Orange County 0920

New Members | 22 New Members in the Orange County Area

Melissa Amitrano

Company: Pearlman Brown & Wax
Title: Senior Associate
Phone: (714) 221-1700
Email: mel@4pbw.com
Profession: Attorney
Home Group: Irvine 3

Robert Ardell

Company: Kore1
Title: Managing Partner @ Kore1
Phone: (949) 300-4668
Email: robert@kore1.com
Profession: Human Resources
Home Group: Irvine Spectrum
Bio: I am currently a Managing Partner & Strategic Advisor at Kore1 and still advise and consult for Oculu and Innovate Media.

Jamie Ausec

Company: www.thelibertycompany.com
Title: Vice President – Employee Beneﬁts
Phone: (949) 356-3330
Email: jausec@libertycompany.com
Profession: Insurance
Home Group: Riverside
Bio: Employee beneﬁts are typically the second highest operating expense behind payroll for most California companies; for the past 14 years my primary focus has been to architect unique solutions that minimize cost while keeping robust medical plans in place.

Steve Bender

Company: KaufmanIT, Inc.
Title: Vice President
Phone: (949) 485-5319
Email: steve@kaufmanit.com
Profession: Information Technology
Home Group: Irvine 2
Bio: Business technology professional with 25 years experience helping companies with their IT needs.

Melissa Delaney

Company: Society 54
Title: Director of Strategic Marketing
Phone: (949) 735-1023
Email: melissa@society54.com
Profession: Marketing
Home Group: Newport-Irvine
Bio: I am a marketing specialist who works with attorneys, CPAs, and professionals to elevate their company, practice areas and individual brands. This includes crafting websites, social media strategies, digital content and communications.

Eric Francisconi

Company: FitzGerald Yap Kreditor LLP
Phone: (949) 788-8900
Email: efrancisconi@fyklaw.com
Profession: Attorney
Home Group: Cerritos
Bio: I am a trial attorney with over 25 years experience in courts throughout California, focusing on complex business and commercial litigation, real estate litigation, and probate litigation.

Matilde “Maty” Guiza

Company: LivHOME
Title: Care Consultant
Phone: (949) 794-8775
Email: mguiza@livhome.com
Profession: Consultant Service
Home Group: Newport Beach
Bio: Trusted advisor to the professionals acting in ﬁduciary roles on behalf of clients who need aging in place, neutral and professional care management with care giving oversight, as well as care coordination.

Michelle Herting

Company: Coast Trusted Professionals
Title: Owner
Phone: (951) 784-9753
Email: admin@yourowncpa.com
Profession: Accountant
Home Group: Riverside
Bio: Michelle is a California Certiﬁed Public Accountant with ofﬁces located in Riverside, Los Angeles, and Orange counties. She provides services in the areas of estate and trust taxes, business valuations, and trust administration.

Jennifer Johnson

Company: Law Ofﬁce of Jennifer R Johnson, PLC
Title: Attorney
Phone: (714) 884-4197
Email: jrj@jenniferjohnsonlaw.com
Profession: Attorney
Home Group: Irvine 3
Bio: Ms. Johnson represents individuals in personal injury, medical malpractice and wrongful death cases. As a registered nurse and lawyer since 1992, Ms. Johnson is uniquely qualiﬁed to represent injured people.

Elizabeth Jablecki Johnson

Company: Klausner | Johnson LLP
Phone: (949) 220-1500
Email: ejohnson@klausnerjohnson.com
Profession: Attorney
Home Group: Irvine 3
Bio: I can assist your referrals with divorce, custody and visitation issues, child support enforcement, spousal support, prenups, and domestic violence restraining orders. I practice in LA, OC, Riverside, San Bernardino and San Diego (Vista) counties.

AJ Amjad Khan

Company: aimINSIGHT Solutions, Inc.
Title: CEO/ Founder
Phone: (310) 918-7162
Email: amjad@aiminsight.com
Profession: Information Technology
Home Group: Long Beach
Bio: Business Process Improvement, Software Application Developers.

Ashley N. Lopeztello

Company: Carothers DiSante & Freudenberger LLP
Phone: (949) 577-5201
Email: alopeztello@cdﬂaborlaw.com
Profession: Attorney
Home Group: Newport Beach

Jenna Lorenz

Company: Shaﬁr Law, APC
Title: Attorney
Phone: (714) 406-2764
Email: jenna@shaﬁrlaw.com
Profession: Attorney
Home Group: Irvine South
Bio: Personal Injury Attorney specializing in auto accidents, premises liability, dog bite, products liability, and negligence cases.

Grant Moulden

Company: MATLES & ASSOCIATES, INC.
Title: VP of Employee Beneﬁts
Phone: (714) 734-9700
Email: grant@gomatles.com
Profession: Insurance
Home Group: Newport Gateway 2

Chris Pontrelli

Phone: (626) 463-1495
Email: cpontrelli@ptbeneﬁts.com
Home Group: Irvine OC

Mike Rankin

Company: Relational Advisors
Title: Principal
Phone: (949) 449-2002
Email: mrankin@relational.com
Profession: Insurance
Home Group: South Coast Metro
Bio: Relational Advisors is an employee beneﬁt advisory ﬁrm specializing in providing services to professional service ﬁrms.

Marcia Stamberger

Company: Old Republic Title Company
Title: Commercial Account Executive/Major Accounts
Phone: (310) 435-9681
Email: marcias@ortc.com
Profession: Real Estate
Home Group: South Coast Metro
Bio: Providing Commercial and Residential Title Insurance – Major Accounts – Nationwide – Unlimited. Seasoned professional with 20+ years in the real estate industry. Old Republic Title, over 100 years of unsurpassed strength and stability.

Dave Stocks

Company: Mutual of Omaha Mortgage
Title: Home Equity Retirement Specialist
Phone: (949) 201-3233
Email: dstocks@mutualmortgage.com
Profession: Banking Finance
Home Group: Costa Mesa
Bio: I enjoy helping seniors get what they want, mostly more $. I also seek ﬁnancial peace for all of us and I just happen to be a Reverse Mortgage Specialist.

Boad Swanson

Company: Salus Homecare
Title: President
Phone: (949) 338-0800
Email: bswanson@salushomecare.com
Profession: Consultant Service
Home Group: Newport Center 2

David Valenzuela

Company: American Business Bank
Phone: (951) 870-0146
Email: dvalenzuela@americanbb.bank
Profession: Banking Finance
Home Group: Riverside

Joshua Walters

Company: ADMERGE – Talent Optimization
President: President
Phone: (949) 304-7414
Email: joshua@admerge.com
Profession: Consultant Service
Home Group: Newport Center
Bio: ADMERGE helps organizations achieve their business objectives through people.

Rola Ziadie

Company: Ziadie Insurance Services
Title: Broker
Phone: (949) 429-5286
Email: rola@ziadieinsurance.com
Profession: Insurance
Home Group: Newport Gateway 2
Bio: For over a decade Ziadie Insurance has provided employee beneﬁt solutions and exceptional client support. As a result of the current healthcare reform, it has never been more important to have an experienced agency provide you support.

Member News

Lisa Anderson Quoted in San Fernando Valley Business Journal

Manufacturing and Supply Chain Expert Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc. was quoted in the article “Manufacturing Special Report: Pandemic Problems”. For the full Story, click here.

Lisa Anderson Interviewed by Bloomberg Opinion
Manufacturing and Supply Chain Expert, Lisa Anderson, MBA, CSCP, CLTD, president of LMA Consulting Group Inc., was interviewed for an article on how COVID-19 continues to disrupt the super markets in “Why Your Favorite Grocery Item is Still Out of Stock” For the full story, click here.

KWSM’s Katie Wagner Published in Forbes on Leadership

Katie Wagner, President of KWSM: a digital marketing agency, was published in Forbes on the lessons from childhood she uses to lead the agency today. Read the full article, click here.

Katie Wagner Interviewed on Business Growth Café
Katie Wagner founder, CEO of KWSM, A Digital Marketing Agency joins Angelo Ponzi at the Café to answer your questions and offers up some great advice on the importance of implementing an effective digital strategy and campaign for your business. Listen here.

Jason Makevich, Greenlight Named to Inc 5000!

Jason Makevich, an IT services firm in Irvine, CA has been named to Inc Magazine’s Inc 5000 list. “It’s an honor to be recognized by Inc, and ranked alongside so many remarkably innovative businesses,” said Jason Makevich, Greenlight’s founder.

Marc Ottestad Interviewed on Bill Black’s Exit Radio

Family Business Performance challenges and solutions was the topic with Bill Black and Pete Walsh on Exit Radio.

Loreen Gilbert’s TD Ameritrade Appearance

Click here to view Loreen’s recent appearance on TD Ameritrade.

Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.

Member Milestones

Celebrating 25 Years

Laura Conover

Company: Conover Consulting, Inc.
Title: MBA – CCP
Phone: (949) 388-3200
Email: laura@conoverconsulting.com
Profession: Human Resources
Home Group: Orange County Metro
Bio: With over 25 years of consulting experience, Conover Consulting has a holistic approach to improving employee performance and your company’s bottom line. We connect the leadership, culture, and compensation pieces to maximize organization ROI.

Celebrating 20 Years

Dita Shemke

Company: STIFEL
Title: Financial Advisor
Phone: (949) 271-5100
Email: shemked@stifel.com
Profession: Financial Service
Home Group: South Orange County
Bio: SHEMKE-DIXON WEALTH ADVISORY GROUP specializes in working with owners of closely held business and advising women in transition. Using a fee-based comprehensive planning process, we provide objective guidance when assessing our clients’ total financial picture.

Celebrating 10 Years

Marianne Dawson-Man

Company: The Tax Counsel, A Law Firm
Title: Tax Controversy/Tax Resolution Attorney
Phone: (949) 260-2078
Email: marianne@thetaxcounsel.com
Profession: Attorney
Home Group: South Orange County
Bio: Call Me When: IRS/FTB/EDD/sales tax audit defense, contractor/employee audit defense, payroll tax/trust fund penalty, tax discharge in bankruptcy, IRS innocent spouse, Tax Court, etc. Fmr Chair of Tax of OCBA & fmr Co-Editor-In-Chief of Business Law News.

Brian Kelly

Company: Kelly Risk Management & Insurance Services, Inc.
Title: President
Phone: (949) 336-6150
Email: bkelly@kellyrisk.com
Profession: Insurance
Home Group: Newport-Irvine
Bio: Independent Commercial Insurance Brokerage tailoring the proper coverage for hard-to-place risks. Lines of coverage include: General Liability, Property, Workers’ Compensation, Professional Liability, Business Auto Liablity, Cyber Liability and others.

William Tate

Company: K&L Gates
Title: Partner
Phone: (949) 623-3601
Email: bill.tate@klgates.com
Profession: Attorney
Home Group: Irvine Metro
Bio: Mr. Tate is a partner at the Irvine office of Bryan Cave Leighton Paisner LLP, which is a leading business and litigation firm with global reach, a strong reputation and a long history of success.

Celebrating 5 Years

Kyra Andrassy

Company: Smiley Wang-Ekvall LLP
Title: Partner
Phone: (714) 445-1017
Email: kandrassy@swelawfirm.com
Profession: Attorney
Home Group: Orange County Central
Bio: I am an insolvency lawyer who helps financially distressed businesses try to avoid a bankruptcy filing but will navigate them through one if unavoidable. I also represent creditors in bankruptcy cases, parties interested in purchasing assets from bankrupcy, and more.

Blaine Burch

Company: Burch, Haddock & Roll, LLP
Title: Founding Partner
Phone: (949) 788-6690
Email: blaine@bhrlawgroup.com
Profession: Attorney
Home Group: Orange County Central
Bio: I help business owners and professionals coordinate their business plan with their family plan.

Mark Clark

Company: Benefit Associates Inc
Title: Vice President/Partner
Phone: (714) 538-5220
Email: mclark@benefitassoc.com
Profession: Consultant & Service
Home Group: Orange County Central
Bio: My expertise is the design, installation, administration, and operation of qualified retirement plans. We provide fee-only plan consultation, design, installation, administrative, and actuarial services. We believe in continuity of account management.

Martin Dack

Company: Dack Law Group
Title: Attorney-owner
Phone: (949) 600-7799
Email: mdack@dacklaw.com
Profession: Attorney
Home Group: Costa Mesa
Bio: Martin Dack has extensive experience in all aspects of civil litigation with a focus on business matters. Mr. Dack’s experience include representing clients at Trials, Appeals, Arbitrations and Mediations.

Abbas K. Gokal

Company: Gokal Law Group, Inc.
Title: Attorney
Phone: (949) 753-9100
Email: agokal@gokallaw.com
Profession: Attorney
Home Group: Irvine Spectrum
Bio: Inheritance Trial lawyer representing beneficiaries of trusts and probate estates that are unfairly treated and kept away from their rightful interests in an estate.

Kathy Nichols

Company: Carlson & Jayakumar
Title: Healthcare Attorney
Phone: (949) 222-2008
Email: kathy@cjattorneys.com
Profession: Attorney
Home Group: Irvine 3
Bio: I am a healthcare attorney with Carlson & Jayakumar LLP and I help providers, medical groups, and hospitals navigate the complex healthcare environment, including regulatory and corporate compliance, transactions, HIPAA, Stark, and Fraud and Abuse.

Amanda Paracuellos

Company: Sugg & Paracuellos, LLP
Title: Partner
Phone: (949) 677-6689
Email: amanda@sugglaw.com
Profession: Attorney
Home Group: Irvine Central
Bio: Amanda handles a broad range of business transactions, from entity formation, to contracts, securities and M&A.

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