September 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 17 New Members in the Los Angeles Area

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

Chandra Beaton

Chandra Beaton

LightGabler
(805) 248-7045
cbeaton@lightgablerlaw.com
Attorney
Home Group: Ventura 2

Joe Breckner

Joe Breckner

Coldwell Banker
Sales Associate
(818) 528-2291
joe@joebreckner.com
Real Estate
Home Group: Encino 2

Bio: I am a Real Estate Agent serving the San Fernando Valley and neighboring communities. I represent buyers and sellers with the sale of single family homes, condominiums and small apartment buildings, 1031 exchanges, trust sales and complex transactions.

Jason Davis

Jason Davis

Davis Law Group, PLC
Shareholder
(424) 256-6279
jdavis@dlglawcorp.com
Attorney
Home Group: Pacific Business Corridor 1

Bio: Mr. Davis is a trial lawyer whose practice focuses on litigation involving business disputes, ERISA, retirement and employee benefits.

Will Flannigan

Will Flannigan

Compass
(310) 920-1108
will.flannigan@compass.com
Real Estate
Home Group: San Gabriel Valley

Amber Healy

Amber Healy

Atkinson, Andelson, Loya, Ruud & Romo
(562) 653-3200
ahealy@aalrr.com
Attorney
Home Group: Westside 2

David Hochman

David Hochman

10X Consulting
Fractional CFO
(310) 497-5822
david@10xconsulting.us
Consultant Service
Home Group: Westlake 5

Bio: Fractional CFO focused on strategic planning, M&A and project execution.

Katherine Hunter-Blyden

Katherine Hunter-Blyden

KHB Marketing
Principal
(626) 344-8730
khb@katherinehunterblyden.com
Marketing
Home Group: Glendale 1

Bio: I am a strategic marketer with over 25 years of experience. I help re-position clients who are paying too much to acquire and/or keep customers. * marketing *

Raphael D. Javid

Raphael D. Javid

The Javid Trial Firm, PC
(310) 600-2224
rj@thejtf.com
Home Group: West Los Angeles 2

Chad Lewin

Chad Lewin

Lewin Law Group, A Professional Corporation
(310) 442-5505
chadlewinlaw@gmail.com
Attorney
Home Group: Sherman Oaks 2

Bio: Chad Lewin is an experienced criminal defense attorney. Chad handles cases in both State and Federal Court throughout California ranging from DUI to murder.

Greg Martin

Greg Martin

Keystone Business Advisors
M&A Broker
(805) 370-5210
greg@keystonebusinessadvisors.com
Financial Service
Home Group: Woodland Hills 1

Bio: Greg Martin is a M&A Broker who represents small to mid-sized business owners in the sale of their business. Primary services include; Mergers & Acquisitions, Opinions of Value and M&A Advisory Services.

Sharon Mayer

Sharon Mayer

(310) 201-2100
smayer@birdmarella.com
Home Group: West Los Angeles 2

Matt Olsen

Matt Olsen

www.torreypinesbank.com
Vice President & Sr. Relationship Manager
(310) 623-8908
molsen@torreypinesbank.com
Banking Finance
Home Group: West Los Angeles 2

Bio: I’m a commercial banker that knows both sides of the “house” (loans and deposits/cash management) and I answer my phones and return emails!

James Reynolds

James Reynolds

BBSI
Regional Leadership
(805) 987-0331
james.reynolds@bbsi.com
Human Resources
Home Group: Moorpark

Bio: A passionate leader who is driven to help small business owners build better companies. A driven builder who is willing to do the hard stuff and sees business as an adventure, not a job. Currently leading a top business region for a premier PEO.

Barry Rodich

Barry Rodich

The Law Offices of Gary Rodich
(818) 645-8933
barry@rodichlaw.com
Attorney
Home Group: Westlake 7

Bio: Work Injury Lawyer who represents injured workers and uninsured employers. I handle all aspect of Workers Compensation matters.

David Strouse

David Strouse

Sales Xceleration
(424) 350-8101
dstrouse@salesxceleration.com
Consultant Service
Home Group: South Bay 4

John-N-Tedford

John N. Tedford

Danning, Gill, Israel & Krasnoff, LLP
(310) 277-0077
jtedford@danninggill.com
Attorney
Home Group: Santa Monica 2

Melissa M Velasquez

Melissa M Velasquez

Wells Fargo Home Mortgage – Private Mortgage Banking
Private Mortgage Banker
(949) 293-5119
melissa.m.velasquez@wellsfargo.com
Banking Finance
Home Group: Venice

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

The California Exodus: How To Exit The State With Your Fortune Intact

Mark Pariser's article, "Spurred by tax hikes, ever-increasing regulations and the recent departures of high-profile tech companies, many high net worth individuals are eyeing the exit door" was published by Worth Magazine: https://www.worth.com/the-california-exodus-how-to-exit-the-state-with-your-fortune-intact/
Todd Carey
Aug 20, 2021

Juan Ros, CFP® Presents to Exit Planning Institute Conejo Valley Chapter

Juan Ros, CFP®, CEPA®, financial advisor with Forum Financial Management, presented to the Exit Planning Institute Conejo Valley Chapter at the Chapter's August 19 meeting. Juan and co-presenter Vida Jatulis, CFP®, CEPA®, discussed "When Philanthropy and Exit Planning Intersect: Tools, Tips, and Strategies," outlining ways in which business owners can incorporate charitable giving into a business exit. In Juan's planning practice, he advises high-net-worth families and business owners, using his expertise in philanthropic strategies with his charitable clients.
Todd Carey
Aug 03, 2021

CalCPA Cannabis Business Symposium

For the 5th year in a row, Robert will be speaking at this year's CalCPA Cannabis Business Symposium which will take place on Friday, August 6, 2021. Robert will be joining two others to discuss the effects to different stakeholders if the federal government legalizes cannabis.

Member Milestones

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

Celebrating 25 Years

Patrick Dunn

Dunn, Pariser & Peyrot
CPA – President
(818) 285-0400
pdunn@dppcpa.com
Accountant
Home Group: Century City 2

Bio: Provides business management, accounting, financial consulting, and taxation services to companies and individuals who want personalized service for their financial and business needs. Our emphasis has been with entertainment and professional athletes.

Celebrating 20 Years

Mitch Rosenberg

MDR Insurance & Financial Services
Insurance & Financial Services
(805) 494-4525
mdrosenberg@eaglestrategies.com
Insurance
Home Group: Warner Center 1

Bio: We are problem solvers. MDR helps Owners & Professionals with their planning, makes sure there is money there when needed most & makes sure the job gets done. We’re a resource to other Advisors for Life, Disability & LTC Insurance.

Cindee Zabner

Keller Williams Realty World Class
VIP Real Estate Director
(818) 517-0018
cindee@thezabnergroup.com
Real Estate
Home Group: Calabasas

Bio: Keeping it REAL Estate since 1985. Honored to represent clients seeking a Professional Realtor with the highest standards. Credentials in Probate/Estates/Senior Real Estate Specialist/ Divorce/ Estates and Luxury needs and more.

Celebrating 15 Years

Carol Falstrup

USI Insurance Services
Senior Vice President
(949) 790-9415
carol.falstrup@usi.com
Insurance
Home Group: South Bay Classic

Bio: Carol Falstrup, an Employee Benefits Consultant with over 30 years of experience. At USI, a National Consulting firm, we deliver risk management solutions to mid-market employers that improve employee health and our client’s bottom line.

Steven Gilmour

Steven Gilmour

J.D. Gilmour & Company Inc
(818) 550-0250
steven@jdgilmour.com
Insurance
Home Group: Century City 1

Bio: My focus centers around group employee benefit packages for companies. This includes health, life, dental, vision, long term care, and disability insurance. As an independent insurance broker, I work for my clients and my clients alone.

Ira Benjamin Katz

Law Offices of Ira Benjamin Katz, A Professional Corporation
Attorney
(310) 282-8580
ikatz@katzlaw.net
Attorney
Home Group: Century City 2

Bio: A business bankruptcy, real estate and commercial litigation lawyer for more than 40 years, Ira represents clients in all aspects of chapter 11 cases; bankruptcy, business and commercial litigation; out-of-court workouts; ABCs.

Keith Knudsen

Citizens Business Bank
Vice President and Senior Relationship Manager
(310) 436-6853
kfknudsen@cbbank.com
Banking & Finance
Home Group: Century City 2

Bio: Middle market business and real estate lending along with complete banking services to companies with credit needs between $1MM and $25MM.

Rhonda Kohn

Keller Williams Realty
(310) 482-2200
rhonda@lacondoqueen.com/a>
Real Estate
Home Group: Santa Monica 4

Bio: Specializing in Residential Real Estate in the Los Angeles and San Fernando Valley areas. Representing both Buyers and Sellers with all aspects of their Real Estate needs. I work closely with Fiduciaries, Business Managers, CPA’s, Family Law and Trust.

Jim Spach

Ameriprise Financial Inc
MBA, Certified Financial Planner
(888) 249-1919
james.t.spach@ampf.com
Investment Advisor
Home Group: Woodland Hills 3

Bio: We specialize in working with small business owners. Our fee only practice with no asset minimums helps small business owners balance the need for liquidity and long-term security. We look at financial security in three phases; short term, intermediate.

Marshall Waller

Feinberg & Waller APC
Certified Family Law Specialist
(818) 224-7900
mwaller@feinbergwaller.com
Attorney
Home Group: Westlake 2

Bio: Specialists in all aspects of family law, including international custody disputes, high asset and high conflict matters. The firm is comprised of dedicated lawyers, paralegals and staff who will treat you with competence, courtesy and respect.

Celebrating 10 Years

Greg Anderson

Real Estate Law
(626) 794-7006
greg@gialaw.com
Attorney
Home Group: Pasadena 1

Bio: Law Practice limited to transactional real estate – purchases and sales; commercial leases; development and construction; real estate financing; ownership entities including LLCs, partnerships and joint ventures; workouts and restructures; title matters.

Matthew Berger

Matthew I. Berger Law Group, APC
Trademark, Copyright, Entertainment & Business Lawyer
(805) 456-1200
matthewb@mbergerlaw.com
Attorney
Home Group: Santa Barbara 1

Bio: Trademarks, copyrights, entertainment (filmed entertainment, music, publishing [traditional and digital], audio and visual arts), Internet (Privacy Policies & Terms of Use), eCommerce, licensing, business formation & operations, estate planning.

Lydia Gable

Compass
Realtor
(818) 383-4335
lydia@lydiagable.com
Real Estate
Home Group: Westlake 2

Bio: As a top producer in the Conejo Valley, Lydia is known for her marketing, negotiating and listening to her clients. She closely follows the market trends and is successful with Short Sales, Divorces, Bankruptcy, Trust and Move-UP/Move Down transactions.

Harold Light

Harold Light

Law Offices of Harold J. Light
Principal
(310) 473-2233
hallight@hjllaw.com
Attorney
Home Group: Westside

Bio: Hal Light is an AV Rated attorney who has litigated in California for more than 25 years. His firm is a General Civil Practice emphasizing business, real estate, and entertainment/ intellectual property litigation.

Paul Menes

Perleberg McClaren
Transactional Entertainment and Digital Media Lawyer
(310) 286-1313
pim@pmlegal.law
Attorney
Home Group: Beverly Hills 3

Bio: Think: “Creative Solutions for Creative People” in all facets of international transactional entertainment, digital media, and related branding and copyright issues. Paul is AV-rated, and also known as The Influencer Lawyer.

Janet Nelson

International City Bank
Vice President/Deposit Relationship Specialist
(562) 436-9800
jnelson@icb.biz
Banking & Finance
Home Group: South Bay Classic

Bio: Deposit Relationship Specialist with business banking, cash management, and lending expertise. I provide high level customer service to borrowing and non-borrowing business clients that appreciate having direct access to their banker who knows their name.

Susan Pomerantz

Concepts for Living
Owner/CEO
(800) 414-4242
sue@conceptsforliving.com
Consultant & Service
Home Group: Woodland Hills 3

Bio: We at CONCEPTS are Senior Housing Specialists, providing select choices for independent & assisted living. What distinctly sets us apart is our depth of health care background: Hospice, gerontology, social work. Our team LISTENS and LEARNS and prides its.

Steven Ricklin

Ricklin & Associates
Attorney at Law
(805) 267-1132
steve@ricklinfamilylaw.com
Attorney
Home Group: Westlake 7

Bio: Mr. Ricklin is a divorce litigator with 27 years experience specializing in all domestic relations matters. His firm handles custody, child and spousal support issues, pre and post nuptial agreements, business valuations and all other Family Law issues.

Celebrating 5 Years

Natalie Alchadeff

HB Group / Keller Williams
Broker
(310) 600-1829
natalie@hbgroupre.com
Real Estate
Home Group: Global

Bio: As a licensed real estate Broker, Natalie specializes in buying, selling, investing, leasing and managing residential and multifamily housing. Natalie works in the entire Los Angeles area and has vast experience in Trust sales.

Nikki Brown

Wood Gutmann & Bogart Insurance Brokers
Senior Vice President
(714) 824-8343
nbrown@wgbib.com
Insurance
Home Group: Beverly Hills 4

Bio: I provide a comprehensive review and program of your clients personal insurance needs. I protect the assets (homes, autos, art, jewelry, watercraft, liability) they worked hard to obtain.

Robb Caruso

Driven Inc.
Senior Manager, CEDS
(213) 477-0675
robb.caruso@driven-inc.com
Consultant & Service
Home Group: Encino 4

Bio: Chambers’ Ranked eDiscovery Counsel & discovery experts, eDiscovery software, integrated eDiscovery services, document review services, and temporary legal staffing for attorneys & their clients.

Marc Mackenzie

Acorn Law, P.C.
Attorney
(805)409-3878
marc@acornlawpc.com
Attorney
Home Group: Simi Valley 2

Bio: I help families with their estate planning needs, including wills, trusts, probate and trust administration. I work hard to give my clients and their families the certainty and peace of mind that comes from knowing their options and creating a plan tailo.

Kyle Marks

Richard D. Marks Professional Corporation
Attorney
(805) 370-3370
kbmarks@rdmpc.com
Attorney
Home Group: Westlake 7

Bio: Kyle Marks is a seasoned real estate litigator with a particular focus on neighbor disputes, easements, title matters, and escrow. If you’ve got a lot line issue he’ll straighten it out and if you’ve got a cloud on title, he’ll clear it up!

Susan McCarthy

Arnold LaRochelle Matthews VanConas & Zi
Attorney
(805) 988-9886
smccarthy@atozlaw.com
Attorney
Home Group: Ventura

Bio: A problem solver by nature, Susan’s practice focuses on business, commercial, and real property disputes. She understands that listening to clients and considering issues from multiple viewpoints is a pragmatic approach that produces desired outcomes for.

Steven Minor

West One Capital Group
Regional Manager
(805) 523-8760
sminor@westonecap.com
Banking & Finance
Home Group: Moorpark

Bio: I have been in the banking and finance industry since 1981. I have specialized in real property financing since 1981. My expertise includes residential, investment, commercial, industrial and construction. My objective is to provide every customer quality.

Dennis Smith

Stratis Financial Corporation
Broker/Co-Owner
(562) 243-6912
dennis@stratisfinancial.com
Banking & Finance
Home Group: Long Beach Airport

Bio: Over 30 years experience in the mortgage industry provides me with the experience and skills to simplify what can be a complex process for clients. Residential 1-4 unit properties in California for purchase, refinance, divorce or trust transitions.

Mark Wagner

Wagner Legal Group, P.C.
Managing Attorney
(310) 857-5293
mark@wagnerlegalgroup.com
Attorney
Home Group: Santa Monica 3

Bio: Mr. Wagner is a litigation attorney and primarily focuses on Plaintiff’s employment. He is committed to handling employment matters involving sexual, gender, racial, disability, pregnancy, and other types of discrimination, retaliation, and harassment.

Kevin Webber

Aviara Real Estate
(805) 558-3360
kevin@webberestates.com
Real Estate
Home Group: Ventura

Bio: Kevin Webber, is a Shareholder/Owner of Aviara Real Estate in Westlake Village. He specializes in residential home sales and/or purchases in Ventura, LA and Santa Barbara counties. He has extensive industry knowledge, and a top notch real estate team!

Matt Wilson

Wilson Ivanova CPA
Partner
(909) 379-0296
mwilson@wicpas.net
Accountant
Home Group: Riverside

Bio: CPA and Shareholder of Wilson Ivanova CPAs, Inc., APAC, a full-service accounting firm located in the Inland Empire. We specialize in working with closely-held business owners in the construction, manufacturing, and transportation industries.

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 West Accelerator Workshop

Date: Wednesday, September 1, 2021
Time: 11:45am – 1:00pm

LA Valley Accelerator Workshop

Date: Wednesday, September 22, 2021
Time: 11:30am – 1:00pm

LA Core Accelerator Workshop

Date: Thursday, September 23, 2021
Time: 12:00pm – 1:15pm

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