.
Milord Keshishian
Milord & Associates, PC
(310) 226-7878
milord@milordlaw.com
Attorney
Home Group: West Los Angeles
Bio: Patents trademarks copyrights trade secrets litigation & application filings. DMCA takedown. Lawsuits, trials. Court, TTAB, PTAB, ICANN, domain name.
Toni Long
The Long Law Group, PC
Managing Partner
(213) 631-3993×1
tlong@tyllaw.com
Attorney
Home Group: Pasadena 6
Bio: Toni’s transactional practice focuses on serving as outside general counsel to business and entertainment clients offering business legal advice in entity formation, debt & equity financing, M&A, licensing, partnerships, complex transactions, etc.
Michael Pappas
Lesnick Prince & Pappas LLP
Partner
(213) 493-6585
mpappas@lesnickprince.com
Attorney
Home Group: South Bay 2
Bio: I represent and counsel clients in business-oriented legal disputes, including matters involving partnership/shareholder disputes (“business divorce”), brand protection, trademarks, trade secrets, and distribution and franchise relationships.
Eric Robi
Elluma Discovery
President
(310) 616-0200
eric@elluma.com
Consultant & Service
Home Group: Downtown Los Angeles 2
Bio: End-to-end electronic discovery, computer forensic and expert witness services. Our deep technical and trial expertise ensures that your case receives the strategic insight and handling that only front-line experience can deliver.
David Schack
Barnes & Thornburg LLP
Partner
(310) 284-3873
david.schack@btlaw.com
Attorney
Home Group: Entertainment 1
Bio: David Schack is a business trial lawyer who specializes in representing businesses and individuals with claims against insurers. He also focuses on real estate litigation.
Rich Schuette
Avalan
Certified Financial Planner ™
(805) 962-7725
rich@avalanwealth.com
Investment Advisor
Home Group: Santa Barbara 1
Bio: Avalan works with best in class industry experts to consultatively deliver value based wealth solutions to the clients we chose to work with based on being able to help them accomplish all that is important to them.
Ian Smith
Stradling Yocca Carlson & Rauth
Partner
(805) 730-6803
ismith@sycr.com
Attorney
Home Group: Santa Barbara 1
Bio: Ian’s practice focuses on public and private securities, venture capital, mergers and acquisitions, business start-ups and representing clients with respect to general corporate law and business matters. He represents clients ranging from individuals and…
Bruce Stein
Real Property Partners
President
(747) 262-0779
bstein@realproppartners.com
Banking & Finance
Home Group: Westlake 3
Bio: At Genesis Capital, I interface with Sales, Underwriting and Operations teams on loan deal analysis, structuring and pricing. As a COO for hire I work with high net worth individuals on an as-needed basis to maximize cash flow.
Heidy Trombi
Kaplan Berardi & Trombi
Partner
(213) 385-1888
trombi@sftvisalaw.com
Attorney
Home Group: Downtown Los Angeles 3
Bio: I provide legal expertise in U.S. immigration matters including temporary working visas, business visas through investment or international trade, student visas, and permanent resident applications through employment or family.
Jeffrey J. Westheimer
Lido Advisors, Inc.
Principal, Senior Managing Director
(310) 278-8232
jwestheimer@lidoadvisors.com
Investment Advisor
Home Group: Century City 8
Bio: Jeffrey Westheimer is a Senior Managing Director and owner at Lido Advisors, LLC, a Registered Investment Advisory firm based in Los Angeles. We are independent, conflict-free fiduciaries. Lido manages ~$4.5B in assets (stocks, bonds, RE, Lending).
Celebrating 5 Years
Lisa Carteen
Tucker Ellis LLP
Counsel
(213) 430-3624
lisa.carteen@tuckerellis.com
Attorney
Home Group: West Hollywood
Bio: Litigate complex business and intellectual property disputes, including patent, trademark, trade dress and copyright infringement; e-commerce; unfair competition; trade secrets and related commercial disputes involving non-compete and licensing agreement…
Janice Cohen
Mutual of Omaha Reverse Mortgage
Reverse Mortgage Advisor
(888) 740-957c
jcohen@mutualmortgage.com
Banking & Finance
Home Group: Glendale 2
Bio: I am a reverse mortgage advisor, specializing in assisting senior homeowners tapping into the equity in their homes to enhance retirement. Reverse mortgage proceeds can be used for monthly income, a line of credit or to extinguish an existing mortgage.
Dean Colvin
Cabrillo Advisors
Managing Director
(310) 245-3105
dcolvin@cabrilloadvisors.com
Financial Service
Home Group: Century City 2
Bio: Dean Colvin is Managing Director and Head of Cabrillo Advisors’ Valuation and Transaction Advisory Services practice. Mr. Colvin focuses on advising clients on valuation, mergers and acquisition, and transaction related matters.
Sonia Figueroa
SSFL Law, APC
(323) 665-5770
sonia@figueroa-lee.com
Attorney
Home Group: Rancho Park
Bio: I am an immigration attorney. Former USCIS officer and veteran of the US military. I work primarily in the areas of family petitions/permanent residency, humanitarian and military immigration issues, and US citizenship.
Mark Kenneth Flores
Crane Flores, LLP
Partner
(805)564-8181
mkflores@cflawyers.com
Attorney
Home Group: Ventura
Bio: Attorney Mark Kenneth Flores is a founder/partner of the law offices of Crane Flores, LLP, a personal injury law firm with offices in Ventura, Santa Barbara, and Oxnard, serving clients throughout the state of California.
Gail Goldstein
Avison Young
Senior Vice President
(424) 265-9199
gail.goldstein@avisonyoung.com
Real Estate
Home Group: Beverly Hills 2
Bio: I am a commercial real estate professional with 25 years of experience representing tenants and landlords in office and retail lease and sale transactions. I am committed to negotiate and deliver the very best real estate solution for every client.
Taylor Heininger
Bessemer Trust
Managing Director, Regional Director
(213) 892-0900
heininger@bessemer.com
Investment Advisor
Home Group: Santa Monica 6
Bio: Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 100 years. Through comprehensive investment management, wealth planning, and family office services, …
David Hoffberg
Delphi Business Properties
Senor Vice President
(818) 933-7117
david@go2delphi.com
Real Estate
Home Group: Encino 2
Bio: San Fernando Valley, Santa Clarita Valley, and Ventura County Industrial Real Estate Broker with 30+ years experience representing tenants, landlords, buyers, sellers, and investors, in all aspects of industrial real estate.
Christian Kim
Dumas & Kim, APC
Shareholder
(213) 368-5000
ckim@dumas-law.com
Attorney
Home Group: Rancho Park
Bio: Christian T. Kim is certified as a bankruptcy law specialist by The State Bar of California, Board of Legal Specialization.
James Lisi
Santa Barbara Valuations Inc.
Owner, Certified Valuation Analyst
(805) 797-1710
jim@sbvaluations.com
Financial Service
Home Group: Santa Barbara 1
Bio: Jim is a certified business appraisal and discounts expert; a peer-reviewed valuation author and BV trainer.
Stephanie Manis
Kenneth E. Devore & Associates, APC
Attorney
(818) 338-3252
smanis@trustplanner.net
Attorney
Home Group: Moorpark
Bio: Stephanie is an attorney with Kenneth E. Devore & Associates, a boutique trusts and estates firm. Her areas of expertise include estate planning, trust administration, conservatorships, contested estate matters, and probates.
Haleh Naimi
Advocate Solutions, Inc.
(310) 734-2677
hnaimi@advocatesolutions.com
Attorney
Home Group: Westlake 2
Bio: I serve clients at the intersection of bankruptcy and tax law. On the bankruptcy side, I represent debtors, creditors, landlords and lenders in liquidations and restructuring. On the tax side I represent clients in litigation and complex tax planning.
Brian Novoa
Heartland
Relationship Manager
(818) 261-2578
brian.novoa@e-hps.com
Human Resources
Home Group: Simi Valley 2
Bio: Payroll & HR services with Focus, Care, and Quality.
William Osborn
Gorelick & Uslaner CPAs
President and Shareholder
(310) 444-1889
wosborn@gucpas.com
Accountant
Home Group: Westlake 3
Bio: PEOPLE CHANGE THEIR DOCTORS MORE FREQUENTLY THAN THEIR ACCOUNTANTS. This is a saying I often use and it is gleaned from my experience in practice over the past 25 plus years. I believe this to be true and it points to the special relationship between…
Theresa Pranata
Sullivan Workman & Dee, LLP
Partner
(626) 656-8700
tpranata@swdlaw.net
Attorney
Home Group: Pasadena 1
Bio: I help clients accomplish their planning goals, as well as being a problem solver for clients who are in crisis mode. I advise on Medi-Cal, handle conservatorships, perform trust and probate administration, and draft estate planning documents.
Steven Schleier
Law Offices of Steven Schleier
Trust & Estate, Probate
(310) 575-4860
steve@stslegal.com
Attorney
Home Group: Beverly Hills 5
Bio: Trust and Estate Attorney. Twenty five years of experience.
Jon Shoemaker
Gumbiner Savett Inc
Shareholder
(310) 828-9798
jshoemaker@gscpa.com
Accountant
Home Group: Mid City
Bio: Jon works diligently to assist his middle market, private company clients in accounting and auditing matters. He leads his firm’s not-for-profit practice. Jon is focused on working with CFOs and entrepreneurs in various sectors with specialties in…
Upcoming Events
Join an Accelerator Workshop for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.
LA West Accelerator Workshop
Date: Wednesday, May 5, 2021
Time: 11:45am – 1:00pm
LA Core Accelerator Workshop
Date: Tuesday, May 11, 2021
Time: 12:00pm – 1:30pm
LA Valley Accelerator Workshop
Date: Thursday, May 20, 2021
Time: 11:30am – 1:00pm
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