February 2022

PROVISORS NEWS

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 16 New Members in the Los Angeles Area

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

Daniel Callender

Daniel Callender

Nevers, Palazzo, Packard, Wildermuth & Wynner, PC
(818) 879-9700 ext. 205
dcallender@npwlaw.com
Attorney
Home Group: Westlake 1

Robert Coleman

Robert Coleman

Law Offices of Robert J Coleman
(714) 767-1102
rcoleman@alvarezfirm.com
Attorney
Home Group: Pasadena 1

Daniel Corbett

Daniel Corbett

Ballard Rosenberg Golper & Savitt, LLP
Provisionally Licensed Lawyer
(818) 508-3712
dcorbett@brgslaw.com
Attorney
Home Group: Pasadena 4

Raul Martinez Cueto

Raul Martinez Cueto

Pais Montgomery Fiduciary
(626) 487-9421
raul@paismontgomery.com
Home Group: Pasadena 3

Bio: Raúl is a California Licensed Professional Fiduciary working with Pais Montgomery Fiduciary. Raul has substantial experience in probate estate administration, trust administration and conservatorships. Billingual, he is able to serve the needs of Latinos.

John Curtin

John Curtin

NowCFO
Managing Partner
(562) 907-8444
jcurtin@nowcfo.com
Accountant

Carey A. Guynes

Carey A. Guynes

Partner, Managing Attorney
(818) 421-8261
carey.guynes@floydskerenlaw.com
Attorney
Home Group: Santa Clarita Valley

Bio: Workers Compensation Defense Attorney.

Keith Hamasaki

Keith Hamasaki

KROST CPAs and Consultants
Partner – Data Analytics and Audit
(626) 538-3352
keith.hamasaki@krostcpas.com
Accountant
Home Group: San Gabriel Valley

Bio: As a CPA and trusted advisor with over a decade of experience, I specialize in audit and business advisory services to emerging and middle market companies in areas such as process improvement, internal controls, and technical GAAP implementation.

Jesse Israel

Jesse Israel

Capstone Partners
Financial Advisor
(310) 800-5277
jesseisrael@financialguide.com
Financial Service
Home Group: Sherman Oaks 3

Bio: I work with individuals, families, and small businesses and focus on retirement planning, college funding, investments, employee benefits, and life, disability, and long-term care insurance.

Gregory Lewandowski

Gregory Lewandowski

Edward Jones
(805) 955-9187
greg.lewandowski@edwardjones.com
Financial Service
Home Group: Ventura 2

Diana P. Lytel

Diana P. Lytel

Lytel & Lytel, LLP
(805) 963-8100
dlytel@lytellaw.com
Attorney
Home Group: Santa Barbara 2

Bio: Diana Lytel is a seasoned attorney whose clients have benefited from her impressive record of courtroom successes and the myriad of positive outcomes in trial, mediation, arbitration and professional liability matters.

Thomas Miletic

Thomas Miletic

Levitt Leichenger & Aberle LLP
(323) 655-1101
thomas@llalawyers.com
Attorney
Home Group: Pasadena 6

Bio: Thomas is a litigator specializing in plaintiff’s personal injury lawsuits. Our boutique plaintiff’s firm has extensive experience trying cases throughout Southern California.

Randy Mitzman

Randy Mitzman

SLR Business Credit
(714) 812-3012
rmitzman@slrbusinesscredit.com
Banking Finance
Home Group: Silicon Beach

Michael O'Connor

Michael O’Connor

Michael A. O’Connor Law
Partner
(626) 441-3300
michael@oconnorlegalgroup.com
Attorney
Home Group: San Gabriel Valley

Jeff Raskin

Jeff Raskin

Greines Martin Stein & Richland
Appellate Attorney
(310) 859-7811
jraskin@gmsr.com
Attorney
Home Group: Westlake 7

Mike Rudow

Mike Rudow

mrudow@mortoncapital.com
Home Group: Simi Valley 2

Anna Stavaridis

Anna Stavaridis

First Bank
Banking Specialist III
(310) 598-1313
anna.stavaridis@fbol.com
Banking Finance
Home Group: Rancho Park

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
Jan 21, 2022

Personal injury attorney Logan Quirk is published in Daily Journal

Personal injury attorney Logan Quirk was published in Daily Journal, where he discusses new California laws in 2022 that will affect personal injury cases.
Todd Carey
Jan 19, 2022

Immigration Lawyer Joe Adams Presents Immigration Seminar in Mexico City

U.S. immigration lawyer Joe Adams will present information for artists, entertainers, and people in film & television who wish to work in the U.S. The highly informative seminar will take place on 23 February 2022 at the Four Seasons Mexico City. To register go to: https://jaesq5.eventbrite.com/
Todd Carey
Jan 13, 2022

Heather Pool Named a Super Lawyer for Excellence in Immigration Law

For the 7th year in a row, Attorney Heather L. Poole of GDL 1, was named to the annual Super Lawyers list, the top 5% of immigration lawyers over the age of 40, as published on superlawyers.com and in Los Angeles Magazine. Heather's unique, specialized immigration practice area focuses on solving family immigration crisis for (1 professionals at risk of losing their green cards due to a abusive or dissolving marriage and (2 spouses and families at risk of being separated and those already stuck abroad trying to reunite with families back in the US. Drama and Trauma; that's her wheelhouse!
Todd Carey
Jan 13, 2022

Jennifer Goddard Combs and Jonathan E. Boring speak on Successful 2022 Marketing Strategies.

Marketing experts Jennifer Goddard Combs and Jonathan E. Boring, were featured in Citizens Journal Ventura County for sharing successful marketing strategies for business professionals at the Santa Barbara Executive Roundtable (SABER) event.

Member Milestones

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

Celebrating 20 Years

Sheryl Mazirow

Mazirow Commercial Inc.
President – CCIM
(805) 449-1945
smazirow@tenantadvisory.com
Real Estate
Home Group: Westlake 1

Bio: Tenant Representation/Advisory Services in the securing of leases, relocations, renewing of leases, exercising of options, recasting/extension of leases, subleasing, purchasing of owner user buildings.

Celebrating 15 Years

David Drexler

Drexler Law Firm
Personal Injury Attorney
(818) 907-7373
dd@drexlerfirm.com
Attorney
Home Group: Woodland Hills 3

Bio: For over 40 years David Drexler has been recognized as a preeminent Trial Attorney specializing in Personal Injury Law. He has been acknowledged as a Super Lawyer for every year since 2006, nominated as “Trial Attorney of the Year” and nationally board…

Morley Mendelson

Law Offices of Morley Mendelson
Attorney at Law
(310) 730-0033
mmendelson@mgmbusinesslaw.com
Attorney
Home Group: GL Alumni Members

Bio: Corporate transactional, succession planning & tax matters including mergers, acquisitions, private placements, estate planning and litigation avoidance counseling.

Celebrating 10 Years

Dean Atkinson

White Zuckerman Warsavsky Luna & Hunt
CPA, ABV, CFF, CFE
(818) 981-4226
datkinson@wzwlh.com
Accountant
Home Group: Encino 3

Bio: Certified Public Accountant with over 30 years experience, providing litigation support, forensic accounting, and fraud examination services, expert witness testimony in cases involving business valuation, breach of contract, business interruption, intel…

Cynthia H. Cohn

Cynthia Cohn & Associates, Inc.
Owner | Broker, Cynthia Cohn & Associates, Inc.
(626) 714-6808
cynthia@cynthiacohn.com
Real Estate
Home Group: Pasadena 2

Bio: Woman-owneed PROBATE & TRUST focused real estate brokerage located in LA providing your clients unmatched value by delivering world-class protection, heartfelt care, and guaranteed results when they need & deserve it most.

Jean Huang

Bernstein Global Wealth Management;
Vice President
(310) 286-6088
jean.huang@bernstein.com
Investment Advisor
Home Group: Entertainment 1

Bio: Jean’s practice provides holistic investment planning and management services to high net worth families, business owners, widows and divorcees. Plans are tailored for each clients resources, tax circumstances, estate plan, and risk tolerance.

Omid Khalifeh

Omid Khalifeh

Omni Legal Group
Patent Attorney/Principal
(310) 276-6664
omid@omnilg.com
Attorney
Home Group: Century City 4

Bio: We put Ideas in the Bank. Using patent, copyright, and trademark law, my firm specializes in protecting ideas against infringement. Toll free (855) IDEA BANK.

Fred Kuhns

FRK Consulting
Principal
(310) 481-6705
fkuhns@frkconsulting.com
Consultant & Service
Home Group: West Los Angeles

Bio: Economic damages analysis and expert testimony for all types of commercial disputes; business valuation including privately held companies as well as patents, trademarks and copyrights; business planning and development consulting…

Peter Mainstain

Peter Mainstain

Tanner Mainstain Glynn & Johnson
CPA/PFS
(310) 446-2703
pmainstain@tmgjbm.com
Accountant
Home Group: Entertainment 2

Bio: We provide highly personalized and customized tax, financial and home office services to individuals and companies in the entertainment industry as well as other high net worth individuals. We also advise, and implement, on various investment strategies…

Randy Michel

WongHolland LLP
Partner
(818) 999-5273
rmichel@wongholland.com
Accountant
Home Group: Encino 3

Bio: Certified Public Accountants and Registered Investment Adviser (Synergy Financial Strategies, LLC – SFS). Full service platform specializing in taxation, Financial Services and Trust Administration.

Michael Neville

The Referral Resource
(805) 895-3151
michael@thereferralresource.com
Real Estate
Home Group: Santa Barbara 2

Bio: The Referral Resource pairs buyers and sellers of Real Estate with top professional realtors no matter the marketplace. Perhaps the most frequently asked question we hear in the real estate business is, who is the best agent for us? This is where…

Joshua Schneiderman

Snell & Wilmer L.L.P.
Attorney
(213) 929-2545
jschneiderman@swlaw.com
Attorney
Home Group: Pasadena 3

Bio: M&A, securities, franchising & cannabis attorney.

Jeffrey S. Horton Thomas

Fox Rothschild LLP
Partner, Labor & Employment
(424) 285-7061
jhortonthomas@foxrothschild.com
Attorney
Home Group: Westside 3

Bio: With more than 30 years in the trenches of significant employment litigation, Jeffrey is well regarded for his mature sense of judgment and tenacious, tactical approach to representing clients.

Larry Zerner

Law Offices of Larry Zerner
Owner
(310) 773-3623
larry@zernerlaw.com
Attorney
Home Group: Entertainment 2

Bio: A copyright, trademark and entertainment lawyer handling both transactional and litigation matters, Larry represents producers, directors, writers, actors and other performers in the entertainment industry.

Celebrating 5 Years

Jeremy Bollinger

Moss Bollinger LLP
Attorney – Employment
(310) 982-2984
jeremy@mossbollinger.com
Attorney
Home Group: Beverly Hills 4

Bio: Jeremy is a plaintiff’s employment attorney representing employees. Jeremy provides a unique perspective for his clients having defended employment lawsuits for over a decade before joining the plaintiffs’ bar.

Alan Goedde

Freeman & Mills, Inc
Vice President
(213) 576-1815
agoedde@freemanmills.com
Consultant & Service
Home Group: Westside 3

Bio: Alan Goedde provides economic and financial expert testimony in litigation matters including intellectual property (patent, trademark, copyright, trade secret, etc.),licensing/reasonable royalty, antitrust, unfair competition, and lost earnings. He has…

Keith Hamasaki

KROST CPAs and Consultants
Partner – Data Analytics and Audit
(626) 538-3352
keith.hamasaki@krostcpas.com
Accountant
Home Group: San Gabriel Valley

Bio: As a CPA and trusted advisor with over a decade of experience, I specialize in audit and business advisory services to emerging and middle market companies in areas such as process improvement, internal controls, and technical GAAP implementation. .

Stacie Hausner

ADR Services, Inc.
Mediator
(310) 201-0010
shausner@adrservices.com
Attorney
Home Group: Westside 3

Bio: Stacie Hausner is a full time mediator of business, employment, personal injury, real estate & entertainment disputes at ADR Services, Inc. She has been a lawyer for 20+ years, has an LLM in Dispute Resolution & teaches Mediation at Pepperdine Law School.

Corey Hayden

Ezer Williamson Law, a Professional Corp
Senior Counsel
(310) 277-7747
rch@ezerwilliamsonlaw.com
Attorney
Home Group: Pacific Business Corridor 1

Bio: I primarily represent employers, both large and small, in labor and employment litigation in state and federal court, and before administrative agencies, including the NLRB, the EEOC, the Labor Commissioner, and the Department of Fair Employment and…

Benet Heames

Marsh & McLennan Insurance Agency LLC
Client Advisor
(213) 237-8013
benet.heames@marshmma.com
Insurance
Home Group: Century City 2

Bio: Building better benefits programs for employers focused on containing costs and a healthy workforce.

Sharon Hughes

Hughes & Hughes, LLP
Attorney at Law
(818) 715-9558
shughes@h-hlawyers.com
Attorney
Home Group: Westlake 2

Bio: Attorney Sharon Hughes has focused on helping individuals and business owners achieve their goals in business and real estate, asset protection, succession and estate planning, trust administration, and navigating bankruptcy matters for over 35 years.

Ross Johnson

Johnson Public Relations
founder
(877) 947-2496
ross.johnson@johnsonpublic.com
Marketing
Home Group: Entertainment 1

Bio: Ross Johnson founded Johnson Public Relations, a leading specialist public relations firm focusing on strategic corporate communications, crisis communications, and financial media relations. Included in the services are best-in-class digital services.

Mark Madnick

Kramar Madnick, LLP
Partner
(818) 380-3500
hmmadnick@kramarmadnick.com
Attorney
Home Group: Encino 4

Bio: I provide counsel and litigate on behalf of businesses and individuals with issues in real estate, healthcare or business disputes. With experience as a trial attorney and in-house counsel, I am known as a true business lawyer who brings the knowledge…

Dmitry Matousov

Wells Fargo Advisors LLC
First Vice President Investments
(310) 552-5658
dmitry.matousov@wfadvisors.com
Investment Advisor
Home Group: Santa Monica 4

Bio: It is my privilege and responsibility to help a select group of clients build, manage, protect and transition their wealth.

Tyrrell Nunez

Feinberg Mindel Brandt & Klein
Attorney at Law
(818) 500-0511
tyrrell@thesimpsonlawgroup.net
Attorney
Home Group: Pasadena 3

Bio: Tyrrell Nunez, a Certified Family Law Specialist, is known for her hard work, tenacity, proficiency, and ingenuity in complex family law matters.

Courtney Overland

Law Offices of Overland & Overland
Attorney
(310) 459-2830
courtney@overlaw.net
Attorney
Home Group: Santa Monica 3

Bio: I represent clients in all aspects of white collar and general criminal defense in both state and federal court, as well as complex civil litigation and appellate proceedings.

David Paletz

Novus Underwriters
Regional Director
(424) 313-7155
david@novusunderwriters.com
Insurance
Home Group: Westside

Bio: Novus Underwriters is an MGA and wholesale insurance brokerage, providing insurance markets and risk management solutions for retail insurance agencies and brokerages across the United States. Novus also owns a Lloyds of London Brokerage, and a retail…

Josh Passman

Law Office of Josh Passman
Attorney
(323) 263-3466
josh@passmanlaw.com
Attorney
Home Group: Century City 4

Bio: Josh’s practice focuses on estate planning, conservatorships, probates and trust administrations. Josh began his legal career with Bet Tzedek’s Conservatorship/Elder Law program, running self-help clinics. Josh serves on the Jewish Family Service board.

Alex Rosenfeld

Hoffman Brown Company
Vice President / Account Executive
(818) 808-1096
arosenfeld@hoffmanbrown.com
Insurance
Home Group: Beverly Hills 2

Bio: I’m an insurance professional with over twenty-two years of experience, focusing on personal and commercial risk management. I specialize in providing a comprehensive risk analysis on personal property & casualty insurance (home, auto, valuable articles…

Mark “MR DUI LA” Rosenfeld

Law Office of Mark Rosenfeld
DUI, DMV & Criminal Defense
(310) 424-3145
mark@mrduila.com
Attorney
Home Group: Santa Monica 3

Bio: MR DUI LA, criminal defense attorney Mark Rosenfeld handles all types of felonies, misdemeanors, and infractions with a focus on driving-related charges. He is known as a caring counselor but an aggressive and successful trial attorney.

Brian Ross

Ross Legal Corporation
Partner
(818) 906-9667
brian@rosslegalcorp.com
Attorney
Home Group: Silicon Beach

Bio: For over 20 years, Brian has served as external and in-house legal counsel for Internet, technology, cannabis (marijuana and hemp) and apparel companies.

Adam Schorr

Law Office of Adam Schorr
Principal
(310) 666-4420
adam@adamschorrlaw.com
Attorney
Home Group: Global

Bio: I am a general corporate attorney specializing in China-related matters, assisting U.S. companies in China and Chinese companies in California.

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 Valley Accelerator Workshop

Date: Wednesday, February 23, 2022
Time: 11:30am – 1:00pm

LA West Accelerator Workshop

Date: Wednesday, February 23, 2022
Time: 11:45am – 1:00pm

Save the Date!

LAC PV@Night
Wednesday, March 2nd
Details to Follow

Save the Date!

LAV PV@Night
Thursday, March 3rd
Details to Follow

Save the Date!

LAW PV@Night
Thursday, March 10th
Details to Follow