August 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
Jul 22, 2021

Loreen Gilbert appears on TD Ameritrade

Watch Loreen Gilbert's recent appearance on TD Ameritrade: https://youtu.be/H1UujicR9to

Member Milestones

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

Celebrating 15 Years

Mark Kandarian

Succession-Retirement Strategies & Solutions, Inc
Founder & President
(949) 296-8356 Ext. 83
mkandarian@successionretirement.com
Consultant & Service
Home Group: Orange County Metro

Bio: As their Total Wealth Advisor, I equip my clients to Retire Well from their points A to Z! Whatever that means to them. If they don’t know, then together we learn. We effectively fix broken or create new Retirement, Exit, Succession & Transition…

Celebrating 10 Years

Debbie Biscotti

Heartland Payment Systems
Territory Sales Manager
(949) 943-9446
deborah.biscotti@heartland.us
Human Resources
Home Group: Irvine Spectrum

Bio: Heartland Payroll is a National ,Publicly held Payroll Service Guarantees A+ BBB rated personalized Payroll Services including full taxpay service, Direct Deposit, all Quarterly and Year End returns filed, an HRIS real time, web based solution, POS…

Griff Griffith

GMGS
CPA, CIC, CRM
(949) 559-3370
griffg@gmgs.com
Insurance
Home Group: Irvine Spectrum

Bio: Griff Griffith is known as an innovative Risk Manager providing clients with a unique combination of risk management services and traditional insurance tools. Griff’s firm, GMGS Risk management is focused on protecting the assets, employees and net worth…

David Hirson

David Hirson & Partners, LLP
Founder & Managing Partner
(949) 383-5358
dhirson@hirsonimmigration.com
Attorney
Home Group: Irvine 3

Bio: David has more than 35 years of experience in corporate immigration law, specializing in business and investment immigration. He is internationally-recognized for his dedication & contributions to investment immigration (EB-5).

Jordon Steinberg

Kaufman Steinberg LLP
Managing Partner
(949) 757-9000
jordon@kaufmansteinberg.com
Attorney
Home Group: Irvine 3

Bio: We pride ourselves of being a CLIENT-FOCUSED, RESULTS-ORIENTED Family Law Firm. We tailor our clients’ cases to their needs absent personal agenda or rigid style. I am a Certified Family Law Specialist and Martindale Hubbell AV rated.

Celebrating 5 Years

Avi Attal

Kahana & Feld LLP
(949) 812-4781
aattal@kahanafeld.com
Attorney
Home Group: John Wayne Airport

Bio: I advocate for businesses defending employment lawsuits including wage and hour class actions, retaliation, harassment and wrongful termination matters. I also focus on defending employers covered under PEOs and insurance.

Bryan Fournier

Silverpoint Advisors
Principal
(949) 502-2915
bfournier@silverpointadvisors.com
Real Estate
Home Group: Orange County Central

Bio: Bryan Fournier is a Principal and founding partner of SilverPoint Advisors. Bryan provides conflict-free commercial real estate brokerage services to companies who need to renew, relocate, purchase or dispose of commercial office space.

Glenn Hamburger

Glenn Hamburger

Gen X Wealth Advisors, LLC
Founder, Managing Member
(949) 400-5135
glennhamburger@gmail.com
Investment Advisor
Home Group: Irvine 2

Bio: Glenn Hamburger, CFP ®, is the founder and Managing Member of Gen X Wealth Advisors. As a Certified Financial Planner (TM), he helps individuals and families with creating roadmaps for all aspects of Estate planning.

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: Wednesday, August 11, 2021
Time: 11:30am – 1:30pm