New Group Leaders

2 New Group Leaders in the Los Angeles Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection.  If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

David Wimmer

Shareholder
Swerdlow Florence Sanchez Swerdlow & Wimmer
(310) 288-3980 x8201
dwimmer@swerdlowlaw.com
Home Group: Santa Monica 1

Grant Withers

Grant Withers

Private Wealth Advisor
Capital Group
(213) 486-9138
grnw@capgroup.com
Home Group: Century City 1

New Members

50 New Members in the Los Angeles Area

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

Marisol Alarcon

Marisol Alarcon

marisol@alarcon.legal
Home Group: Ventura 2

Leila Alemi

(310) 910-9884
lalemi@haightlaw.com
Home Group: Westside 3

Robert Bartolomea

Robert Bartolomea

Strategic Home Loans
Mortgage Consultant/Broker
(805) 496-7500
robert@strategichomeloans.com
Banking Finance
Home Group: Los Angeles Valley 1

Jared Barry

Jared Barry

Barry Law Group
(818) 789-9444
jared@barrylawgroup.com
Attorney
Home Group: Encino 4

Bio: Trust & Estate Litigator.

Larry Battala

(626) 372-7510
lbottala101@msn.com
Consultant Service
Home Group: Pasadena 1

Jeremy Beutler

Jeremy Beutler

Stubbs Alderton & Markiles
(818) 444-6336
jbeutler@stubbsalderton.com
Attorney
Home Group: West Hollywood

Bio: Jeremy is an intellectual property and data security and privacy attorney. He advises clients on trademark and brand management issues. His practice also focuses on cybersecurity and data privacy issues.

Nabil Bisharat

Nabil Bisharat

Orsus Gate
Managing Partner
(213) 373-4357
nbisharat@orsusgate.com
Attorney
Home Group: Pasadena 2

Salena Bracamontes

Salena Bracamontes

State Farm Insurance
Agent/Owner
(805) 647-7600
salena@myagentsalena.com
Insurance
Home Group: Ventura 2

Bio: Salena Bracamontes owner/agent of State Farm insurance agency. Located in Ventura, serving all of California with insurance and financial needs ranging from Auto, Home, Renters, Commercial, Life, Retirement, 529 Plans among many others.

Patrick Bremer

Patrick Bremer

(877) 829-6446
patrick.bremer@wwex.com
Banking Finance
Home Group: Santa Monica 3

Kody Brown

Kody Brown

Sterling Financial Group, Inc.
Financial Advisor
(626) 440-9192
kbrown@sterlingfg.com
Financial Service
Home Group: Pasadena 4

Nicholas Charton

Nicholas Charton

Gaspar Insurance
Insurance Agent
(818) 275-8458
nick.charton@gasparinsurance.com
Insurance
Home Group: Woodland Hills 1

Bio: Nick specializes in business insurance for: grocery store owners, produce growers and distributors as well as on the high net worth personal lines side advising on home and auto coverage.

Ivan Choi

Ivan Choi

Axos Bank
VP, National Mortgage Production
(714) 785-7148
ichoi@axosbank.com
Banking Finance
Home Group: Glendale 2

Bio: Experienced, 24-year Mortgage Banker for Investors and High Net Worth.

Sadie Clement

Sadie Clement

Moradi Saslaw LLP
(415) 872-1097
sadie@moradisaslaw.com
Attorney
Home Group: Westside 3

Bio: My practice areas are exclusively in family law matters, including, but not limited to dissolution of marriage and/or domestic partnerships, paternity actions, domestic violence restraining orders, prenuptial or postnuptial agreements, and more!

Jennifer Cohen

Jennifer Cohen

Sklar Kirsh
(310) 929-6416
jcohen@sklarkirsh.com
Attorney
Home Group: Century City 3

Jennifer DeSpain

Jennifer DeSpain

Canyon Oak Financial
jdespain@canyonoakfinancial.com
Home Group: Los Angeles Valley 1

Danielle De Smeth

Danielle De Smeth

Bamieh & De Smeth, PLC
Attorney & Managing Partner
(805) 643-5555
ddesmeth@bamiehdesmeth.com
Attorney
Home Group: Ventura 2

Jeff Felix

Jeff Felix

Citi Private Bank
Director and Private Banker
(310) 279-8000
jeffrey.felix@citi.com
Banking Finance
Home Group: Beverly Hills 4

Bio: Sophisticated advisor to ultra-high net worth global individuals and families, entrepreneurs and their businesses, and family offices in managing their wealth and addressing their financial needs.

Greg Flowers

Greg Flowers

Castle Rock Solutions
CEO
(626) 676-5868
gflowers@castlerocksolutions.net
Information Technology
Home Group: Sherman Oaks 3

Bio: Providing Outsourced IT Support.

DeMarkus George

DeMarkus George

ROARK
(310) 525-5138
dgeorge@roarkfs.com
Consultant Service
Home Group: Downtown Los Angeles 4

Aria Guilani

Aria Guilani

Ruttenberg Cutler Broomer, LLP
(323) 920-0155
aguilani@lawrcb.com
Attorney
Home Group: Sherman Oaks 3

Bio: Our firm focuses on estate planning and probate litigation for a variety of clients and individuals.

Cristina Gutierrez

be the change HR, Inc.
(949) 998-1185
cristina@bethechangehr.org
Human Resources
Home Group: Silicon Beach 2

Edwin Hakimi

Edwin Hakimi

(310) 991-6008
edwin@myfinancialbodyguard.com
Home Group: Santa Monica 1

Danica Chaya Hoff

Danica Chaya Hoff

The Law Firm for Non-Profits
Attorney for Nonprofits
danicahofflaw@gmail.com
Attorney
Home Group: Westside 2

Jeremy Kahn

Jeremy Kahn

Comerica Bank
Vice President, Relationship Manager
(323) 382-5124
jlkahn@comerica.com
Banking Finance
Home Group: Sherman Oaks 2

Bio: Commercial Lender Focused on Privately Held Companies Ranging in Size Up To $50mm in Revenue. Provide for Working Capital, Acquisition and Commercial Real Estate Needs.

Nolan Kapp

Nolan Kapp

Seapoint Business Advisors
M&A Advisor
(310) 905-4202
nolan@seapointadvisors.com
Financial Service
Home Group: Downtown Los Angeles 3

Bio: Nolan Kapp is a mergers and acquisitions advisor focused primarily on sell-side transactions of family- owned and privately-held businesses.

Cody Klein

Cody Klein

Summit Financial Consultants, Inc.
Partner | Senior Wealth Advisor
(805) 418-4565
cody@thewiseinvestor.net
Benefits / Compensation; Financial Advisor
Home Group: Westlake 7

Bio: Summit Financial is a boutique Wealth Management firm that helps our clients achieve and maintain a Work-Optional Lifestyle. We help to identify our client’s financial blind spots and implement strategies tailored to their personal & financial goals.

Rachael S. Lavi

Rachael S. Lavi

Littler Mendelson P.C.
(310) 772-7297
rlavi@littler.com
Attorney
Home Group: Venice

Bio: Rachael S. Lavi advises and represents employers in all matters of labor and employment law.

Tamir Lerner

Tamir Lerner

Newfront
(818) 271-1204
tamir.lerner@newfront.com
Home Group: Los Angeles Valley 1

Bio: Commercial Insurance and Risk Management.

Susan Levi

Susan Levi

Los Angeles
HR Consultant/CEO
(818) 600-4037
susan@jinjihr.com
Human Resources
Home Group: Westlake 1

Bio: Custom HR solutions for small to mid-size businesses. Services include: employee relations, compliance, HR audit, investigations, training, handbooks, COVID guidance & safety. Goal is to minimize risk, strengthen culture & optimize business performance.

Gary Lipsky

Gary Lipsky

Break of Day Capital
President
(310) 592-2604
gary@breakofdaycapital.com
Real Estate
Home Group: Pacific Business Corridor 1

Bio: Gary is a Real Estate Syndicator providing passive income for investors.

Michael Margolin

Michael Margolin

M and M Coaching and Consulting
(310) 613-0400
michaelmkmw@gmail.com
Home Group: Century City 8

Bio: I help my clients get the most out of themselves and their teams by doing the internal work required for real change. I’m not a “how to” coach, instead I focus on the client and whatever is getting in the way of they’re performance and leadership.

Glenyse Milbourn

Glenyse Milbourn

loanDepot
Home Loan Consultant
gmilbourn@loandepot.com
Home Group: Ventura

Erica Moore-Burton

(818) 231-3835
erica@roundhillsearch.com
Home Group: Century City 3

James Moorhouse

James Moorhouse

Market My Market
(714) 915-3418
james@marketmymarket.com
Marketing
Home Group: Pasadena 4

Stan Pekler

Stan Pekler

Frish Law Group, APLC
Attorney
(818) 480-3898
spekler@frishlawgroup.com
Attorney
Home Group: Encino 4

James Perero

James Perero

Myers, Widders, Gibson, Jones & Feingold, LLP
jperero@mwgjlaw.com
Home Group: Los Angeles Valley 1

Beth Probert

Beth Probert

bprobert@ft.newyorklife.com
Home Group: Ventura

Paul Raggio

Paul Raggio

One True North INC
Co-Owner
(252) 571-7368
paulraggio@actioncoach.com
Consultant Service
Home Group: Encino 2

Bio: 2020 Rookie of the Year, Southwest Region in ActionCOACH * 2021 Santa Clarita Valley Chamber of Commerce Rising Star Awardee * Voted as the Best Business Consultant & Coach of 2021 by The Signal Best of 2021 Businesses in the Santa Clarita Valley.

Doug Riffenburgh

Doug Riffenburgh

Business Group Resources
Profit Recovery Consultant
(818) 390-3009
driffenburgh@businessgroupresources.com
Financial Service
Home Group: Ventura 2

Bio: Currently with Business Group Resources, previously 9 years National Director at Save the Children, 15 years with IBM and Xerox. Reside in Ventura with wife Debbie, have 2 kids 22 & 24. Enjoy surfing, paddle boarding, skiing and cooking.

Patricia Rigdon

Patricia Rigdon

Law Office of Patricia Rigdon
Attorney
(626) 405-0006
par@pasadenalaw.la
Attorney
Home Group: Pasadena 4

Bio: Patricia uses negotiation, mediation, and collaborative family law to assist clients with their divorce, paternity, child custody, child support, spousal support and premarital agreement issues.

Peter Rooney

Peter Rooney

peter.rooney@compass.com
Home Group: Encino 1

Daniel Sabzerou

Daniel Sabzerou

BlackRock Tax Advisors
Director
(213) 494-5700
daniel@blackrocktax.com
Accountant
Home Group: Westside 2

Bio: I started my own tax prep and advisory practice for professionals, consultants, and real estate pros when my friends had trouble with their accountants and me to navigate the complicated and ever changing tax laws and help grow their businesses.

Reza Sadeghi

Reza Sadeghi

SOAP Note Insurance Solutions
(818) 324-2160
reza@soapnotefinancial.com
Insurance
Home Group: Universal City

Bio: I help people with money, protect money. I create liquidity with a range of life, disability, and long- term care insurance products. Insurance is, and should be, the 1st line of defense. Buy/sells, Executive Bonuses, and philanthropy, too. Thanks you.

Christian Schiller

Christian Schiller

Cascadia Capital
Managing Director
cschiller@cascadiacapital.com
Banking Finance
Home Group: Mergers $ Acquisitions 2

Bio: Investment banker focused on M&A, equity capital raising and strategic advisory.

Johnnie Shamoun

Johnnie Shamoun

RE/MAX One Commercial
(818) 744-2020
john@maxoneproperties.com
Real Estate
Home Group: Simi Valley 2

Bio: Help Clients Prep small and mid-level businesses for sale by confidentially packaging the business and providing guidance throughout the sales process.

Jessica Sibony

Jessica Sibony

Kopple, Klinger & Elbaz LLP
Partner
(310) 475-1444
jsibony@kandklaw.com
Attorney
Home Group: Santa Monica 5

Shawn Thompson

Shawn Thompson

Diamond Capital Advisors
Managing Director
(310) 432-8584
sthompson@diamondcapadvisors.com
Banking Finance
Home Group: Santa Monica 3

Bio: We sell companies and perform thoughtful, practical business and IP valuations. We help business owners to maximize the value of their business in 3-5 years by evaluating value drivers and risks and building their trusted advisor team.

David Troost

David Troost

Krost CPAs & Consultants
Tax Director
(661) 886-5895
david.troost@krostcpas.com
Accountant
Home Group: Woodland Hills 1

Bio: As a client advocate, I service clients in a variety of industries, real estate, mortgage, legal, and high- tech industries. My area of expertise includes federal and state tax compliance and consulting for individuals, partnerships, and corporations.

Nayivi Velez

Nayivi Velez

Village Wealth Advisors
Financial Planner
(805) 603-4963
nayivi@villagewealthadvisors.com
Investment Advisor
Home Group: Los Angeles Valley 1

Bio: Families looking for peace of mind and a sounding board to make important financial life decisions. Specializing in retirement planning, cash flow, projections and long-term investment management.Spanish Speaking!

Rosemary Wilson

Rosemary Wilson

Rosemary Wilson LLC
Principal of Rosemary Wilson LLC
(818) 433-9712
rw@rosemarywilson.com
Communication; Public Relations
Home Group: San Gabriel Valley

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
Mar 11, 2022

Andrew H. Friedman Named to the Top 100 Super Lawyers of Southern California

For the 3rd year in a row, Andrew H. Friedman (Century City 7), has been named to the Top 100 Super Lawyers of So. Cal. Mr. Friedman, a plaintiff employment attorney, served as Counsel of Record in Lightfoot v. Cendant Mortgage Corp. et. al. (Case No. 10-56068) where he successfully convinced the U. S. Supreme Court to grant the petition for cert. that he filed on behalf of his clients. The Supreme Court, in a unanimous decision, ruled in favor of his clients. Mr. Friedman is an AV® Preeminent™ Peer Review Rated attorney by Martindale-Hubbell®, the highest designation an attorney can earn.
Todd Carey
Mar 11, 2022

Hillary Bibicoff named as Super Lawyer for 2022

Hillary Bibicoff has again been selected to the Super Lawyers list for Southern California for 2022 placing her among the top 5% of the region's attorneys. Hillary practices Entertainment Law and has been named to this exclusive list every year except one since the inception of the honor - 2004 and 2006-2022. She is also currently recognized by America's Most Honored as among the top 1% of America's Most Honored Lawyers.

Member Milestones

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

Celebrating 20 Years

Lejla Hadzimuratovic

V & L International LLC
CEO
(310) 822-1781
lejla@vnli.com
Consultant & Service
Home Group: Global (EC)

Bio: V&L Int’l provides certified translation & interpreting services in 250+ languages, cross-cultural consulting, software & website localization, int’l research, voice-overs, film dubbing & subtitling.

Richard S. Rosenberg

Ballard Rosenberg Golper & Savitt LLP
Founding & Managing Partner
(818) 508-3700
rrosenberg@brgslaw.com
Attorney
Home Group: Encino 1

Bio: 42+ years experience as labor lawyer (exclusively for management) and now serving as a mediator in litigated labor/employment law matters. Our entire firm (22 lawyers) is engaged exclusively in the practice of management side labor/employment law.

Celebrating 10 Years

Sheryl Alzona

Employee Benefits Law Group PC
Senior Attorney
(310) 571-8896
scba@employeebenefitslawgroup.com
Attorney
Home Group: Warner Center 1

Bio: Sheryl focuses on ESOP and other employee benefit plans consultation, operations and documentation. She guides companies, shareholders, internal and independent trustees on all aspects of ESOP transactions and compliance.

Catherine Haight

Haight Law Group, PC
(310) 910-9888
chaight@haightlaw.com
Attorney
Home Group: Century City 7

Bio: Haight Law Group, PC handles employment-based immigration law, with focus on technology, entertainment, sports, media, and engineering fields.

Celebrating 5 Years

Steve Barnett

The Valley Business Broker
Business Broker
(818) 625-2713
steve@thevalleybusinessbroker.com
Consultant & Service
Home Group: Warner Center 1

Bio: Steve has broad based experience in small to middle market advisory activities. Prior to becoming a Business Broker, he served as CFO, Controller and VP Finance of both Manufacturing and Professional Service Companies with expertise in Aerospace.

Joey Behrstock

Parq Advisors
Partner
(424) 253-7400
jbehrstock@parqadvisors.com
Insurance
Home Group: Entertainment 1

Bio: My work consists of insurance and estate-planning. Helping individuals and businesses protect, accumulate, distribute and transfer wealth.

Andrew Buss

Hilton & Hyland – David Kramer Group
Realtor
(310) 500-1365
andrew@davidkramer.com
Real Estate
Home Group: Beverly Hills 5

Bio: Andrew Buss, J.D., M.B.A. is a Realtor who specializes in representing clients buy and sell residential real estate in the Los Angeles area. His primary client base in includes individuals working in the tech industry, the professional services.

Dana Chidekel, Ph.D.

Dana Chidekel PhD, A psychological corp
Neuropsychologist
(818) 705-4305
drdanac@drdanac.com
Consultant & Service
Home Group: Woodland Hills 4

Bio: Dr. Chidekel is board certified in pediatric and adult neuropsychology. She serves as a consultant and expert witness in personal injury, probate, elder law, employment, class action, special education, and limited family law matters.

Sherry Dewane

UBS
Financial Advisor
(213) 253-5244
sherry.dewane@ubs.com
Investment Advisor
Home Group: Downtown Los Angeles 2

Bio: My clients value my unique and comprehensive financial planning and investment management approach. I know I’ve succeeded when my clients achieve their financial goals. We work together to make their dreams come true.

Andy Dick

Showcase Investments, Inc.
President
(818) 952-8600
andy@showcaseinvest.com
Banking & Finance
Home Group: Pasadena 1

Bio: When the bank says NO or is just too slow. Direct private money (hard money) loans for investment property, trust settlement loan (trust loans), Proposition 19 and other business-purpose uses.

Corey Donaldson

Ferguson Case Orr Paterson LLP
Partner
(805) 659-6800
cdonaldson@fcoplaw.com
Attorney
Home Group: Westlake 4

Bio: Partner at Ferguson Case Orr Paterson, and practicing intellectual property law from FCOP’s office in Westlake Village. Practice focuses on portfolio enhancement via patent and trademark prosecution, and extensive experience in design patent and trade.

Michael Heumann

Art & Collectibles Law, Consulting & Project Management
(213) 220-8998
michael.heumann.law@gmail.com
Attorney
Home Group: Calabasas

Bio: Michael Heumann specializes in art and collectibles law, consulting and project management He assists collectors, museums, galleries, brokers, auction houses and artists in matters pertaining to title, provenance, authenticity and condition of works.

Lydia Hopps

Morgan Stanley
(805) 278-3609
lydia.hopps@morganstanley.com
Investment Advisor
Home Group: Ventura

Bio: The founder and leader of the Hopps Group Wealth Management team that helps create customized financial roadmaps for each client. With over 24 years of experience, she works with clients to find a balance between financial goals, health & quality of life.

Brooke Loesby

Law Life Coach
Attorney Recruiter and Career Coach
(310) 309-0639
brooke@lawlifecoach.com
Attorney
Home Group: Santa Monica 5

Bio: Brooke assists clients in driving their legal professional careers. Brooke’s approach is personalized and proactive. Brooke works to clarify your aspirations, identify and work through road blocks, and assist you in achieving your goals.

Casey Marticorena

The Law Offices of Donald P. Schweitzer,
Partner
(626) 683-8113
casey@pasadenalawoffice.com
Attorney
Home Group: Pasadena 6

Bio: As a Certified Family Law Specialist, a designation governed by the State Bar of California, I have demonstrated a high level of experience in family law handling a broad range of family law matters including division of property, division of business.

Danielle Stelter

Harvest Small Business Finance, LLC
Senior Vice President
(805) 581-4SBA (4722)
dstelter@harvestcref.com
Banking & Finance
Home Group: Pasadena 3

Bio: FAST – RELIABLE – Problem Solving Small Business Financing Solutions for the Perfect & Imperfect Borrower. Have Comm’l Bldg – Need Cash out? Buying a Business Location with minimum down? We offer Conventional & SBA Solutions in all 50 States!

Lydia Turanchik

Nardiello Turanchik LLP
Partner
(310) 201-0123
lydia@nt-llp.com
Attorney
Home Group: Beverly Hills 4

Bio: I handle tax controversy and litigation matters against the federal and state taxing authorities. I also handle foreign asset disclosure matters with the IRS.

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, April 27, 2022
Time: 11:30am – 1:00pm

LA West Accelerator Workshop

Date: Wednesday, April 27, 2022
Time: 11:45am – 1:00pm

LA Core Accelerator Workshop

Date: Thursday, April 28, 2022
Time: 12:00pm – 1:30pm