October 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 42 New Members in the Los Angeles Area

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

Keith Patrick Banner

Keith Patrick Banner

Greenberg Glusker LLP
(310) 201-7469
kbanner@ggfirm.com
Attorney
Home Group: Entertainment 1

Bio: Keith focuses on business insolvency and distressed transactions, including out-of-court restructuring and bankruptcy proceedings, with relevant experience in a variety of industries, including retail, entertainment, technology and real estate.

Stephanie Biran

Stephanie Biran

CriticalPoint Partners
Vice President
(817) 637-9486
sbiran@criticalpointpartners.com
Banking Finance
Home Group: Santa Monica 6

Trey Black

Trey Black

Wells Fargo
Vice President, Middle Market Banking
(213) 716-3082
treytblack@gmail.com
Banking Finance
Home Group: Downtown Los Angeles 3

Bio: I support middle market businesses and established commercial real estate investors with their financing and banking services.

Jeffrey Bils

Jeffrey Bils

The Kick Law Firm, APC
(310) 395-2988
jeff@kicklawfirm.com
Attorney
Home Group: Venice

Robert Brennan

Robert Brennan

Law Offices of Robert F. Brennan APC
(818) 249-5291
rbrennan@brennanlaw.com
Attorney
Home Group: San Gabriel Valley

Bio: My firm specializes in serious personal injury, “lemon law” and credit damage/Fair Credit Reporting Act cases. I also have a general litigation practice, including contracts and real estate issues.

Alex Burgess

Alex Burgess

The Burgess Group
Principal
(801) 323-1101 x108
aburgess@tbgroup.org
Insurance
Home Group: West Los Angeles 2

Andy Chong

Andy Chong

Highline Wealth Partners
Director, Wealth Advisor
(323) 334-6484
andy@highlinewp.com
Investment Advisor
Home Group: Sherman Oaks 3

Bio: Democratizing wealth management by helping busy entrepreneurs/business owners, executives, real estate investors and professional athletes achieve financial freedom, their ideal lifestyle and make an impact in their community. Personal CFO.

Ariel Clark

Ariel Clark

Clark Howell
Partner
(877) 257-2442
aclark@clarkhowell.com
Attorney
Home Group: Venice

Dan DeSario

Dan DeSario

DeSario Insurance Services
CEO
(805) 650-8515
dan@desarioinsurance.com
Insurance
Home Group: Sherman Oaks 3

Nicole D'Arcy

Nicole D’Arcy

Crowe
Partner
(815) 719-0916
nicole.darcy@crowe.com
Accountant
Home Group: Mergers $ Acquisitions 2

Bio: I have 13 years of experience providing audit, assurance and consulting services to public and private companies in a variety of industries with an emphasis on technology and media companies ranging from start-up to mature operating companies.

Nicholas Everett

Nicholas Everett

Lagerlof LLP
Partner
(626) 793-9400
neverett@lagerlof.com
Attorney
Home Group: San Gabriel Valley

Bio: Trusts and Estate Litigator / Contested Conservatorships / Hourly or contingency (when appropriate).

Renee Farias

Renee Farias

ReneeFarias.com
Visual Branding Specialist
(213) 373-5061
renee@reneefarias.com
Home Group: Downtown Los Angeles 4

Bio: Headshots, Personal Branding, Corporate Branding, Lifestyle Branding Photography and videos. Visual Branding Specialist.

Jeff Forsythe

Jeff Forsythe

Torrey Pines Bank
(310) 623-8919
jforsythe@torreypinesbank.com
Home Group: West Los Angeles

David Golbahar

David Golbahar

J.S. Held
Director
(310) 666-1025
dgolbahar@jsheld.com
Accountant
Home Group: West Los Angeles 2

Bio: Forensic Accountant/Turnaround Consultant, specializing in litigation support and championing company transformations in difficult times.

Ray Howden

Ray Howden

Cresa
Principal
(818) 590-2568
rhowden@cresa.com
Real Estate
Home Group: Westlake 2

Bio: I serve occupiers of office and industrial space throughout North America. As a tenant rep real estate broker I provide expertise in space planning, purchase and lease transactions, and construction management.

Callen Johnson

Callen Johnson

Johnson Sandhu, LLP
Workers’ Compensation Plaintiff’s/Applicant’s Attorney
(805) 665-3335
callen@jslawteam.com
Attorney
Home Group: Moorpark

Bio: Experiencing a work-related injury can be a confusing and stressful time for an employee. I use my experience as a former workers’ compensation defense attorney to develop the best plan of action for my clients and to maximize their benefits.

Eric Johnson

Eric Johnson

Insighted
DEI Director / Certified Professional Coach
(562) 713-1038
ejohnson@insighted.xyz
Consultant Service
Home Group: Westside

Artin Kasparian

Artin Kasparian

Daily Computing Solutions, Inc
Co-Owner
(818) 240-5400 ext: 102
artink@dailycomputers.com
Information Technology
Home Group: Pasadena 5

Bio: I’m Artin Kasparian with Daily Computing Solutions, and we offer White Glove Concierge IT services.

Roee Kaufman

Roee Kaufman

Keystone Law Group, P.C.
(310) 444-9060
roee@keystone-law.com
Attorney
Home Group: West Los Angeles 2

Jonnelle Lewin

Jonnelle Lewin

The Agency
Real Estate Agent
(310) 770-9848
j.lewin@theagencyre.com
Real Estate
Home Group: Warner Center 1

Jerry Lucera

Jerry Lucera

Lucera CFO Solutions
(818) 482-0320
jerry@luceracfo.com
Consultant Service
Home Group: Santa Barbara 3

Bio: Drawing on over 20 years experience with SaaS and service companies to provide fractional CFO solutions. Some of my favorites are financial modeling & projections, cash burn forecasting, cash flow management, plan execution.

Armen Manasserian

Armen Manassarian

Chora, Young & Manasserian
Partner
(626) 744-1838
armen@cym.law
Attorney
Home Group: San Gabriel Valley

Bio: Chora Young & Manasserian helps creditors to pursue recalcitrant judgment debtors who have initiated asset protection schemes to avoid paying a judgment. Utilizing private investigators to locate hidden assets.

Ian Martin

Ian Martin

Cornerstone Preferred Insurance
Senior Vice President
(818) 643-2302
imartin@unitedagencies.com
Insurance
Home Group: San Gabriel Valley

Bio: Ian is an independent insurance agent that can provide solutions for all Business and Personal Insurance needs.

Romyar Nourafchan

Romyar Nourafchan

Insignia Mortgage
Vice President
(310) 266-2161
romy@insigniamortgage.com
Real Estate
Home Group: West Los Angeles 2,

Kevin O'Sullivan

Kevin O’Sullivan

Hahn & Hahn
Attorney
(626) 796-9123
kosullivan@hahnlawyers.com
Attorney
Home Group: San Gabriel Valley

Mikke Pierson

Mikke Pierson

Pierson Business Growth Solutions
(310) 309-0038
mpierson@focalpointcoaching.com
Consultant Service
Home Group: Venice

Bio: Award winning Business Coach, current City Councilor & recent past Mayor of Malibu. Mikke is a Small Business Expert with decades of experience in leading successful teams and driving the bottom line as a trusted advisor.

Ben Pitzer

Ben Pitzer

HKG, LLP
CPA
(626) 389-1222
bpitzer@hkgcpa.com
Accountant
Home Group: San Gabriel Valley

Otto Pohl

Otto Pohl

Core Communications
(917) 915-4400
otto@corecommunicationsconsulting.com
Consultant Service
Home Group: Silicon Beach

Karen Pryor

Karen Pryor

Pryority Lending Group, Inc.
President/Managing Broker
(833) 779-6748
karen@pryoritylending.com
Banking Finance
Home Group: South Bay 3

Bio: Licensed broker since 1993 for residential 1-4 property loans. As a Certified Reverse Mortgage Professional, my focus is educating trusted advisors & their senior clients about this versatile loan product.

Geof Rouss

Geof Rouss

Wintrust Mortgage
Senior Loan Officer/Sales Manager
(310) 804-8181
grouss@wintrustmortgage.com
Banking Finance
Home Group: Calabasas

Bio: Geof Rouss is a mortgage lender that can lend in all 50 states. We lend on Single Family Homes (1-4 units), condos, townhouses and the like. We do purchase money loans, cash out refinances and rate and term refinances.

Jill Sadler

Jill Sadler

Jackman Sadler Inc.
President at Jackman Sadler Inc.
(805) 560-7674
jill@jackmansadler.com
Consultant Service
Home Group: Santa Barbara 1

Bio: Jill Jackman Sadler is the Founder and Principal of Jackman Sadler, Inc. which provides paralegal support to lawyers and law firms throughout California.

Melissa Sanders

Melissa Sanders

Fox Rothschild
(415) 364-5540
msanders@foxrothschild.com
Attorney
Home Group: West Los Angeles 2

Erika Scheideman

Erika Scheideman

Lagerlof LLP
Partner
(626) 793-9400
escheideman@lagerlof.com
Attorney
Home Group: San Gabriel Valley

Bio: Certified Family Law Specialist handling all aspects of family law including dissolution of marriage, legal separation, nullity, custody issues, parentage actions, child and spousal support matters, and premarital and postmarital agreements.

Jodi Shoemake

Jodi Shoemake

Lee & Associates
Founding Principal
(626) 535-9888
jshoemake@lee-associates.com
Real Estate
Home Group: San Gabriel Valley

Marlon Schulman

Marlon Schulman

MARS Mediation
Certified Mediator & Dispute Resolution Specialist
(323) 304-3804
marlon.schulman@marsmediation.com
Attorney
Home Group: Beverly Hills 3

Joshua Singer

Joshua Singer

Nelson Hardiman, LLP
(310) 203-2800
jsinger@nelsonhardiman.com
Home Group: Century City 1

Karen Smith

Karen Smith

Personalized College Choice
Independent Educational Consultant/College Advisor
(805) 435-2757
karen@personalizedcollegechoice.com
Consultant Service
Home Group: Westlake 4

Bio: I help your client families save money and time by helping them find best fit colleges for their high school and community college students. To facilitate this I conduct in depth assessments of the students needs and interests and the family’s finances.

Anh Stenzel

Anh Stenzel

Regal Law & Mediation APC
Principal Attorney
(310) 212-7109
astenzel@regallawoffice.com
Attorney
Home Group: Pacific Business Corridor 1

Kimberly Tharpe

Kimberly Tharpe

Citizens Business Bank
Vice President, Center Manager
(805) 482-7600
katharpe@cbbank.com
Banking Finance
Home Group: Westlake 4

Bio: I provide concierge banking and lending services to small and medium size businesses in Ventura County and the surrounding areas.

David Thompson

David Thompson

SMPL Mortgage
Mortgage Advisor
(626) 583-1623
david@smplmortgage.com
Real Estate
Home Group: San Gabriel Valley

Bio: Mortgage Expert.

James Watson

James Watson

Sales Catapult
Outsourced VP of Sales
(310) 488-1864
jwatson@salesxceleration.com
Consultant Service
Home Group: West Los Angeles 2

Bio: Outsourced VP of Sales for SMBs.

Zachary Weitz

Zachary Weitz

KFB Rice LLP
(310) 307-3441
zack@kfbrice.com
Home Group: Universal City

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
Sep 28, 2021

Calm Above, Turmoil Below: A September to Remember, John Grace, Columnist, Wave Publications

While everyone enjoys the melt up, few are prepared for a melt-down. How prepared are you? https://wavepublication.com/calm-above-turmoil-below-for-a-month-to-remember/
Todd Carey
Sep 28, 2021

Angela Reddock-Wright Joins the USC Gould School of Law Faculty in the Mediation Clinic Program

Angela Reddock-Wright, an employment law mediator and arbitrator, has joined the USC Gould School of Law Faculty in the Mediation Clinic Program. She is looking forward to being part of a program that will introduce the next generation of attorneys to the process and benefits of mediation and ADR.
Todd Carey
Sep 28, 2021

Igor Drabkin Quoted by Law360

Igor Drabkin, a tax litigator and a principal with Holtz, Slavett & Drabkin, was quoted in the September 17, 2021, article by Law360, "Return To In-Person Tax Court Trials Adds Wrinkles For Attorneys".
Todd Carey
Sep 28, 2021

Juan Ros, CFP®, Is Panelist at National Philanthropic Conference

Juan Ros, CFP®, financial advisor in Thousand Oaks, California, appeared September 20 as a panelist for a session at the National Association of Charitable Gift Planners' 2021 Virtual National Conference. The panel session, "The Secrets of Engaging Professional Advisors in Gift Planning," explored the motivations of professional advisors and provided gift planners with strategies to create new partnerships. Juan is a former gift planning professional and brings his charitable giving expertise to his financial advisory practice and his clients.
Todd Carey
Sep 28, 2021

Writer For Hire Client Lisa MacCarley Featured on CNN Special Report

Probate and conservatorship attorney Lisa MacCarley, a longtime advocate of probate reform, will appear in the CNN Special Report "Toxic: Britney Spears' Battle for Freedom" on Sunday, Sept. 26, 2021 at 5 p.m. PT. Writer For Hire Pat Kramer has been working on Ms. MacCarley's PR efforts for the past two years, documenting her interviews with major media, including a previous BBC Special. Ms. MacCarley is an advocate for probate reform, having founded the non-profit Bettys' Hope in 2020.
Todd Carey
Sep 07, 2021

Juan Ros, CFP® Presents on Charitable Giving to University Group

Juan Ros, CFP®, Financial Advisor, was a panelist on August 26 to an audience of the Cal State-Channel Islands Osher Lifelong Learning Institute (OLLI). Juan and two other panelists discussed various charitable giving strategies within the context of tax, estate, and financial planning considerations. In his practice, Juan works with families and business owners in all areas of financial planning, with a particular emphasis on philanthropic giving for clients who are charitably inclined.
Todd Carey
Sep 07, 2021

Angela Reddock-Wright Weighs in on 'What's Next For Ex -Jeopardy! Producer Mike Richards After Firing?' in FOX Business Article (09/02/21)

Angela Reddock-Wright was interviewed by Fox Business for her expert commentary on what's next for ex -'Jeopardy!' producer, Mike Richards, after his firing. Read the 09/02/21 article with Reddock-Wright's comments to find out: https://www.foxbusiness.com/lifestyle/ex-jeopardy-producer-mike-richards-firing-expert Angela Reddock-Wright is an employment law mediator and arbitrator with Judicate West, and the Founding and Managing Partner of the Reddock Law Group.

Member Milestones

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

Celebrating 15 Years

Justin Krane

Justin Krane

Krane Financial Solutions
Certified Financial Planner
(310) 989-0934
justin@kranefinancialsolutions.com
Investment Advisor
Home Group: Santa Monica 4

Bio: I am the entrepreneur’s financial planner. I am the guy that unites money with life and business. I am independent and am a fee only fiduciary.

John K. Murphy

JKMurphy Advisors, Inc.
President
(213) 705-0391
jkmurphy@jkmurphyadvisors.com
Consultant & Service
Home Group: Encino 1

Bio: JKMurphy Advisors creates growth plans that improve the performance and market value of our Clients.

Lionel Sanders

Lionel Sanders

BPM LLP CPA’s
CPA/Of Counsel
(310) 460-1156
lsanders@bpmcpa.com
Accountant
Home Group: Century City 3

Bio: Accounting, tax and advisory services for businesses, individuals, estates, trusts, real estate and the visual arts. Gumbiner Savett is a local CPA firm that has been in business for 70 years providing tax, audit and accounting and business services.

Nevin Sanli

Nevin Sanli

Sanli Pastore & Hill Inc.
President & Founder
(310) 571-3400
nsanli@sphvalue.com
Financial Service
Home Group: Century City 7

Bio: Nevin has over 30 years of experience in expert testimony & litigation opinions, forensic accounting, finance & economics, business, brand & IP valuations, fairness & solvency opinions and transaction advisory services.

Celebrating 10 Years

Justin Anderson

Channel Wealth
CFP, Managing Partner
(805) 770-1352
justin@channelwealth.com
Investment Advisor
Home Group: Santa Barbara 2

Bio: Justin and his ensemble team at Channel specialize in helping clients to navigate and plan for life’s transitional financial events. Their practice focuses on comprehensive financial planning and assisting clients who are transitioning assets in retir

Fred Arnold

American Family Funding
Mortgage Advisor
(661) 284-1150
fred@fredarnold.com
Banking & Finance
Home Group: Santa Clarita Valley

Bio: Fred Arnold is an industry leader and seasoned veteran in the areas of mortgage lending and public speaking. Fred is a mortgage professional with American Family Funding and his business is 100% referral based.

Douglas Ridley

Ridley Defense, APC
Criminal Defense Attorney
(805) 208-1866
doug@ridleydefense.com
Attorney
Home Group: Moorpark

Bio: Clients in the criminal justice system experience the scariest moments of their lives. I use my experience as a former Deputy District Attorney to calculate the best criminal defense for the case and shepherd my clients through this difficult time.

Adam Soibelman

R2 Law Group, LLP
Partner
(818) 610-3222
asoibelman@r2lawgroup.com
Attorney
Home Group: Warner Center 1

Bio: I serve as outside general counsel for national and local companies in a broad range of industries and am entrusted to handle their litigation and transactional needs.

Sherry Wallen

Strategic Direction, Inc.
Managing Director
(818) 937-0888
sherry@sdicpa.com
Accountant
Home Group: Encino 3

Bio: Accounting firm serving small and mid-size closely held companies and their owners. Services include financial statement and 401(k) audits, reviews, compilations, tax planning and compliance for individuals and business entities and trust tax return prep

Celebrating 5 Years

David Burstein

Law Offices of David Burstein & of Counsel, Park Family Law APLC
Prinicpal
(310) 746-9018
david.burstein@lawofficesofdavidburstein.com
Attorney
Home Group: Downtown Los Angeles 3

Bio: David Burstein is an attorney whose practice focuses on family law matters. Specifically, he drafts pre- and post- nuptial agreements, litigates dissolution and parentage/paternity actions, and handles post-judgment custody and support disputes.

Robert Curtis

Foley Bezek Behle & Curtis, LLP
Managing Partner
(805) 962-9495
rcurtis@foleybezek.com
Attorney
Home Group: Ventura 2

Bio: A big-case litigator who has achieved record jury verdicts and over $750 million in settlements. Robert has robust litigation experience in real estate, complex business litigation, lender liability, class actions and wildfire-based litigation.

Sierus (See-Roos) Erdelyi

TruLine Realty
Realtor, President/Managing Broker
(310) 383-4640
sierus@trulinerealty.com
Real Estate
Home Group: Rancho Park

Bio: Sierus is the sole owner and managing broker of TruLine Real Estate (a primarily residential brokerage based out of West LA) with a team of more than 75 agents and staff to help him and his clients buy and sell homes.

Jeffery Harrold

Jeffery Harrold

Incrementum
(213) 545-4089
jeffery@incrementum.technology
Financial Service
Home Group: Mid City

Bio: I am the man with two first names. I help companies figure out how to grow, raise capital and exit. I work primarily with lower middle market companies and emerging growth situations to help managers and owners maximum the value of their time and…

Paul Notaras

Financial GPS
Partner
(310) 663-9415
paul@financialgpsgroup.com
Consultant & Service
Home Group: Santa Monica 5

Bio: Paul works closely with CEO’s, Business Owners and other stakeholders on strategic, performance, financial and other issues. Paul synthesizes complex matters to develop and implement the most valuable solutions for that issue and Client.

Ali Talai

Talai Law Offices
Asset Protection, Estate, and Tax Planning Attorney, LL.M. (Taxation)
(818) 285-2850
ali@talailaw.com
Attorney
Home Group: Westlake 2

Bio: I’m an Estate & Tax Planning attorney providing my clients with comprehensive and fully customized estate plans – addressing income tax planning, asset protection, reduction or elimination of estate and gift taxes, and avoidance of probate.

Ilan Wisnia

Valle Makoff
Partner
(310) 476-0300
iwisnia@vallemakoff.com
Attorney
Home Group: Entertainment 1

Bio: Ilan Wisnia is a partner with Valle Makoff LLP, a boutique litigation firm specializing in entertainment, sports, and business litigation. Ilan represents production companies, film distributors, business owners, and investors in all types of disputes.

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, October 6, 2021
Time: 11:45am – 1:00pm