November 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 30 New Members in the Los Angeles Area

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

Gino Alosco

Gino Alosco

Marshall & Stevens
Director
galosco@marshall-stevens.com
Real Estate
Home Group: Simi Valley 2

Bio: Director of Real Estate Valuation with Marshall & Stevens specializing in commercial property types. We provide independent, credible valuation and consulting services for transaction advisory purposes, financing, dispute and financial reporting.

John Benun

John Benun

Capital Group
(310) 996-6249
john.benun@capgroup.com
Home Group: West Los Angeles 2

Avi Bialo

Avi Bialo

Arete Wealth
Wealth Advisor
(818) 533-1911
avi.bialo@aretewealth.com
Financial Service
Home Group: Downtown Westlake 8

Bio: Wealth Management: A Sophisticated Approach to Investing and Wealth Building.

Jenna Blackmon

Jenna Blackmon

Law and Mediation Office of Jenna Blackmon
(310) 897-2251
jenna@jennablackmonesq.com
Attorney
Home Group: Santa Monica 4

Steve Boehm

Steve Boehm

Janas Investment Banking
Managing Director
(310) 597-0166
spb@janascorp.com
Home Group: West Los Angeles 2

Nicholas Candelaria

Nicholas Candelaria

Mission Bank
(805) 415-2524
candelarian@missionbank.com
Banking Finance
Home Group: Ventura 2

T. Randolph Cantanese

T. Randolph Catanese

randy@cataneselaw.com
Home Group: Simi Valley 2

Jonathan Deer

Jonathan Deer

Quantum Law Group, LLP
Attorney
(323) 673-7804
deer@quantumlawgroup.com
Attorney
Home Group: West Los Angeles 2

Bio: Really smart real estate and commercial litigator.

Eric Garfield

Eric Garfield

Cushman & Wakefield
Executive Managing Director
(213) 955-6477
eric.garfield@cushwake.com
Real Estate
Home Group: Beverly Hills 1

Bio: Eric B. Garfield, MAI is a Managing Director at Cushman & Wakefied and leads the estate planning valuation practice. He has qualified as an expert in matters of non-cash charitable donation (“Qualified Appraiser/Appraisal”) and with estate tax valuation.

Morgan Good

Morgan Good

The Myers Law Group APC
(805) 714-5693
mgood@myerslawgroup.com
Attorney
Home Group: Ventura 2

Alex Grigorians

Alex Grigorians

Safarian Choi & Bolstad LLP
Partner
(213) 915-6070
amg@safarianchoi.com
Attorney
Home Group: Pasadena 3

Bio: Alex specializes in real estate transactions and real estate finance transactions, also regularly advises on general business and corporate matters.

John Harris

John Harris

Harris & Hayden
Prinicpal
(213) 489-9833
john@harrishayden.com
Attorney
Home Group: San Gabriel Valley

Bio: We represent employers and management in labor/employment issues—our services include workplace investigations, defending claims of discrimination, sexual harassment and wage/hour violations.

Alexis James

Alexis James

WorkWise Law, PC
Managing Shareholder
(818) 591-6724
jalexis@workwiselaw.com
Attorney
Home Group: Sherman Oaks 3

Jermaine Jamison

Jermaine Jamison

Ameriprise Financial Services, LLC
Financial Advisor
(424) 343-5122
jermaine.jamison@ampf.com
Financial Advisor / Wealth Management
Home Group: Mid City

Stuart Katz

Stuart Katz

Lido Advisors
Senior Managing Director
(310) 428-9006
skatz@lidoadvisors.com
Financial Service
Home Group: Mergers $ Acquisitions 2

Bio: Sophisticated financial advisor who focuses on working with entrepreneurs, uniquely successful artists, high net-worth families, and nonprofit organizations.

Bijan Keshavarzi

Bijan Keshavarzi

Forbix Financial
Senior Commercial Loan Officer
(818) 571-0710
bijan@forbix.com
Real Estate
Home Group: Westlake 6

Bio: Refinance or Purchase? Lending & Financing Needs? Specialized in any type of Residential, Commercial and Construction lending! Direct lender for Multifamily / Apartment buildings.

Madison Lanson

Madison Lanson

Law Office of Madison Lanson
Esq.
(805) 660-0032
madison@lansonlaw.com
Attorney
Home Group: Westlake 7

Bio: Attorney specializing in estate planning and administration, whose personal and interactive approach helps create, execute, and administer individualized plans for families and individuals. She is here for you today, and here for your family tomorrow.

Mimi Lin

Mimi Lin

NestMade Mortgage
(626) 236-2900
mimi@nestmade.com
Banking Finance
Home Group: Pasadena 5

Elizabeth Much

Elizabeth Much

e2wcollective
(310) 963-8050
emuch@e2wcollective.com
Home Group: Beverly Hills 2

Bio: Elizabeth Much has had her PR firm since the mid-90’s and represents a diverse clientele including top entertainment law firms, New York Times best-selling authors, experts/influencers and award-winning actors, comedians and showrunners.

Julie Newman

Julie Newman

Keller Williams Realty, Calabasas Estates
(818) 802-5004
jnewmansfr@gmail.com
Real Estate
Home Group: Sherman Oaks 3

Bio: Julie holds her position as a Top-Producing Real Estate Agent in the greater Los Angeles County and has held this position consecutively for over 25 years. Her reputation exceeds her. Julie is a master at negotiating & has the art of making the deal.

Lisa Ortega

Lisa Ortega

Ortega and Associates
President, Ortega and Associates, Certified Legal Nurse Consultants
(661) 237-0732
lisaortega@ortegaandassociates.com
Consultant Service
Home Group: Santa Clarita Valley

Bio: Certified legal nurse consultants with 15+ years in healthcare. Consulting services on any case where health, illness, or injury is an issue, including Medical or Nursing Malpractice, Personal Injury, Products Liability, Toxic Tort, or Workplace Injury.

Linda Polwrek

Linda Polwrek

Polwrek Financial
(818) 888-8888
linda@polwrekfinancial.com
Financial Service
Home Group: San Gabriel Valley

Evan Rees

Evan Rees

Network Intelligence Group
Principal/Co Founder
(213) 325-5455
evan@networkintelligencegroup.com
Information Technology
Home Group: Beverly Hills 3

Scott Rowe

Scott Rowe

SRowe2000 Media LLC
(310) 489-0269
srowe2000@gmail.com
Consultant Service
Home Group: Beverly Hills 4

Benji Rubin

Benji Rubin

Morgan Stanley
Financial Advisor
(305) 494-0366
benjirubin92@gmail.com
Financial Service
Home Group: Full service financial team at Morgan Stanley helping individuals and businesses with a min 1 mil in investable assets. We Specialize in profit sharing and defined benefit plans, injury and divorce settlements, donor advised funds and lending services.

Rances Sainz

Rances Sainz

Morgan Stanley
Financial Advisor
(818) 382-5746
rances.sainz@morganstanley.com
Investment Advisor
Home Group: Westside 2

Erica Vasques

Erica Vasques

Edward Jones
Financial Advisor
(818) 788-4408
erica.vasques@edwardjones.com
Financial Service
Home Group: Sherman Oaks 3

Bio: We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.

Gary Wax

Gary Wax

GMSR Appellate Lawyers
Partner
(310) 859-7811
gwax@gmsr.com
Attorney
Home Group: Mid City

Bio: I represent litigants in civil appeals and writ proceedings, either to reverse an error made in the trial court or to uphold favorable judgments and rulings. I work alongside trial counsel as a team to uncover the COURT’s errors.

Devin Witt

Devin Witt

dwitt@bpw.com
Home Group: Ventura 2

Theodore Zwicker

Theodore (Ted) Zwicker

NAI Capital
Sr. Vice President NAI Capital
(310) 440-8500
tzwicker@naicapital.com
Real Estate
Home Group: Encino 4

Bio: Represent Buyers of NNN properties and Owners of Retail Centers.

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
Oct 30, 2021

Presentation to the Tax Section of the Pasadena Bar Association

Christina Yon, presented to the Tax Section of the Pasadena Bar Association on September 20th. Christina co-presented with Louis Michelson, Esq. on the topic of Charitable Remainder Trusts: Financial and Tax Planning Basics. Christina talked about using life insurance in conjunction with a Charitable Remainder Trust.
Todd Carey
Oct 27, 2021

Kevin Berson recognized by the Los Angeles Business Journal as an Investment Banking 'Leader of Influence'

Kevin Berson was recognized by the Los Angeles Business Journal as an Investment Banking 'Leader of Influence.' for 2021. http://labusinessjournal.www.clients.ellingtoncms.com/news/2021/oct/25/leaders-influence-investment-bankers-kevin-berson/
Todd Carey
Oct 12, 2021

Juan Ros, CFP® Presents On Referral Strategies at Advisor Event

Juan Ros, CFP®, financial advisor, led a presentation on October 12 at Forum Financial's semi-annual Advisor Summit for all Forum advisors nationwide. Juan's presentation, "Asking for Referrals: The Conversation You Love to Hate," provided attendees with strategies to increase referrals from existing clients as well as other professional advisors. Juan's experience as a ProVisors member was presented as a key element of his business development strategy!
Todd Carey
Oct 12, 2021

Glenn Gow, CEO Therapist on the Business Growth Cafe Podcast

Glenn Gow, CEO Therapist joins me, Angelo Ponzi, at the Business Growth Cafe to discuss the many challenges and decisions facing CEOs and the steps they can take to become better leaders. Having been a CEO, leading his own company for 25 years, and working with brands such as Microsoft, Facebook, Google, and Apple, Glenn brings a unique perspective having been a CEO to help CEOs. Listen on your favorite podcast platform: https://linktr.ee/BusinessGrowthCafe
Todd Carey
Oct 12, 2021

Angela Reddock-Wright Discusses "Covid-19 Vaccinations & Religious Exemptions in the Workplace" on KPCC NPR 89.3

Angela Reddock-Wright, employment law mediator and the Founding and Managing Partner of the Reddock Law Group, joined Radio Host Larry Mantle on his show "Airtalk" on KPCC NPR 89.3 Los Angeles to discuss COVID-19 vaccinations and religious exemptions in the workplace. What rights do employees have? What are the obligations of employers under the law to engage in the interactive process and to provide reasonable accommodations for qualifying employees? Listen to Reddock-Wright on the segment to find out: https://www.youtube.com/watch?v=ihX46mdKaVs
Todd Carey
Oct 11, 2021

Xiliary Twil, President of Art Asset Management Group, quoted on CNBC (Grow)

Xiliary Twil, accredited senior art appraiser, founder of Art Asset Management Group, addresses "How to invest in a Booming Collectibles Market" along with an expert group of collecting peers. Can I say "sneakers and t-shirts?" Full story.... https://www.cnbc.com/2021/10/07/how-to-invest-in-a-booming-collectibles-market-according-to-experts.html
Todd Carey
Oct 11, 2021

Regina Lark's newest book is here!

Dr. Regina Lark, industry expert and thought-leader, is excited to announce the publication of her recent book, "Emotional Labor: Why A Woman’s Work is Never Done and What To Do About It." Emotional labor is the invisible, unnoticed, unwaged, unwritten, undervalued work women do at home and in the paid workforce. It provides the historical underpinnings for the work we call "women’s" work, and myriad solutions for creating greater equity at home. Available now on Amazon. For more information: https://emotional-labor.com/

Member Milestones

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

Celebrating 25 Years

Stephen A. Malley

Law Offices of Stephen A. Malley
Esq.
(310) 576-7772
samalley@malleyglobal.com
Attorney
Home Group: Emeritus Members

Bio: International tax and estate planning,asset protection; Captives estate &, asset protection.

Celebrating 15 Years

Eric Garcia

Wells Fargo Advisors
Managing Director – Investments
(626) 583-4186
eric.garcia@wellsfargoadvisors.com
Investment Advisor
Home Group: Downtown Los Angeles 3

Bio: Eric is a Managing Director at Wells Fargo Advisors and co-leads the Garcia Wealth Management Group. Eric is also a Certified Financial Planner. Eric and his team have a well defined process for helping clients achieve what is most important to them.

Celebrating 10 Years

Igor Drabkin

Holtz Slavett & Drabkin
Member
(310) 550-6200
idrabkin@hsdtaxlaw.com
Attorney
Home Group: Century City 6

Bio: Former IRS Trial Attorney – Certified Tax Law Specialist. Representation of clients in sensitive tax litigation and controversy matters with the IRS and State Tax Authorities: Tax Litigation, Audit Representation, Tax Fraud and Criminal Tax Investigation.

Eric Feldman

Affiliated Monitors
Senior Vice President and Managing Director, Corporate Ethics and Compliance
(540) 226-3070
efeldman@affiliatedmonitors.com
Consultant & Service
Home Group: Century City 2

Bio: Affiliated Monitors provides independent independent ethics and integrity monitoring to oversee the implementation of administrative agreements, deferred and non-prosecution agreements, or other dispositions in enforcement actions brought by government…

Mike Foxworthy Sr.

Daum Commercial Real Estate
Executive Vice President
(805) 384-8830
mike.foxworthy@daumcommercial.com
Real Estate
Home Group: Camarillo 1

Bio: Mike is the Branch Manager for DAUM Ventura and Santa Barbara Counties office and specializes in Ventura County office leasing, sales and land development. Mike has consistently been a top producer for DAUM and directly represented over $700 million…

Peter Krupinsky

Manfredi Levine Eccles Miller & Lanson
Attorney at Law
(805) 379-1919
pkrupinsky@manfredilevine.com
Attorney
Home Group: Westlake 7

Bio: Specializing in real property disputes, transactions and litigation.

Joanne Ratinoff

The Ratinoff Law Group
Founding Partner
(310) 909-8754
joanne@ratinofflawgroup.com
Attorney
Home Group: Century City 2

Bio: Family law consultations, mediation, collaborative divorce, litigation, and preparation of prenups and postnups.Super Lawyer; Martindale Hubbell AV rated (35 years).

Richard T Rossignol

RTR Consulting The HR Experts
CEO
(805) 493-2136
rick.rossignol@experthrconsulting.com
Human Resources
Home Group: Camarillo 1

Bio: HR Expert with 20 plus years of running HR. Need help with attraction and retention, compensation, benefits, employee relations, compliance. Start-ups, small growing companies, due diligence for sale or acquisition get the expertise you need.

Natella Royzman

Jewish Community Foundation
Vice President, Charitable Gift Planning
(323) 761-8707
nroyzman@jewishfoundationla.org
Attorney
Home Group: Century City 6

Bio: Combining my legal expertise and passion for philanthropy, I identify and implement charitable strategies for individuals, whether they are donating a few thousand or millions of dollars, from their estate or during their lifetime.

Ted Schneider

Schneiders & Associates, L.L.P.
Partner
(805) 764-6370
tschneider@rstlegal.com
Attorney
Home Group: Camarillo 1

Bio: With 20 years of experience representing business owners, I focus my practice on corporate and business transactions, entity selection and formation, contracts, mergers and acquisitions, real estate leases and transactions, labor and employment, land use.

Stephen Smith

Law Offices of Stephen S. Smith
Principal
(310) 955-5824
ssmith@stephensmithlaw.com
Attorney
Home Group: Entertainment 2

Bio: Stephen Smith’s law practice focuses on representing entertainment companies in the motion picture, television and interactive gaming industries, and real estate development companies, providing those companies with legal counseling related to all aspects…

Carie Webber

Aviara Real Estate
Agent/Owner
(805) 338-8077
carie@webberestates.com
Real Estate
Home Group: Westlake 7

Bio: Residential Real Estate Agent specializing in home sales in Ventura and Los Angeles Counties. Owner/Shareholder of Webber Estates at Aviara Real Estate in Westlake Village, Ca consisting of over 200 agents and are one of the top agents in their area.

Celebrating 5 Years

James Bulger

Seber Bulger LLP
Attorney
(310) 651-7438
jim@seberbulgerlaw.com
Attorney
Home Group: Glendale 1

Bio: Jim is personal injury lawyer who cares about his clients.

Keith R Cerwinski

American Business Bank
Regional Executive Vice President
(951) 393-2371
kcerwinski@americanbb.bank
Banking & Finance
Home Group: Ontario

Bio: For 30+ years I have helped entrepreneurs throughout Southern California with their capital needs, including access to working capital, equipment and real estate financing. I serve as an Advocate, Banker and Consultant to business owners.

Ed Cogan

(310) 614-7728
cogan.ed@gmail.com
Real Estate
Home Group: Woodland Hills 4

Michael Feispor

Elkins Kalt
Attorney
(310) 467-8465
mfeispor@gmail.com
Attorney
Home Group: Santa Monica 4

Bio: Michael is an estate planning and tax Partner at Elkins Kalt. Michael represents business owners, real estate investors, entertainers, athletes, entrepreneurs and high net worth families in all aspects of estate and wealth transfer planning.

Matt Nichols

Crossover Capital Group
Managing Member
(925) 788-7371
matt.nichols@crossovercapitalgroup.com
Banking & Finance
Home Group: Warner Center 1

Bio: Crossover Capital is an asset-based commercial direct lender. I am a finance professional and CFA charterholder with more than 25 years experience as an analyst, risk manager and qualified investor.

Alexander Rachmanony

Opdahl & Rachmanony LLP
Partner
(818) 762-2597
alex@orllp.com
Accountant
Home Group: Calabasas

Bio: We specialize in privately held inventory based companies. We prepare audit, review, and compiled financial statements, projections, cash flow analysis, tax planning and preparation.

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, November 3, 2021
Time: 11:45am – 1:00pm

LA Valley Accelerator Workshop

Date: Thursday, November 18, 2021
Time: 11:30am – 1:00pm

LA Core Accelerator Workshop

Date: Thursday, December 2, 2021
Time: 11:30am – 1:00pm