May 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members15 New Members in the Orange County Area

Join us in welcoming our new members! Reach out via their email below to make a connection.

Nathaniel Baer

Nathaniel Baer

EcoSmart Solutions, Inc
CEO
(323) 543-7550
nathaniel@ecosmartsolutions.co
Home Group: Ontario

Bio: High Energy Individual Specializing in Reducing Energy Usage for Clients.

Whit Bertch

Whit Bertch

Bentley & More LLP
Trial Attorney
(949) 524-6631
wbertch@bentleymore.com
Attorney
Home Group: Newport Gateway 2

Bio: Personal injury attorney specializing in catastrophic injury and wrongful death.

Jim Better

Jim Better

Essential Plans of Insurance, LLC
(603) 964-2020
jimbetter@essentialplansusa.com
Insurance
Home Group: Irvine Central

Rene Carter

Rene Carter

Refocused Business Consulting
President
(951) 225-5681
rene@refocusedbc.com
Consultant Service
Home Group: Ontario 2

Bio: My passion is driven by helping businesses overcome obstacles that hold them back from focusing on what is important, their business.

Tiffany Egenes

Tiffany Egenes

Cerius Executives
Vice President
(949) 877-6618
tegenes@ceriusinterim.com
Consultant Service
Home Group: South Coast Metro

Bio: Serve as a trusted advisor to business owners, CEOs, Boards of Directors, and all leadership roles looking to ensure they have the right executive talent in place.

Robert Finlay

Robert Finlay

Wright, Finlay & Zak, LLP
Partner
(949) 477-5056
rfinlay@wrightlegal.net
Attorney
Home Group: South Coast Metro

Bio: After graduating law school in 1993, I immediately returned to Orange County, where I grew up. In 2002, Robin, Jonathan Zak and I started Wright, Finlay & Zak, LLP to assist our lending and business clients with their financing needs.

Guy Glaser

Guy Glaser

Brager Tax Law Group
(310) 208-6200
gglaser@bragertaxlaw.com
Attorney
Home Group: Costa Mesa

Bio: Former IRS Office of Chief Counsel attorney with 30+ years of experience in tax controversy and litigation work currently working for the Brager Tax Law Group. Knowledgeable about offshore foreign financial account reporting requirements, including FBARs.

Dimitri Gross

Dimitri Gross

Law Office of Dimitri Gross
Attorney
(949) 788-1007
dgross@dimitrigross.com
Attorney
Home Group: Newport Center

Bio: I represent individuals and businesses in disputes with other businesses, current and former employees, and competitors. While I handle many types of civil cases, my primary focus is on unfair competition, trade secret and intellectual property theft.

JP Lowry

JP Lowry

Omega Accounting Solutions
Director Business Development
(949) 348-2433
jp@omega-accounting.com
Consultant Service
Home Group: Orange County Central

Bio: I lead business development for Omega’s Business Intelligence and Tax Incentives. I work with business owners to streamline and automate executive dashboard financial reporting as well as working them to obtain federal and state tax credits.

Ruben Martinez

Ruben Martinez

Fiduciary Real Estate Services, Inc.
(949) 377-3737
ruben@fiduciaryrealestateservices.com
Real Estate
Home Group: Irvine Central

Bio: Ruben is a licensed broker with 30 years experience, 20 years of which have been focused on serving fiduciary clients. Ruben represents professional trustees, trust companies, personal representatives, conservators, receivers, and partition referees.

Mike Mendez

Mike Mendez

Mike Mendez Realty
Realtor/Property Manager
(310) 947-9914
mike@mikemendezrealty.com
Real Estate
Home Group: Ontario 2

Bio: Local Property Manager and Realtor.

Mike Powers

Mike Powers

Zeta Sky
Business Development Manager
(909) 259-6060
mpowers@zetasky.com
Information Technology
Home Group: Riverside

Mark Rivera

Mark Rivera

Wilson Ivanova Certified Public Accountants
CPA
(909) 379-0296
mrivera@wicpas.net
Accountant
Home Group: Ontario 2

Bio: Mark Rivera is a Senior Manager at GYL Decauwer LLP. The keys to my success have been attributable to my higher level of customer service I provide our clients. The details of this service include planning, preparing and analyzing the product.

Cathy Robinson

Cathy Robinson

Wright Finlay & Zak, LLP
Partner
(949) 477-5056
crobinson@wrightlegal.net
Attorney
Home Group: Irvine OC

Amy Valdivia

Amy Valdivia

American Financial Network
Branch Manager
(626) 485-4673
avaldivia@afncorp.com
Banking Finance
Home Group: Irvine Central

Member News

Congratulate your peers and contribute your accomplishments, awards, and press mentions to be included below and on our Member Achievements page.

Todd Carey
Apr 29, 2021

Andre Julian, Authors New Self-Help Book “Streaking to Win”

Andre Julian, member of NPC, recently authored a new book entitled, "Streaking to Win, – Using Micro Goals to Achieve the Success You Seek." The book takes a fresh perspective on self-help, gives readers the tools they need to personally achieve success in their life, and teaches how these tools can be implemented to start realizing success.  Streaking to Win is being released on May 4, 2021.
Todd Carey
Apr 29, 2021

Gresham Savage Law Firm launches new website created by Alan Herman & Associates

The firm is very honored to be selected to create and produce the website for one of southern California's premier law firms. The website went live in April and may be viewed at: greshamsavage.com. Alan Herman & Associates is a full-service marketing communications firm celebrating 50 years in business.

Todd Carey
Apr 20, 2021

Lisa Anderson Quoted by the Washington Post

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., was quoted in “Why a ship stuck in Egypt threatens the economy in the United States”. Full Story… https://www.washingtonpost.com/politics/2021/03/25/why-ship-stuck-egypt-threatens-economy-united-states/
Todd Carey
Apr 20, 2021

Marc Brener Joins Angelo on the Business Growth Cafe Podcast

Unless you've been hiding under a rock, the conversation on energy conservation and climate change is not new but certainly one you need to participate in. ProVisors member and expert on the subject, Marc Brener, Director of Renewable & Energy Efficiency Services of Energy Experts International, Inc., is here to help explore ideas and the facts you need to be thinking about. https://businessgrowthcafe.podbean.com/e/climate-change-renewable-energy-sustainable-energy-and-greenhouse-gasesoh-my/
Todd Carey
Apr 14, 2021

Spanish-Speaking Attorney, Ramon Lamelas, joins Jakle & Alexander, LLP

Ramon is pleased to announce that he has accepted a position as an associate with Jakle & Alexander, LLP in Santa Monica, California. He is in his third year of practicing exclusively in the area of estate planning, probate, and trust settlement and is excited to continue to do so with Jakle & Alexander, LLP.
Todd Carey
Apr 13, 2021

Amy Levy Interview on the Business Growth Cafe Podcast

The world of public relations has changed and Angelo's guest, Amy Levy, Founder and CEO of Amy Levy Public Relations has changed too. Not only in the way she runs her business but the types of services she provides her clients. https://businessgrowthcafe.podbean.com/e/using-public-relations-to-your-strategic-advantage/
Todd Carey
Apr 07, 2021

Scott Sage, President, Sage Financial Innovations joins Angelo on the Business Growth Cafe Podcast

Are you healthy, wealthy, and wise? Scott Sage, President of Sage Financial Innovations, helps us think a little differently when it comes to wealth strategies and to ensure you are healthy, wealthy, and wise enough to enjoy whatever end goal you have in mind. https://businessgrowthcafe.podbean.com/e/are-you-healthy-wealthy-and-wise/
Todd Carey
Apr 05, 2021

Mike Wakshull presents at International Forensics Conference in India

On May 28, Mike Wakshull presented "Little known facts about altered documents" via Zoom at the Third Annual Conference of the International Association of Scientists and Researchers, https://www.forensicevents.com/event-detail/Document-Examination_114#eventSchedule. The conference was held in new Delhi, India. Speakers and attendees were from around the world. The presentation informed forensic document examiners on methods for identifying hidden alterations in paper and electronically created documents.
Todd Carey
Apr 05, 2021

RICHARD GOLUBOW FEATURED AS LEADING EXPERT FOR CORPORATE BANKRUPTCY

Richard Golubow was featured as a leading expert for corporate bankruptcy and financial restructuring in “POWER PLAYERS: Bankruptcy & Insolvency 2021-Distinguished Advisers”, Financier Worldwide Magazine, March 2021, https://tinyurl.com/hz7wrdk3
Todd Carey
Apr 05, 2021

Lisa Anderson quoted in CIO Magazine

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., was quoted in “Top 7 ERP trends for 2021”. Full Story… https://www.cio.com/article/3605053/top-erp-trends.html
Todd Carey
Apr 01, 2021

Loreen recognized on the Forbes Top Women Wealth Advisors for 2021

Congratulation to Loreen for being listed on the Forbes Top Women Wealth Advisors for 2021! Read more about the award and see the full list here: https://www.forbes.com/top-women-advisors/#3a416da751f4

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 10 Years

Monica Goel

Monica Goel

Tredway, Lumsdaine & Doyle LLP
Partner
(562) 923-0971
mgoel@tldlaw.com
Attorney
Home Group: Irvine Central

Bio: Monica Goel is a partner at Tredway, Lumsdaine & Doyle & adjunct professor at UCI. She has been certified as a legal specialist in Estate Planning, Trust & Probate. She is rated “super” by AVVO, named as a 2019 Super Lawyer in Trust and Estates…

Carol Schaner

Carol Schaner

Gordon & Rees Scully Mansukhani
Attorney
(949) 255-6950
cschaner@grsm.com
Attorney
Home Group: Irvine 2

Bio: My practice involves solving tax problems, federal, state and international, for entrepreneurs, other individuals and all types of entities, including representation before the IRS, FTB, EDD, BOE and other tax agencies.

Celebrating 5 Years

Eric Hardeman

Eric Hardeman

Fortis LLP
Attorney
(714) 418-5832
ehardeman@fortislaw.com
Attorney
Home Group: Costa Mesa

Bio: I help franchise business owners avoid lawsuits that are avoidable, and win the lawsuits that are unavoidable.

Sara Hire

Sara Hire

Law Offices of Lisa C. Bryant, Inc.
Attorney
(408) 286-2122
sara@bryantelderlaw.com
Attorney
Home Group: Newport-Irvine

Bio: I educate, assist and advocate for my clients in the fields of estate planning and elder law. Our firm takes a holistic approach by working in partnership with the client, their family and other professionals to help improve quality of life for everyone.

Beverly Johnson

Beverly Johnson

Johnson & Bertram LLP
Partner
(949) 420-4605
bjohnson@johnsonbertram.coc
Attorney
Home Group: Mergers $ Acquisitions 3

Bio: Experienced business litigation and creditors’ rights attorney representing Fortune 100s, regional businesses, c-level executives, and individual business owners in all types of business disputes. We pursue and collect what you’re owed.

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.

Orange County Accelerator PV Zoom

Date: Friday, May 14, 2021
Time: 11:30am – 1:30pm