|Â Los Angeles
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. Â 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
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.legal
Home Group: Ventura 2
Leila Alemi
(310) 910-9884
lalemi@haightlaw.com
Home Group: Westside 3
Robert Bartolomea
Strategic Home Loans
Mortgage Consultant/Broker
(805) 496-7500
robert@strategichomeloans.com
Banking Finance
Home Group: Los Angeles Valley 1
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
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
Orsus Gate
Managing Partner
(213) 373-4357
nbisharat@orsusgate.com
Attorney
Home Group: Pasadena 2
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
(877) 829-6446
patrick.bremer@wwex.com
Banking Finance
Home Group: Santa Monica 3
Kody Brown
Sterling Financial Group, Inc.
Financial Advisor
(626) 440-9192
kbrown@sterlingfg.com
Financial Service
Home Group: Pasadena 4
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
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
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
Sklar Kirsh
(310) 929-6416
jcohen@sklarkirsh.com
Attorney
Home Group: Century City 3
Jennifer DeSpain
Canyon Oak Financial
jdespain@canyonoakfinancial.com
Home Group: Los Angeles Valley 1
Danielle De Smeth
Bamieh & De Smeth, PLC
Attorney & Managing Partner
(805) 643-5555
ddesmeth@bamiehdesmeth.com
Attorney
Home Group:Â Ventura 2
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
Castle Rock Solutions
CEO
(626) 676-5868
gflowers@castlerocksolutions.net
Information Technology
Home Group:Â Sherman Oaks 3
Bio: Providing Outsourced IT Support.
DeMarkus George
ROARK
(310) 525-5138
dgeorge@roarkfs.com
Consultant Service
Home Group: Downtown Los Angeles 4
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
(310) 991-6008
edwin@myfinancialbodyguard.com
Home Group: Santa Monica 1
Danica Chaya Hoff
The Law Firm for Non-Profits
Attorney for Nonprofits
danicahofflaw@gmail.com
Attorney
Home Group: Westside 2
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
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
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
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
Newfront
(818) 271-1204
tamir.lerner@newfront.com
Home Group: Los Angeles Valley 1
Bio: Commercial Insurance and Risk Management.
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
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
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
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
Market My Market
(714) 915-3418
james@marketmymarket.com
Marketing
Home Group: Pasadena 4
Stan Pekler
Frish Law Group, APLC
Attorney
(818) 480-3898
spekler@frishlawgroup.com
Attorney
Home Group: Encino 4
James Perero
Myers, Widders, Gibson, Jones & Feingold, LLP
jperero@mwgjlaw.com
Home Group: Los Angeles Valley 1
Beth Probert
bprobert@ft.newyorklife.com
Home Group: Ventura
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
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
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@compass.com
Home Group: Encino 1
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
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
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
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
Kopple, Klinger & Elbaz LLP
Partner
(310) 475-1444
jsibony@kandklaw.com
Attorney
Home Group: Santa Monica 5
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
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
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 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.
Hillary Bibicoff named as Super Lawyer for 2022
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:Â 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
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