New Members | 15 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
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
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
Essential Plans of Insurance, LLC
(603) 964-2020
jimbetter@essentialplansusa.com
Insurance
Home Group: Irvine Central
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
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
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
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
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
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
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 Realty
Realtor/Property Manager
(310) 947-9914
mike@mikemendezrealty.com
Real Estate
Home Group: Ontario 2
Bio: Local Property Manager and Realtor.
Mike Powers
Zeta Sky
Business Development Manager
(909) 259-6060
mpowers@zetasky.com
Information Technology
Home Group: Riverside
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
Wright Finlay & Zak, LLP
Partner
(949) 477-5056
crobinson@wrightlegal.net
Attorney
Home Group: Irvine OC
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.
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.
Lisa Anderson Quoted by the Washington Post
Marc Brener Joins Angelo on the Business Growth Cafe Podcast
Spanish-Speaking Attorney, Ramon Lamelas, joins Jakle & Alexander, LLP
Amy Levy Interview on the Business Growth Cafe Podcast
Scott Sage, President, Sage Financial Innovations joins Angelo on the Business Growth Cafe Podcast
Mike Wakshull presents at International Forensics Conference in India
RICHARD GOLUBOW FEATURED AS LEADING EXPERT FOR CORPORATE BANKRUPTCY
Lisa Anderson quoted in CIO Magazine
Loreen recognized on the Forbes Top Women Wealth Advisors for 2021
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 10 Years
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
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
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
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
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
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