July 2021

The
Accelerator

ProVisors - Business Networking & Trusted Advisors - Business Accelerator

New Members | 7 New Members in the Orange County Area

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

Allan Bayer

Allan Bayer

Glenn B. Hetzel & Associates, CPAs
Partner-Business Development & Advisory
(949) 855-4949
allan@hetzelcpa.com
Accountant
Home Group: Newport

Bio: Building Better Businesses – Contract CFO – Full Service CPA firm.

Lisa Boyd

Lisa Boyd

Armanino LLP
Director, Tax
(949) 224-3300
lisa.boyd@armaninollp.com
Accountant
Home Group: Newport

Bio: My focus is primarily on high-net worth individuals, their trusts and businesses including real estate. I’ve also developed a niche service for trustees and beneficiaries by providing trust accounting in the probate court format and other formats.

Cheryl Coleman

Cheryl Coleman

Keller Williams Realty
Realtor
(714) 717-1728
cheryl@cherylsellsoc.com
Real Estate
Home Group: Irvine Spectrum

Patrick Hernandez

Patrick Hernandez

SullivanCurtisMonroe
Vice President
(949) 852-4826
phernandez@sullicurt.com
Insurance
Home Group: Newport Center 2

Bio: Experienced Commercial Insurance Broker placing all lines of coverage with in-house services dedicated to Workers Compensation, Auto, Property, Employment Practices, and Cyber Liability. Primarily focused on Manufacturing, Distributors, & Food Industry.

Paul Moody

Paul Moody

Search Unlimited, Inc.
Private Investigator
(949) 678-8317
pmoody.pi@gmail.com
Consultant Service
Home Group: Newport-Irvine

Jill Ryther

Jill Ryther

Ryther Law Group
Attorney
(951) 677-8407
jill@rytherlawgroup.com
Attorney
Home Group: South Coast

Parris D. Trimble

Parris D. Trimble

Greenbaum Law Group LLP
Partner
(949) 760-1400
ptrimble@collectionlaw.com
Attorney
Home Group: Newport Gateway

Bio: Debt Collection Law Firm Attorney. Collections for sales of goods & services, loan collections, contracts, mechanics liens, unpaid Judgments including equalization judgments. B2B Minimum $10,000. Contingent, blended or hourly fees available.

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
Jun 15, 2021

Loreen Gilbert appears on Bloomberg TV

Loreen Gilbert joins Bloomberg TV's "The Close" to discuss the Fed's decisions based on recent economic data: https://vimeo.com/558755361
Todd Carey
Jun 01, 2021

Watch Loreen Gilbert on CNBC's Power Lunch

Loreen Gilbert recently appeared on CNBC's Power Lunch, "Two experts on seeking out ESG improvers." Click here to watch Loreen discuss the opportunities she is seeing in the ESG space: https://cnb.cx/3whOjbC

Member Milestones

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

Celebrating 25 Years

Andrew Zimbaldi

Kidder Mathews
Senior Vice President
(949) 557-5022
andrew.zimbaldi@kidder.com
Real Estate
Home Group: Orange County Metro

Bio: I provide asset management, expert witness, and receiverships services.

Celebrating 10 Years

Gary Caesar

HUB International Insurance Services Inc.
Account Executive
(805) 879-9550
gary.caesar@hubinternational.com
Insurance
Home Group: Santa Barbara 2

Bio: Insurance broker/consultant. I assist businesses navigate the complex insurance marketplace and help customers understand their financial and public exposures; I negotiate to deliver those costs under budget.

Peter Fischer

Sklar Kirsh LLP
Esq.
(310) 845-6416
pfischer@sklarkirsh.com
Attorney
Home Group: Encino 2

Bio: Peter R. Fischer is a partner with Sklar Kirsh LLP and a member of the Firm’s real estate and corporate practice groups. He is an experienced commercial real estate transactional attorney, whose clients include developers, operators, syndicators, and more.

Lawrence Hartley

Risk Strategies Company
Senior Vice President
(949) 436-2910
lhartley@risk-strategies.com
Insurance
Home Group: Irvine Spectrum

Bio: Clients know me for strategizing unique employee benefits programs, controlling their costs, and improving employee health.

Brad Leggett

Brad Leggett

The Leggett Group, Inc.
CEO/Founder
(949) 388-6910
brad@leggettsales.com
Consultant & Service
Home Group: Irvine Spectrum

Bio: Building and leading high performance sales teams is the strategic focus of The Leggett Group. We help you determine your most pressing sales team development issues. Then we develop and implement solutions for them – and get the results you need.

Marla Merhab Robinson

Marla Merhab Robinson

Merhab Robinson & Clarkson Law Corporation
Attorney
(714) 972-2333
marla@mrclawcorp.com
Attorney
Home Group: Orange County Central (Host)

Bio: I practice business transactional law in the areas of corporate, real estate, mergers & acquisitions, finance and employment law. I have been advising closely held business owners for over 30 years.

Brian Selvan

Walraven & Westerfeld LLP
Attorney
(949) 215-1995
bselvan@walravenlaw.com
Attorney
Home Group: Irvine 3

Bio: Brian’s practice focuses on California labor and employment law and provides both litigation and transactional services to clients.

Richard Usher

Furman Usher Inc
Attorney
(949) 788-0066
ricusher@aol.com
Attorney
Home Group: Irvine 3

Bio: Rick provides practical, business-oriented legal advice to privately held companies, entrepreneurs, and franchisees, covering mergers and acquisitions, contracts, licenses, corporations and LLCs, franchisees, and general business transactions.

Celebrating 5 Years

Jonathan Amitrano

Law Offices of A. Lavar Taylor
Attorney
(714) 546-0445
jamitrano@taylorlaw.com
Attorney
Home Group: San Jose 2

Bio: I am a California state certified tax specialist. Our law firm handles complex tax controversy matters involving the various taxing agencies such as the Internal Revenue Service (IRS), Franchise Tax Board (FTB), and the Employment Development Department (EDD).

Marc Brener

Energy Experts International
Director, Renewable & Energy Efficiency Services
(949) 365-5823
mbrener@eeintl.com
Consultant & Service
Home Group: Boston Non-Profit Affinity Group

Bio: I am an energy consultant who specializes in all manner of Renewable Energy & Energy Efficiency Services. Our key clients are commercial & non-profit properties. Our holistic approach to problem solving is to reduce power expenses and increase cash flow.

Karen Hahn

Karen A. Hahn CPA, CVA, MST
Owner
(408) 263-8888
karen@khahncpa.com
Accountant
Home Group: Newport Center

Bio: We provide tax and accounting services to individuals and businesses. We prepare tax returns that are in compliance with tax laws and strive to obtain the lowest possible tax result.

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.

Orange County Accelerator PV Zoom

Date: Tuesday, July 13, 2021
Time: 11:30am – 1:30pm