September 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members6 New Members in the Orange County Area

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

Chris Crosby

Chris Crosby

Buckingham Investments
Real Estate Investment Agent
(650) 549-4849
chris.crosby@buckinghaminvestments.com
Real Estate
Home Group: Long Beach Airport

Ed Horton

Ed Horton

The Sales Performance Group, LLC
Managing Partner CRO/COO Executive
(949) 322-5808
edhorton@salesxceleration.com
Consultant Service
Home Group: Newport Center 2

Bio: Fractional Executive: We Build High Performing Sales Organizations | Strategy | Process | Execution | Leadership | Team Building.

Bill Lazor

Bill Lazor

FocalPoint Business Coaching
FocalPoint Professional Business and Executive Coach
(833) 773-4738
wjlazor@focalpointcoaching.com
Consultant Service
Home Group: Newport Beach

Bio: FocalPoint Certified Business & Executive Coach and a financial & strategic planning expert with expertise in engineering, manufacturing, corporate finance, accounting, project management, process improvement, cost reduction, & business restructuring.

Rachel Miyata

Rachel Miyata

Workforce Consultants
General Manager
(909) 634-0648
rachel@workforceconsultants.us
Human Resources
Home Group: Corona

Jeffrey Weiss

Jeffrey Weiss

Lewis Brisbois Bisgaard & Smith LLP
Attorney
(213) 599-7727
jeffrey.weiss@lewisbrisbois.com
Attorney
Home Group: Corona

Melanie West

Melanie West

Roark
Director
(909) 677-2203
mwest@roarkfs.com
Consultant Service
Home Group: Corona

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
Aug 27, 2021

Lisa Anderson interviewed on Interlinks Podcast: Causes and Effects of Global Supply Shortages in 2021

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD,  discusses her perspectives on the causes and effects of the supply disruptions. Full story… https://shows.acast.com/patrick-daly-interlinks-podcast/episodes/causes-and-effects-of-global-supply-shortages-in-2021
Todd Carey
Aug 20, 2021

Andy Peters, Founder and Managing Partner at AAKEN Business Brokerage Joins Angelo Ponzi on the Business Growth Cafe Podcast

Andy and his team are engaged when a business struggles and needs a fresh perspective, change directions, or someone to make the hard choices. In addition, they are brought in when an owner wants or needs to prepare to sell or is ready to sell now. https://businessgrowthcafe.podbean.com/e/do-you-have-a-viable-strategy-to-grow-or-sell-your-business/
Todd Carey
Aug 20, 2021

Diane Cannon's K9's For Warriors Fundraiser Nets $10K

https://www.stunewsnewport.com/index.php/2-uncategorised/11881-k9s-for-warriors-compass-magnet-fundraiser-082021
Todd Carey
Aug 03, 2021

Lisa Anderson quoted in Commercial Baking

Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, was quoted in “Sounding the Alarm on Supply Chain Disruption”. Full Story… https://commercialbaking.com/sounding-the-alarm-on-supply-chain-disruption/

Member Milestones

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

Celebrating 15 Years

Dennis Hensling

United American Mortgage
Vice President Residential Lending
(949) 250-1300, x 133
dhensling@uamco.com
Banking & Finance
Home Group: South Orange County

Bio: When it absolutely has to close I am the guy who gets called. It is all about results.

Barry Seaton

Seaton Law Group, PC
Intellectual Property and Business Attorney
(949) 440-3217
bseaton@bcslaw.com
Attorney
Home Group: Irvine Spectrum

Bio: Safeguarding Your Intellectual Property. I help business owners in all industries protect their intellectual property, and do their contracts, corporate and general business work. Specialties in entertainment law, media, digital media and internet.

Peter Stephan

EGPS, Inc.
Executive Vice President
(949) 398-2478
pstephan@egps.com
Consultant & Service
Home Group: South Orange County

Bio: 401(k) & Pension Plan Design and Administration specialists working with licensed Financial Advisors and CPAs to create tax-deductible retirement plans for their business clients. Advanced plan designs such as “Cash Balance Pension” plans paired with …

Celebrating 10 Years

Dale Kiken

The Kiken Group APC
Attorney
(657) 720-1000
dak@kikenlaw.com
Attorney
Home Group: Irvine 3

Bio: Probate Matters and Litigation concerning Contested Wills, Estates, Trusts, Conservatorships and Guardianships.

Lauren Mullee

The Law Office of Lauren Mullee
Founding Attorney
(949) 570-0701
lauren@laurenmulleelaw.com
Attorney
Home Group: Newport

Bio: Living in Sin? Count Me In!

Michael Shaff

Irvine Venture Law Firm, LLP
Partner
(949) 660-7700
mshaff@irvinelawpc.com
Attorney
Home Group: Irvine 3

Bio: I specialize in all aspects of federal income taxation, both in planning and documenting transactions and in controversy work. I have experience with the tax department of large law firms and with the IRS.

Celebrating 5 Years

Jean Latu

Ingenio Solutions, LLC
CEO and Founder
(949) 529-2970
jean.latu@ingeniosolutions.com
Accountant
Home Group: Irvine Concourse

Bio: Jean Latu leads a team of CFOs and Controllers who solve accounting and financial reporting headaches for CEOs and business owners. Our geniuses in finance and accounting work on an interim, project, or fractional basis.

Colleen McCarthy

FERRUZZO & FERRUZZO, LLP
Partner, Employment Law Practice Group
(949) 608-6900
cmccarthy@ferruzzo.com
Attorney
Home Group: South Orange County

Bio: I am a Partner and the Employment Law Practice Group Leader at Ferruzzo & Ferruzzo, LLP. I am dedicated to representing and protecting employers with a particular emphasis on risk mitigation through preventative counseling and sound practical advice.

Nicole Nuzzo

Nicole Nuzzo

Bremer Whyte Brown & O’Meara, LLP
Attorney
(949) 221-1000
nnuzzo@bremerwhyte.com
Attorney
Home Group: Irvine Central

Bio: I litigate and negotiate complex family law matters to maintain money in the hands of my clients. I also handle complex custody cases. I have been designated as a family law specialist by the State Bar Board of Legal Specialization.

Shannon Switzer

Craton, Switzer & Tokar LLP
Partner
(562) 628-5533
sswitzer@cratonlaw.com
Attorney
Home Group: Newport Beach

Bio: I am an attorney practicing estate planning, probate, and trust administration. Focusing on how to best transfer assets during lifetime or after death to avoid taxes, fees, and delay while ensuring the values and legacy of our clients.

Niky Syrengelas

Crockett-Crockett
Attorney
(949) 588-6171
nikysyrengelas@crockett-crockett.com
Attorney
Home Group: Newport

Bio: Ms. Syrengelas is an attorney at Crockett & Crockett. She specializes in U.S. and international patent and trademark prosecution. She also performs infringement and validity analysis and opinion, investment due diligence and intellectual property…

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: Thursday, September 9, 2021
Time: 11:30am – 1:30pm

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