New Group Leaders

3 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.

Kristy Melton

Kristy Melton

Commercial Finance Broker
Heritage Commercial Funding Corp
(805) 231-0562
kmelton@heritagecommercialfunding.com
Home Group: LA Valley 1

Randi Sorenson

Randi Sorenson

Business Problem Solver
Sorenson Business Consulting
(805) 750-3180
randi@sorensonbusiness.com
Human Resources
Home Group: Westlake 6

Jeffrey Wolf

Jeffrey Wolf

Partner
Heimanson & Wolf
(310) 446-1522
jwolf@hwllplaw.com
Consultant Service
Home Group: Century City 2

New Members

44 New Members in the Los Angeles Area

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

Hedieh Bolour

Hedieh Bolour

Lido Advisors
(424) 278-3245
hbolour@lidoadvisors.com
Home Group: Westside 2

Tracy Burr

Tracy Burr

Insperity
Certified Business Performance Advisor
(626) 993-4641
tracy.burr@insperity.com
Human Resources
Home Group: Glendale 2

Bio: Tracy works with business owners and C-level executives of small growing companies in providing HR Infrastructure services including compliance support, employee benefits, liability management, performance management, HR technology and automation.

Dennis Chapham

Dennis Chapham

Thankz
PE, Sales/Growth Strategy
(323) 382-4757
dennis.c@thankz.com
Consultant Service
Home Group: Silicon Beach

Bio: Dennis uses his experience in digital sales marketing, automation, and offshore staffing to cost- effectively grow and scale a company at any stage.

Kathy Chill

Kathy Chill

Chill Strategic Partners
Founder and President
(805) 895-0599
kathy.chill@chillstrategicpartners.com
Consultant Service
Home Group: Silicon Beach 2

Bio: Kathy Chill is founder of Chill Strategic Partners, a go-to-market consulting firm. Kathy guides B2B SaaS companies to build marketable products and develop successful go-to-market strategies.

Shawn Daei

Shawn Daei

Allied Tax Advisory Group
President
(818) 338-9090
shawn@alliedtaxgroup.com
Accountant
Home Group: West Los Angeles 2

Renee Delgado

Renee Delgado

Aviara Real Estate
(818) 606-1735
renee@yourcaliforniahome.com
Real Estate
Home Group: Los Angeles Valley 1

Inna Demin

Inna Demin

Injury Justice Law Firm, APC
Owner
(818) 642-5229
injuryjusticeattorney@gmail.com
Attorney
Home Group: Beverly Hills 5

Bio: Injury Justice Law Firm APC provides skilled and aggressive representation in cases involving catastrophic injury, products liability, sexual abuse, and wrongful death.

John duHadway

John duHadway

duHadway LLC
CEO
(415) 890-5200
john@duhadwayllc.com
Consultant Service
Home Group: Westlake 1

Bio: Fractional C-Suite services for early stage and small business in Fintech, technology and financial services industries. Helping clients to build, scale and succeed.

Pattie Ehsaei

Pattie Ehsaei

First Bank SBA
Senior Vice President
pehsaei@firstbanksba.com
Banking Finance
Home Group: Camarillo 1

Bio: Pattie Ehsaei is an SBA lender with over 21 years of experience in financial services.

Barrett Esarey

Barrett Esarey

Sequoia Consulting Group
(310) 710-9216
barrett.esarey@sequoia.com
Home Group: Silicon Beach

Melissa Estrada

Melissa Estrada

Avalan Wealth Management
Investment Advisor
(805) 962-7725
melissa@avalanwealth.com
Investment Advisor
Home Group: Sherman Oaks 2

Bio: Melissa is a fee-based Certified Financial Planner. She works with families and individuals to create and implement a comprehensive financial plan. She spends time to understand each situation, identify financial goals, and build a customized portfolio.

Mike Floryan

Mike Floryan

Floryan Law, P.C.
(818) 540-8770
michael@floryanlaw.com
Attorney
Home Group: Los Angeles Valley 1

Bio: Michael Floryan serves as general counsel, chief advisor and fractional executive for family offices and high-net-worth individuals throughout Southern California.

Debra Frank

Debra Frank

Debra S. Frank, APLC
Attorney
(310) 277-5121
dfrank@debrafranklaw.com
Attorney
Home Group: Westside 3

Bio: Certified Family Law Specialist with 40+ years of experience, handling all aspects of family law matters. Rated by Super Lawyers one of the top attorneys in SoCal 2009-20, AV rated & active in leadership roles in state and local bar organizations.

Greg Frankovich

Greg Frankovich

Newmark Grubb Knight Frank
Managing Director
(310) 201-2060
gfrankovich@ngkf.com
Real Estate
Home Group: Santa Monica 1

Bio: Commercial real estate brokerage – exclusively representing tenants in addressing their office leasing and purchase requirements.

Todd Frelinger

Todd Frelinger

Prime Equity Properties
Broker/President
(949) 416-9856
todd@primeequityproperties.com
Real Estate
Home Group: Bay 4

Bio: Probate and Trusts & Estates Real Property Sales

Mohamed Ghattas

Mohamed Ghattas

CohnReznick
Partner
(310) 622-4326
mohamed.ghattas@cohnreznick.com
Accountant
Home Group: West Los Angeles 2

Bio: Over 16 years of business experience providing business advisory, Tax and accounting services to privately held companies in the middle market in a variety of industries including Real estate, Retail and consumer products and Cannabis.

Giancarlo Hamner

Giancarlo Hamner

Edward Jones
Financial Advisor
(805) 370-8174
giancarlo.hamner@edwardjones.com
Financial Service
Home Group: Woodland Hills 1

Andrew Hoag

Andrew Hoag

Fisher & Phillips, LLP
(213) 330-4451
ahoag@fisherphillips.com
Attorney
Home Group: Downtown Los Angeles 2

Adam Holiber

Adam Holiber

Slatt Capital
Commercial Mortgage Broker
(310) 396-3879
adam@holiber.com
Home Group: Westside 3

Ashleigh Kasper

Ashleigh Kasper

Lewis Brisbois
Partner
(213) 599-7892
ashleigh.kasper@lewisbrisbois.com
Attorney
Home Group: Santa Monica 4

Peter Kay

Peter Kay

I-8ighty6ix
Founder
(310) 658-3252
pkay@innovations86.com
Marketing
Home Group: South Bay 4

Bio: I-86 – website GotEnoughBoldIdeas.com – is an innovation services company that designs and facilitates innovation workshops as well as creative, exercise-driven qualitative research to help clients better understand and serve key target audiences.

Jonathan Labranche

Jonathan Labranche

Labranche Law
Partner
(310) 235-1481
jonathan@labranchelaw.com
Attorney
Home Group: West Los Angeles 2

Bio: Los Angeles based law firm specialized in corporate/commercial law, venture capital, financing, real estate and construction law. We are also licensed to practice law in Canada.

Jonah Larkin

Jonah Larkin

Vitality Lab Inc.
jonah@warrior.energy
Home Group: Santa Barbara 3

Ted Lau

Ted Lau

Ballistic Arts
CEO
(818) 531-3168
ted@ballisticarts.com
Marketing
Home Group: Westside

Bio: Increasing Qualified Sales Leads for B2B Professional Service Providers through our Award-Winning Digital Marketing Agency Ballistic Arts

Griffin Lee

Griffin Lee

Griffin Lee Law
Attorney
(424) 353-2226
griffin@griffinleelaw.com
Attorney
Home Group: Pasadena 6

Bio: Clients rely on Griffin for guidance on all aspects of intellectual property including patents, copyrights, trademarks, and fashion law. His practice focuses on the preparation and prosecution of patent applications before the U.S. Patent and Trademark.

Roger Lee

Roger Lee

Stubbs Alderton & Markiles, LLP
(818) 444-4539
rlee@stubbsalderton.com
Attorney
Home Group: South Bay Classic

Bio: Focus on middle market M&A transactions and works with start-ups in all stages of growth and development. Act as outside general counsel on a variety of legal matters.

Robin Leonard

Robin Leonard

R. Leonard CSR Inc.
President
(818) 995-2449
robin@rleonardcsr.com
Home Group: Beverly Hills 3

Bio: Nearly forty years of experience as a court reporter and over twenty as an agency owner have given Robin Leonard a unique perspective for discovery and trial proceedings.

Robert Leveen

Robert Leveen

Lee & Associates Commercial Real Estate – Pasadena
Senior Vice President
(213) 995-6684
robert.leveen@lee-associates.com
Real Estate
Home Group: Santa Monica 4

Jennifer Lieser

Jennifer Lieser

Kaplan | Marino
Attorney
(310) 557-0007
lieser@kaplanmarino.com
Attorney
Home Group: Mid City

Neibaur McCarrey

Neibaur McCarrey

Bridgr Consulting LLC
(626) 684-2000
neibaur@bridgrgroup.com
Consultant Service
Home Group: Pasadena 1

Joshua Milon

Joshua Milon

Milon & Pluas LLP
(626) 229-0844
joshua@milonpluasllp.com
Attorney
Home Group: San Gabriel Valley

Bryan Molinar

Bryan Molinar

Rosenbach Private Wealth Management
Private Wealth Advisor
(310) 789-5567
bryan.molinar@wellsfargoadvisors.com
Financial Service
Home Group: Entertainment 2

Bio: I help people make better decisions with money. My goal is to really get to know my clients in order to tailor my advice to their individual circumstances, goals, and values.

Aaron Morris

Aaron Morris

Highline Wealth Partners
(818) 632-8239
amorris@highlinewp.com
Investment Advisor
Home Group: Los Angeles Valley 1

Carlos Ortiz

Carlos Ortiz

loanDepot
Branch Manager
(310) 779-3452
caortiz@loandepot.com
Home Group: West Hollywood

David Painter

David Painter

Advisors in Placement
Founder
(626) 470-3396
david.painter@advisorsinplacement.com
Consultant Service
Home Group: Pasadena 2

Bio: Transforming your search for senior housing by delivering a compassionate and client centered approach that guides you to the most appropriate housing option.

Erin Perez-Coleman

Erin Perez-Coleman

Zweiback, Fiset & Coleman LLP
Co-Founder & Partner
(909) 837-8617
erin.coleman@zfclaw.com
Attorney
Home Group: Downtown Los Angeles 1

Bio: Litigation firm in Downtown Los Angeles. We have three practice areas: complex/business litigation, white collar defense, and privacy/cybersecurity.

Ryan Perlman

Ryan Perlman

Mann Gelon Glodney Gumerove Yee LLP
Partner
(310) 277-3633 ext 115
rperlman@mggcpa.com
Accountant
Home Group: Century City 8

Jay Robertson

Jay Robertson

Finance of America Mortgage
Mortgage Advisor
(310) 283-6000
jay.robertson@financeofamerica.com
Banking Finance
Home Group: Beverly Hills 5

Bio: I have been in luxury real estate and mortgage for 31+ years on the Westside of Los Angeles. I focus on purchase and refinance loans.

Jeremy H. Rothstein

Jeremy H. Rothstein

G&B Law, LLP
Attorney
(818) 382-6200
jrothstein@gblawllp.com
Attorney
Home Group: West Los Angeles 2

Bio: I focus on on bankruptcies and litigation for small and mid-size businesses. My bankruptcy representations include debtors, creditors, and asset purchasers.

Sam Shvartsmann

Sam Shvartsmann

JAL Properties, Inc.
(818) 263-1156
sam.shvartsmann@homevestors.com
Real Estate
Home Group: Ventura 2

Anna Starman

Anna Starman

Status Flow
Executive Performance Coach
(650) 533-5828
anna@statusflow.net
Consultant Service
Home Group: South Bay 2

Bio: Status Flow coaches professionals in finding alignment in their personal & professional lives. We coach and train in flow, create pique-performers that are exponentially more effective and innovative.

Michael Starratt

Michael Starratt

Merrill Lynch
(310) 407-3944
michael_starratt@ml.com
Investment Advisor
Home Group: South Bay Classic

Mia Sulak

Mia Sulak

Roth IUL
(310) 525-9065
miasulak@rothiul.com
Insurance
Home Group: Santa Monica 3

Andres Uribe

Andres Uribe

andres.uribe@cbre.com
Real Estate
Home Group: Camarillo 1

Member News

We have made a few updates to the names of our newsletters and wanted to let you know (you may have already noticed).  This monthly membership newsletter, formerly known as The Accelerator is now ProVisors News. The weekly newsletter, formerly known as The Member Exchange is now ProVisors Business Opportunities and Thought Leadership is now Member Thought Leadership.

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

Member Milestones

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

Celebrating 20 Years

Anna Starman

Anna Starman

Status Flow
Executive Performance Coach
(650) 533-5828
anna@statusflow.net
Consultant Service
Home Group: South Bay 2

Bio: Status Flow coaches professionals in finding alignment in their personal & professional lives. We coach and train in flow, create pique-performers that are exponentially more effective and innovative.

Michael Starratt

Michael Starratt

Merrill Lynch
(310) 407-3944
michael_starratt@ml.com
Investment Advisor
Home Group: South Bay Classic

Mia Sulak

Mia Sulak

Roth IUL
(310) 525-9065
miasulak@rothiul.com
Insurance
Home Group: Santa Monica 3

Andres Uribe

Andres Uribe

andres.uribe@cbre.com
Real Estate
Home Group: Camarillo 1

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.

Los Angeles Accelerator PV Zoom

Date: Thursday, March 17, 2022
Time: 12:00pm – 1:00pm

LA PV@Night

When: Thursday, March 24th 5:00-7:00 pm
Where: The Buckhead Club
3344 Peachtree Rd NE Suite 2600, Atlanta, GA 30326